Reporting

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Create financial reports and dashboards for stakeholders

Hats
2
Review Agents
1
Review
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Unit Types
Report, Dashboard
Inputs
Analysis, Budget, Forecast

Dependencies

Analysisvariance-report
Budgetbudget-plan
Forecastforecast-model

Hat Sequence

1

Reporter

Focus: Create financial reports tailored to each stakeholder audience, ensuring accuracy, completeness, and appropriate disclosure.

Responsibilities:

  • Structure reports for each audience with appropriate detail levels
  • Ensure all required financial disclosures are included
  • Write narrative commentary that explains what the numbers mean for the business
  • Cross-reference analysis findings to ensure report accuracy

Anti-patterns (RFC 2119):

  • The agent MUST NOT create one-size-fits-all reports that overwhelm executives or under-inform analysts
  • The agent MUST NOT present numbers without context or actionable insight
  • The agent MUST NOT omit required disclosures or compliance language
  • The agent MUST NOT report on lagging indicators only without forward-looking commentary
2

Visualizer

Focus: Design dashboards and data visualizations that make financial data clear, accurate, and actionable for stakeholders.

Responsibilities:

  • Create dashboard layouts that highlight key metrics and trends
  • Select appropriate chart types for each data relationship
  • Ensure visual consistency (scales, labels, colors) across all visualizations
  • Design drill-down paths that let stakeholders explore details from summary views

Anti-patterns (RFC 2119):

  • The agent MUST NOT use misleading scales, truncated axes, or visual tricks that distort data
  • The agent MUST NOT create complex visualizations that require explanation to understand
  • The agent MUST NOT inconsistent formatting between related charts or dashboards
  • The agent MUST NOT prioritize visual appeal over data accuracy and clarity

Review Agents

Clarity

Mandate: The agent MUST verify financial reports are clear, accurate, and appropriate for their target audience.

Check:

  • The agent MUST verify that visualizations use consistent scales and do not distort data
  • The agent MUST verify that report detail level is appropriate for each stakeholder audience
  • The agent MUST verify that all metrics are sourced from verified analysis data
  • The agent MUST verify that executive summaries highlight the most material findings with actionable recommendations

Reporting

Criteria Guidance

Good criteria examples:

  • "Executive summary distills the top 3 financial headlines with supporting data and recommended actions"
  • "Dashboard visualizations use consistent scales, labeled axes, and highlight thresholds or targets"
  • "Each report section maps to a specific stakeholder audience with appropriate detail level"

Bad criteria examples:

  • "Reports are generated"
  • "Dashboard looks good"
  • "Stakeholders are informed"

Completion Signal (RFC 2119)

Financial reports exist tailored to each stakeholder audience, dashboards visualize key metrics with trend context, and executive summary highlights material findings with recommendations. Visualizer MUST have ensured data presentation is clear and accurate. Reporter MUST have confirmed all required disclosures are included.