reporting

name	reporting
description	Generate individual employee reports and session summary reports.

Reporting Skill

Generate structured reports from evaluation scores.

Individual Employee Report

To generate a report for one employee:

1. Read the employee's entry from data/evaluations/<session-id>/employees.yaml
2. Read the score file from data/evaluations/<session-id>/scores/<slugified-name>.yaml
3. Read the manifest for the training name

Build a JSON report with:

• employee: name and masked phone number (show only last 4 digits, e.g., +336***5678)
• training_name: from the manifest
• status: the employee's current status
• overall_score: from the score file (null if not completed)
• nudges_sent: number of nudge attempts
• concepts: array of per-concept scores with evidence, quotes, and follow_up flag
• flags: list of concepts scored weak or partial, formatted as "[concept]: [score] understanding, recommend follow-up"
• completed_at: timestamp (null if not completed)

For non-completed employees (unresponsive, delivery_failed, in_progress):

• Show status and nudges_sent
• Omit concept scores (no scores exist yet)
• Set overall_score to null

Write the report to data/reports/<session-id>/<slugified-name>.json.

Session Summary Report

To generate a summary for an entire session:

1. Read data/evaluations/<session-id>/employees.yaml for all statuses
2. Read all score files from data/evaluations/<session-id>/scores/
3. Read the manifest for training name and concept list

Build a JSON summary with:

• session_id, training_name, status
• employee_count: total employees
• completion_rate: percentage of employees with status "completed"
• employees: array of per-employee rows with name, status, overall_score, concept_scores (dict of concept name → score), and flags
• concept_summary: for each concept, count of strong/partial/weak/ not_assessed across all completed employees
• session_flags: list concepts where any employee scored weak, formatted as "[concept]: N employee(s) scored weak"

Write the summary to data/reports/<session-id>/summary.json.

Phone Number Masking

Always mask phone numbers in reports:

• Show only the last 4 digits
• Format: +XXX***XXXX (e.g., +336***5678)
• This applies to individual reports only (summary does not include phone numbers)