reporting

name	reporting
description	Standardized templates for periodic reports, system audits, revenue tracking, and progress logs. All output goes to workspace/artifacts/ directory. Use when: generating periodic reports, system audits, performance reviews, revenue tracking, weekly retrospectives, daily progress logs, full workspace audits. Don't use when: ad-hoc status updates in chat, quick summaries in Discord, one-off answers to "how's it going?", real-time dashboards. Negative examples: - "Give me a quick update" → No. Just answer in chat. - "What's the weather?" → No. This is for structured reports. - "Post a status to Discord" → No. Just send a message. Edge cases: - Mid-week report requested → Use weekly template but note partial week. - Audit requested for single subsystem → Use full audit template, mark other sections N/A. - Revenue snapshot with $0 revenue → Still generate it. Zeros are data.
version	1.0

Reporting — Standardized Report Templates

All reports output to workspace/artifacts/ with naming convention: {type}-{YYYY-MM-DD}.md

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Report Types

1. Weekly Retrospective

File: artifacts/weekly-retro-YYYY-MM-DD.md Cadence: Sunday evening Template: templates/weekly-retro.md

Covers: revenue, agent economy, what shipped, what stalled, service uptime, next week priorities.

2. Full System Audit

File: artifacts/full-audit-YYYY-MM-DD.md Cadence: Monthly or on-demand Template: templates/full-audit.md

Covers: executive summary, revenue pipeline, workflow gaps, agent utilization, infrastructure efficiency, tool inventory, cron effectiveness, strategy assessment, content status, recommendations.

3. Daily Progress Log

File: artifacts/daily-log-YYYY-MM-DD.md Cadence: End of day Template: templates/daily-log.md

Covers: tasks completed, decisions made, blockers, tomorrow's priorities.

4. Revenue Snapshot

File: artifacts/revenue-YYYY-MM-DD.md Cadence: Weekly or on-demand Template: templates/revenue-snapshot.md

Covers: income by stream, expenses, net P&L, progress toward goals, trading performance.

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Templates

See templates/ directory for each template file. All use {{PLACEHOLDER}} syntax for variable substitution.

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Output Standards

• All reports go to workspace/artifacts/
• Use ISO dates in filenames
• Include generation timestamp and author at bottom
• Include "Executive Summary" at top for reports >1 page
• Link to source data where possible