### Documentation

Reporting skills synthesize data from connected systems into **actionable summaries**, morning briefs, PDF exports, portfolio snapshots, and single-store deep dives.

## Daily briefings

| Skill | What it does |

| --- | --- |

| `daily-briefing` | Morning priorities, escalations, what needs attention today |

| `daily-brief` | Franchise development morning brief, blockers and today's focus |

| `estimator-briefing` | Estimator bid inbox and deadline digest |

| `start-my-day` | Program chief-of-staff briefing across integrations |

| `portfolio-focus` | Cross-project risk focus, what's at risk on time or cost and why |

## Portfolio reports

| Skill | What it does |

| --- | --- |

| `report-portfolio-overview` | Pipeline counts, status breakdown, portfolio snapshot |

| `report-status-budget` | Status and capital by stage, deal-type mix |

| `report-overdue-milestones` | Overdue milestone report (often exported to PDF) |

| `portfolio-analytics` | Geographic distribution, prototype mix, permit processing times |

| `portfolio-triage` | Cross-project attention ranking |

| `portfolio-dashboard` | Schedule health dashboard across active projects |

| `financials` | Budget variance, overruns, change orders, program capital summary |

| `workload-analysis` | PM/GC capacity, overloaded roles, pipeline counts |

| `pipeline-status` | Franchise pipeline, stages, TI receivables, risk flags |

## Deep dives

| Skill | What it does |

| --- | --- |

| `project-deep-dive` | Full status for one store, notes, handover, timeline |

| `single-project-deep-dive` | Timeline, issues, next steps for one project |

| `project-detail` | Team contacts, schedule, top issues for one Walmart remodel |

| `store-deep-dive` | Lucernex facility/contract deep dive |

## Field & program activity

| Skill | What it does |

| --- | --- |

| `daily-log` | Superintendent daily log digest for active job |

| `program-activity` | Program-wide subcontractor activity summary |

| `initiatives-behind-schedule` | Overdue Wrike initiatives |

| `initiatives-starting-soon` | Initiatives starting within 3 weeks |

## Deliverable generation

These platform document skills often pair with domain skills when users need a file export:

| Skill | What it does |

| --- | --- |

| `generate-pdf` | Merge, split, OCR, or export PDF files |

| `generate-excel` | Spreadsheet creation and manipulation |

| `generate-docx` | Word document deliverables |

| `generate-pptx` | Slide decks |

| `generate-surfaice-html` | Branded HTML reports for SendFile preview |

| `template-builder` | Produce deliverables "by example" and save reusable templates |

## Example prompts

```

<code class="prose-module__c8L9oW__code">daily-briefing, what should I focus on today?

report-portfolio-overview as PDF

financials, program budget summary for Q3

workload-analysis, which PMs are overloaded?

project-deep-dive store 1707

portfolio-focus across my projects

</code>

```

## Related

- [Skills library](/docs/skills/ai)

- [Apps & automations](/docs/skills/apps-and-automations/ai), schedule recurring reports with On Watch

- [Teams & personas](/docs/use-cases/by-team/ai)

- [Estimating & bid skills Previous](/docs/skills/estimating-and-bids/ai)

- [Apps & automations Next](/docs/skills/apps-and-automations/ai)