management-report-master

Management Report Master Skill

Capability Description

What this is: The master skill for the management report scenario, integrating monthly financial report preparation, business analysis integration, metric alert handling, and management report publishing, providing CFOs and financial analysis teams with a complete management report production capability.

What problem it solves: When users need to prepare a monthly management report, handle metric alerts in the report, integrate business analysis into the financial report, or publish a management report, this skill is invoked to obtain a complete management report production plan.

Boundaries: It does not involve specific business operations analysis; it focuses on the report production process and the integrated analysis of finance and business.

Trigger Conditions

Invoke this skill when any of the following scenarios is met:

The user mentions "management report," "monthly report," or "financial analysis report"
The user mentions "report alert," "metric anomaly," or "data inconsistency"
The user requests to "prepare a management report," "integrate business analysis," or "publish a report"

Examples

→ Example: The user says, "The deadline for the monthly management report has arrived, all the data is in, help me check whether the structure has any problems." The system should invoke this skill and enter the report preparation path.

→ Example: The user says, "The revenue figures from business and finance do not match, and the management report cannot be sent out." The system should invoke this skill and enter the data reconciliation path.

→ Example: The user says, "Several metrics have triggered alerts and need to be highlighted in the management report." The system should invoke this skill and enter the alert handling path.

Input

□ 场景类型：[报告编制/预警处理/数据协调/报告发布]
□ 报告期间：[YYYY-MM]
□ 报告范围：[公司整体/业务线/部门]
□ 截止日期：[YYYY-MM-DD]
□ 已获取信息：[描述]

Atomic Capability Invocation Sequence

路径一：月度管理报告编制
Step 1 → [管理报告数据提取]（management-report-data）
  → 输出：基础数据

Step 2 → [指标预警处理]（kpi-alert-handling）
  → 输出：预警处理方案

Step 3 → [业务分析整合]（business-analysis-integration）
  → 输出：业务分析内容

Step 4 → [管理报告撰写]（management-report-writing）
  → 输出：完整报告

Step 5 → [管理报告审阅]（management-report-review）
  → 输出：审阅意见

路径二：报告预警处理
Step 1 → [指标预警处理]（kpi-alert-handling）
  → 输出：预警分析

Step 2 → [业务分析整合]（business-analysis-integration）
  → 输出：根因分析

Step 3 → [管理报告撰写]（management-report-writing）
  → 输出：预警说明

Step 4 → 汇总输出预警处理报告

Output Format

管理报告生产报告
====================

【报告概览】
□ 报告期间：[YYYY-MM]
□ 报告页数：[X] 页
□ 数据完整度：[X%]
□ 预警数量：[X] 个（黄 [X] / 红 [X]）

【核心指标】
| 指标 | 目标 | 实际 | 达成率 | 状态 |
|---|---|---|---|---|
| [名称] | [X] | [X] | [X%] | ✅/⚠️/🔴 |

【预警处理】（如有）
□ 预警指标：[名称]
□ 原因：[描述]
□ 影响：[描述]
□ 建议：[描述]

【业务分析整合】（如有）
□ 分析主题：[描述]
□ 关键洞察：[X] 点
□ 建议行动：[X] 项

【报告审阅】
□ 审阅意见：[X] 条
□ 须修改项：[列表]
□ 发布状态：[草稿/审阅中/已发布]

【下一步】
□ 报告发布：[YYYY-MM-DD]
□ 下月报告启动：[YYYY-MM-DD]

Escalation Conditions

Escalation is required when any of the following conditions is met:

Key metrics fall below the red line → Escalate to CEO immediately
Data is inconsistent across systems → Escalate to CFO
The report requires cross-departmental coordination → Escalate to CFO for coordination

Atomic Skill List

Atomic Skill	Purpose
management-report-data	Management report data extraction
kpi-alert-handling	Metric alert handling
business-analysis-integration	Business analysis integration
management-report-writing	Management report writing
management-report-review	Management report review

Finance Skills — management-report master skill