Results for “reporting”

Use when configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-outcome-tracking-design.

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Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for resource skills, certifications, or preference setup — use admin/fsl-resource-management. NOT for work rules and service objectives — use admin/fsl-scheduling-policies. NOT for Omni-Channel agent capacity — use architect/omni-channel-capacity-model.

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Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for territory-level WorkCapacityLimit throttling or capacity-vs-utilization reporting — use admin/fsl-capacity-planning. NOT for service territory setup — use admin/fsl-service-territory-setup. NOT for work rules and service objectives — use admin/fsl-scheduling-policies.

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Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-setup).

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Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields. Trigger keywords: BillingAddress, MailingAddress, ShippingAddress, StateCode, CountryCode, GeocodeAccuracy, Location field type, displayLocationInDecimal, __Latitude__s, __Longitude__s, DISTANCE, GEOLOCATION, Custom Address Fields, AddressSettings, System.Address, System.Location, Person Account name.

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Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

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Reporting workflow for a working journalist, using web research and Apify's X scraper (social signals). Onboards the journalist, monitors their beat and builds digests, evaluates story pitches, finds and vets sources, and prepares interviews. Use for any newsroom task, such as "what's new on my beat", "is this pitch any good", "who should I talk to about X", "prep me for this interview", or "turn these notes into a draft".

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Outbound SDR (Sales Development Representative) operating system that runs the full top-of-funnel motion across HubSpot (CRM, engagement, and source of truth) and Exa (web research + signals). Use this skill WHENEVER the user is doing outbound sales development, building target/prospect lists, defining or refining an ICP, enriching leads, researching accounts or people before outreach, writing cold emails or multi-touch sequences, qualifying or scoring leads, logging activity to CRM, handing meetings off to AEs, or reporting on pipeline. Trigger it even when the user only says things like "find me 50 leads", "research this account", "write a cold email to this person", "score these leads", "log this in HubSpot", or "build a sequence"; these are all SDR tasks this skill governs. Do not wait for the user to say "SDR" or "prospecting" explicitly.

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Audit ESG reporting software and sustainability metric accuracy. Analyzes Environmental (Scope 1/2/3 emissions, water, waste, biodiversity), Social (workforce diversity, pay equity, human rights due diligence), and Governance (board composition, ethics, risk) data collection against GRI.

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Analyze program impact measurement software for logic model completeness, indicator tracking rigor, data collection methodology, causal attribution modeling, cost-effectiveness analysis, beneficiary feedback integration, and funder reporting accuracy..

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Audit a manufacturing energy management system for monitoring quality, cost optimization, and compliance. Triggers: building or reviewing industrial energy platforms, building management systems, or sustainability reporting tools.

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Analyze food supply chain systems for waste reduction opportunities including shelf life prediction models, FIFO and FEFO inventory rotation enforcement, demand forecasting accuracy and bias, donation logistics workflows, cold chain temperature monitoring, and sustainability reporting against EPA Food Recovery Hierarchy and UN SDG 12.3 targets.

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Analyze fraud detection systems including rule engines, ML scoring models, real-time transaction monitoring, alert triage workflows, false positive management, SAR/CTR regulatory reporting, adversarial robustness testing, and adaptive retraining pipelines for payment fraud, account takeover, identity theft, and AML compliance.

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Analyze fleet fuel optimization systems including MPG consumption analytics, eco-driving behavior scoring, route fuel cost modeling, idling detection and anti-idle programs, IFTA tax compliance reporting, alternative fuel transition planning, EV charging infrastructure readiness, and EPA SmartWay partnership metrics for commercial vehicle fleets.

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Audit a supply chain compliance system for ethical sourcing and labor rights. Triggers: building or reviewing supply chain compliance platforms, ESG reporting systems, or textile/garment sourcing tools.

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Analyze carbon accounting and emissions tracking software for Scope 1/2/3 calculation accuracy, GHG Protocol compliance, offset verification, supply chain emissions, reporting standards (CDP, TCFD, GRI, SASB, SEC), reduction target tracking, and audit trail integrity..

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Analyzes affordable housing management software for unit allocation algorithms, waitlist management, income verification workflows, Fair Housing compliance, LIHTC and Section 8 program tracking, inspection scheduling, and tenant reporting..

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Analyze commodity pricing and trading systems including forward curves, option models, position management, risk metrics, and regulatory reporting. Triggers: 'review pricing models', 'audit trading system', 'evaluate VaR implementation', 'check commodity risk management'.

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Check the local environment for Spec Kit by running `specify check` (and `specify version`). USE FOR: verifying required tools are installed, diagnosing a broken spec-kit setup, reporting CLI version/feature capabilities. DO NOT USE FOR: installing or upgrading the CLI itself (use the speckit-self skill).

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Render Markdown, HTML, or PDF paid-advertising reports from a validated Claude Ads JSON run bundle. Use for ads report, client report, audit PDF, executive audience reporting, or exporting prior audit and plan results.

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Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media plan, PPC strategy, paid-social strategy, campaign architecture, advertising roadmap, or channel planning.

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Audit Reddit Ads measurement, campaign structure, community and interest targeting, creative-native fit, catalog advertising, budgets, brand safety, and reporting. Use for Reddit Ads, conversation ads, community targeting, Reddit Pixel, Reddit Conversions API, or Reddit dynamic product ads.

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Audit Snapchat Ads measurement, Snap Pixel and Conversions API, mobile and app campaigns, creative, AR and catalog formats, audiences, budgets, brand safety, and reporting. Use for Snapchat Ads, Snap Ads, Snap Pixel, Snapchat Conversions API, AR Lens ads, app-install campaigns, or Snapchat dynamic product ads.

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Audit Pinterest Ads measurement, Pinterest Tag and Conversions API, catalog and shopping readiness, visual creative, audiences, Performance+ intent, budgets, brand safety, and reporting. Use for Pinterest Ads, promoted Pins, shopping ads, catalog sales, Pinterest Tag, Pinterest Conversions API, or Pinterest Performance+.

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