Can an agent build reports and dashboards?
Yes. Pulling from several systems, reconciling the definitions, building the view and explaining what moved is exactly what agents do well — and it removes the recurring tax of someone rebuilding a spreadsheet every Monday.
- Hours back per week
- 7
- Human cost
- €1,500–4,000/mo of analyst time
- Agent cost
- €25–80/mo
Step by step
A job is never one task. Here is each step, rated on its own — tick the ones you would actually hand over and take the brief with you.
Pull from every source
YESIncluding the CSV export and the spreadsheet nobody has migrated.
Reconcile definitions
MOSTLYIt will notice that three systems define active user differently. Which one is right is yours.
Build the report
YESSame format every time, correct arithmetic, no stale references.
Explain what moved
MOSTLYIt quantifies well and sometimes attributes causes it cannot actually see.
Alert on anomalies
YESCatches the drop on the day rather than in the monthly review.
- Yours
Decide what to measure
NOT YETPicking the metric is a strategy decision that shapes behaviour.
3/5 steps selected. Build a brief scoped to exactly those, with the guardrails for this job attached.
What still needs you
- Choosing the metrics
- What the numbers mean for the plan
- Anything shown to investors
How this goes wrong
A confident causal claim from correlated data. Ask it to separate what it observed from what it inferred, in every report, and the reports become trustworthy.
What it needs access to
- Data warehouse or source systems
- Analytics
- Spreadsheets
- Slack
- BI tool
Read access to all of it, write access to as little as possible. Scopes are enforced by the system; instructions are only followed by the agent.
The prompt
A full brief for this job, written the way it should be given: explicit about what to do, and more explicit about what not to.
You are my reporting agent. Every Monday at 07:00, build the weekly pack from Stripe, the product database, HubSpot and Google Analytics: revenue, new and churned customers, activation rate, pipeline, and traffic by channel. Always show week-on-week and against the same week last year. For anything that moved more than 15%, investigate in the underlying data and explain it — and clearly separate what you observed from what you are inferring. Where two sources disagree on a number, show both and say which you trust and why. Post it in #metrics. Alert me within the hour if daily revenue drops more than 30% below the trailing average.
Questions people ask
Do I need a data warehouse first?
No, and that is the change. An agent can work directly against APIs and spreadsheets, which makes decent reporting available to businesses that were never going to build a warehouse.
Want this one actually running?
The brief above is the easy half. The other half is connecting it to Data warehouse or source systems and Analytics, holding it inside the boundaries on this page, and having somewhere the exceptions land where you will actually see them. That is what Ogento does.
Set up a reporting and dashboards agentThis site is made by Ogento. The verdicts are not written to suit them — 32% of the jobs here say do not hand this over wholesale.