Laporan audit skill
client-reporting-delivery Laporan audit.
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee performance with benchmarks, managing report production timelines, or handling e-delivery consent. Also trigger when users mention 'client reporting', 'quarterly performance report', 'report customization', 'tax lot report', '1099 supplement', 'report disclaimers', 'UHNW reporting', or 'report QA process'.
Trust Score OpenAgentSkill
Trust Score OpenAgentSkill
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
Adopsi GitHub
Info62
178 star GitHub
Aktivitas star/fork
Peringatan57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Pemeliharaan terbaru
Lulus88
3 bulan sejak push
Kejelasan lisensi
Lulus86
MIT
Kelengkapan README/SKILL.md
Info76
Metadata publik memerlukan konteks README/SKILL.md yang lebih kuat
Risiko dependensi/runtime
Lulus82
database surface
Ketersediaan pemasangan
Lulus92
npx skills add JoelLewis/finance_skills --skill client-reporting-delivery
Keamanan perintah pemasangan
Lulus92
Jalur pemasangan paket atau runtime standar
Cakupan izin
Lulus88
Akses database
Bukti repositori
Lulus86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-reporting-delivery
Status peninjauan
Lulus88
Data tinjauan AI tersedia
Hasil terbukti Agent
Info54
Belum ada data hasil Agent
Pemeriksaan
Tinjauan pemasangan dan adopsi
Jalur pemasangan
92
npx skills add JoelLewis/finance_skills --skill client-reporting-delivery
Repositori
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-reporting-delivery
Lisensi
86
MIT
Pemeliharaan
88
3 bulan sejak push
Tinjauan AI
88
Approved with no listed issues
Kelengkapan README/SKILL.md
84
Usable description available
Risiko dependensi
82
database surface
Keamanan perintah pemasangan
92
Jalur pemasangan paket atau runtime standar
Cakupan izin
88
Akses database
Aktivitas star/fork
57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Adopsi
68
178 star GitHub
Financial decision safety
58
Research-only use: do not treat output as financial advice or execute a position without human approval.
Peringatan
- Financial research output is not financial advice; require human review before any live investment decision
- Financial research output is not financial advice; require human review before any live investment decision.
- Quality score needs review
- Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata
Metode
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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