Conversational Reports
Ask Wisdom to run a reporting Skill, read the gist, and download a shareable Excel workbook - recurring reports without the rebuild.
Stop rebuilding the same report every week. Ask Wisdom to run a reporting Skill in plain language, read the summarized gist in your notebook, and download a shareable Excel workbook. For anything recurring - weekly trading, a margin flash, a quarter close - rerun the same Skill and the latest numbers are ready in seconds.
A reporting Skill is a Wisdom Skill packaged for a repeatable analysis. Set it up once in the Knowledge Center and anyone on the team can generate the report just by asking.
Run a report
Ask Wisdom to run the Skill
In Wisdom, ask for the report by name - for example, "run category margin quarter close." Wisdom runs the packaged analysis against your dataset and assembles the result.
Read the gist
A short gist appears in your notebook - a quick, plain-language overview of what the report found, so you get the headline read without opening a spreadsheet.
Download the Excel workbook
Download the full workbook to review the detailed numbers and share with your team. Headline figures sit at the top, with a status by category and a tab for each part of the analysis.
Rerun on a cadence
For recurring reports, just rerun the Skill. The new summary and an updated workbook are ready immediately - no rebuild, no re-querying by hand.
Set up a reporting Skill
Reporting Skills live in the Knowledge Center. Create one once and it is available to everyone.
Name the Skill and pick the dataset
Give the Skill a clear name and choose the dataset it reports on.
Describe the report in plain English
Explain what the report should include, who it is for, and how it should be used. Wisdom turns that description into a repeatable analysis.
Save it for the team
Save the Skill. From then on, anyone can generate the report by asking Wisdom for it by name.
Because the output comes from Wisdom's deterministic services, the same Skill produces the same report structure every time - the numbers update, the format does not drift.