Stats
Actions
Tags
From loyalty-specialist
This skill should be used when the user asks to "generate a loyalty report", "create a program report", "analyze a JeriCommerce program", "run a loyalty performance report", or provides a program UUID, slug, or name expecting a JeriCommerce loyalty program analysis. Covers the full data collection, analysis, and PDF report generation workflow.
How this skill is triggered — by the user, by Claude, or both
Slash command
/loyalty-specialist:loyalty-report-generatorThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Generate professional PDF loyalty program performance reports by querying the JeriCommerce production database via the Metabase MCP connector and analyzing the results.
Generate professional PDF loyalty program performance reports by querying the JeriCommerce production database via the Metabase MCP connector and analyzing the results.
Read ${CLAUDE_PLUGIN_ROOT}/skills/loyalty-report-generator/references/tools.md for required Metabase tools and how to execute queries.
If the Metabase connector is unavailable, inform the user and stop.
Read ${CLAUDE_PLUGIN_ROOT}/skills/loyalty-report-generator/references/data-model.md for the integration data model, database details, enums, number formatting, and data milestones.
Read ${CLAUDE_PLUGIN_ROOT}/skills/loyalty-report-generator/references/sql-queries.md for all queries and the execution decision tree.
Run Steps 1, 1.5, and 1.6 to identify the program, resolve feature IDs, and detect has_jc_loyalty / has_jc_rewards.
Follow the execution decision tree in references/sql-queries.md to run all applicable queries via Metabase:execute (database_id: 3).
Run ALL applicable queries before generating the report. Do NOT generate partial reports.
Read ${CLAUDE_PLUGIN_ROOT}/skills/loyalty-report-generator/references/report-structure.md for the PDF report structure, branding, visual design, heuristics, and recommendation logic.
Apply the appropriate heuristic set based on has_jc_loyalty. Generate actionable recommendations. Use the full or reduced report structure based on integration detection.
Read the PDF skill (/mnt/.skills/skills/pdf/SKILL.md) and create the report following the structure and branding in references/report-structure.md.
Save as {program_name}_loyalty_report_{YYYY-MM-DD}.pdf
references/tools.md — Metabase connector tools and query executionreferences/data-model.md — Integration data model, database details, enums, and data milestonesreferences/sql-queries.md — All 16 SQL queries, execution decision tree, and conditional logicreferences/report-structure.md — PDF report structure, branding, and recommendation heuristicsnpx claudepluginhub jericommerce/claude-plugins --plugin loyalty-specialistUse this skill when the user wants to generate a professional PDF report for a client or for internal use. Activate when the user says "generate a PDF report", "create a client report", "export to PDF", "make a report for my client", "monthly report PDF", "branded report", or any request that implies a downloadable, shareable, professional document with marketing performance data. Works best with Dataslayer MCP connected. Also works with manual data. Reads branding config from dataslayer-config.json if present.
Generates branded marketing PDF reports (executive summaries, campaign/channel/competitive reports, monthly/quarterly reviews) with brand theming and audience-appropriate formatting from connected data sources.
Analyzes affiliate earnings data to produce performance reports with KPIs, program comparisons, and improvement recommendations.