> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surfaice.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting & briefing skills

> Hugo skills for daily briefings, portfolio reports, financial rollups, and executive summaries.

<Note>
  **Reference catalog.** New here? Read [What is Surfaice?](/concepts/what-is-surfaice) and [Skills](/guides/skills) first.
</Note>

Reporting skills synthesize data from connected systems into **actionable summaries** — morning briefs, PDF exports, portfolio snapshots, and single-store deep dives.

## Daily briefings

| Skill                | What it does                                                      |
| -------------------- | ----------------------------------------------------------------- |
| `daily-briefing`     | Morning priorities, escalations, what needs attention today       |
| `daily-brief`        | Franchise development morning brief — blockers and today's focus  |
| `estimator-briefing` | Estimator bid inbox and deadline digest                           |
| `start-my-day`       | Program chief-of-staff briefing across integrations               |
| `portfolio-focus`    | Cross-project risk focus — what's at risk on time or cost and why |

## Portfolio reports

| Skill                       | What it does                                                      |
| --------------------------- | ----------------------------------------------------------------- |
| `report-portfolio-overview` | Pipeline counts, status breakdown, portfolio snapshot             |
| `report-status-budget`      | Status and capital by stage, deal-type mix                        |
| `report-overdue-milestones` | Overdue milestone report (often exported to PDF)                  |
| `portfolio-analytics`       | Geographic distribution, prototype mix, permit processing times   |
| `portfolio-triage`          | Cross-project attention ranking                                   |
| `portfolio-dashboard`       | Schedule health dashboard across active projects                  |
| `financials`                | Budget variance, overruns, change orders, program capital summary |
| `workload-analysis`         | PM/GC capacity, overloaded roles, pipeline counts                 |
| `pipeline-status`           | Franchise pipeline — stages, TI receivables, risk flags           |

## Deep dives

| Skill                      | What it does                                                |
| -------------------------- | ----------------------------------------------------------- |
| `project-deep-dive`        | Full status for one store — notes, handover, timeline       |
| `single-project-deep-dive` | Timeline, issues, next steps for one project                |
| `project-detail`           | Team contacts, schedule, top issues for one Walmart remodel |
| `store-deep-dive`          | Lucernex facility/contract deep dive                        |

## Field & program activity

| Skill                         | What it does                                   |
| ----------------------------- | ---------------------------------------------- |
| `daily-log`                   | Superintendent daily log digest for active job |
| `program-activity`            | Program-wide subcontractor activity summary    |
| `initiatives-behind-schedule` | Overdue Wrike initiatives                      |
| `initiatives-starting-soon`   | Initiatives starting within 3 weeks            |

## Deliverable generation

These platform document skills often pair with domain skills when users need a file export:

| Skill                    | What it does                                                  |
| ------------------------ | ------------------------------------------------------------- |
| `generate-pdf`           | Merge, split, OCR, or export PDF files                        |
| `generate-excel`         | Spreadsheet creation and manipulation                         |
| `generate-docx`          | Word document deliverables                                    |
| `generate-pptx`          | Slide decks                                                   |
| `generate-surfaice-html` | Branded HTML reports for SendFile preview                     |
| `template-builder`       | Produce deliverables "by example" and save reusable templates |

## Example prompts

```
daily-briefing — what should I focus on today?

report-portfolio-overview as PDF

financials — program budget summary for Q3

workload-analysis — which PMs are overloaded?

project-deep-dive store 1707

portfolio-focus across my projects
```

## Related

* [Skills library](/skills)
* [Apps & automations](/skills/apps-and-automations) — schedule recurring reports with On Watch
* [Teams & personas](/use-cases/by-team)