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Reporting agents

Reporting turns performance into repeatable, shareable reports. The product describes the family as: “reopen recurring reports, save the metrics your team checks often, and share clear performance updates without rebuilding the same view each time.”

The Reporting agents page — the guide card, four report agents, and Execution History

There are two kinds here: one managed report published by Pulson operators, and three self-serve generators you run on demand. The page also has Shared Reports and Chat Reports tabs (team-shared reports, and reports produced from a chat turn).

All four read from Snowflake, scoped to your profile/country — primarily DAILY_OVERALL_PERFORMANCE and DAILY_TOTAL_ADS_CREATIVE_REPORT (with vendor sales data where applicable). All are read-only report generation — any action cards in the output (e.g. “cut this bid”) are suggestions, not applied changes.

  • What it does: View a managed-service weekly report by selecting a country and week. There’s no on-demand generation — it’s published by Pulson operators.
  • Powered by: the autonomous Weekly Report pipeline in pulsead-agents (data_preparer ∥ context_builder → report_writer → operator approval → publisher → S3). You’re viewing its published output.
  • Default: active, managed tier.
  • What it does: Generate an on-demand 7-day report — KPI band, week-over-week comparison, spend/sales by category, core actions, and a next-week outlook (six sections).
  • Powered by: the Dashboard Report Agent in ai-api (template kind WEEKLY_REPORT_GENERATOR).
  • Default: active; its template is created on first use.
  • What it does: A full-month summary — KPI vs target and month-over-month, division breakdown, top product movers, category market-share change, and open items (seven sections).
  • Powered by: Dashboard Report Agent (MONTHLY_REPORT_GENERATOR).
  • Default: active.
  • What it does: A day-over-day snapshot — yesterday vs the 7-day rolling average, a daily KPI band, channel/product-group health and movers, cause analysis, and today’s actions.
  • Powered by: Dashboard Report Agent (BSS_DAILY_BRIEF_GENERATOR). Note: despite “daily,” it’s run on demand, not on a cron.
  • Default: active.
  • They do not change campaigns. Reporting is read-only. The only write is saving or scheduling a report template — which touches Pulson’s own database, never Amazon (and is one of the few actions a viewer-role user can take, see Capabilities).
  • They are not free-form documents. Output is assembled from a fixed set of blocks (KPI bands, insight cards, charts, tables), so the shape is predictable.
  • They do not span scopes. One report covers one team + country.

The three generators run on the Dashboard Report Agent, a deterministic 3-phase pipeline (ReAct was abandoned because the LLM wrote prose instead of calling render tools):

  1. Fetch data — a read-only step pulls the period’s metrics from the three Snowflake views, with hard caps and mandatory tenant/country scoping.
  2. Plan — a structured-output step decides which directives to emit (KPI bands, cards, charts, tables, conclusions) and writes their content. It cannot emit free markdown.
  3. Render — a deterministic step serializes the directives to the report.

The result is saved to Execution History to reopen, re-run for a new period, or share. The Pulson Weekly Report instead surfaces output already produced by the pulsead-agents weekly pipeline.