Client Reporting Delivery

Q: What is a Claude Code skill and how does the Client Reporting Delivery skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Client Reporting Delivery is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: integrations · Last updated: 2026-06-13

type:review type:integration

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'.

What this skill does

Client Reporting Delivery is a community-contributed Claude Code skill in the integrations sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/client-reporting-delivery/ and loads when your prompt matches the skill's trigger.

When to invoke it: 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'.

Who uses this skill

The Client Reporting Delivery Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 121,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/client-reporting-delivery
curl -L https://claudskills.com/skills/client-reporting-delivery/SKILL.md \
  -o ~/.claude/skills/client-reporting-delivery/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/client-reporting-delivery/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/client-reporting-delivery/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\client-reporting-delivery\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Client Reporting Delivery Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/client-reporting-delivery/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Client Reporting Delivery skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Client Reporting Delivery skill?

Use Client Reporting Delivery when your Claude Code task falls under the General category — specifically in the integrations area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Client Reporting Delivery" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Client Reporting Delivery skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Client Reporting Delivery is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/JoelLewis/finance_skills/blob/dbac85d0199df52d9b072d02235eec1ebca31db3/plugins/advisory-practice/skills/client-reporting-delivery/SKILL.md
License: MIT
Author: JoelLewis

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

JoelLewis. (2026). Client Reporting Delivery [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/client-reporting-delivery/

BibTeX

@misc{client-reporting-delivery-2026,
  author    = {JoelLewis},
  title     = {Client Reporting Delivery [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/client-reporting-delivery/}
}

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Badge

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