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Picaro.AI Picaro.AI Prompt Library

Create reports

On this page, the AI assembles your monthly or weekly report in one go and outputs it as an HTML slide deck. You can run everything — looking up the data, prechecking that it is available, collecting it, composing the slides, and rendering to HTML — with a single instruction, or step through it one stage at a time with confirmation.

About this page

Section titled “About this page”
ItemDetails
What you can doSpecify a target period and comparison period to generate an HTML report bundling KPIs and slides. You can also save and reuse report settings, and look up the data sources available to you
Applies toReports (HTML slide decks). The contents center on Sponsored Products (SP) KPIs and Contribution analysis
Data & connection neededAd performance and search data for the connected account (no additional setup). If you distribute the finished HTML via Slack, etc., prepare the destination
ScopeMost prompts are report generation only (producing HTML and the like) and do not change ad settings. The exception is Prompt 4’s “save/delete report settings,” which is a record (persistence); deletion cannot be undone. Each prompt states its own in “Changes”

When to use this

Section titled “When to use this”
  • You want to create a monthly or weekly report in a single instruction by specifying the target period and comparison period
  • You want to build the report by reviewing the contents and editing the slides step by step
  • You want to confirm in advance whether the data needed for the Contribution slides is available before building a report
  • You want to save the slide composition and thresholds as settings so you can create the same report shape every month
  • You want to look up candidate data sources available to you when creating a new report setting
  • You want to see a month-over-month comparison, a year-to-date (YTD) summary, or the past 3 months of trends in a table

Before you run

Section titled “Before you run”
  • Connected account … if you handle multiple accounts, confirm the target account is correct first.
  • Target period and comparison period … many prompts take these. If you omit them, the most recent finalized period and the preceding period of the same length are used. Same-day and previous-day data can be unfinalized, so a recent finalized period is safest.
  • Saved report settings (optional) … if you want the same shape every month, save your settings first in Prompt 4 so you can call them back on later generations.

Prompt quick reference

Section titled “Prompt quick reference”
What you want to doWhat you learn / what gets createdChangesPrompt
Build an HTML report in one instructionA summary of each step plus an HTML preview URLNo change (report generation only)Prompt 1
Build the report step by step with confirmationThe interim output of each of 4 steps and an editable slide compositionNo change (report generation only)Prompt 2
Confirm the data for the Contribution slides is ready firstThe types and counts of available data and a go/no-go verdictNo change (precheck only)Prompt 3
Save and reuse report settings each monthThe result of listing / viewing / saving / deletingSave/delete settings (record)Prompt 4
Look up data sources usable in reportsA list of candidate data sources (up to the top 5)No change (lookup only)Prompt 5
Build a month-over-month comparison reportA comparison table of this month / last month / delta for the key KPIsNo change (report generation only)Prompt 6
Build a year-to-date (YTD) summaryA month-by-month KPI trend and annual cumulative tableNo change (report generation only)Prompt 7
Check the past 3 months of ad-sales and order trendsA week-by-week sales/order trend and hypotheses for the causesNo change (report generation only)Prompt 8

Prompt 1: Generate a report in one instruction

Section titled “Prompt 1: Generate a report in one instruction”

Specify the target period and the period to compare against, and a single instruction completes everything from the readiness precheck through outputting the HTML slide deck.

When to use — when you want to create a monthly or weekly report in a single instruction, without stopping to confirm along the way.

What you need — the target period (e.g. 2026-04-01–2026-04-30; if omitted, the most recent finalized month) and the comparison period (e.g. 2026-03-01–2026-03-31; if omitted, the previous period of the same length).

Generate a standard report for period {{TARGET_PERIOD (e.g. 2026-04-01–2026-04-30)}}, comparison period {{COMPARISON_PERIOD (e.g. 2026-03-01–2026-03-31)}}.
Output as HTML, and run the precheck → data collection → slide composition → HTML rendering
automatically in sequence. Up to 10 slides.
If any issue comes up along the way, stop and ask me.

What you can change — the target period / comparison period / maximum number of slides (default is up to 10).

What you get back — a summary of each step’s result plus an HTML preview URL valid for 7 days. If the precheck finds the data is insufficient, it stops before data collection.

Changes — no change (report generation only). It does not change ad settings.

Next steps — share the finished HTML via Slack, etc. If you want to create the same shape every month, save your settings in Prompt 4.

Prompt 2: Build the report step by step

Section titled “Prompt 2: Build the report step by step”

Step through the four stages — precheck, data collection, slide composition, and HTML rendering — one at a time, confirming each. You can edit the slide content along the way.

When to use — when you want to confirm the report contents at each step and build it while editing the slide composition.

What you need — the target period and comparison period (same idea as Prompt 1).

Generate the report step by step:
1. Run the precheck for period {{TARGET_PERIOD (e.g. 2026-04-01–2026-04-30)}} / comparison period {{COMPARISON_PERIOD (e.g. 2026-03-01–2026-03-31)}}.
2. If the data is ready, run data collection.
3. Show me the slide composition (apply any edits I ask for).
4. Render to HTML.


Confirm each step's result before moving to the next.
If insufficient data or anything needing confirmation comes up, stop and tell me.

What you can change — the target period / comparison period / slide composition (editable before it is turned into HTML).

What you get back — the interim output of each step. It waits until you reply “next” before moving on. The slide composition can be edited before the HTML is rendered.

Changes — no change (report generation only). It does not change ad settings.

Next steps — share the generated HTML. If you want to do only the precheck first, you can use Prompt 3 on its own.

Prompt 3: Check the Contribution-slide data is ready first

Section titled “Prompt 3: Check the Contribution-slide data is ready first”

Before moving on to report generation, this lightly confirms in advance whether the search and ad data needed for the Contribution slides is available.

When to use — when you want to confirm, before moving on to report generation, that there is enough data to build the Contribution slides.

What you need — the target period and comparison period.

For period {{TARGET_PERIOD (e.g. 2026-04-01–2026-04-30)}}, comparison period {{COMPARISON_PERIOD (e.g. 2026-03-01–2026-03-31)}},
run a Contribution-data precheck.
Output the types of data available, the data counts for the target and comparison periods,
the share of search terms that are hidden, and whether substitute data can fill the gaps.

What you can change — the target period / comparison period.

What you get back — the types of data available, the data count for each period, the share of search terms that are hidden, whether substitute data can fill any gaps, and one of three verdicts: “good to proceed,” “needs a human’s confirmation,” or “can’t proceed due to insufficient data.”

Changes — no change (precheck only). It only lightly checks the data and does not create a report.

Next steps — if the verdict is “good to proceed,” move on to report generation with Prompt 1 or Prompt 2.

Prompt 4: Save and reuse report settings each month

Section titled “Prompt 4: Save and reuse report settings each month”

Save your report settings under a name so you can call back the same settings each month when generating. Listing, viewing, saving, and deleting settings are all handled in this one prompt.

When to use — when you want to fix the slide composition and thresholds as settings so you can create the same report shape every month.

What you need — the setting name (e.g. monthly-standard / agency-client-a), the display name shown on screen, and the settings themselves (slide composition, thresholds, items to redact, etc.).

Manage my report settings:
- Show me the list.
- Show me the contents of {{SETTING_NAME (e.g. monthly-standard)}}.
- Save the slide composition, thresholds, and redaction settings together
  as {{SETTING_NAME (e.g. monthly-standard)}} (display name: {{DISPLAY_NAME (e.g. Monthly standard)}}).
- Delete {{SETTING_NAME (e.g. monthly-standard)}}.


Saved settings are reused in later data collection, slide composition,
and report generation.

What you can change — the setting name / display name / the settings themselves (slide composition, thresholds, items to redact, etc.) / the operation to run (list, view, save, delete).

What you get back — the result of whichever of listing / viewing / saving / deleting you ran. Saved settings are reused in later data collection, slide composition, and report generation.

Changes — saves or deletes report settings on your account (record). Saving persists the settings, and overwriting an existing name is confirmed in advance. Deletion cannot be undone, so it asks for a final confirmation. It does not change ad settings.

Next steps — saved settings can be called back in the report generation of Prompt 1 and Prompt 2.

Prompt 5: Look up data sources usable in reports

Section titled “Prompt 5: Look up data sources usable in reports”

When you are creating new report settings or expanding existing ones, this returns up to the top 5 candidate data sources available in Picaro.

When to use — when you want to look up candidates for which data sources you can incorporate into a new report setting.

What you need — the kinds of data you are looking for (e.g. inventory,profit, comma-separated).

Look up the Picaro data sources usable for report creation:
- Data to look for: {{DATA_TO_LOOK_FOR (e.g. inventory,profit)}} (comma-separated)
- Up to the top 5 candidates.
Give me the candidates.

What you can change — the kinds of data you are looking for / the number of candidates (default is up to 5).

What you get back — a list of candidate data sources (with where each matched and how relevant it is) plus an example of how to wire one into your report settings.

Changes — no change (lookup only). It only returns candidates and does not save any settings.

Next steps — once you have decided which data sources to incorporate, add them to your report settings and save in Prompt 4.

Prompt 6: Build a month-over-month comparison report

Section titled “Prompt 6: Build a month-over-month comparison report”

Compares this month’s and last month’s SP ad performance and generates a visualized table.

When to use — when you want a table showing the month-over-month change in the key KPIs at a glance for the month-start business review.

What you need — this month (e.g. 2026-04; if omitted, the most recent finalized month) and last month (e.g. 2026-03; if omitted, the month before).

Compare the SP ad performance of {{THIS_MONTH (e.g. 2026-04)}} and {{LAST_MONTH (e.g. 2026-03)}},
and generate a visualized table.
Show the differences (absolute and %) for sales / ad spend / ACoS / ROAS / orders side by side.

What you can change — this month / last month.

What you get back — a comparison table laying out the key KPIs (sales, ad spend, ACoS, ROAS, orders) for this month, last month, and the difference (absolute and %).

Changes — no change (report generation only). It does not change ad settings.

Next steps — to incorporate this comparison into a monthly report, use Prompt 1.

Prompt 7: Build a year-to-date (YTD) summary

Section titled “Prompt 7: Build a year-to-date (YTD) summary”

Displays the SP ad metrics from the start of the year through now as a summary.

When to use — when you want to summarize the year-to-date KPI trend and annual cumulative total for a quarterly or annual review.

What you need — the target year (e.g. 2026; if omitted, the current year).

Show me the SP ad metrics for {{TARGET_YEAR (e.g. 2026)}} year-to-date.
Show the month-by-month trend for sales / ad spend / ACoS / ROAS, plus the annual cumulative total.

What you can change — the target year.

What you get back — a table of the month-by-month KPI trend (sales, ad spend, ACoS, ROAS) and the annual cumulative total.

Changes — no change (report generation only). It does not change ad settings.

Next steps — for a comparison by month, use Prompt 6; for the recent weekly trend, use Prompt 8.

Section titled “Prompt 8: Check the past 3 months of ad-sales and order trends”

Displays the trend of Amazon ad-driven sales and order counts over the past 3 months.

When to use — when you want to gauge the recent up/down trend in ad sales and order counts and get a sense of what is driving it.

What you need — none (use it as is).

Show me the trend of Amazon ad-driven sales and order counts over the past 3 months.
Break it down by week, with the up/down trend and hypotheses for the cause.

What you can change — (none; use it as is)

What you get back — a week-by-week table of sales and order counts, along with hypotheses for what is driving the changes (seasonality / price changes / competitor moves).

Changes — no change (report generation only). It does not change ad settings.

Next steps — for the year-scale trend, use Prompt 7; to look at the link with your initiatives, use Log external events and initiatives to verify their impact.

Report generation pipeline

Section titled “Report generation pipeline”
[Save report settings (optional, Prompt 4)]
   ↓
Look up data sources (optional, Prompt 5)
   ↓
Precheck (Prompt 3, or Step 1 of Prompt 2)
   ↓
Data collection
   ↓
Slide composition
   ↓
Render to HTML → Slack sharing

Prompt 1 (generate in one instruction) is a shortcut that runs the precheck → data collection → slide composition → HTML rendering above all at once.

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