Financial Overview
Report type key: financial_general_markdown
Configuration type: Financial
Group: Financial
Executive overview of mapped financial KPIs, coverage, sized prize, prioritized actions, and primary charts.
How to get it
- Create and save a Financial configuration.
- Enable: Financial family general.
- Run the job and wait until completed.
- Open Reports (
/reports), select that job, and choose this type.
Markdown viewer: /markdown/JOB_ID/financial_general_markdown
API: GET /reports/JOB_ID/financial_general_markdown
The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.
How to read
Prefer verified observations — skipped metrics mean missing mappings, not zero performance. Sizing holds volume constant and is not additive across dimensions.
Companion artifacts
| Key | Artifact |
|---|---|
financial_general_markdown | Markdown report |
financial_general_notebook | Jupyter notebook |
financial_results | All-family JSON |
financial_graphs | Shared financial graphs |
Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.
Related
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