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Personality Overview

Report type key: personality_general_markdown
Configuration type: Personality
Group: Personality

Executive overview of spend/money personality mix with time/change scorecard and guardrails.

How to get it

  1. Create and save a Personality configuration.
  2. Enable: Personality family general.
  3. Run the job and wait until completed.
  4. Open Reports (/reports), select that job, and choose this type.

Markdown viewer: /markdown/JOB_ID/personality_general_markdown
API: GET /reports/JOB_ID/personality_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

This analyzes mix and scores. Live trait scoring in the closed loop is Spend Personality, not this report.

Companion artifacts

KeyArtifact
personality_general_markdownMarkdown report
personality_general_notebookJupyter notebook
personality_resultsCombined JSON
personality_graphsScore / mix graphs

Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.

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