ClientReport

Use this first when the user uploads a CSV/export (Google Analytics, Ads, Shopify, Meta, HubSpot...) and wants a report from it: 'make a report from this csv', 'summarize this export for my client'. Detects the date column and numeric metrics, groups rows by week (or day/month), and returns this period vs previous period plus a trend series. Then call create_client_report with those metrics, the series, and your written summary.

analyze_report_csv

Use this when the user wants a client-ready performance report: 'weekly client report', 'marketing report template', 'client performance summary', 'make a report for <client> from these numbers'. Builds a branded PDF with KPI cards (with % change vs previous period), trend charts, summary, highlights and next steps. Write the summary/highlights/next_steps yourself from the numbers. For saved clients, previous-period values fill in automatically. For signed-in users, passing branding fields replaces their saved report branding.

create_client_report

Use this when the user asks which clients they report on or for a client's report history ('my clients', 'last report for Acme').

list_report_clients

Use this when the user wants ClientReport to remember a client's latest numbers and/or their report branding ('save this client', 'remember Acme's numbers for next week', 'use my logo on all reports'). Requires signing in.

save_report_client