Clean Report Export

Last updated: April 17, 2026

Generate analysis-ready CSV or TSV exports from any Numeric financial statement. No summary rows, no merged cells, no formatting artifacts — pure data records ready for Excel pivots, pandas, or any BI tool.

Before You Begin

  • Numeric MCP connected.

  • Numeric Toolkit installed.

  • A saved report, OR enough context to build one (statement type, period, entity).

How It Works

  1. Ask Claude to export. Example prompts:

    • "Export the March IS as CSV."

    • "Give me a clean TSV of the balance sheet."

    • "Pull my saved YTD income statement for analysis."

  2. Claude routes to either a saved report (list_reports → get_report_data) or an ad-hoc build (build_report).

  3. Claude picks the comparison type based on your phrasing: single month, YTD, MoM 3/6/12, QTD.

  4. Claude strips non-data rows — summary rows, group headers, computed subtotals, blank spacers.

  5. Claude writes the output file with a clean header row and consistent column names.

What You Get

A .tsv (default) or .csv file, named like Acme_IS_2026-03_MoM3.tsv, containing:

  • Clean header row with consistent column names

  • Only leaf account rows — no subtotals, group headers, or section separators

  • Optional group column preserving hierarchy context

  • Monetary values as raw numbers (scaled to $K / $M on request)

  • Correct currency symbol based on entity's organization_currency

Default 2-decimal precision (override on request)

Comparison type mapping:

You say

comparison parameter

"this month", "March", "snapshot"

single_month

"YTD", "year to date"

year_to_date

"MoM", "last 3 months"

month_over_month_3

"last 6 months"

month_over_month_6

"last 12 months", "trending"

month_over_month_12

"QTD", "quarter to date"

quarter_to_date

Troubleshooting

Issue

What to Check

Empty file

The report has no data for the selected period. The skill tells you before writing an empty file.

Wrong comparison type

Default is single_month. Be explicit: "MoM", "YTD", etc.

Percentages show as raw decimals

Percentage rows get a % suffix — verify that's what you want, or specify decimal precision.

Wrong currency symbol

The skill reads organization_currency from the entity. Confirm it's set in Numeric.

Missing expected rows

The skill strips computed rows — check whether the row you're missing was a subtotal or computed metric.

FAQ

  • Can I export multiple reports at once? Yes — ask for "all income statements" or "IS and BS for all entities" and it runs in bulk.

  • CSV or TSV default? TSV (avoids comma escaping). Ask for CSV explicitly if you need it.

  • Can I keep the summary rows? Not from this skill. Use Report + Transaction Detail if you need the full report structure preserved.

  • Non-USD entities? Fully supported — currency symbol is read from entity metadata.

Download & Install

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Or drop the .skill directory into ~/.claude/skills/ manually. Once installed, just describe what you need — the skill activates automatically.

Need help? Reach out to support@numeric.io.