report-generator

Report Generator

This skill helps you create professional influencer marketing reports that tell the story of your campaign performance. It adapts content and depth based on the audience.

Cross-discipline (paid ads): this is also the paid-ads reporting surface — build exec/client/channel reports from RQS history (memory/audits/ad/) and measurement-loop readback verdicts. It presents metrics; it does not compute them (return math stays in roi-calculator). Save paid runs under memory/ad/report-generator/.

Quick Start

Shortest invocation:

Create a campaign report for [campaign name] for [audience: executive/client/team]

Common scenario:

Generate an executive summary for our Q3 influencer campaigns

Skill Contract

• Reads: campaign name, reporting period, target audience, opaque client_ref, preparer_ref, contact_ref, and owner_ref values when those roles appear, plus already-computed metrics with their provenance, window, target/comparator, and source artifact refs. ROI/ROAS/net-return values must come from roi-calculator, and performance deltas/rankings from performance-analyzer; raw spend plus revenue is not a computed ROI handoff. Reuse opaque creator_ref values from those artifacts, the optional tracker/stage, and an existing Campaign Retro Card. Raw client/staff/owner names, email addresses, and organization labels are transient resolver inputs only.
• Writes: return the finished audience-appropriate report inline by default. Preserve only a current scope-bound Campaign Retro Card from performance-analyzer; if it is absent or invalid, include an unknown placeholder rather than deriving a decision. Save the report/card together to memory/influencer/report-generator/YYYY-MM-DD-<topic>.md only with exact WARM-save authorization. Every saved report, template field, appendix, and handoff uses opaque client_ref, preparer_ref, contact_ref, owner_ref, creator_ref, and artifact/source refs—never resolved client/staff/owner/creator names, organization labels, contact emails, profile URLs, or provider IDs. Resolve those refs only in-memory for one explicitly named audience's transient render, discard the resolution afterward, and never save the mapping. Any external send/share/export requires a new exact authorization naming the report artifact/version, recipient audience, delivery channel, and identity/asset refs allowed for that audience; report creation or WARM save does not authorize distribution.
• Promotes: only with separate exact authorization, promote durable evidence-backed facts (verified final ROI/ROAS, measured performance baselines, and headline learnings) to memory/hot-cache.md. The Retro Card's qualitative renew | retest | retire | unknown decision, rationale, next hypothesis, and limitations remain WARM and are not creator-registry facts. This skill makes no creator-registry proposal: after a creator row is closed, only a separately authorized, evidence-backed actual rate, signed rights window/expiry, or measured performance baseline may be proposed by the owning workflow; creator-registry alone decides whether it becomes canonical.
• Done when:

1. The report matches the requested audience template (executive, client, team, or board). 2. Every metric is paired with compatible source-dated context (target, benchmark, or prior period) or explicitly marked Unknown/NEEDS_INPUT; the report does not manufacture context or recompute missing performance/return metrics. 3. The report ends with concrete recommendations and, where relevant, action items. 4. When current tracker-state evidence proves measured or closed, the report package preserves the matching performance-analyzer Retro Card with exact campaign/creator/state/measurement/decision-rule refs; a missing or invalid card produces an unknown placeholder and NEEDS_INPUT, never a newly derived decision. 5. Saved/copyable output contains only opaque client/preparer/contact/owner/creator refs; any resolved labels/contact details exist only in a transient render for the declared audience, and external distribution is blocked without a fresh audience-scoped exact authorization.

• Primary next skill: content-quality-auditor

Handoff Summary

Emit the standard shape from skill-contract.md §Handoff Summary Format.

Data Sources

This family ships Tier 1: no live integration is required. Give it already-computed, provenance-labeled campaign metrics and it builds the report. If only raw observations are supplied, route metric analysis to performance-analyzer; if only spend/revenue/LTV inputs are supplied, route return math to roi-calculator before reporting.

Optional connectors that can pre-fill data where available:

• ~~social platform analytics — reach, impressions, engagement, video views per post
• ~~influencer database — creator handles, tiers, fees, audience demographics
• ~~analytics — link clicks, conversions, attributed revenue
• ~~CRM — new-customer counts and downstream revenue

Without any of these, the skill asks for the existing computed artifacts/metrics. It may return a partial report shell, but any missing dependent claim remains Unknown/NEEDS_INPUT; it does not calculate ROI/ROAS, rankings, attribution, or causal drivers here. See CONNECTORS.md for the free/keyless data recipe per category.

Instructions

When a user requests a report:

1. Determine report parameters — set report type (post-campaign/monthly/quarterly/annual), campaign(s), period, one explicit audience, opaque client_ref/preparer_ref/contact_ref/owner_ref values where applicable, and supplied tracker stage when present. Match depth to the audience: executive wants ROI and strategy at a high level; client wants results and value; team wants detailed learnings and optimization; board wants business impact. Keep any raw identity/contact locator transient. See the audience-needs matrix in report-templates.md.

1. Pick the audience template and fill it in — full executive, client, and internal-team templates live in report-templates.md. Pull performance metrics/deltas only from performance-analyzer output and financial ratios only from roi-calculator output. If the required computed artifact is absent, return a partial shell plus NEEDS_INPUT and the exact handoff; do not recompute from raw numbers. Pair every metric with compatible source-dated context or mark the comparison pending.

1. Apply visualization and writing guidance — choose the right chart per data point and per audience, and follow the lead-with-outcomes narrative arc. See the visualization recommendations and writing best practices in report-templates.md.

1. Close with recommendations and action items — end every report with concrete next steps; add an opaque owner_ref/deadline action-items table for team and board audiences.

1. Represent the measured cycle without re-deciding it — only preserve an existing Campaign Retro Card from performance-analyzer when it explicitly binds the same campaign_id, opaque creator_ref, current non-forked measured/closed tracker-state ref, locked measurement contract, and precommitted decision-rule ref. Never derive or change the decision in this reporting skill. If the card is absent, mismatched, or stale, emit a bound decision: unknown placeholder plus NEEDS_INPUT for the performance-analyzer artifact. Keep the card outside a client/board-facing copy unless the user requests it.

1. Return, then offer persistence or distribution — return the ref-only report and any Retro Card inline. Offer memory/influencer/report-generator/YYYY-MM-DD-<topic>.md (or memory/ad/report-generator/ for paid runs) for exact WARM-save authorization; the saved artifact keeps client_ref, preparer_ref, contact_ref, and owner_ref unresolved. If the user requests a human-readable audience copy, resolve only the approved refs in-memory for that one explicit audience and discard the mapping after rendering. Before any external send/share/export, require a new exact authorization naming the exact report artifact/version, recipient audience, delivery channel, and allowed identity/asset refs; never infer distribution authority from report generation, transient rendering, or WARM save. Request a separate authorization before promoting any eligible durable fact to memory/hot-cache.md. After an authorized save, offer a handoff to campaign-planner to append the saved artifact reference to the relevant tracker row's evidence_refs; that tracker edit needs a fresh path-and-operation-scoped exact WARM authorization, and this skill neither edits the tracker nor advances its stage.

1. Offer, do not launch, the next-cycle assessment — if the user wants to select the next roster, offer an explicit handoff to fit-scorer with the Retro Card's cited evidence and next_campaign_hypothesis. Do not invoke it automatically and do not translate, invent, or carry forward a STAR/SQS verdict from the qualitative Retro decision.

Example

User: "Create an executive report for Holiday Campaign 2024. roi-ref-01 already reports $50K spend, $165K attributed revenue, 230% arithmetic ROI and 3.3:1 ROAS on its declared verified basis. performance-ref-01 reports 3.5M reach across 15 opaque creator refs and calculated target deltas. The preregistered targets were $100K attributed revenue, 2:1 ROAS, and 2M reach. No segmented breakdown or reallocation rule is included."

Output (excerpt — full template in report-templates.md):

# Holiday Campaign 2024: Executive Summary

## Bottom Line: Campaign Exceeded the Supplied Targets ✅

**ROI: 230% (`roi-ref-01`)** | **ROAS: 3.3:1 (`roi-ref-01`)** | **Attributed Revenue: $165,000**

Metric status: financial values and their calculation/provenance come from `roi-ref-01`; reach and target deltas come from `performance-ref-01`. This report formats those outputs and performs no return or attribution recomputation. No incremental-revenue claim is made.

| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| Attributed revenue | $100K | $165K | ✅ +65% |
| ROAS | 2:1 | 3.3:1 | ✅ +65% |
| Reach | 2M | 3.5M | ✅ +75% |

### Recommendation

The supplied overall figures clear the supplied targets. A platform, creator-tier, content-format, or budget-change recommendation is `NEEDS_INPUT` because no segmented results or decision rule was supplied; request that evidence before proposing a Q1 reallocation.

Next Best Skill

Primary: content-quality-auditor — run the finished report through the publish-readiness gate before it goes to a stakeholder.

Alternates (same report phase / influencer family):

• performance-analyzer — if the report exposes data gaps, re-analyze before re-reporting.
• roi-calculator — recompute return figures if the financial inputs changed.

Termination note (visited-set): if a recommended skill has already been invoked this session, stop and report the chain as complete instead of re-running it. Honor a max chain depth of 3 hops to avoid loops.