Report Generator
Use when the user asks to "create a campaign report", "build an executive summary", or "deliver client results"; produces audience-tailored influencer marketing reports (executive, client, internal team) with data tables, narrative, key learnings, and recommendations. Not for raw metric computation — use performance-analyzer. 达人营销报告/结案汇报
- Skill ID
- aaron-he-zhu/aaron-marketing-skills/report-generator
- Publisher
- aaron-he-zhu
- Repository
- aaron-marketing-skills
- Installs
- 0
- Files
- 2
- License
- Apache-2.0
- Requires
- Claude Code and compatible agent-skill hosts
- Synced
- Sep 23, 2026
Open any RiverX project, open the Skills panel in the chat, and search for this identifier. The files are fetched from the source repository at install time.
aaron-he-zhu/aaron-marketing-skills/report-generatorInstalls these files- SKILL.md
- references/report-templates.md
What this skill tells the agent
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 undermemory/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 campaignsSkill Contract
- Reads: campaign name, reporting period, target audience, opaque
client_ref,preparer_ref,contact_ref, andowner_refvalues 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 opaquecreator_refvalues 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 anunknownplaceholder rather than deriving a decision. Save the report/card together tomemory/influencer/report-generator/YYYY-MM-DD-<topic>.mdonly with exact WARM-save authorization. Every saved report, template field, appendix, and handoff uses opaqueclient_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 qualitativerenew | retest | retire | unknowndecision, 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:
- The report matches the requested audience template (executive, client, team, or board).
- 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. - The report ends with concrete recommendations and, where relevant, action items.
- When current tracker-state evidence proves
measuredorclosed, 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 anunknownplaceholder andNEEDS_INPUT, never a newly derived decision. - 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:
- 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_refvalues 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.
- 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-analyzeroutput and financial ratios only fromroi-calculatoroutput. If the required computed artifact is absent, return a partial shell plusNEEDS_INPUTand the exact handoff; do not recompute from raw numbers. Pair every metric with compatible source-dated context or mark the comparison pending.
- 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.
- 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.
- Represent the measured cycle without re-deciding it — only preserve an existing Campaign Retro Card from
performance-analyzerwhen it explicitly binds the samecampaign_id, opaquecreator_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 bounddecision: unknownplaceholder plusNEEDS_INPUTfor the performance-analyzer artifact. Keep the card outside a client/board-facing copy unless the user requests it.
More from aaron-he-zhu
Use this skill in a project
Open any RiverX project, search the Skills panel for aaron-he-zhu/aaron-marketing-skills/report-generator, and install it in one click.
