Executive Reports & Audit Deliverables Guide

Septra delivers eight specialized, data-driven executive audit reports across marketing performance, organic search, AI engine visibility, sales pipeline health, cash flow, and operational efficiency. This guide covers how reports are generated, how to read them, and how to export high-resolution PDFs.

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1. The 8 Automated Executive Reports

Septra replaces tedious manual spreadsheet compiling with 8 autonomous audit reports:

Marketing & Growth Reports

1. Paid Ads Audit Report: Comprehensive cross-platform audit of Google Ads, Meta Ads, LinkedIn Ads, and Reddit Ads. Evaluates spend pacing, keyword efficiency, Quality Scores, device breakdowns, and cost-saving budget reallocations.
2. SEO Health Report: Technical on-page audit, Google Search Console query rankings and impressions, GA4 landing page engagement, and keyword content-gap analysis.
3. GEO Visibility Scan Report: Generative Engine Optimization audit measuring brand mention rates, citation share, and sentiment across ChatGPT, Perplexity, and Gemini.
4. Competitor Watch Report: Weekly intelligence briefing tracking website changes, pricing updates, ad campaigns, and job postings across tracked rivals.

Business & Financial Reports (Business Analyst Agent)

1. Executive Business Health Overview: Four-section executive dashboard reviewing financial pulse, cash position, sales velocity, inventory risks, and operational flags.
2. Sales Pipeline Report: Detailed stage-by-stage conversion funnel, pipeline velocity, deal slippage, quota coverage ratios, and win/loss breakdown (powered by Odoo and HubSpot).
3. Invoicing & Cash Flow Report: Accounts Receivable (AR) aging, Days Sales Outstanding (DSO), overdue invoice collections risk, and upcoming Accounts Payable (AP).
4. Inventory & Purchasing Health Reports: Stock turnover rates, reorder recommendations, dead stock alerts, and vendor spend concentration analysis.

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2. Navigating the Reports Dashboard

In your workspace, click Reports (/reports) in the left navigation:

• All Reports View: Displays historical report runs sorted by date and category.
• Scorecards & Metrics: Key health indicators, overall scores (e.g. 0–100 SEO Health or GEO Visibility score), and high-priority action counts.
• Executive Summary: A concise 2-minute narrative highlighting financial impact, top revenue drivers, and cost-saving opportunities.
• Interactive Data Tables: Filterable and sortable performance matrices quoting exact verified figures.
• Prioritized Action Plan: Ranked list of recommendations categorized by effort, impact, and responsible agent role.

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3. Triggering & Scheduling Reports

Automated Cadence

• Weekly Cadence: Standard marketing audits and business reports run automatically on scheduled intervals (typically Monday mornings).
• Prerequisite Gating: Before generating a report, Septra automatically verifies that required data sources (e.g. Google Ads, Odoo, or Search Console) are connected and data is fresh.

On-Demand Generation

1. Go to Reports or Agents.
2. Select the responsible agent (e.g. Aria for Paid Ads, Gale for SEO/GEO, Elana for Business Reports).
3. Click Run Task or prompt the agent in chat: *"Run a fresh Paid Ads Audit report for last month."*

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4. Exporting Boardroom-Ready PDFs

Every report in Septra can be exported as a professional, publication-ready PDF:

1. Open any completed report in /reports/:reportId.
2. Click Export PDF in the top right corner.
3. The report is formatted with clean typography, tables, executive summaries, and visual brand identity—ready for leadership reviews, client presentations, or board meetings.

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5. Zero-Hallucination Data Grounding

• Deterministic Calculations: All report figures, sums, averages, and percentages are computed deterministically from real connected API data.
• Direct Citation: Findings and recommendations cite specific campaigns, invoices, keywords, or queries, ensuring complete transparency and verifiability.