Reports & Evidence · plain-language guide
What our reports actually are — and what they aren't.
This page is written for advisors, lenders, investors and early customers who want to know how to read a NAVIZIX report. We deliberately keep our claims small so the figures we do publish are trustworthy.
The eight reports
Every report is a PDF compiled on demand from your latest DNA scan and workspace data. We do not pre-generate or pre-store reports for you. Generating one does not change your underlying data.
- DNA Report. Diagnostic across 8 dimensions.
- Action Report. Prioritised actions for the next 30–90 days.
- Automation Opportunity. Where staff hours are leaking and what to automate first.
- Benchmark Report. You vs a top-quartile cohort on shared metrics.
- Advisor-Ready Brief. Context pack for a Senior 60+ Encore advisor.
- Route Report. Current Route Map with checkpoints and rationale.
- Evidence Pack. Verification submission bundle for the Verified badge.
- Investor Pack. DNA + Route + Cashflow Twin summary, shareable.
Evidence tiers
Every figure, chart and paragraph carries one of four tiers, shown as a small badge on the report row and inside the PDF where relevant.
- Measured fact. A figure or count computed deterministically from data already in your workspace. Same inputs → same outputs. We label the input source on the row.
- Estimate. A figure derived using a documented method (e.g. hours-saved estimates, cohort projections). It is a useful indication, not a guarantee. Labelled clearly.
- AI narrative. Words generated by an AI model to summarise or explain other data. Treated as commentary, not as a verified fact. Always labelled.
- Advisor-supported. Material prepared so a human Encore advisor can give useful input. Where a human has reviewed it, that is stated on the row.
How bundles relate to reports
NAVIZIX bundles are guided workflows. Each bundle declares which reports it can feed (its outputs). On a report card the "Generated by" chips link straight to those bundles. If a report has no bundle source — DNA and Route, for example — it is built directly from a workspace scan instead.
Why integrations improve evidence
A measured-fact figure is only as good as its source. Connecting accounting, payments and reviews replaces self-reported numbers with live data, which raises confidence on the relevant report rows. We never silently swap a self-reported figure for an integration figure without saying so on the row.
What is not live yet
NAVIZIX today is deliberately narrower than what an enterprise audit team might expect. The following are explicitly not in scope today:
- ·Database-level provenance for every figure in a report (per-cell source rows)
- ·An immutable audit log of who generated or downloaded which report
- ·Scheduled / emailed report delivery
- ·Cryptographic signatures on exported PDFs
- ·Third-party audit certification (SOC 2 / ISO 27001 / PCI / HIPAA)
- ·Cross-tenant or peer-to-peer evidence comparisons
We do not claim SOC 2, ISO 27001, PCI, or HIPAA certification. We do not claim public auditability beyond the controls described here and in our other public docs.
Related
- Public claims register — every public statistic with source, methodology and status.
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