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- report-generator
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Report Generator
Overview
This skill produces structured sales and performance reports for store managers. Reports are data-first, anomaly-aware, and always include a recommended action.
Depends on: POS/ERP data connection configured in report_config (Step 05). If no data source is connected: return empty report with setup guidance.
Report Types
| Type | Trigger | Covers | Default Schedule |
|---|---|---|---|
| Daily | "今天怎么样" / 18:00 cron | Current day vs. yesterday | Daily 18:00 |
| Weekly | "本周报告" / Monday 09:00 | Mon–Sun vs. prior week | Monday 09:00 |
| Monthly | "月报" / 1st of month | Full month vs. prior month | 1st @ 09:00 |
| On-demand | Any data question | Specified time range | — |
Report Structure
Every report follows this 5-section format:
Section 1: Headline Numbers
The top 3 KPIs the manager cares about most:
- Total revenue (实际 vs 目标, percentage completion)
- Transaction count
- Average transaction value
Section 2: Product Performance
- Top 5 best-selling SKUs (by revenue)
- Any items with zero sales (flag if > 3 days)
- Low stock warnings (pull from inventory data if available)
Section 3: Anomalies & Alerts
Auto-detect and flag:
- Revenue > 20% above/below yesterday → flag
- A category drops > 30% vs. prior period → flag
- Escalation rate spike → flag
- Unusual peak/valley in hourly distribution → note
Section 4: Staff Performance (if data available)
- Transactions per staff member
- Average ticket per staff
- (Never names individuals negatively in customer-facing channels)
Section 5: Recommended Actions
1–3 specific, actionable items the manager should do today/this week. Examples: "补货SKU001（库存仅剩3件）", "关注女装区下午时段表现"
Data Source Integration
Pull data from configured sources in report_config:
| Source | Data Retrieved |
|---|---|
| POS API | Transactions, revenue, returns by time period |
| ERP API | Inventory levels, restock status |
| Manual input | If no API: manager pastes today's numbers |
If partial data: generate report with available data, mark missing sections clearly.
Reference: data-connectors.md
Delivery
After generating, deliver via configured channel:
report_config.delivery_channel(wecom / telegram / etc.)report_config.recipients(manager IDs)
Format for channel:
- WeCom: Use card format with emoji headers for scannability
- Text channels: Markdown tables
On-Demand Queries
For ad-hoc questions like "上周卖得最好的是什么？":
- Identify time range and metric from the question
- Query data source
- Use
scripts/generate_report.py --period custom --start X --end Y --metric top_products - Present inline (no delivery to channel)
Reference: metric-definitions.md — standard metric formulas.