Report Generator

Automated sales and performance report generator for retail store managers. Generates daily, weekly, and monthly reports from POS/ERP data. Highlights anomalies, tracks targets, and delivers reports via configured channels. Use when a store manager asks for: 今天的销售, 日报, 周报, 月报, 销售额, 业绩怎么样, 完成率, 数据怎么样, daily report, sales summary, performance report, how did we do today, weekly summary, monthly review. Also triggers for scheduled automatic report delivery.

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.

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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	—

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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"

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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

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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

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On-Demand Queries

For ad-hoc questions like "上周卖得最好的是什么？":

1. Identify time range and metric from the question
2. Query data source
3. Use scripts/generate_report.py --period custom --start X --end Y --metric top_products
4. Present inline (no delivery to channel)

Reference: metric-definitions.md — standard metric formulas.