Report Generator

Automated sales and performance report generator for retail store managers. Generates daily, weekly, and monthly reports from POS/ERP data. Highlights anomal...

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.