Report Generator

核心功能：对接POS/ERP数据，自动生成含关键KPI、商品表现、异常预警及行动建议的销售业绩报表，支持日周月定时推送或按需生成，可展示员工绩效（需对应数据）。典型场景：店长主动查询销售数据、接收定时报表；输入为自然语言指令或定时触发，输出结构化报表，可通过指定渠道推送，无数据时提供数据源配置指引。

fangwei-frank

热度 38.81

最近更新 2026-05-11 17:35:23

分类：数据依赖：第三方 API / 代码执行 / 内部调用大模型应用场景：报告撰写 / 数据处理 / 市场分析

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add frank-report-generator

Metadata

name: report-generator
description: 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.
metadata: {"openclaw":{"emoji":"📊"}}

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.