Automatic report generation method, system and equipment and storage medium

Abstract

The invention relates to the field of information systems, in particular to an automatic report generation method, system and device and a storage medium, and the method comprises the steps: S1, obtaining an index, a data display mode and template information; s2, the indexes and the data display modes are configured to a template, and an available template is formed; s3, receiving data input by a user or parameters created by a configured report task, and inputting the parameters into the available template to form a preliminary task; s4, creating a timed scheduling task or creating report information in real time for the preliminary task; and S5, synthesizing the document, and filing the document to a document library. According to the method, required data can be directly read from the database, and data omission and errors caused by manual collection are avoided; the data can be automatically inserted into a proper position of the template, so that the working efficiency is improved; tasks can be automatically scheduled, manual working time is greatly shortened, repeated work is completed by the system, intermediate unnecessary interaction is reduced, the repeated work is directly sent to a target user, and a closed loop of report generation is completed.

Description

technical field [0001] The present invention relates to the field of information systems, in particular to a method, system, device and storage medium for automatic report generation. Background technique [0002] With the development of asset management business and the continuous enhancement of financial supervision, the number of various types of business and reporting supervision is increasing. At present, the main method of technical report writing is for the staff to collect information and data from various channels, and manually enter it into the office software for calculation, verification and writing. The whole process is mainly manual, and the process and repetitive work cannot be completed automatically. There are problems such as heavy workload, error-prone, low timeliness, and high repetition. Therefore, how to achieve the timing of data acquisition, automatic calculation of indicators and document generation, and to achieve the effect of reducing costs and i...

AI Technical Summary

Problems solved by technology

[0003] In order to solve the problems in the prior art that reports cannot be automatically generated, and the timeliness is low and the workload is heavy, the present invention provides a method, system, device and storage for automatic report generation that automatically acquires data, calculates indicators, generates documents and sends them regularly. medium

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