Method for automatically generating report based on RPA

Abstract

The invention relates to the technical field of data processing, and discloses a method for automatically generating a report based on RPA, and the method comprises the following steps: S1, defining a report template; s2, defining an RPA script, and defining report data extraction process operation steps in the RPA script; s3, executing the RPA script at regular time; s4, generating a report; and S5, releasing the report, after the report is generated, automatically generating a report catalog by the web service, and viewing and clicking the catalog in a browser by a user to download the report. Based on the RPA robot process automation technology and the modern report engine technology, through deep application of the RPA technology, full-chain automation from data capture, processing and analysis to report generation is achieved, manpower intervention is greatly reduced, working efficiency is improved, meanwhile, human errors are avoided, and accuracy and consistency of data processing are ensured.

Description

Technical Field

[0001] The present invention relates to the field of data processing technology, and in particular to a method for automatically generating reports based on RPA. Background Art

[0002] In the current information-based office environment, enterprises generate a large amount of data in their daily operations, and regular report generation has become an essential part of the work. Traditional manual report generation is not only time-consuming and labor-intensive, but also prone to errors, which affects the timeliness and accuracy of decision-making. Although there are many report generation tools on the market, most of them require manual intervention for data collation and formatting, and the degree of automation is limited. Therefore, it is particularly urgent to develop a highly automated and intelligent report generation system.

[0003] Existing technologies still have obvious shortcomings: First, existing technical solutions often focus on integration with specific types of data sources, such as common databases and enterprise application programming interfaces (APIs). When encountering non-standard data sources or emerging data platforms, these solutions may not be able to effectively connect or capture data, resulting in incomplete data integration, limiting the scope and flexibility of report generation; second, some automated reporting solutions preset fixed report templates and analysis logic, with limited user customization space, making it difficult for enterprises to customize report formats and analysis dimensions according to their own unique business needs, and unable to fully meet diverse reporting requirements. Summary of the invention

[0004] The purpose of the present invention is to provide a method for automatically generating reports based on RPA to solve the problems raised in the above background technology.

[0005] To achieve the above object, the present invention provides the following technical solution: a method for automatically generating reports based on RPA, the method comprising the following steps:

[0006] S1. Define report template;

[0007] S2. Define the RPA script and define the report data extraction process steps in the RPA script;

[0008] S3, scheduled execution of RPA scripts;

[0009] S4. Generate report;

[0010] S5. Publish the report. After the report is generated, the web service automatically generates a report catalog. Users can view and click the catalog in the browser to download the report.

[0011] Optionally, S1 further includes: using Excel to create a report template, and filling corresponding cells with placeholders.

[0012] Optionally, S3 further includes: using RPA technology to simulate human operations on existing application systems, Excel, databases, APIs and other data sources to export report data.

[0013] Optionally, S4 further includes: after the report engine collects the data, it parses the report template and fills the data into the report template.

[0014] Optional, including:

[0015] Report template system, used to formulate data report formatting templates;

[0016] RPA script engine system, used to write RPA scripts and execute RPA scripts;

[0017] Report engine system, used to parse report templates and fill in corresponding data;

[0018] The web service system is used to publish reports as web services, allowing users to view and download reports anytime and anywhere.

[0019] Compared with the prior art, the present invention provides a method for automatically generating reports based on RPA, which has the following beneficial effects:

[0020] This method for automatically generating reports based on RPA is based on RPA robot process automation technology and modern report engine technology. Through the in-depth application of RPA technology, the present invention realizes the full-chain automation from data capture, processing, analysis to report generation, greatly reduces human intervention, improves work efficiency, avoids human errors, and ensures the accuracy and consistency of data processing. BRIEF DESCRIPTION OF THE DRAWINGS

[0021] Figure 1 It is a schematic diagram of the process structure of the present invention;

[0022] Figure 2 This is a schematic diagram of the principle of automatically generating reports according to the present invention. DETAILED DESCRIPTION

[0023] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0024] Embodiment 1:

[0025] like Figure 1The present invention provides a technical solution: a method for automatically generating reports based on RPA, the method comprising the following steps:

[0026] S1. Define the report template, use Excel to create the report template, and fill the corresponding cells with placeholders;

[0027] S2. Define the RPA script and define the report data extraction process steps in the RPA script;

[0028] S3. Scheduled execution of RPA scripts, using RPA technology to simulate human operations on existing application systems, Excel, databases, APIs and other data sources, and export report data;

[0029] S4. Generate a report. After the report engine collects the data, it parses the report template and fills the data into the report template;

[0030] S5. Publish the report. After the report is generated, the web service automatically generates a report catalog. Users can view and click the catalog in the browser to download the report.

[0031] This embodiment includes:

[0032] Report template system, used to formulate data report formatting templates;

[0033] RPA script engine system, used to write RPA scripts and execute RPA scripts;

[0034] Report engine system, used to parse report templates and fill in corresponding data;

[0035] The web service system is used to publish reports as web services, allowing users to view and download reports anytime and anywhere.

[0036] Embodiment 2:

[0037] like Figure 2 As shown, this embodiment provides a technical solution: a method for automatically generating reports based on RPA, comprising the following steps:

[0038] S1. Develop report templates based on user needs;

[0039] S2. Analyze the data export process of different data sources and create RPA (robotic process automation) scripts;

[0040] S3, regularly execute RPA scripts to simulate human operation of existing systems and export data;

[0041] S4. This method supports the export of data from multiple different data sources. After exporting the data, it is necessary to analyze and summarize the data to prepare for report making;

[0042] S5. The report engine reads the summarized data, parses the report template, and fills the data into the corresponding cells according to the placeholders in the report template, thereby generating a report.

[0043] S6. In order to facilitate users to view and download reports, web publishing technology is used to publish reports to the web. Users can use a browser to view and download reports anytime and anywhere.

[0044] The above generally describes the present invention in detail, but it is obvious to a person skilled in the art that some modifications or improvements can be made to the present invention. Therefore, modifications or improvements that do not depart from the spirit of the present invention are within the scope of protection of the present invention.

Claims

1. A method for automatically generating reports based on RPA, characterized in that: The method comprises the following steps: S1. Define report template; S2. Define the RPA script and define the report data extraction process steps in the RPA script; S3, scheduled execution of RPA scripts; S4. Generate report; S5. Publish the report. After the report is generated, the web service automatically generates a report catalog. Users can view and click the catalog in the browser to download the report.

2. According to claim 1, a method for automatically generating reports based on RPA is characterized in that: The S1 further includes: using Excel to create a report template, and filling corresponding cells with placeholders.

3. According to claim 1, a method for automatically generating reports based on RPA is characterized in that: The S3 further includes: using RPA technology to simulate human operations on existing application systems, Excel, databases, APIs and other data sources to export report data.

4. According to claim 1, a method for automatically generating reports based on RPA is characterized in that: The S4 further includes: after the report engine collects the data, it parses the report template and fills the data into the report template.

5. According to claim 1, a method for automatically generating reports based on RPA is characterized in that: include: Report template system, used to formulate data report formatting templates; RPA script engine system, used to write RPA scripts and execute RPA scripts; Report engine system, used to parse report templates and fill in corresponding data; The web service system is used to publish reports as web services, allowing users to view and download reports anytime and anywhere.

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