Report generation method and system, and electronic device and storage medium

Through low-code development and artificial intelligence technology, merchants on cross-border e-commerce platforms can quickly generate high-quality reports, solving the problems of low efficiency and unstable quality in existing technologies, and achieving efficient and personalized report generation.

WO2025232854A1PCT designated stage Publication Date: 2025-11-13HANGZHOU ALIBABA INT INTERNET IND CO LTD

Patent Information

Application Number
PCT/CN2025/093560
Authority / Receiving Office
WO · WO
Patent Type
Applications
Current Assignee / Owner
Priority Date
2024-05-09
Filing Date
2025-05-08
Publication Date
2025-11-13

AI Technical Summary

Technical Problem

Merchants on cross-border e-commerce platforms lack the ability to automatically generate high-quality reports. Existing technologies rely on manual analysis, which is inefficient and of inconsistent quality.

Method used

Employing a low-code development approach, the system generates report drafts through material-template design and combines artificial intelligence technology for data analysis, enabling rapid report generation and personalized processing.

Benefits of technology

It improved report generation efficiency, enhanced report quality and professionalism, reduced manual screening time, and enabled efficient and personalized report generation.

✦ Generated by Eureka AI based on patent content.

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Abstract

Provided in the embodiments of the present disclosure are a report generation method and system, and an electronic device, a storage medium and a computer program product. The report generation method comprises: after receiving a report demand submitted by a client, a server determining a report template and a target merchant which correspond to the report demand, and generating a report draft on the basis of preset element arrangement information of the report template and data of the target merchant; and the client displaying the report draft, and executing postprocessing on the report draft in response to a personalized processing operation for the report draft, so as to generate a customized report. In the method, the entire process of report generation is in a low-code development mode, avoiding the tedious process of developing and writing codes, and thus helping to improve the efficiency of report generation; on the basis of a visual operation interface, the creation and modification of elements and the creation and modification of a report template can be quickly realized, thereby improving the efficiency of report generation; and artificial intelligence technology is used to analyze and process report data, thereby improving the quality of report content.
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Description

Report generation methods, systems, electronic devices, and storage media

[0001] This disclosure claims priority to Chinese Patent Application No. 202410572094.3, filed with the China Patent Office on May 9, 2024, entitled “Report Generation Method, System, Electronic Device and Storage Medium”, the entire contents of which are incorporated herein by reference. Technical Field

[0002] This disclosure relates to the field of computer technology, and in particular to a report generation method, a report generation system, an electronic device, a storage medium, and a computer program product. Background Technology

[0003] For merchants on e-commerce platforms, there are usually analytical or diagnostic reports generated based on platform data, reflecting their operational status, product order status, and other aspects. However, for cross-border e-commerce platforms, due to the numerous analytical dimensions of the report indicators and the complex data processing logic, the report generation process requires a rigorous analytical framework and in-depth deduction and attribution to produce valuable reports, making it highly specialized. Some merchants on cross-border e-commerce platforms have low proficiency in using data analysis tools and intelligent analysis methods and lack the ability to automatically generate reports. Therefore, some merchants are still at the stage where a large amount of manual data analysis is required to generate reports, resulting in low report generation efficiency and inconsistent report quality that depends on human experience.

[0004] It is evident that there is an urgent need in the existing technology for a report generation method that can efficiently generate reports of stable quality according to the different needs of platform users. Summary of the Invention

[0005] This disclosure provides a report generation method that can efficiently and with high quality generate customized reports according to users' individual needs.

[0006] Accordingly, this disclosure also provides a report generation system, an electronic device, a storage medium, and a computer program product to ensure the implementation and application of the above-described report generation method.

[0007] To address the aforementioned problems, this disclosure provides a report generation method applied to a server, the method comprising:

[0008] Upon receiving a report request from a client, determine the report template and target merchant corresponding to the report request;

[0009] Based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, a draft report is generated;

[0010] The client outputs the report draft to the client to trigger the client to perform the following operations: the client displays the report draft; in response to the processing operation on the displayed report draft, the client performs post-processing on the report draft to generate a customized report.

[0011] This disclosure provides a report generation method applied to a client, the method comprising:

[0012] In response to the report requester triggering a report generation operation, the report template selected by the report requester and the target merchant are obtained;

[0013] Send a report request to the server, the report request carrying the report template and the target merchant, so that the server generates a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, and outputs the report draft to the client;

[0014] The draft of the report is shown;

[0015] In response to the processing operations on the report draft, post-processing is performed on the report draft to generate a customized report.

[0016] This disclosure provides a report generation method applied to a client, the method comprising:

[0017] Retrieve report information from customized reports pushed to the current merchant;

[0018] Display the report information;

[0019] In response to an online playback request for the customized report, the customized report is played in online PowerPoint format; and / or,

[0020] In response to the download operation for the customized report, a PDF report file is downloaded from a preset server.

[0021] This disclosure provides a report generation system, comprising: a client and a server, wherein...

[0022] The client is used to execute the report generation method for the client disclosed in this embodiment of the present disclosure;

[0023] The server is used to execute the report generation method for the server disclosed in this embodiment.

[0024] This disclosure also discloses an electronic device, including: a processor, and a memory communicatively connected to the processor; the memory stores computer-executable instructions; the processor executes the computer-executable instructions stored in the memory to implement the method described in this disclosure.

[0025] This disclosure also discloses a computer-readable storage medium storing computer-executable instructions that, when executed by a processor, are used to implement the methods described in this disclosure.

[0026] This disclosure also discloses a computer program product, including a computer program / computer executable instructions, characterized in that the computer program / computer executable instructions, when executed by a processor in an electronic device, implement the method described in this disclosure.

[0027] Compared with the prior art, the embodiments of this disclosure have the following advantages:

[0028] After receiving a report request from the client, the server determines the corresponding report template and target merchant. Based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, a report draft is generated. Through material-template design, the various parts of the customized report are abstracted into independent materials, and the materials are combined to obtain the report template. In the report generation stage, only a template needs to be selected to quickly generate a general report, realizing the reuse of report material content. After the server outputs the report draft to the client, the client displays the report draft and responds to personalized processing operations on the report draft. The system performs post-processing on the draft report to generate a customized report. The entire report generation process adopts a low-code development approach, avoiding the tedious process of writing code and improving report generation efficiency. Based on a visual operation interface, materials can be quickly created and modified, as well as report templates, further enhancing report generation efficiency. Employing artificial intelligence technology, based on a vertical database and knowledge base, a pre-set data analysis intelligent agent analyzes and processes the report indicators generated for the customized report. This quickly extracts valuable information from a large amount of accumulated structured data, obtaining data analysis results, improving data parsing and analysis capabilities while controlling the quality of report content and reducing manual screening time. Attached Figure Description

[0029] Figure 1 is one of the flowcharts of the report generation method disclosed in this embodiment;

[0030] Figure 2 is a schematic diagram of the material creation interface in the report generation method disclosed in this embodiment of the present disclosure;

[0031] Figure 3 is a schematic diagram of the report template editing interface in the report generation method disclosed in this embodiment of the present disclosure;

[0032] Figure 4 is a second flowchart of the report generation method disclosed in this embodiment;

[0033] Figure 5 is a third flowchart of the report generation method disclosed in this embodiment;

[0034] Figure 6 is a flowchart of the fourth step of the report generation method disclosed in this embodiment;

[0035] Figure 7 is a schematic flowchart of the execution steps of the report generation system disclosed in this embodiment.

[0036] Figure 8 is a schematic diagram of the structure of an exemplary device provided in an embodiment of this disclosure. Detailed Implementation

[0037] To make the above-mentioned objectives, features and advantages of this disclosure more apparent and understandable, the disclosure will be further described in detail below with reference to the accompanying drawings and specific embodiments.

[0038] The report generation method disclosed in this embodiment can be applied to the cross-border e-commerce field to generate monthly diagnostic reports, trend reports, etc. for merchants, and can also be used in other fields to generate reports with specified data content for users within the platform.

[0039] The report generation method disclosed in this embodiment can be implemented through a report generation system. This method provides a simple, efficient, and stable online report generation approach, combining human experience with large AI models to generate more personalized and professional user diagnostic reports. Taking cross-border e-commerce scenarios as an example, the report generation method disclosed in this embodiment can provide user diagnostic services to merchants, such as initial diagnostic reports and monthly diagnostic reports for merchants on cross-border e-commerce websites.

[0040] The report generation method disclosed in this embodiment analyzes and abstracts the report content in the application scenario to design several report templates and materials that make up each report template. Furthermore, by defining the calling interface of the materials, determining the data dependencies of the materials, and combining with data services, artificial intelligence is used to obtain the data required by the materials in the report. This allows for the rapid generation of high-quality reports in a low-code manner, thereby improving the quality of reports and production efficiency.

[0041] In specific implementation, the report generation method disclosed in this embodiment interacts with the user through a client, obtains the design information of the report to be generated using low-code development, and then generates the report file based on the design information using report rendering technology and artificial intelligence technology on the server side.

[0042] As shown in Figure 1, the report generation method disclosed in this embodiment is applied to the server of a report generation system, and the method includes steps 102 to 106.

[0043] Step 102: In response to receiving a report request submitted by the client, determine the report template and target merchant corresponding to the report request.

[0044] Taking the application scenario of generating monthly reports for merchants on a cross-border e-commerce platform as an example, the report generation system can connect to the merchant data of the cross-border e-commerce platform. Report requesters, such as operations personnel, platform service personnel, and merchants, can select a merchant and choose a report template for the customized report through the human-computer interaction interface set up in the client of the report generation system. Then, the report generation system is triggered to generate the customized report. Responding to the trigger from the report requester, the client generates a report request based on the merchant information and report template information of the target merchant selected by the requester, and submits the report request to the server.

[0045] After receiving a report request from the client, the server parses the request to obtain merchant information and report template information, such as the merchant identifier and report template identifier. Then, based on the merchant information, the server determines the target merchant for the report to be generated and the corresponding report template.

[0046] Step 104: Generate a draft report based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template.

[0047] The preset material arrangement information is used to describe the materials that constitute the report template and the material layout information.

[0048] The materials described in this embodiment are elements that make up a report. Optionally, the materials include, but are not limited to, one or more of the following report elements: text boxes, charts, images, videos, etc. During the report generation process, these materials are visually edited and combined to form each page of the report.

[0049] In the embodiments of this disclosure, the materials used to compose the report template are pre-created by material developers and published to the material library of the report generation system according to the needs of the application scenario. The report generation system assigns a material identifier to each material to uniquely identify it. The creation process of the material varies depending on the material type. Some materials only require designing the front-end display information, such as image materials that only need to set the appearance. Other materials also require setting data interfaces, such as chart materials, which also need to set data acquisition interfaces for the material content. In specific implementation, material developers can perform visual material construction according to the type, form, and other requirements of the report template to be generated, in order to build a variety of materials that can be deployed into the report template to compose the report, thereby realizing low-code development of materials.

[0050] For a specific example, taking material A in a report used on a cross-border e-commerce platform as an example, the client can set up a material creation interface as shown in Figure 2. This interface allows users to edit the material name of material A, the table rows and columns that make up material A, the attributes and styles of material A, and the data retrieval interface corresponding to the cell rendering content. Material developers can also select built-in components of the report generation system or custom components through the material management interface displayed on the client to build materials with richer functions and formats.

[0051] In some optional embodiments, the assembled materials can be sent to cloud storage in the form of code files. For example, the assembled materials can be described using JS (JavaScript) and CSS (Cascading Style Sheets) files, and these JS and CSS files can be published to a cloud material library for storage. The JS files are used to describe the interactive functions of the materials, such as data acquisition, dynamic charts, and page transition effects; the CSS files specify the styles of the materials, including fonts, colors, and layouts.

[0052] Furthermore, template designers can select materials from the material library and build report templates using a low-code development approach.

[0053] Optionally, the preset material arrangement information includes, but is not limited to, one or more of the following: the materials constituting the report template, the position of each material in the report template, the display style, and other display information. Taking a report template in PPT format as an example, the preset material arrangement information includes, but is not limited to, the materials included on each page of the PPT report, and the display position and display style of each material on that page.

[0054] Optionally, the preset material arrangement information is generated as follows: by the client performing material placement and configuration operations on the report template editing interface based on the template design. The material placement operations include: selecting materials and / or dragging materials; the configuration operations include, but are not limited to, any one or more of the following: configuring material name, display style, material attributes, behavioral information, etc. Further, the behavioral information includes: the data acquisition interface for material content. The material dragging operation is used to place materials into a specified position on the report template page.

[0055] In some optional embodiments, as shown in Figure 3, the client can display a graphical user interface (GUI) for editing report templates, and display various preset materials as selectable components in the GUI. Template designers can create new report templates through the GUI and add report pages, such as report pages 302, 304, and 306. Simultaneously, by selecting and dragging, users can arrange materials from the material library (such as text boxes, tables, and image placeholders) as interface components on each page of the report template, such as materials 308 and 310.

[0056] Template designers can also configure the properties and other information of components placed within the report template pages through a graphical user interface to customize the behavior and appearance of these components, thereby customizing the report template pages to obtain the desired report template. Taking the creation of a PowerPoint-format report template as an example, template designers can configure the response events and other information of button components placed within the report template pages.

[0057] By dragging and dropping components in the interface (such as text boxes, charts, image placeholders, etc.) and customizing the behavior and appearance of these components through simple configuration, the content of each page of the report can be constructed, which greatly improves the efficiency of report template construction and reduces the complexity of report generation.

[0058] Next, the client can publish the report template targeted by the template publishing operation performed by the template design user to cloud storage. In some optional embodiments, the material arrangement information of the report template can be described in JSON (JavaScript Object Notation) format, and the JSON text can be published to the cloud template database for storage. For example, after the client detects the template publishing operation performed by the template design user, it obtains the material arrangement information of the report template, describes the material arrangement information in JSON text, and then uploads the JSON text to the template database, binding it with the template identifier for storage.

[0059] After a material is published, the report generation system assigns a unique material identifier to each published material to distinguish them from other materials. Similarly, after a report template is published, the system assigns a unique template identifier to each published report template to distinguish them from other report templates and establishes the association between the report template and the materials. For example, a merchant diagnostic report template consists of materials such as a general cover page, industry trend analysis, merchant operating profile, and international platform operating performance. The content and placement order of these materials can be configured online. The association between report templates and materials is stored in the database.

[0060] Optionally, generating a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template includes: determining the target material constituting the report template and the display information of the target material based on the preset material arrangement information of the report template; generating a material instance of the target material based on the association data of the target merchant with the target material; and generating a report draft based on the material instance and the display information.

[0061] During the report generation phase, after parsing the received report request to obtain the template identifier of the report template, the server can retrieve the JSON text bound to the template identifier from the template library, thereby obtaining the preset material arrangement information of the report template. Further, the server parses the preset material arrangement information to obtain the materials deployed on each report page of the report template, as well as the display information of the materials, etc.

[0062] Subsequently, the server further obtains the indicator values ​​of the reporting indicators that each target material depends on based on the correlation between the materials and the reporting indicators, and then instantiates the corresponding target materials based on the obtained indicator values.

[0063] In some optional embodiments, generating a material instance of the target material based on the association data between the target merchant and the target material includes: obtaining the indicator value of the report indicator associated with the target merchant and the target material according to a preset association relationship between the target material and the report indicator; analyzing and processing the indicator value through a preset data analysis agent to obtain a data analysis result; and initializing the target material with the indicator value and the data analysis result to obtain a material instance of the target material. The report indicator varies depending on the target material; different materials typically have different associated report indicators. The preset association relationship between the target material and the report indicator is determined by the material developers and template designers and is represented in the form of a data interface. For example, the material developers can reserve a data acquisition interface in the material rendering code of the material to obtain the indicator value of a specified report indicator.

[0064] Optionally, obtaining the indicator value of the report indicator associated with the target merchant and the target material based on the preset association relationship between the target material and the report indicator includes: using the merchant identifier of the target merchant as input, obtaining the dependency data of the target material through the preset data acquisition interface of the target material, and obtaining the indicator value of the report indicator associated with the target merchant and the target material. In the report generation stage, the server first uses the merchant identifier of the target merchant as input, calls the reserved data acquisition interface of the target material, and obtains the indicator value of the specified report indicator of the target merchant. Then, the server can further call a pre-trained generative model that has been fine-tuned, so that the pre-trained generative model generates data analysis results based on the indicator value. Furthermore, the server can initialize the corresponding components in the target material according to the indicator value and the data analysis results, thereby obtaining an instance of the target material.

[0065] For a specific example, if the target material includes two components: trend charts for Indicator 1 and Indicator 2, and diagnostic results, the server first calls the reserved data acquisition interface for the target material to obtain the indicator values ​​for Indicator 1 and Indicator 2. Then, according to a preset prompt word template, it generates prompt words based on the indicator values ​​for Indicator 1 and Indicator 2, and calls the pre-trained generative model based on the generated prompt words. This triggers the pre-trained generative model to perform data analysis based on the indicator values ​​for Indicator 1 and Indicator 2, and generates data analysis results. Afterwards, the server uses the indicator values ​​for Indicator 1 and Indicator 2 as parameters for the trend chart, thereby generating a trend chart instance. On the other hand, the server assigns values ​​to the content of the diagnostic results component based on the data analysis results, obtaining a diagnostic results instance. Thus, a target material instance including a trend chart instance and a diagnostic results instance is obtained.

[0066] The pre-trained generative model can be fine-tuned based on vertical databases and knowledge bases, allowing data analysis results to be combined with accumulated data assets, including but not limited to: summaries of interactions between sales personnel and merchants, the effectiveness of merchants' operations on the international platform, analysis of internal and external industry trends, and business opportunities that merchants are interested in, to guide the content direction and focus of the report. Furthermore, by combining merchant data, customer insights can be achieved, generating personalized report materials for each individual.

[0067] Next, for each page of the report template, the server generates a draft report based on the display information such as the display position and style of the target material on that page.

[0068] Optionally, the report draft is stored and transmitted as an HTML file, a JS file, and a CSS file. The HTML file describes the layout of each page in the report draft, the JS file can describe the data interactions supported by the report pages, and the CSS file describes the style information of the report pages.

[0069] Step 106: Output the report draft to the client to trigger the client to perform the following operations: The client displays the report draft; In response to the processing operation on the displayed report draft, the client performs post-processing on the report draft to generate a customized report.

[0070] The report draft automatically generated based on the report template is a general version of the report. After the server generates the report draft, it sends the report draft to the client for processing by the report requester.

[0071] For example, the client can render the report draft and display it in the report editing interface. Furthermore, the report requester (such as operations personnel) can further customize the report draft through the report editing interface.

[0072] In some embodiments of this disclosure, a low-code rendering SDK (Software Development Kit) can be pre-configured on the client side. This SDK can render a draft report stored in the cloud online to obtain the final draft. The low-code rendering SDK acts as a compiler for converting low-code artifacts into HTML page structures, transforming customized low-code artifacts (such as JS and CSS files describing the draft report) into a browser-renderable HTML document structure for display on the client-side page.

[0073] Optionally, the client renders the report draft and displays it as an online PowerPoint presentation.

[0074] For a detailed implementation of rendering and displaying the report draft, please refer to the existing technology for a detailed implementation of rendering a webpage based on element content, element position, style, and other information. This disclosure will not repeat the details in the embodiments.

[0075] Optionally, the processing operations on the report draft include one or more of the following operations: adjusting the order of the report pages in the report draft; adding a new report page; deleting a report page; modifying the content of materials within a report page; modifying the attributes of materials within a report page; deleting materials within a report page; and adding materials within a report page.

[0076] For example, after receiving a draft report, the client renders the draft report locally and displays it. Optionally, the client can render the draft report (such as HTML, CSS, and JavaScript files) into a visual PowerPoint presentation.

[0077] The requesting party (such as operations personnel) reviews the draft report, checking its completeness, compliance, and page layout. Once the draft is confirmed to be accurate and meets requirements, the client confirms the report. Based on the requesting party's confirmation, the client generates a customized report. Then, the client generates a customized report publication request and submits it to the server to upload the customized report to the cloud database for storage and notify the target merchant to view the report.

[0078] The requesting party can also edit the report draft displayed on the client, such as adjusting the report page order, deleting report pages, modifying the display position and / or style of materials within the report page, controlling the display and hiding of materials within the report page, dynamically adjusting merchant details, manually modifying material content, and triggering the use of artificial intelligence technology to regenerate data analysis results.

[0079] In some optional embodiments, after the customized report is uploaded to cloud storage, the server will assign a report identifier to each customized report for subsequent report querying and browsing. Optionally, the customized report can be stored in the form of JS files and CSS files.

[0080] This completes the production of the customized report.

[0081] Processing the draft report can help improve its quality.

[0082] In practical applications, customized production reports can be stored as report files in a specified format. These report files can include: HTML files, CSS files, and JS files.

[0083] In some optional embodiments, as shown in FIG4, after outputting the report draft to the client, the method further includes any one or more of the following steps 108, 110, 112 and 114.

[0084] Step 108: In response to the customized report release request submitted by the client, store the customized report carried in the customized report release request, and push the report information of the customized report to the target merchant.

[0085] After receiving a customized report publishing request from the client, the server retrieves the report identifier of the report draft carried in the request, and obtains the target merchant's identifier based on the report identifier. Then, the server assigns a report identifier to the customized report and binds and stores the customized report and the report identifier together. Next, the server pushes the report information of the customized report to the merchant client of the target merchant corresponding to the merchant identifier. The report information includes, but is not limited to, one or more of the following: report name, generation time, report summary, and report download address.

[0086] Step 110: In response to the online playback report request submitted by the client, send the page data of the customized report corresponding to the report identifier carried in the online playback report request to the client, so that the client renders the online playback report based on the page data, or generates a video report in the form of a digital human broadcasting the report content of the customized report based on the page data of the customized report corresponding to the report identifier carried in the online playback report request.

[0087] On the other hand, target merchants can view the generated customized reports through their merchant client. In some embodiments of this disclosure, the report generation system supports online playback of reports by the merchant client. For example, the merchant client can set an online playback button for each customized report, and the merchant can initiate online playback of the corresponding customized report by triggering the online playback button.

[0088] At the underlying technical implementation level, in response to the online playback operation executed by the merchant, the client submits an online playback report request to the server. This request carries a report identifier for the customized report. Upon receiving the online playback report request, the server parses it to obtain the report identifier of the customized report to be played. Then, the server sends the report data (such as HTML, CSS, or JS files) of the customized report, bound to the report identifier, to the client. The client then renders the report data to generate the online playback report. Alternatively, the server uses artificial intelligence generation technology to generate a video of a digital human narrating the content of the customized report, using the report data bound to the report identifier, and sends the video to the client.

[0089] The specific implementation method for generating a video of a digital human broadcasting the content of the customized report based on the report data of an existing customized report, as well as the online playback method of the video, are described in the prior art and will not be repeated in this disclosure.

[0090] The online playback report includes reports played in PowerPoint format.

[0091] The client can use online PPT canvas technology to generate online presentation reports. For example, the client can leverage HTML5-based online PPT editing and playback functions to generate customized online presentation pages and support online playback of the reports. Online PPT reports offer more structured content rendering and higher reading efficiency.

[0092] In some optional embodiments, when users (such as operators or merchants) play customized reports in the form of online PPT through the client, the client also supports full-screen projection of the report content, dynamic arrows for switching between pages, real-time online pen annotation, and other operations, which greatly enriches the report reading experience.

[0093] For example, a "full-screen mode" button can be set on the report playback page of the client. Users can trigger this button to instruct the client to play the currently customized report in full-screen mode online. In some optional embodiments, the client can call the HTML5 full-screen application interface Element.requestFullscreen() to allow elements on the client page to enter full-screen mode, so that the report page can be projected in full-screen mode on different devices.

[0094] Full-screen playback mode can better attract user attention, reduce external distractions, and allow users to focus more on the report content.

[0095] Furthermore, in full-screen mode, users can switch pages using the client's virtual keyboard, the arrow keys on the client's host device, or the navigation arrows displayed on the report playback page. Correspondingly, the client responds to the triggering of preset page switching keys by executing the corresponding page switching operation. For example, the client can use JavaScript to listen for arrow key trigger events and respond to user keyboard input, as well as implement page switching triggered by clicking arrows through container operations. Furthermore, the client can also add smooth visual effects to the page switching process by setting cascading style animations.

[0096] Optionally, when presenting a customized report in PowerPoint format, users can also select a drawing tool and make annotations on the PowerPoint report page. Correspondingly, the client responds to the user's annotation operations on the report page by displaying the annotated content in real time.

[0097] When playing a customized report in PowerPoint format, users can edit the report in real time. For example, users can directly edit the content of the PowerPoint report on the client's playback page, including but not limited to adding or modifying text, inserting charts, etc. Correspondingly, the client updates the report page in real time in response to the user's editing actions. Optionally, the client can use WebSocket technology to achieve real-time data synchronization between clients and between the client and the server, ensuring data accuracy and timeliness during the editing process. Furthermore, the client employs a responsive design to display the report page, ensuring that the PowerPoint report plays correctly on different devices, thus improving the viewing experience.

[0098] Correspondingly, when a user marks a page or switches pages, the server receives real-time data sent by the client and processes the data, such as saving the marking status or recording the user's reading progress, and synchronizes the data between the real-time communicating clients and between the client and the server.

[0099] The specific implementation method for generating online PPT reports based on existing customized reports, as well as the online playback method of online PPT reports, are described in the prior art and will not be repeated in this disclosure.

[0100] Step 112: In response to the report download request submitted by the client, render the customized report corresponding to the report identifier carried in the report download request, generate a PDF report file, and send the report file to the client.

[0101] On the other hand, the merchant-side client can also set a download button for each customized report. Merchants can download the corresponding customized report by triggering the download button. In some optional embodiments, download buttons for customized reports in different formats can be set on the client, such as a PDF download button and a long image download button. Merchants can download the customized report in the corresponding format by triggering the download button for the corresponding format. In other optional embodiments, the report generation system can set a default format for downloading customized reports, without requiring merchants to choose, for example, defaulting to downloading customized reports in PDF format.

[0102] After detecting that the download button has been triggered, the client further obtains the report identifier of the customized report corresponding to the download button, and generates a report download request based on the report format selected by the merchant or the system default report format, and the report identifier. Then, the client submits the report download request to the server. Upon receiving the report download request, the server parses the request to obtain the report identifier and report format, and further obtains the customized report corresponding to the report identifier. The server then renders the customized report into a report file corresponding to the specified report format and sends the report file to the client.

[0103] Step 114: In response to the report sharing request submitted by the client, based on the identification information of the sharing object carried in the report sharing request, the page content currently being played by the sharing party is synchronized in real time among the sharing objects.

[0104] In some optional embodiments, the client can also initiate multi-user sharing of customized reports based on user triggers. For example, the client can set a "Multi-user Preview" button for each customized report on the interactive interface. When a user triggers this button and selects a sharing object, the client will generate a report sharing request based on the identification information of the sharing object and send the report sharing request to the server. After receiving the report sharing request, the server establishes a multi-user real-time data transmission channel between the sharing object and the sender of the report sharing request based on the identification information of the sharing object carried in the report sharing request, and synchronizes the currently playing page content of the sharing party in real time based on the data sent by the participating clients. In some optional embodiments, the report generation system can use the HTML5 canvas application interface, allowing users to draw on the PPT page, and combine it with real-time communication technologies such as WebSocket to ensure that marked content can be shared in real time when multiple users collaborate.

[0105] Taking the scenario of operators sharing customized reports generated by merchants with merchants as an example, operators can share customized reports with merchants, explain the customized reports online, and highlight key information or answer merchants' questions in real time by marking the online reports, thereby enhancing the interactivity of the reports and improving the communication effect of the reports.

[0106] In summary, the report generation method disclosed in this embodiment involves the server responding to a report request submitted by the client, determining the corresponding report template and target merchant, and generating a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template. Through material-template design, the various parts of the customized report are abstracted into independent materials, and the materials are combined to obtain the report template. In the report generation stage, only a template needs to be selected to quickly generate a general report, realizing the reuse of report material content. Furthermore, after outputting the report draft to the client, the client displays the report draft and responds to personalized processing operations on the report draft, performing post-processing on the report draft to generate a customized report. The entire report generation process adopts a low-code development approach, avoiding the tedious process of writing code and helping to improve report generation efficiency. On the other hand, based on a visual operation interface, the creation and modification of materials, as well as the creation and modification of report templates, can be quickly realized.

[0107] Furthermore, by employing artificial intelligence technology, based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators used to generate customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0108] By using an online PPT playback solution, the report content can be previewed on a webpage as smoothly as using a PowerPoint tool. The report content can be projected in full screen, with dynamic arrows for switching between pages, and real-time online annotations, greatly enhancing the interactivity and extensibility of the report.

[0109] In addition, the ability to download report files in a specified format (such as PDF) with one click reduces the workload of manually exporting reports.

[0110] Based on the above embodiments, this disclosure also discloses a report generation method applied to a client of a report generation system. As shown in FIG5, the method includes steps 502 to 508.

[0111] Step 502: In response to the report requester triggering the report generation operation, obtain the report template selected by the report requester and the target merchant.

[0112] In the embodiments of this disclosure, the report requester can select the target merchant through the graphical user interface set in the client and select a pre-published report template to quickly generate a customized report for the target merchant.

[0113] Optionally, in response to the report requester triggering a report generation operation, before obtaining the report template selected by the report requester and the target merchant, the method further includes: in response to the material placement and configuration operations performed by the template design user in the report template editing interface, generating material arrangement information; and generating a report template based on the material arrangement information. The methods for creating materials and report templates are described in the previous embodiments and will not be repeated here.

[0114] Step 504: Send a report request to the server. The report request carries the report template and the target merchant. The server generates a draft report based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, and outputs the draft report to the client.

[0115] The client can generate a report requirement based on the report template and target merchant selected by the report requester, and send the report requirement to the server. After receiving the report requirement, the server parses the report requirement, determines the target merchant and report template, and then generates a draft report based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template.

[0116] The specific implementation method for generating a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template can be found in the relevant description in the previous embodiments, and will not be repeated here.

[0117] The server then sends the generated draft report to the client.

[0118] Step 506: Display the draft report.

[0119] The client renders and displays the received report draft.

[0120] Optionally, displaying the report draft includes: rendering the report draft to obtain a report page; and displaying the report page in an online PPT format.

[0121] As mentioned earlier, the report draft sent by the server includes one or more files such as HTML, CSS, and JS. The client can use a pre-defined software development kit to render the report draft into a PowerPoint presentation and display it. Specific implementation methods for the client to display the report draft are described above and will not be repeated here.

[0122] Step 508: In response to the processing operation on the report draft, post-processing is performed on the report draft to generate a customized report.

[0123] In the embodiments of this disclosure, the report draft automatically generated based on the report template and merchant data is a general-purpose report. The report requester can further process the report draft to obtain a customized report.

[0124] Optionally, the processing operations on the report draft include one or more of the following operations: adjusting the order of the report pages in the report draft; adding a new report page; deleting a report page; modifying the content of materials within a report page; modifying the attributes of materials within a report page; deleting materials within a report page; and adding materials within a report page.

[0125] The client performs post-processing on the report draft to generate a customized report. For specific implementation details, please refer to the relevant descriptions in the previous embodiments, which will not be repeated here.

[0126] In some optional embodiments, after performing post-processing on the report draft in response to the processing operation on the report draft to generate a customized report, the method further includes: in response to the push operation on the customized report, sending the report information of the customized report to the target merchant through the server; and / or, in response to the online playback operation on the customized report, playing the customized report in online PPT format; and / or, in response to the download operation on the customized report, downloading a PDF report file from the server.

[0127] Optionally, in response to the push operation for the customized report, the server sends the report information of the customized report to the target merchant, including: the client responding to the push operation for the customized report, generating a customized report publishing request based on the merchant identifier of the target merchant and the report identifier of the customized report, and sending the report publishing request to the server, so that the server responding to the customized report publishing request submitted by the client, storing the customized report corresponding to the customized report publishing request, and pushing the report information of the customized report to the target merchant.

[0128] Optionally, in response to an online playback operation for the customized report, the customized report is played in online PPT format, including: the client responding to the online playback operation for the customized report generates an online playback report request based on the report identifier of the customized report, and sends the online playback report request to the server, so that the server responding to the online playback report request sends the page data of the customized report corresponding to the report identifier carried in the online playback report request to the client, and the client renders an online playback report in PPT format based on the page data.

[0129] In other optional embodiments, in response to an online playback operation for the customized report, the client generates an online playback report request based on the report identifier of the customized report and sends the online playback report request to the server. This causes the server to generate a video of a digital human narrating the content of the customized report based on the page data of the customized report corresponding to the report identifier carried in the online playback report request, and sends the video to the client. The client then plays the video.

[0130] Optionally, in response to the download operation for the customized report, downloading a PDF report file from the server includes: the client responding to the download operation for the customized report generating a report download request based on the report identifier of the customized report and sending the report download request to the server, so that the server responding to the report download request submitted by the client renders the customized report corresponding to the report identifier carried in the report download request, generates a PDF report file, and sends the report file to the client.

[0131] For details on the specific implementation methods of client-side responses and user actions on customized reports, including report publishing, online playback, and downloading, please refer to the relevant descriptions in the previous embodiments, which will not be repeated here.

[0132] Furthermore, during the process of playing the customized report in the form of an online PPT, the method further includes: in response to a full-screen playback operation for the customized report, playing the customized report in full-screen mode; and / or, in response to a page-turning playback control operation for the customized report, switching the current playback page of the customized report in real time; and / or, in response to a marking operation for the report page of the customized report, displaying the marked report page in real time; and / or, in response to a multi-user sharing operation for the report page of the customized report, synchronizing the currently playing page content with the sharing objects in real time.

[0133] For details on the specific implementation of the playback control interaction during the online PPT presentation of the customized report, please refer to the relevant descriptions in the previous embodiments, which will not be repeated here.

[0134] In summary, the report generation method disclosed in this embodiment involves a client responding to a report requester's triggering of a report generation operation. The client obtains the report template selected by the requester and the target merchant. Then, it sends a report request to the server, which includes the report template and the target merchant. The server generates a draft report based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template. This method uses a material-template design to abstract the various parts of a customized report into independent materials and combines these materials to obtain a report template. During the report generation stage, only a template needs to be selected to quickly generate a general report, enabling the reuse of report material content. Furthermore, the client displays the report draft and, in response to processing operations on the draft, performs post-processing to generate a customized report. The entire report generation process employs a low-code development approach, avoiding the tedious process of writing code and improving report generation efficiency.

[0135] On the other hand, based on the visual operation interface, materials can be created and modified quickly, as well as report templates can be created and modified.

[0136] Furthermore, during the report draft generation process, artificial intelligence technology is employed. Based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators for generating customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0137] By using an online PPT playback solution, the report content can be previewed on a webpage as smoothly as using a PowerPoint tool. The report content can be projected in full screen, with dynamic arrows for switching between pages, and real-time online annotations, greatly enhancing the interactivity and extensibility of the report.

[0138] In addition, the ability to download report files in a specified format (such as PDF) with one click reduces the workload of manually exporting reports.

[0139] This method automatically generates reports, effectively addressing the problem that small and medium-sized businesses, due to a lack of analytical methods, operational experience, and proficiency in using data and AI tools, are unable to generate professional reports when faced with complex cross-border e-commerce scenarios and issues such as market, operation, and management that require a rigorous analytical framework and in-depth deduction and attribution to demonstrate professionalism.

[0140] Based on the above embodiments, this disclosure also discloses a report generation method applied to a client of a report generation system. As shown in FIG6, the method includes steps 602 to 608.

[0141] Step 602: Obtain the report information of the customized report pushed to the current merchant;

[0142] Step 604: Display the report information;

[0143] Step 606, in response to the online playback operation for the customized report, play the customized report in online PPT format; and / or,

[0144] Step 608: In response to the download operation for the customized report, download the report file in PDF format from the preset server.

[0145] After a merchant logs into the report generation system's client, the client retrieves the report information of the customized report pushed to the current merchant and displays it to the merchant in the form of a report list.

[0146] The specific method for generating the customized report is described in the previous embodiments and will not be repeated here.

[0147] Furthermore, merchants can use the client application to set up operation entry points for each customized report, enabling them to perform online playback, download, and multi-user sharing operations on the customized reports.

[0148] For details on how the client can play the customized report in the form of an online PPT, please refer to the relevant descriptions in the previous embodiments, which will not be repeated here.

[0149] For the client's download operation of the customized report, the specific implementation method for downloading the PDF report file from the server is described in the previous embodiments, and will not be repeated here.

[0150] In summary, the report generation method disclosed in this embodiment automatically generates a draft report based on report requirements by the report generation system, and then generates a customized report for the target merchant based on the secondary processing by the report requester. The merchant receives the report information pushed by the system, selects the customized report based on the report information, and plays it in an online PPT format, thus improving the interactivity of the report. Furthermore, the merchant can mark the online report through the client, further enhancing the interactivity of the report.

[0151] On the other hand, one-click download of PDF report files reduces the workload of manually exporting reports.

[0152] Furthermore, during the report generation stage, artificial intelligence technology is employed. Based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators for generating customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0153] Based on the above embodiments, this disclosure also discloses a report generation system for implementing the above report generation method.

[0154] The report generation system includes a client and a server. In some optional embodiments, the client includes a first client and a second client, wherein the first client is used for merchants to read and download reports, and the second client is used for operations personnel to create report materials, create report templates, and generate customized reports. In other optional embodiments, the client can be a client that is universally applicable to different personnel. The following describes a specific implementation of the report generation system, using the example of a first client and a second client, in conjunction with the interaction flow between the client and server as shown in Figure 7.

[0155] Step 702: The second client responds to the material placement and configuration operations performed by the template design user in the editing interface of the report template, and generates material arrangement information.

[0156] Step 704: The second client generates a report template based on the material arrangement information.

[0157] Step 706: The second client responds to the report requester's triggering of the report generation operation and obtains the report template selected by the report requester and the target merchant.

[0158] Step 708: Send a report request to the server, the report request carrying the report template and the target merchant.

[0159] Step 710: The server generates a draft report based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, and outputs the draft report to the client.

[0160] Step 712: The second client displays the draft report.

[0161] Step 714: In response to the processing operation on the report draft, the second client performs post-processing on the report draft to generate a customized report.

[0162] Step 716: In response to the push operation for the customized report, the second client sends a customized report publishing request to the server.

[0163] Step 718: The server responds to the customized report release request submitted by the client, stores the customized report carried in the customized report release request, and pushes the report information of the customized report to the target merchant.

[0164] Step 720: The first client obtains the report information of the customized report pushed to the current merchant and displays the report information.

[0165] Step 722: In response to the online playback operation for the customized report, the first client plays the customized report in online PPT format; and / or, in response to the download operation for the customized report, downloads a PDF report file from the server.

[0166] Optionally, in response to the processing operation on the report draft, the second client performs post-processing on the report draft to generate a customized report, and then, in response to the online playback operation on the customized report, plays the customized report in online PPT format; and / or, in response to the download operation on the customized report, downloads a PDF report file from the server.

[0167] For specific implementation methods of the above steps, please refer to the relevant descriptions in the previous embodiments, which will not be repeated here.

[0168] In summary, the report generation system disclosed in this embodiment can quickly generate a draft report by pre-creating a report template, allowing the client to select the template and target merchant, and submit a report request, thus enabling the reuse of report content. Furthermore, the client displays the draft report and, in response to personalized processing operations, performs post-processing to generate a customized report. The entire report generation process utilizes a low-code development approach, avoiding the tedious process of writing code and improving report generation efficiency. On the other hand, the visual interface allows for rapid creation and modification of materials, as well as report templates.

[0169] Furthermore, by employing artificial intelligence technology, based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators used to generate customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0170] By using an online PPT playback solution, a smooth experience can be achieved by previewing the report content in PPT format. The report content can be projected in full screen, with dynamic arrows for switching between pages, and real-time online annotations, greatly enhancing the interactivity and extensibility of the report.

[0171] It should be noted that, for the sake of simplicity, the method embodiments are all described as a series of actions. However, those skilled in the art should understand that the embodiments of this disclosure are not limited to the described order of actions, because according to the embodiments of this disclosure, some steps can be performed in other orders or simultaneously. Secondly, those skilled in the art should also understand that the embodiments described in the specification are all preferred embodiments, and the actions involved are not necessarily required by the embodiments of this disclosure.

[0172] Based on the above embodiments, this embodiment also provides a report generation device applied to a server, the device comprising:

[0173] The report requirement determination module is used to determine the report template and target merchant corresponding to the received report requirement from the client.

[0174] The report draft generation module is used to generate a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template;

[0175] A customized report generation module is used to output the report draft to the client to trigger the client to perform the following operations: the client displays the report draft; in response to the processing operation on the displayed report draft, the client performs post-processing on the report draft to generate a customized report.

[0176] The report draft generation module is further used for:

[0177] Based on the preset material arrangement information of the report template, the target materials constituting the report template and the display information of the target materials are determined;

[0178] Based on the association data between the target merchant and the target material, a material instance of the target material is generated;

[0179] A draft report is generated based on the material instance and the display information.

[0180] Optionally, generating a material instance for the target material based on the association data between the target merchant and the target material includes:

[0181] Based on the preset association relationship between the target material and the reporting indicator, obtain the indicator value of the reporting indicator associated with the target material for the target merchant;

[0182] The data analysis results are obtained by analyzing and processing the index values ​​through a pre-set data analysis intelligent agent.

[0183] The target material is initialized using the index value and the data analysis results to obtain a material instance of the target material.

[0184] Optionally, obtaining the indicator value of the target merchant associated with the target material based on the preset association relationship between the target material and the reporting indicator includes:

[0185] Using the merchant identifier of the target merchant as input, the dependent data of the target material is obtained through the preset data acquisition interface of the target material, and the indicator value of the report indicator associated with the target merchant and the target material is obtained.

[0186] Optionally, the preset material arrangement information is generated in the following way:

[0187] The report is generated by the client based on the material placement and configuration operations performed by the user in the report template editing interface according to the template design.

[0188] Optionally, after outputting the report draft to the client, the device further includes one or more modules selected from: a report publishing module, an online playback module, a report download module, and a report sharing module.

[0189] The report publishing module is used to respond to a customized report publishing request submitted by the client, store the customized report carried in the customized report publishing request, and push the report information of the customized report to the target merchant;

[0190] The online playback module is used to respond to an online playback report request submitted by the client, and send the page data of the customized report corresponding to the report identifier carried in the online playback report request to the client, so that the client renders an online playback report based on the page data, or generates a video report in the form of a digital human broadcasting the report content of the customized report based on the page data of the customized report corresponding to the report identifier carried in the online playback report request.

[0191] The report download module is used to respond to a report download request submitted by the client, render the customized report corresponding to the report identifier carried in the report download request, generate a PDF report file, and send the report file to the client;

[0192] The report sharing module is used to respond to a report sharing request submitted by the client and, based on the identification information of the sharing object carried in the report sharing request, to synchronize the currently playing page content of the sharing party in real time among the sharing objects.

[0193] Optionally, the online playback report includes: a report played in PowerPoint format.

[0194] In summary, the report generation device disclosed in this embodiment, upon receiving a report request submitted by a client, determines the corresponding report template and target merchant. Based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, a report draft is generated. Through material-template design, the various parts of the customized report are abstracted into independent materials, and the materials are combined to obtain the report template. In the report generation stage, only a template needs to be selected to quickly generate a general report, realizing the reuse of report material content. Furthermore, after outputting the report draft to the client, the client displays the report draft and, in response to personalized processing operations on the report draft, performs post-processing on the report draft to generate a customized report. The entire report generation process adopts a low-code development approach, avoiding the tedious process of writing code and helping to improve report generation efficiency. On the other hand, based on a visual operation interface, the creation and modification of materials, as well as the creation and modification of report templates, can be quickly realized.

[0195] Furthermore, by employing artificial intelligence technology, based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators used to generate customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0196] Based on the above embodiments, this embodiment also provides a report generation device applied to a client, the device comprising:

[0197] The template and merchant selection module is used to respond to the report requester's triggering of a report generation operation and obtain the report template and target merchant selected by the report requester.

[0198] The report request submission module is used to send a report request to the server. The report request carries the report template and the target merchant, so that the server generates a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, and outputs the report draft to the client.

[0199] The report draft display module is used to display the report draft;

[0200] A customized report generation module is used to perform post-processing on the report draft in response to the processing operation on the report draft, and generate a customized report.

[0201] Optionally, displaying the draft report includes:

[0202] The draft report is rendered to obtain the report page;

[0203] The report page is presented in the form of an online PowerPoint presentation.

[0204] Optionally, the processing operations on the draft report include one or more of the following operations:

[0205] Adjust the page order of the report draft;

[0206] Add a report page;

[0207] Delete the report page;

[0208] Modify the content of the materials on the report page;

[0209] Modify the properties of materials within the report page;

[0210] Delete the material from the report page;

[0211] Add materials to the report page.

[0212] Optionally, in response to the processing operation on the report draft, after performing post-processing on the report draft to generate a customized report, the device further includes one or more modules selected from: a report push module, a report playback module, and a report download module, wherein...

[0213] The report push module is used to respond to the push operation for the customized report by sending the report information of the customized report to the target merchant through the server.

[0214] The report playback module is used to respond to the online playback operation of the customized report and play the customized report in the form of an online PPT.

[0215] The report download module is used to download a PDF report file from the server in response to a download operation for the customized report.

[0216] Optionally, during the process of playing the customized report in the form of an online PowerPoint presentation, the method further includes:

[0217] In response to a full-screen playback operation for the customized report, the customized report is played in full-screen mode; and / or,

[0218] In response to a page-turning playback control operation for the customized report, the current playback page of the customized report is switched in real time; and / or,

[0219] In response to a marking operation on the report page of the customized report, the marked report page is displayed in real time; and / or,

[0220] In response to multiple users sharing the report page of the customized report, the currently playing page content is synchronized with the sharing users in real time.

[0221] Optionally, before responding to the report requester triggering the report generation operation and obtaining the report template selected by the report requester and the target merchant, the device further includes:

[0222] The report template creation module is used to generate material arrangement information in response to the material placement and configuration operations performed by the template design user in the report template editing interface; and to generate a report template based on the material arrangement information.

[0223] Based on the above embodiments, this embodiment also provides a report generation device applied to a client, the device comprising:

[0224] Retrieve report information from customized reports pushed to the current merchant;

[0225] Display the report information;

[0226] In response to an online playback request for the customized report, the customized report is played in online PowerPoint format; and / or,

[0227] In response to the download operation for the customized report, a PDF report file is downloaded from a preset server.

[0228] The report generation apparatus disclosed in this disclosure is used to implement the report generation method described in the preceding embodiments. For specific implementation methods of each module of the apparatus, please refer to the description of the relevant steps in the preceding method embodiments, which will not be repeated here.

[0229] In summary, the report generation apparatus disclosed in this embodiment responds to a report requester's triggering of a report generation operation, obtains the report template selected by the requester and the target merchant, and then sends a report request to the server. The report request carries the report template and the target merchant. The server generates a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template. This method uses a material-template design to abstract the various parts of the customized report into independent materials and combines these materials to obtain a report template. In the report generation stage, only a template needs to be selected to quickly generate a general report, achieving the reuse of report material content. Furthermore, the client displays the report draft and responds to processing operations on the report draft, performing post-processing to generate a customized report. The entire report generation process adopts a low-code development approach, avoiding the tedious process of writing code and helping to improve report generation efficiency.

[0230] On the other hand, based on the visual operation interface, materials can be created and modified quickly, as well as report templates can be created and modified.

[0231] Furthermore, during the report draft generation process, artificial intelligence technology is employed. Based on vertical databases and knowledge bases, a pre-set data analysis intelligent agent analyzes and processes the report indicators for generating customized reports. This quickly extracts valuable information from a large amount of accumulated structured data, obtains data analysis results, improves the ability to analyze and interpret data, controls the quality of report content, and reduces the time spent on manual screening.

[0232] By using an online PPT playback solution, the report content can be previewed on a webpage as smoothly as using a PowerPoint tool. The report content can be projected in full screen, with dynamic arrows for switching between pages, and real-time online annotations, greatly enhancing the interactivity and extensibility of the report.

[0233] In addition, the ability to download report files in a specified format (such as PDF) with one click reduces the workload of manually exporting reports.

[0234] This disclosure also provides a non-volatile readable storage medium storing one or more modules (programs) that, when applied to a device, enable the device to execute instructions for the method steps in this disclosure.

[0235] This disclosure also provides a computer-readable storage medium storing computer-executable instructions that, when executed by a processor, are used to implement the methods described in this disclosure.

[0236] This disclosure also provides an electronic device, including: a processor and a memory communicatively connected to the processor; the memory stores computer-executable instructions; the processor executes the computer-executable instructions stored in the memory to implement the method described in this disclosure. In this disclosure, the electronic device includes devices such as servers and terminal devices.

[0237] This disclosure also discloses a computer program product, including a computer program / computer executable instructions, characterized in that the computer program / computer executable instructions, when executed by a processor in an electronic device, implement the method described in this disclosure.

[0238] Embodiments of this disclosure can be implemented as an apparatus configured using any suitable hardware, firmware, software, or any combination thereof, and may include electronic devices such as servers (clusters) and terminals. Figure 8 schematically illustrates an exemplary apparatus 800 that can be used to implement the various embodiments described in this disclosure.

[0239] For one embodiment, FIG8 illustrates an exemplary device 800 having one or more processors 802, a control module (chipset) 904 coupled to at least one of the processors 802, a memory 806 coupled to the control module 904, a non-volatile memory (NVM) / storage device 808 coupled to the control module 804, one or more input / output devices 810 coupled to the control module 804, and a network interface 812 coupled to the control module 804.

[0240] Processor 802 may include one or more single-core or multi-core processors, and processor 802 may include any combination of general-purpose processors or special-purpose processors (e.g., graphics processors, application processors, baseband processors, etc.). In some embodiments, device 800 can serve as a server, terminal, or other device as described in the embodiments of this disclosure.

[0241] In some embodiments, apparatus 800 may include one or more computer-readable media (e.g., memory 806 or NVM / storage device 808) having instructions 814 and one or more processors 802 that are combined with the one or more computer-readable media and configured to execute the instructions 814 to implement the module and thus perform the actions described in this disclosure.

[0242] In one embodiment, the control module 804 may include any suitable interface controller to provide any suitable interface to at least one of the processors 802 and / or any suitable device or component communicating with the control module 804.

[0243] The control module 804 may include a memory controller module to provide an interface to the memory 806. The memory controller module may be a hardware module, a software module, and / or a firmware module.

[0244] Memory 806 may be used, for example, to load and store data and / or instructions 814 for device 800. In one embodiment, memory 806 may include any suitable volatile memory, such as suitable DRAM. In some embodiments, memory 806 may include double data rate type quad synchronous dynamic random access memory (DDR4 SDRAM).

[0245] In one embodiment, the control module 804 may include one or more input / output controllers to provide an interface to the NVM / storage device 808 and (one or more) input / output devices 810.

[0246] For example, NVM / storage device 808 may be used to store data and / or instructions 814. NVM / storage device 808 may include any suitable non-volatile memory (e.g., flash memory) and / or may include any suitable (one or more) non-volatile storage devices (e.g., one or more hard disk drives (HDDs), one or more optical disc drives (CDs), and / or one or more digital universal optical disc (DVD) drives).

[0247] NVM / storage device 808 may include storage resources that are part of a device on which device 800 is mounted, or that are accessible to the device but do not necessarily have to be part of the device. For example, NVM / storage device 808 may be accessed via a network through one or more input / output devices 810.

[0248] One or more input / output devices 810 may provide an interface for device 800 to communicate with any other suitable device. Input / output devices 810 may include communication components, audio components, sensor components, etc. A network interface 812 may provide an interface for device 800 to communicate via one or more networks. Device 800 may wirelessly communicate with one or more components of a wireless network according to any of one or more wireless network standards and / or protocols, such as accessing a wireless network based on communication standards, such as Bluetooth, WiFi, 2G, 3G, 4G, 5G, etc., or combinations thereof.

[0249] In one embodiment, at least one of the processors 802 may be logically packaged with one or more controllers (e.g., memory controller modules) of the control module 804. In one embodiment, at least one of the processors 802 may be logically packaged with one or more controllers of the control module 804 to form a system-in-package (SiP). In one embodiment, at least one of the processors 802 may be integrated with the logic of one or more controllers of the control module 804 on the same die. In one embodiment, at least one of the processors 802 may be integrated with the logic of one or more controllers of the control module 804 on the same die to form a system-on-a-chip (SoC).

[0250] In various embodiments, device 800 may be, but is not limited to, a server, desktop computing device, or mobile computing device (e.g., laptop, handheld computing device, tablet, netbook, etc.). In various embodiments, device 800 may have more or fewer components and / or different architectures. For example, in some embodiments, device 800 includes one or more cameras, a keyboard, a liquid crystal display (LCD) screen (including a touchscreen display), a non-volatile memory port, multiple antennas, a graphics chip, an application-specific integrated circuit (ASIC), and a speaker.

[0251] The detection device can use a main control chip as a processor or control module, and sensor data, position information, etc. can be stored in a memory or NVM / storage device. The sensor group can be used as an input / output device, and the communication interface can include a network interface.

[0252] This disclosure also provides an electronic device, including: a processor; and a memory storing executable code thereon, which, when executed, causes the processor to perform one or more methods as described in this disclosure. In this disclosure, the memory can store various types of data, such as target files, file-application association data, and user behavior data, thereby providing a data foundation for various processing methods.

[0253] This disclosure also provides one or more machine-readable media having executable code stored thereon, which, when executed, causes a processor to perform one or more of the methods described in this disclosure.

[0254] As the device embodiment is basically similar to the method embodiment, the description is relatively simple, and relevant parts can be found in the description of the method embodiment.

[0255] The various embodiments in this disclosure are described in a progressive manner, with each embodiment focusing on the differences from other embodiments. The same or similar parts between the various embodiments can be referred to each other.

[0256] This disclosure describes embodiments of methods, terminal devices (systems), and computer program products according to embodiments of this disclosure with reference to flowchart illustrations and / or block diagrams. It will be understood that each block of the flowchart illustrations and / or block diagrams, and combinations of blocks in the flowchart illustrations and / or block diagrams, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, special-purpose computer, embedded processor, or other programmable data processing terminal device to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing terminal device, create means for implementing the functions specified in one or more blocks of the flowchart illustrations and / or one or more blocks of the block diagrams.

[0257] These computer program instructions may also be stored in a computer-readable storage medium that can direct a computer or other programmable data processing terminal device to function in a particular manner, such that the instructions stored in the computer-readable storage medium produce an article of manufacture including instruction means that implement the functions specified in one or more flowcharts and / or one or more block diagrams.

[0258] These computer program instructions may also be loaded onto a computer or other programmable data processing terminal equipment to cause a series of operational steps to be performed on the computer or other programmable terminal equipment to produce a computer-implemented process, such that the instructions, which execute on the computer or other programmable terminal equipment, provide steps for implementing the functions specified in one or more flowcharts and / or one or more block diagrams.

[0259] While preferred embodiments of the present disclosure have been described, those skilled in the art, upon learning the basic inventive concept, can make other changes and modifications to these embodiments. Therefore, the appended claims are intended to be interpreted as including both the preferred embodiments and all changes and modifications falling within the scope of the present disclosure.

[0260] Finally, it should be noted that in this document, relational terms such as "first" and "second" are used only to distinguish one entity or operation from another, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Furthermore, the terms "comprising," "including," or any other variations thereof are intended to cover non-exclusive inclusion, such that a process, method, article, or terminal device that comprises a list of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such a process, method, article, or terminal device. Without further limitations, an element defined by the phrase "comprising one..." does not exclude the presence of other identical elements in the process, method, article, or terminal device that includes said element.

[0261] The above provides a detailed description of a report generation method, a report generation system, an electronic device, a storage medium, and a computer program product provided by this disclosure. Specific examples have been used to illustrate the principles and implementation methods of this disclosure. The descriptions of the above embodiments are only for the purpose of helping to understand the method and core ideas of this disclosure. At the same time, for those skilled in the art, there will be changes in the specific implementation methods and application scope based on the ideas of this disclosure. Therefore, the content of this disclosure should not be construed as a limitation of this disclosure.

Claims

1. A report generation method, applied on a server-side, wherein, The method includes: Upon receiving a report request from a client, determine the report template and target merchant corresponding to the report request; Based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, a draft report is generated; The client outputs the report draft to the client to trigger the client to perform the following operations: the client displays the report draft; in response to the processing operation on the displayed report draft, the client performs post-processing on the report draft to generate a customized report.

2. The method according to claim 1, wherein, The report draft is generated based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, including: Based on the preset material arrangement information of the report template, the target materials constituting the report template and the display information of the target materials are determined; Based on the association data between the target merchant and the target material, a material instance of the target material is generated; A draft report is generated based on the material instance and the display information.

3. The method according to claim 2, wherein, The step of generating a material instance for the target material based on the association data between the target merchant and the target material includes: Based on the preset association relationship between the target material and the reporting indicator, obtain the indicator value of the reporting indicator associated with the target material for the target merchant; The data analysis results are obtained by analyzing and processing the index values ​​through a pre-set data analysis intelligent agent. The target material is initialized using the index value and the data analysis results to obtain a material instance of the target material.

4. The method according to claim 3, wherein, The step of obtaining the indicator value of the target merchant associated with the target material based on the preset association relationship between the target material and the reporting indicator includes: Using the merchant identifier of the target merchant as input, the dependent data of the target material is obtained through the preset data acquisition interface of the target material, and the indicator value of the report indicator associated with the target merchant and the target material is obtained.

5. The method according to any one of claims 1-4, wherein, The preset material arrangement information is generated in the following way: The report is generated by the client based on the material placement and configuration operations performed by the user in the report template editing interface according to the template design.

6. The method according to any one of claims 1-5, wherein, After outputting the report draft to the client, the process further includes: In response to a customized report publishing request submitted by a client, the system stores the customized report carried in the customized report publishing request and pushes the report information of the customized report to the target merchant; and / or, In response to an online playback report request submitted by a client, the system sends page data of a customized report corresponding to the report identifier carried in the online playback report request to the client, enabling the client to render an online playback report based on the page data; or, based on the page data of the customized report corresponding to the report identifier carried in the online playback report request, it generates a video report in the form of a digital human narrating the content of the customized report; and / or, In response to a report download request submitted by a client, the customized report corresponding to the report identifier carried in the report download request is rendered, a PDF report file is generated, and the report file is sent to the client; and / or, In response to a report sharing request submitted by the client, the currently playing page content of the sharing party is synchronized in real time among the sharing objects based on the identification information of the sharing object carried in the report sharing request.

7. The method according to claim 6, wherein, The online presentation reports include reports presented in PowerPoint format.

8. A report generation method, applied to a client, wherein, The method includes: In response to the report requester triggering a report generation operation, the report template selected by the report requester and the target merchant are obtained; Send a report request to the server, the report request carrying the report template and the target merchant, so that the server generates a report draft based on the preset material arrangement information of the report template and the data of the target merchant associated with the report template, and outputs the report draft to the client; The draft of the report is shown; In response to the processing operations on the report draft, post-processing is performed on the report draft to generate a customized report.

9. The method according to claim 8, wherein, The presentation of the report draft includes: The draft report is rendered to obtain the report page; The report page is presented in the form of an online PowerPoint presentation.

10. The method according to claim 8 or 9, wherein, The processing operations for the draft report include one or more of the following operations: Adjust the page order of the report draft; Add a report page; Delete the report page; Modify the content of the materials on the report page; Modify the properties of materials within the report page; Delete the material from the report page; Add materials to the report page.

11. The method according to any one of claims 8-10, wherein, After performing post-processing on the report draft in response to the processing operation on the report draft to generate a customized report, the method further includes: In response to the push operation for the customized report, the server sends the report information of the customized report to the target merchant; and / or, In response to an online playback request for the customized report, the customized report is played in online PowerPoint format; and / or, In response to the download operation for the customized report, a PDF report file is downloaded from the server.

12. The method according to claim 11, wherein, The method further includes, during the process of presenting the customized report in the form of an online PowerPoint presentation: In response to a full-screen playback operation for the customized report, the customized report is played in full-screen mode; and / or, In response to a page-turning playback control operation for the customized report, the current playback page of the customized report is switched in real time; and / or, In response to a marking operation on the report page of the customized report, the marked report page is displayed in real time; and / or, In response to multiple users sharing the report page of the customized report, the currently playing page content is synchronized with the sharing users in real time.

13. The method according to any one of claims 8-12, wherein, Before responding to the report requester triggering the report generation operation and obtaining the report template selected by the report requester and the target merchant, the process further includes: In response to the material placement and configuration operations performed by the template design user in the report template editing interface, material arrangement information is generated; A report template is generated based on the material arrangement information.

14. A report generation method, applied to a client, wherein, The method includes: Retrieve report information from customized reports pushed to the current merchant; Display the report information; In response to an online playback request for the customized report, the customized report is played in online PowerPoint format; and / or, In response to the download operation for the customized report, a PDF report file is downloaded from a preset server.

15. A report generation system, wherein, The system includes: a client and a server, wherein, The client is configured to execute the report generation method as described in any one of claims 8 to 14; The server is used to execute the report generation method as described in any one of claims 1 to 7.

16. An electronic device, wherein, include: A processor, and a memory communicatively connected to the processor; The memory stores computer-executed instructions; The processor executes computer execution instructions stored in the memory to implement the method as described in any one of claims 1-14.

17. A computer-readable storage medium, wherein, The computer-readable storage medium stores computer-executable instructions, which, when executed by a processor, are used to implement the method as described in any one of claims 1-14.

18. A computer program product comprising a computer program / computer-executable instructions, wherein, When the computer program / computer executable instructions are executed by a processor in an electronic device, the method of any one of claims 1-14 is implemented.

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