A few months ago, an employee of Ali once broke the news that the weekly newspaper system had been cancelled, and the workers who were oppressed by the weekly and monthly newspaper system cast envious eyes. However, less than a few months later, another employee of Ali broke the news:

This time, ali’s weekly newspaper system was directly exposed, including the morning meeting at eight o ‘clock in the morning, the evening party at six o ‘clock in the evening, the daily newspaper issued after 11 o ‘clock in the night, and the weekly newspaper issued on Friday morning. Moreover, there had to be reflection, summary and precipitation. Some people even said that “if you want to be promoted, you should first learn to write a weekly newspaper”.

Even technical engineers are required to write weekly reports and documents:

However, there are policies on the top and countermeasures on the bottom, such a summary of the nature of the weekly report is either compiled data, or is a running account, this weekly, monthly report is formalism, there is no sense at all

However, for managers, the data-based weekly report is the most important and core, because managers need to control the daily production management of the enterprise according to the data in the weekly report. Business departments also need such daily data for decision-making analysis, such as the daily sales of the sales department.

This gives birth to countless “Cousins”, whose daily work is to collect the daily data of business departments, or write SQL to get numbers from the enterprise database, develop customized reports according to the needs of business parties, and finally submit data reports to business demanders.

So how can we free ourselves from the weekly newspaper system? Ali had already tried abolishing the weekly and it didn’t work, leaving the final option — automated reporting.

For example, let the IT department develop a weekly report template, and business people can fill in business data every day or directly every day. Such a report template is definitely worth 100 Excel sheets:

How to achieve report automation?

1. Report development tools

First of all, IT is necessary to solve the problem of tools. Some companies may choose to let the IT department develop a set of reporting system independently, but this method is actually a waste of human resources. From development to testing, to online, to operation and maintenance, at least 2-3 programmers need to do this system, and the final effect may be unsatisfactory.

Moreover, if you want to realize the two key functions of automatic data entry and report template development, it is very difficult to develop. The learning cost of ordinary report people is too high, so there is no need to learn such a complex system.

According to my personal experience, it is the most efficient and cost-effective method to directly hand over professional reporting tools, such as FineReport, a professional reporting tool in the market now.

2, the report number

With report tools, the problem of data source is solved first, because enterprise-level data cannot be stored in one system, financial data may be stored in CRM, business data may be stored in OA, and sales data may be stored in one’s own business system, so the counting process is very complicated

Therefore, it is necessary to use the database function of the report tool to directly connect to the database of the enterprise to get through all the business systems of the enterprise, which is the so-called “data island” problem. The data in the database can be updated in real time according to the fields, which can be integrated into the OA system and ERP system, and the number can be taken at any time to make tables.

3. Developed weekly reports

With data sources, the next step is to develop customized report templates. Again, take FineReport as an example. The development process of report templates is very simple, basically similar to the interface and operation methods of Excel, and it is easy to use by referring to the official tutorial:

Defined, the data link in interface design good report on the prototype, and then the corresponding data field drag and drop to complete data binding unit grid, and then daily, weekly, monthly report in the time field add parameters should be screened, then the corresponding data add filter conditions, can be achieved filtered daily, weekly, such as the following:

4. Automatic template generation

You can save the template in the data platform, and when you need to make a daily paper, you can directly call out the template, greatly reducing the process and time of making reports, and turning the complicated daily paper into a simple number to fill in.

I only need to make a weekly report once and then use it as a template that I can call up when I need it again.

5. Automatic release of weekly and monthly reports

Look at the picture, it’s that simple:

Tools to share

Finally, the report tool to everyone put out, back to a “report” can get tools!