Demand background
Business trend
Due to business or management requirements, it is necessary to repeatedly issue a large number of reports with a basically fixed format for each object
The report needs to be changed every time for the specific content of the object to meet the actual situation of the object
Education Industry01 |
Financial Sector02 |
Medical Beauty03 |
Schools, education and training institutions, etc. automatically generate test papers, transcripts, student evaluation reports, and teaching work reports based on student performance and teaching work reports... |
The overall business management and report document generation of income reports, liquidation reports, trust management, use and liquidation reports, insurance proposals, insurance applications, etc. generated by trust companies, securities companies, insurance companies, etc... |
Hospitals, medical institutions, beauty salons and other business-generated medical records, diagnostic reports, laboratory reports, physical examination reports, and medical supplies cost reports are automatically generated... |
Demand background
Business pain points
Manual preparation of reports
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High Cost
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Questions about Data Accuracy
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Difficult to prepare report
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Solution
Full-cycle management of report forms
Data Sources |
Data Transfer |
Generate Report |
Report Sending |
Collect raw data |
Value background transfer |
Automatically generate final report |
Publish output |
Report data comes from business system Can be exported from the business system |
Data results can be directly uploaded to the system in excel format, automatically converted into structured data or imported through a database, such as: MYSQL/MS-SQL/Oracle, etc. |
Select the data sheet to apply the template to automatically generate the report, support preview, one-click batch generation and other functions |
After the report is generated, it can be proofread and released after review; Reports can be merged and integrated with emails, one-click email sending, batch sending, etc. |
Effectiveness
Report sample
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- A variety of automatically generated report samples: test reports, transcripts, statements, etc.
- Support batch generation, proofreading, review release, report encryption, etc.
- Support multiple language versions: Simplified Chinese, Traditional Chinese, English...
Report Sending
Email Integration
Report completed
Report managementReport query |
Set up email template
Email template managementCustom template
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Select the report to be sent
Free choice reportSingle |
Batch send
One-click sendAutomatically match recipient emails |
step01 |
step02 |
step03 |
step04 |
Solution Value
Automatic email sending
Linkage between data and report descriptionThe report is automatically generated based on the data |
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FocusOnly need to pay attention to special circumstances to reduce human error and workload |
Improve efficiency and competitivenessBreak through the artificial bottleneck and realize the standardized generation of large-scale reports |
Improve quality and reduce costsReduce the cost of a single report and improve the quality of a single report |
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Report is sent automaticallyReport generation and sending are seamlessly connected, saving transit costs |
Email real-time trackingReal-time perception of email delivery status to improve customer service quality |