1┌──────────────────────────────────────────────────────────┐
2│              BENEFITS OF AUTOMATION                       │
3├──────────────────────────────────────────────────────────┤
4│                                                           │
5│  TIME SAVINGS                                            │
6│  ─────────────────────────────────────────               │
7│  Before: 4 hours/week creating reports                   │
8│  After:  30 minutes setup, 10 min/week checking          │
9│  Savings: 200+ hours/year                                │
10│                                                           │
11│  CONSISTENCY                                             │
12│  ─────────────────────────────────────────               │
13│  • Same calculations every time                          │
14│  • No copy-paste errors                                  │
15│  • Reproducible results                                  │
16│                                                           │
17│  TIMELINESS                                              │
18│  ─────────────────────────────────────────               │
19│  • Reports ready when stakeholders need them             │
20│  • Real-time dashboards possible                         │
21│  • Alerts for anomalies                                  │
22│                                                           │
23│  SCALABILITY                                             │
24│  ─────────────────────────────────────────               │
25│  • Same effort for 10 or 1000 reports                    │
26│  • Easy to add new metrics                               │
27│  • Template-based expansion                              │
28│                                                           │
29└──────────────────────────────────────────────────────────┘

1┌─────────────────────────────────────────────────────────┐
2│              REPORTING AUTOMATION PIPELINE               │
3├─────────────────────────────────────────────────────────┤
4│                                                          │
5│  ┌──────────┐    ┌──────────┐    ┌──────────┐           │
6│  │  DATA    │───>│ PROCESS  │───>│  OUTPUT  │           │
7│  │  SOURCE  │    │ & CALC   │    │ GENERATE │           │
8│  └──────────┘    └──────────┘    └──────────┘           │
9│       │                                 │                │
10│       v                                 v                │
11│  • Database                        • PDF/Excel          │
12│  • APIs                            • HTML Email         │
13│  • Files                           • Dashboard          │
14│  • Streams                         • Slack/Teams        │
15│                                                          │
16│  ┌──────────────────────────────────────────────────┐   │
17│  │                   SCHEDULER                       │   │
18│  │  • Cron / Task Scheduler                          │   │
19│  │  • Airflow / Dagster / Prefect                    │   │
20│  │  • Cloud Functions                                │   │
21│  └──────────────────────────────────────────────────┘   │
22│                                                          │
23│  ┌──────────────────────────────────────────────────┐   │
24│  │                   MONITORING                      │   │
25│  │  • Error alerts                                   │   │
26│  │  • Run logging                                    │   │
27│  │  • Performance tracking                           │   │
28│  └──────────────────────────────────────────────────┘   │
29│                                                          │
30└─────────────────────────────────────────────────────────┘

1from jinja2 import Template, Environment, FileSystemLoader
2import pandas as pd
3
4# Simple template
5simple_template = Template("""
6━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
7                    {{ title }}
8                    {{ date }}
9━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
10
11�� KEY METRICS
12{% for metric in metrics %}
13{{ metric.status }} {{ metric.name }}: {{ metric.value }} (Target: {{ metric.target }})
14{% endfor %}
15
16�� HIGHLIGHTS
17{% for highlight in highlights %}
18• {{ highlight }}
19{% endfor %}
20
21�� ACTION ITEMS
22{% for action in actions %}
23{{ loop.index }}. {{ action.task }} (Owner: {{ action.owner }}, Due: {{ action.due }})
24{% endfor %}
25
26━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
27""")
28
29# Data for template
30data = {
31    'title': 'WEEKLY SALES REPORT',
32    'date': '2024-03-18',
33    'metrics': [
34        {'name': 'Revenue', 'value': '$2.5M', 'target': '$2.3M', 'status': '✅'},
35        {'name': 'Orders', 'value': '12,500', 'target': '11,000', 'status': '✅'},
36        {'name': 'Conversion', 'value': '3.2%', 'target': '3.5%', 'status': '⚠️'},
37    ],
38    'highlights': [
39        'Record Thursday revenue (+45% vs average)',
40        'Mobile app orders grew 25% MoM',
41        'Enterprise deal closed ($500K ACV)'
42    ],
43    'actions': [
44        {'task': 'Review mobile checkout UX', 'owner': 'Product', 'due': '3/22'},
45        {'task': 'Launch retargeting campaign', 'owner': 'Marketing', 'due': '3/20'},
46    ]
47}
48
49report = simple_template.render(**data)
50print(report)

1html_template = """
2<!DOCTYPE html>
3<html>
4<head>
5    <style>
6        body { font-family: Arial, sans-serif; max-width: 800px; margin: 0 auto; }
7        .header { background: #2c3e50; color: white; padding: 20px; text-align: center; }
8        .kpi-grid { display: grid; grid-template-columns: repeat(3, 1fr); gap: 15px; padding: 20px; }
9        .kpi-card { background: #f8f9fa; border-radius: 8px; padding: 20px; text-align: center; }
10        .kpi-value { font-size: 28px; font-weight: bold; color: #2c3e50; }
11        .kpi-label { color: #6c757d; margin-top: 5px; }
12        .status-green { color: #27ae60; }
13        .status-red { color: #e74c3c; }
14        .status-yellow { color: #f39c12; }
15        table { width: 100%; border-collapse: collapse; margin: 20px 0; }
16        th, td { padding: 12px; text-align: left; border-bottom: 1px solid #ddd; }
17        th { background: #ecf0f1; }
18        .section { padding: 20px; }
19        .section-title { font-size: 18px; font-weight: bold; margin-bottom: 15px; }
20    </style>
21</head>
22<body>
23    <div class="header">
24        <h1>{{ title }}</h1>
25        <p>{{ subtitle }}</p>
26    </div>
27    
28    <div class="kpi-grid">
29        {% for kpi in kpis %}
30        <div class="kpi-card">
31            <div class="kpi-value {{ kpi.status_class }}">{{ kpi.value }}</div>
32            <div class="kpi-label">{{ kpi.name }}</div>
33            <div style="font-size: 12px; color: #888;">vs Target: {{ kpi.vs_target }}</div>
34        </div>
35        {% endfor %}
36    </div>
37    
38    <div class="section">
39        <div class="section-title">�� Performance Summary</div>
40        <table>
41            <tr>
42                <th>Metric</th>
43                <th>Current</th>
44                <th>Target</th>
45                <th>Variance</th>
46                <th>Trend</th>
47            </tr>
48            {% for row in performance_table %}
49            <tr>
50                <td>{{ row.metric }}</td>
51                <td>{{ row.current }}</td>
52                <td>{{ row.target }}</td>
53                <td class="{{ row.variance_class }}">{{ row.variance }}</td>
54                <td>{{ row.trend }}</td>
55            </tr>
56            {% endfor %}
57        </table>
58    </div>
59    
60    <div class="section">
61        <div class="section-title">�� Key Actions This Week</div>
62        <ol>
63            {% for action in actions %}
64            <li><strong>{{ action.task }}</strong> - {{ action.owner }} (Due: {{ action.due }})</li>
65            {% endfor %}
66        </ol>
67    </div>
68    
69    <div style="background: #ecf0f1; padding: 15px; text-align: center; font-size: 12px;">
70        Auto-generated report | {{ timestamp }} | Questions? Contact analytics@company.com
71    </div>
72</body>
73</html>
74"""
75
76def generate_html_report(data):
77    """Generate HTML report from data"""
78    template = Template(html_template)
79    return template.render(**data)
80
81# Example data
82report_data = {
83    'title': 'Weekly Business Report',
84    'subtitle': 'Week of March 18, 2024',
85    'timestamp': '2024-03-18 08:00:00',
86    'kpis': [
87        {'name': 'Revenue', 'value': '$2.5M', 'vs_target': '+9%', 'status_class': 'status-green'},
88        {'name': 'Customers', 'value': '15,200', 'vs_target': '+8%', 'status_class': 'status-green'},
89        {'name': 'Churn Rate', 'value': '5.2%', 'vs_target': '-30%', 'status_class': 'status-red'}
90    ],
91    'performance_table': [
92        {'metric': 'Revenue', 'current': '$2.5M', 'target': '$2.3M', 'variance': '+8.7%', 'variance_class': 'status-green', 'trend': '📈'},
93        {'metric': 'Orders', 'current': '12,500', 'target': '11,000', 'variance': '+13.6%', 'variance_class': 'status-green', 'trend': '📈'},
94        {'metric': 'AOV', 'current': '$200', 'target': '$209', 'variance': '-4.3%', 'variance_class': 'status-yellow', 'trend': '📉'}
95    ],
96    'actions': [
97        {'task': 'Investigate churn increase', 'owner': 'CS Team', 'due': 'Mar 20'},
98        {'task': 'Launch upsell campaign', 'owner': 'Marketing', 'due': 'Mar 22'}
99    ]
100}
101
102html_report = generate_html_report(report_data)
103
104# Save HTML file
105with open('weekly_report.html', 'w', encoding='utf-8') as f:
106    f.write(html_report)
107print("✅ HTML report saved!")

1import pandas as pd
2from openpyxl import Workbook
3from openpyxl.styles import Font, Fill, PatternFill, Alignment, Border, Side
4from openpyxl.chart import BarChart, LineChart, Reference
5from openpyxl.utils.dataframe import dataframe_to_rows
6
7def create_excel_report(data, filename='report.xlsx'):
8    """Create formatted Excel report"""
9    
10    wb = Workbook()
11    
12    # Summary Sheet
13    ws_summary = wb.active
14    ws_summary.title = "Executive Summary"
15    
16    # Styles
17    title_font = Font(size=16, bold=True, color="FFFFFF")
18    header_font = Font(size=12, bold=True)
19    title_fill = PatternFill(start_color="2C3E50", end_color="2C3E50", fill_type="solid")
20    green_fill = PatternFill(start_color="27AE60", end_color="27AE60", fill_type="solid")
21    red_fill = PatternFill(start_color="E74C3C", end_color="E74C3C", fill_type="solid")
22    yellow_fill = PatternFill(start_color="F39C12", end_color="F39C12", fill_type="solid")
23    
24    thin_border = Border(
25        left=Side(style='thin'),
26        right=Side(style='thin'),
27        top=Side(style='thin'),
28        bottom=Side(style='thin')
29    )
30    
31    # Title
32    ws_summary.merge_cells('A1:F1')
33    ws_summary['A1'] = 'WEEKLY BUSINESS REPORT'
34    ws_summary['A1'].font = title_font
35    ws_summary['A1'].fill = title_fill
36    ws_summary['A1'].alignment = Alignment(horizontal='center')
37    
38    ws_summary['A2'] = f'Week of {data["date"]}'
39    ws_summary['A2'].font = Font(italic=True)
40    
41    # KPI Summary
42    ws_summary['A4'] = 'KEY PERFORMANCE INDICATORS'
43    ws_summary['A4'].font = header_font
44    
45    headers = ['KPI', 'Current', 'Target', 'Variance', 'Status']
46    for col, header in enumerate(headers, 1):
47        cell = ws_summary.cell(row=5, column=col, value=header)
48        cell.font = header_font
49        cell.border = thin_border
50    
51    for row, kpi in enumerate(data['kpis'], 6):
52        ws_summary.cell(row=row, column=1, value=kpi['name']).border = thin_border
53        ws_summary.cell(row=row, column=2, value=kpi['current']).border = thin_border
54        ws_summary.cell(row=row, column=3, value=kpi['target']).border = thin_border
55        
56        variance_cell = ws_summary.cell(row=row, column=4, value=kpi['variance'])
57        variance_cell.border = thin_border
58        
59        status_cell = ws_summary.cell(row=row, column=5, value=kpi['status'])
60        status_cell.border = thin_border
61        status_cell.alignment = Alignment(horizontal='center')
62        
63        if kpi['status'] == '✅':
64            status_cell.fill = green_fill
65        elif kpi['status'] == '❌':
66            status_cell.fill = red_fill
67        else:
68            status_cell.fill = yellow_fill
69    
70    # Detailed Data Sheet
71    ws_detail = wb.create_sheet("Detailed Data")
72    
73    # Add DataFrame
74    df = data['detailed_df']
75    for r_idx, row in enumerate(dataframe_to_rows(df, index=False, header=True), 1):
76        for c_idx, value in enumerate(row, 1):
77            cell = ws_detail.cell(row=r_idx, column=c_idx, value=value)
78            if r_idx == 1:
79                cell.font = header_font
80            cell.border = thin_border
81    
82    # Chart Sheet
83    ws_chart = wb.create_sheet("Charts")
84    
85    # Add trend data and chart
86    trend_data = data['trend_data']
87    for r_idx, row in enumerate(trend_data, 1):
88        for c_idx, value in enumerate(row, 1):
89            ws_chart.cell(row=r_idx, column=c_idx, value=value)
90    
91    # Create chart
92    chart = LineChart()
93    chart.title = "Revenue Trend"
94    chart.y_axis.title = "Revenue ($M)"
95    chart.x_axis.title = "Week"
96    
97    data_ref = Reference(ws_chart, min_col=2, min_row=1, max_col=2, max_row=len(trend_data))
98    categories = Reference(ws_chart, min_col=1, min_row=2, max_row=len(trend_data))
99    
100    chart.add_data(data_ref, titles_from_data=True)
101    chart.set_categories(categories)
102    ws_chart.add_chart(chart, "D2")
103    
104    # Adjust column widths
105    for ws in [ws_summary, ws_detail, ws_chart]:
106        for column in ws.columns:
107            max_length = 0
108            column_letter = column[0].column_letter
109            for cell in column:
110                try:
111                    if len(str(cell.value)) > max_length:
112                        max_length = len(str(cell.value))
113                except:
114                    pass
115            ws.column_dimensions[column_letter].width = max_length + 2
116    
117    wb.save(filename)
118    print(f"✅ Excel report saved: {filename}")
119
120# Sample data
121excel_data = {
122    'date': 'March 18, 2024',
123    'kpis': [
124        {'name': 'Revenue', 'current': '$2.5M', 'target': '$2.3M', 'variance': '+8.7%', 'status': '✅'},
125        {'name': 'Customers', 'current': '15,200', 'target': '14,000', 'variance': '+8.6%', 'status': '✅'},
126        {'name': 'Churn Rate', 'current': '5.2%', 'target': '4.0%', 'variance': '-30%', 'status': '❌'},
127        {'name': 'NPS', 'current': '48', 'target': '50', 'variance': '-4%', 'status': '⚠️'}
128    ],
129    'detailed_df': pd.DataFrame({
130        'Product': ['Product A', 'Product B', 'Product C'],
131        'Revenue': [1200000, 850000, 450000],
132        'Orders': [6000, 4500, 2000],
133        'Growth': ['15%', '8%', '-5%']
134    }),
135    'trend_data': [
136        ['Week', 'Revenue'],
137        ['Week 1', 2.1],
138        ['Week 2', 2.2],
139        ['Week 3', 2.3],
140        ['Week 4', 2.5]
141    ]
142}
143
144create_excel_report(excel_data, 'weekly_business_report.xlsx')

1from reportlab.lib import colors
2from reportlab.lib.pagesizes import A4
3from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
4from reportlab.lib.units import inch, cm
5from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle, Image
6from reportlab.graphics.shapes import Drawing
7from reportlab.graphics.charts.linecharts import HorizontalLineChart
8from reportlab.graphics.charts.barcharts import VerticalBarChart
9import io
10
11def create_pdf_report(data, filename='report.pdf'):
12    """Create professional PDF report"""
13    
14    doc = SimpleDocTemplate(filename, pagesize=A4,
15                           rightMargin=72, leftMargin=72,
16                           topMargin=72, bottomMargin=72)
17    
18    styles = getSampleStyleSheet()
19    
20    # Custom styles
21    styles.add(ParagraphStyle(
22        name='ReportTitle',
23        parent=styles['Heading1'],
24        fontSize=24,
25        spaceAfter=30,
26        alignment=1  # Center
27    ))
28    
29    styles.add(ParagraphStyle(
30        name='SectionTitle',
31        parent=styles['Heading2'],
32        fontSize=14,
33        spaceBefore=20,
34        spaceAfter=10,
35        textColor=colors.HexColor('#2C3E50')
36    ))
37    
38    elements = []
39    
40    # Title
41    elements.append(Paragraph("Weekly Business Report", styles['ReportTitle']))
42    elements.append(Paragraph(f"Week of {data['date']}", styles['Normal']))
43    elements.append(Spacer(1, 20))
44    
45    # Executive Summary
46    elements.append(Paragraph("Executive Summary", styles['SectionTitle']))
47    elements.append(Paragraph(data['summary'], styles['Normal']))
48    elements.append(Spacer(1, 10))
49    
50    # KPI Table
51    elements.append(Paragraph("Key Performance Indicators", styles['SectionTitle']))
52    
53    kpi_data = [['KPI', 'Current', 'Target', 'Variance', 'Status']]
54    for kpi in data['kpis']:
55        kpi_data.append([kpi['name'], kpi['current'], kpi['target'], kpi['variance'], kpi['status']])
56    
57    kpi_table = Table(kpi_data, colWidths=[2*inch, 1.2*inch, 1.2*inch, 1*inch, 0.8*inch])
58    kpi_table.setStyle(TableStyle([
59        ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#2C3E50')),
60        ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
61        ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
62        ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
63        ('FONTSIZE', (0, 0), (-1, 0), 12),
64        ('BOTTOMPADDING', (0, 0), (-1, 0), 12),
65        ('BACKGROUND', (0, 1), (-1, -1), colors.beige),
66        ('GRID', (0, 0), (-1, -1), 1, colors.black)
67    ]))
68    elements.append(kpi_table)
69    elements.append(Spacer(1, 20))
70    
71    # Key Highlights
72    elements.append(Paragraph("Key Highlights", styles['SectionTitle']))
73    for highlight in data['highlights']:
74        elements.append(Paragraph(f"• {highlight}", styles['Normal']))
75    elements.append(Spacer(1, 20))
76    
77    # Action Items
78    elements.append(Paragraph("Action Items", styles['SectionTitle']))
79    action_data = [['#', 'Task', 'Owner', 'Due Date']]
80    for i, action in enumerate(data['actions'], 1):
81        action_data.append([str(i), action['task'], action['owner'], action['due']])
82    
83    action_table = Table(action_data, colWidths=[0.4*inch, 3*inch, 1.2*inch, 1*inch])
84    action_table.setStyle(TableStyle([
85        ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#34495E')),
86        ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
87        ('ALIGN', (0, 0), (-1, -1), 'LEFT'),
88        ('ALIGN', (0, 0), (0, -1), 'CENTER'),
89        ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
90        ('GRID', (0, 0), (-1, -1), 0.5, colors.grey)
91    ]))
92    elements.append(action_table)
93    
94    # Build PDF
95    doc.build(elements)
96    print(f"✅ PDF report saved: {filename}")
97
98# Sample data
99pdf_data = {
100    'date': 'March 18, 2024',
101    'summary': '''Revenue exceeded target by 8.7%, driven by strong performance in 
102    the Enterprise segment. Customer acquisition remained healthy, though churn 
103    rate increased to 5.2%, requiring immediate attention. Marketing efficiency 
104    improved with CAC down 15% from previous month.''',
105    'kpis': [
106        {'name': 'Revenue', 'current': '$2.5M', 'target': '$2.3M', 'variance': '+8.7%', 'status': '✅'},
107        {'name': 'Customers', 'current': '15,200', 'target': '14,000', 'variance': '+8.6%', 'status': '✅'},
108        {'name': 'Churn Rate', 'current': '5.2%', 'target': '4.0%', 'variance': '-30%', 'status': '❌'},
109        {'name': 'NPS', 'current': '48', 'target': '50', 'variance': '-4%', 'status': '⚠️'}
110    ],
111    'highlights': [
112        'Record revenue day on Thursday (+45% vs typical)',
113        'Enterprise segment grew 35% MoM',
114        'Mobile app DAU reached 25,000 (+20%)'
115    ],
116    'actions': [
117        {'task': 'Launch churn prevention campaign', 'owner': 'CS Team', 'due': 'Mar 22'},
118        {'task': 'Review enterprise pricing strategy', 'owner': 'Finance', 'due': 'Mar 25'},
119        {'task': 'Optimize checkout conversion', 'owner': 'Product', 'due': 'Mar 28'}
120    ]
121}
122
123create_pdf_report(pdf_data, 'weekly_business_report.pdf')