👤 User Guide: Generating Reports

Generate professional reports by selecting a report type, uploading data files, and letting the system create your report automatically.

Prerequisites

Required: User account with Admin permissions

Files to prepare: Source data files containing your report information

• Supported formats: Excel (.xlsx, .xls), Word (.docx, .doc), PDF (.pdf)
• Can upload multiple files—all will be processed together

💡 Check the report type's sample file to see what data is expected

The 3-Step Wizard

Video Tutorial

📱 Mobile Version:

Accessing the Wizard

1. Log in to Auto-Report System
2. Navigate to "Tạo báo cáo" (Generate Report) in the left sidebar

Step 1: Configure Report

1. Select Report Type (required)

Click the dropdown and choose your report type (e.g., "BC-04", "BC09", "PNT_BC_01").

💡 Not sure which to use? Check with your team lead or administrator

2. Choose Date Tag (required)

Select a date in YYYY-MM-DD format (e.g., 2025-12-12). Use the date picker or click a suggested recent date.

The date tag represents the reporting period (e.g., 2025-12-12 for December 2025 monthly report).

3. MCP Script (optional - skip for most reports)

Only enter if your administrator provides a script. Most users don't need this.

Finish: Verify selections and click "Next"

Step 2: Upload Source Files

Upload your data files:

Click the upload area and select files, or drag and drop them.

Supported formats:

• Excel: .xlsx, .xls
• Word: .docx, .doc
• PDF: .pdf

Multiple files: Upload as many files as needed - they'll all be processed together.

Monitor status:

Status	Meaning	Action
Uploading ⏫	Transferring to server	Wait
Processing ⚙️	Extracting file data	Wait (1-5 min)
Completed ✅	Ready to use	Proceed to next step
Error ❌	Failed	Fix issue and re-upload

💡 Status updates automatically - no need to refresh

Finish: Wait for all files to show "Completed", then click "Upload" or "Next"

Step 3: Review and Generate

Review your configuration:

• Report Type: e.g., "BC-04"
• Report Date: e.g., "2025-12-12"
• Files: List of uploaded files

Final check:

• ✅ Report type is correct
• ✅ Date is accurate
• ✅ All data files uploaded and completed
• ✅ Ready to generate

💡 Click "Back" to change anything

Generate:

1. Click "Generate Report" button
2. System creates background job (you'll get a job ID)
3. You're redirected to Documents page
4. Continue working - you'll be notified when complete (typically 5-15 minutes)

Alternative options:

• "Start Over": Discard and start new report
• "Back": Return to previous step

Accessing Your Reports

Finding Generated Reports

1. Navigate to "Kho Dữ Liệu" (Data Storage) in the left sidebar
2. Look for your report by type name and date (most recent at top)
3. Status shows "COMPLETED" when ready

Downloading Reports

1. Find your completed report in the list
2. Click the download icon or action button
3. Choose format if options available (PDF, DOCX, etc.)
4. Save to your computer

Report Generation Status

Status	Duration	Action
Queued	Seconds to minutes	Wait, job will start soon
Processing	5-15 minutes	Wait, check notifications
Completed	-	Download from Documents
Failed	-	Check error message, contact admin

---

Need help? See Key Concepts or Chat with AI Assistant | Back to User Guide Home