Annual Summary Reports: a Tokeny case study
Aggregate annual business data and milestones into richly illustrated annual summary reports. Follow the recorded task, execution screenshots, actual files and verification notes.
By the Tokeny team · Windows · Tokeny 1.7.8 · gpt-6-sol
Prepare the inputs
Create a separate workspace in Tokeny, download and unpack the sample inputs, then select a model that supports tools. The sample uses synthetic data or the public sources named in the article.
- milestones.md
- quarters.csv
Send the task to Tokeny
The original task was executed in Chinese. Copying these instructions reproduces the same task; the results below include an English report.
将合成季度数据和里程碑生成图文年度报告 HTML 和 Word，解释同比需要上年基数，当前数据只能做环比与年度合计。 交付文件：annual-report.html、annual-report.docx。 验收要点： - 年度收入 550000 - 不将季度客户数相加当作去重客户数 - 不编造同比 这是使用合成演示输入或指定公开资料的真实操作案例。请先读取工作空间输入，再实际生成文件并自检。所有写入、脚本与临时服务限于当前工作空间；临时服务只监听 127.0.0.1，执行后关闭；不触达外部收件人、不发布、不付款、不更改系统设置，不调用子智能体。需要公开资料时可读取给定 URL。只启用完成任务必需的工具。另写 report.md（中文）和 report.en.md（英文），简洁、完整，包含输入、处理步骤、真实结果、检查方式和局限；失败或未验证部分如实记录，不能宣称成功。最终回复用中文列出产物、关键结果与待核实项。 排版检查：Word 主标题仅出现一次，标题为黑色且与后续正文或表格保持同页；Excel 表头和长文字不能被窄列截断，合理设置列宽、换行、行高；HTML 在 390px 视口不能整页横向溢出。报告没有固定字数要求，不要为字数反复改写。
The recorded run used an isolated demonstration workspace. Review the commands and file paths before approving operations in your own workspace.
What actually ran
The task was submitted through the Tokeny input box. An online model read the inputs and executed tools. This run covers the local sample task and its actual files. Results and checks are recorded below.
Results and verification
Inputs
quarters.csv: Q1–Q4 revenue and quarterly customer counts.milestones.md: one milestone for each quarter.- Data type: synthetic demonstration input provided in the workspace.
Processing
- Parsed quarterly revenue and quarterly customer counts.
- Summed quarterly revenue and calculated quarter-over-quarter changes.
- Kept customer counts as quarterly measures; did not sum them into annual unique customers.
- Structured the milestones and generated self-contained HTML and Word reports.
- Checked key numbers, the year-over-year limitation, DOCX structure, and the HTML viewport at 390px.
Actual Results
- Annual revenue: 550000.
- Quarterly revenue: Q1 100000, Q2 120000, Q3 150000, Q4 180000.
- Revenue QoQ: Q2 +20.0%, Q3 +25.0%, Q4 +20.0%; Q1 has no comparable prior quarter.
- Quarterly customer counts: 100, 120, 145, 170; these are not annual unique customers.
- Milestones: product launch, CSV export, help center, and error-message redesign from Q1 to Q4.
- YoY: not calculated because no prior-year baseline was provided.
Checks
- Recomputed annual revenue and QoQ values from the CSV and compared them with the HTML and Word content.
- Inspected the DOCX package for the single main title and table content.
- Checked the HTML 390px responsive CSS and the contained table overflow rule; automated scroll-width measurement was not completed because the environment lacks a usable Playwright Node module.
Limitations
- No prior-year data, so YoY cannot be calculated.
- No customer IDs or cross-quarter deduplication rules, so annual unique customers cannot be calculated.
- No external public sources were used; results apply only to this synthetic demonstration input.
Download and inspect the outputs
The archive contains the files created during this run. Use these checks when adapting the example to your own data.
- Reconcile the reported results against the downloadable sample inputs.
- Open the generated files and check the contents relevant to your task.
- Review the limitations and any unverified steps in the report.