Selecting a report

• US 10,210,530 B1
• Filed: 08/31/2006
• Issued: 02/19/2019
• Est. Priority Date: 08/11/2006
• Status: Active Grant

• Current Assignee: Infor Incorporated
• Original Assignee: Infor (US) Incorporated (Infor Incorporated)
• Inventors: Peters, Bradley S.
• Primary Examiner(s): Gills, Kurtis
• Application Number:
  US11/515,232
• Time in Patent Office: 4,555 Days
• Field of Search: 705 729
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

Selecting a report from among a plurality of candidate reports is disclosed. A set of metrics and attributes associated with the plurality of candidate reports is received. Each of the candidate reports is evaluated with respect to a plurality of populations and with respect to the received set of metrics and attributes. A candidate report to be outputted is automatically selected based at least in part on the evaluation.

Claims

1. A method, comprising:

obtaining a plurality of candidate reports, wherein different candidate reports in the plurality of candidate reports are defined using different sets of metrics and attributes, wherein a metric comprises a measured quantity, and wherein an attribute comprises a breakout attribute by which the metric can be partitioned;

receiving an indication of a first population including a first set of one or more individuals and a second population including a second set of one or more individuals;

determining, using a processor, an importance, relative to the first population, of each candidate report in the plurality of candidate reports at least in part by evaluating each candidate report in the plurality of candidate reports, wherein evaluating a given candidate report includes;

determining, for the given candidate report, a difference in performance between the first population and the second population, wherein the difference is determined with respect to a set of metrics and attributes used to define the given candidate report;

determining an impact on a result of the difference in performance between the first population and the second population determined for the given candidate report, wherein the impact on the result factors a probability of a likelihood of change of each respectively selected metric and attribute; and

weighting the impact of the result at least in part by applying one or more custom rules directed to factoring an ability of the first population to change each respectively selected metric and attribute, the ability involving issues within the control of, and issues out of the control of, the first population; and

based at least in part on the determining of importance, relative to the first population, of each candidate report in the plurality of candidate reports;

displaying, in a user interface, a first subset of reports in the plurality of candidate reports determined to be of importance to the first population;

filtering down, in the user interface, and separately locating or marking a second subset of reports in the plurality of candidate reports determined to be of less importance to the first population; and

separately displaying, in the user interface, metrics or attributes responsible for the difference in performance between the first population and the second population, and the determined impact on the result of the difference.

2. The method of claim 1 wherein the first population is an individual.

3. The method of claim 1 wherein the second population is one or more peers of an individual.

4. The method of claim 1 wherein the second population is one or more top peers of an individual.

5. The method of claim 1 wherein evaluating the given candidate report includes applying at least one statistical algorithm.

6. The method of claim 1 wherein evaluating the given candidate report includes determining the impact of the determined difference on revenue.

7. The method of claim 1 wherein evaluating the given candidate report includes determining which of the first and second populations has the most significant impact on revenue.

16. The method of claim 1 wherein the second subset of reports in the plurality of candidate reports determined to be of less importance are not presented in the user interface or are given less prominence.

8. A system, including:

at least one processor including at least an optimization engine, a peering engine and a report engine;

an interactive user interface; and

a memory coupled with the at least one processor, wherein the memory is configured to provide the at least one processor with instructions which when executed cause the at least one processor to;

obtain, via the report engine, a plurality of candidate reports, wherein different candidate reports in the plurality of candidate reports are defined using different sets of metrics and attributes, wherein a metric comprises a measured quantity, and wherein an attribute comprises a breakout attribute by which the metric can be partitioned;

receive, via the peering engine, an indication of a first population including a first set of one or more individuals and a second population including a second set of one or more individuals;

determine, via the optimization engine, an importance, relative to the first population, of each candidate report in the plurality of candidate reports at least in part by evaluating each candidate report in the plurality of candidate reports, wherein evaluating a given candidate report includes;

determining, for the given candidate report, a difference in performance between the first population and the second population, wherein the difference is determined with respect to a set of metrics and attributes used to define the given candidate report;

determining an impact on a result of the difference in performance between the first population and the second population determined for the given candidate report wherein the impact on the result factors a probability of a likelihood of change of each respectively selected metric and attribute; and

weighting the impact of the result at least in part by applying one or more custom rules directed to factoring an ability of the first population to change each respectively selected metric and attribute, the ability involving issues within the control of, and issues out of the control of, the first population; and

based at least in part on the determining of importance, relative to the first population, of each candidate report in the plurality of candidate reports;

display, in the interactive user interface, a first subset of reports in the plurality of candidate reports determined to be of importance to the first population; and

filter down, in the interactive user interface, and separately locating or marking a second subset of reports in the plurality of candidate reports determined to be of less importance to the first population; and

separately display, in the user interface, metrics or attributes responsible for the difference in performance between the first population and the second population, and the determined impact on the result of the difference.

9. The system of claim 8 wherein the first population is an individual.

10. The system of claim 8 wherein the second population is one or more peers of an individual.

11. The system of claim 8 wherein the second population is one or more top peers of an individual.

12. The system of claim 8 wherein evaluating the given candidate report includes applying at least one statistical algorithm.

13. The system of claim 8 wherein evaluating the given candidate report includes determining the impact of the determined difference on revenue.

14. The system of claim 8 wherein evaluating the given candidate report includes determining which of the first and second populations has the most significant impact on revenue.

15. A computer program product embodied in a non-transitory computer readable storage medium and comprising computer instructions for:

obtaining a plurality of candidate reports, wherein different candidate reports in the plurality of candidate reports are defined using different sets of metrics and attributes, wherein a metric comprises a measured quantity, and wherein an attribute comprises a breakout attribute by which the metric can be partitioned;

receiving an indication of a first population including a first set of one or more individuals and a second population including a second set of one or more individuals;

determining, using a processor, an importance, relative to the first population, of each candidate report in the plurality of candidate reports at least in part by evaluating each candidate report in the plurality of candidate reports, wherein evaluating a given candidate report includes;

determining, for the given candidate report, a difference in performance between the first population and the second population, wherein the difference is determined with respect to a set of metrics and attributes used to define the given candidate report;

determining an impact on a result of the difference in performance between the first population and the second population determined for the given candidate report, wherein the impact on the result factors a probability of a likelihood of change of each respectively selected metric and attribute; and

weighting the impact of the result at least in part by applying one or more custom rules directed to factoring an ability of the first population to change each respectively selected metric and attribute, the ability involving issues within the control of, and issues out of the control of, the first population; and

based at least in part on the determining of importance, relative to the first population, of each candidate report in the plurality of candidate reports;

displaying, in a user interface, a first subset of reports in the plurality of candidate reports determined to be of importance to the first population; and

filtering down, in the user interface, and separately locating or marking a second subset of reports in the plurality of candidate reports determined to be of less importance to the first population; and

separately displaying, in the user interface, metrics or attributes responsible for the difference in performance between the first population and the second population, and the determined impact on the result of the difference.