User interface date selectors for historical reports

• US 10,318,924 B2
• Filed: 10/29/2013
• Issued: 06/11/2019
• Est. Priority Date: 12/18/2012
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Adam, Abraham, Gitelman, Alex, Kao, Daphne A., Nash, Eric, Bellamane, Harish, Tang, Michael, Eberl, Stefan, Mehta, Twisha, Muthukrishnan, Venkatachalam
• Primary Examiner(s): Tran, Tan H
• Application Number:
  US14/066,241
• Publication Number:
  US 20140173513A1
• Time in Patent Office: 2,051 Days
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Systems and methods are provided for user interface date selectors for historical reports. A user interface outputs a date selector including a calculated dates option, wherein the calculated dates option is based on a date frequency applied to a date range. The user interface receives a selection via the date selector. Dates associated with the selection are identified. The user interface outputs the dates as a preview of a historical report, wherein the dates are output in a chronological order.

Claims

1. An apparatus for user interface date selectors for historical reports, the apparatus comprising:

a processor; and

one or more stored sequences of instructions which, when executed by the processor, cause the processor to;

cause a date selector to be displayed on a user interface, the date selector comprising a calculated dates option, wherein the calculated dates option provides a plurality of selectable numerical values and a plurality of selectable date ranges, each of the plurality of selectable numerical values representing an interval of days;

receive, via the date selector, a first selection of a first date range and one of the plurality of selectable numerical values of the interval;

identify each date within the first selected first date range based upon the selected numerical value of the interval, each of the identified dates having a plurality of associated data records, each data record including data corresponding with one of the identified dates;

cause a first display to be outputted, the first display including the date selector and each of the identified dates within the first selected date range chronologically as a preview of a historical report, the preview of the historical report being independent of data associated with each of the identified dates within the first selected date range;

receive, via the date selector in the first display that includes the preview of the historical report, a second selection of a second date range, the second date range being an expansion of the first date range;

identify each date within the second selected date range based upon the previously selected numerical value of the interval; and

cause a second display to be outputted, the second display including each of the identified dates in chronological order within the first selected date range and the second selected date range as a second preview of the historical report, the second preview of the historical report being independent of data associated with each of the identified dates within the first selected date range and the second selected date range.

2. The apparatus of claim 1, wherein the date selector further comprises a fixed date option, and a relative date option.

3. The apparatus of claim 1, wherein the instructions, when executed by the processor, further cause the processor to:

receive by the user interface, a confirmation of the preview;

identify data records associated with each of the identified dates; and

output, by the user interface, the historical report comprising each of the identified dates and each of the plurality of data records associated with each of the identified dates in chronological order.

4. The apparatus of claim 1, wherein the historical report comprises data records associated with a current date and an indicator of a relative change between data records associate with a first date of the identified dates and data records associate with a second date of the identified dates.

5. A non-transitory machine-readable medium carrying one or more sequences of instructions for user interface date selectors for historical reports, which instructions, when executed by one or more processors, cause the one or more processors to:

cause a date selector to be displayed on a user interface, the date selector comprising a calculated dates option, wherein the calculated dates option provides a plurality of selectable numerical values and a plurality of selectable date ranges, each of the plurality of selectable numerical values representing an interval of days;

receive, via the date selector, a first selection of a first date range and one of the plurality of selectable numerical values of the interval;

identify each date within the first selected first date range based upon the selected numerical value of the interval, each of the identified dates having a plurality of associated data records, each data record including data corresponding with one of the identified dates;

cause a first display to be outputted, the first display including the date selector and each of the identified dates within the first selected date range chronologically as a preview of a historical report, the preview of the historical report being independent of data associated with each of the identified dates within the first selected date range;

receive, via the date selector in the first display that includes the preview of the historical report, a second selection of a second date range, the second date range being an expansion of the first date range;

identify each date within the second selected date range based upon the previously selected numerical value of the interval; and

cause a second display to be outputted, the second display including each of the identified dates in chronological order within the first selected date range and the second selected date range as a second preview of the historical report, the second preview of the historical report being independent of data associated with each of the identified dates within the first selected date range and the second selected date range.

6. The non-transitory machine-readable medium of claim 5, wherein the date selector further comprises a fixed date option, and a relative date option.

7. The non-transitory machine-readable medium of claim 5, wherein the instructions, when executed by one or more processors, further cause the one or more processors to:

receive by the user interface, a confirmation of the preview;

identify data records associated with each of the identified dates; and

output, by the user interface, the historical report comprising each of the identified dates and each of the plurality of data records associated with each of the identified dates in chronological order.

8. The non-transitory machine-readable medium of claim 5, wherein the historical report comprises data records associated with a current date and an indicator of a relative change between data records associate with a first date of the identified dates and data records associate with a second date of the identified dates.

9. A method for user interface date selectors for historical reports, the method comprising:

causing a date selector to be displayed on a user interface, the date selector comprising a calculated dates option, wherein the calculated dates option provides a plurality of selectable numerical values and a plurality of selectable date ranges, each of the plurality of selectable numerical values representing an interval of days;

receiving, via the date selector, a first selection of a first date range and one of the plurality of selectable numerical values of the interval;

identifying each date within the first selected first date range based upon the selected numerical value of the interval, each of the identified dates having a plurality of associated data records, each data record including data corresponding with one of the identified dates;

causing a first display to be outputted, the first display including the date selector and each of the identified dates within the first selected date range chronologically as a preview of a historical report, the preview of the historical report being independent of data associated with each of the identified dates within the first selected date range;

receiving, via the date selector in the first display that includes the preview of the historical report, a second selection of a second date range, the second date range being an expansion of the first date range;

identifying each date within the second selected date range based upon the previously selected numerical value of the interval; and

causing a second display to be outputted, the second display including each of the identified dates in chronological order within the first selected date range and the second selected date range as a second preview of the historical report, the second preview of the historical report being independent of data associated with each of the identified dates within the first selected date range and the second selected date range.

10. The method of claim 9, wherein the date selector further comprises a fixed date option, and a relative date option.

11. The method of claim 9, wherein the method further comprises:

receiving, by the user interface, a confirmation of the preview;

identifying data records associated with each of the identified dates; and

outputting, by the user interface, the historical report comprising each of the identified dates and each of the plurality of data records associated with each of the identified dates in chronological order.

12. The method of claim 9, wherein the historical report comprises data records associated with a current date and an indicator of a relative change between data records associate with a first date of the identified dates and data records associate with second date of the identified dates.

13. A method for transmitting code for user interface date selectors for historical reports, the method comprising:

transmitting code to cause a date selector to be displayed on a user interface, the date selector comprising a calculated dates option, wherein the calculated dates option provides a plurality of selectable numerical values and a plurality of selectable date ranges, each of the plurality of selectable numerical values representing an interval of days;

transmitting code to receive, via the date selector, a first selection of a first date range and one of the plurality of selectable numerical values of the interval;

transmitting code to identify each date within the first selected first date range based upon the selected numerical value of the interval, each of the identified dates having a plurality of associated data records, each data record including data corresponding with one of the identified dates;

transmitting code to cause a first display to be outputted, the first display including the date selector and each of the identified dates within the first selected date range chronologically as a preview of a historical report, the preview of the historical report being independent of data associated with each of the identified dates within the first selected date range;

transmitting code to receive, via the date selector in the first display that includes the preview of the historical report, a second selection of a second date range, the second date range being an expansion of the first date range;

transmitting code to identify each date within the second selected date range based upon the previously selected numerical value of the interval; and

transmitting code to cause a second display to be outputted, the second display including each of the identified dates in chronological order within the first selected date range and the second selected date range as a second preview of the historical report, the second preview of the historical report being independent of data associated with each of the identified dates within the first selected date range and the second selected date range.

14. The method for transmitting code of claim 13, wherein the date selector further comprises a fixed date option, and a relative date option.

15. The method for transmitting code of claim 13, wherein the method further comprises:

transmitting code to receive, by the user interface, a confirmation of the preview;

transmitting code to identify data records associated with each of the identified dates; and

transmitting code to output, by the user interface, the historical report comprising each of the identified dates and each of the plurality of data records associated with each of the identified dates in chronological order.

16. The method for transmitting code of claim 13, wherein the historical report comprises data records associated with a current date and an indicator of a relative change between data records associate with a first date of the identified dates and data records associate with a second date of the identified dates.