Integrated tool set for generating custom reports

• US 20050004947A1
• Filed: 06/16/2004
• Published: 01/06/2005
• Est. Priority Date: 06/30/2003
• Status: Abandoned Application

• Current Assignee: Devin T. Moran, James L. Emlet
• Original Assignee: Devin T. Moran, James L. Emlet
• Inventors: Moran, Devin T., Emlet, James L.
• Application Number:
  US10/867,813
• Publication Number:
  US 20050004947A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 40/186 Templates

Abstract

A process and graphical user interface for generating and modifying customized reports based on criteria specified by a user. After uploading data supplied by the user to a customer unique database structure having predefined data elements, report data elements are selected from the predefined data elements. Timeframes and variables associated with the report data elements are then selected, and the table layout is formatted. A report is generated, and afterwards, the user can easily change the report by changing any one of the report data elements, timeframes or variables, without reprogramming a database program or application processing software associated with generating the report.

Claims

1. A process for generating and modifying customized reports based on criteria specified by a user, comprising:

uploading data supplied by the user to a database structure, the database structure having predefined data elements specified by the user;

selecting report data elements from the predefined data elements;

selecting timeframes for the report data elements;

selecting variables associated with the report data elements;

formatting a table layout including the selected variables; and

generating a report comprising the formatted table layout and displaying the report to the user, whereby the user can change the report by modifying any one of the prior selecting or formatting steps, without reprogramming a database program or application processing software associated with generating the report.

2. The process of claim 1, further comprising exporting the report to a third party spreadsheet application.

3. The process of claim 1, further comprising branding the report in accordance with the preferences of the user.

4. The process of claim 1, further comprising automatically updating the report at designated intervals.

5. The process of claim 4, further comprising automatically notifying report recipients when reports are updated.

6. The process of claim 1, wherein multiple users with different reporting criteria can access the predefined data elements to generate custom reports simultaneously.

7. The process of claim 6, wherein the reports are generated or distributed according to one of user-specified categories and permission levels.

8. The process of claim 1, further comprising previewing the table layout before generating the report.

9. The process of claim 8, further comprising modifying the table layout and then previewing the table layout again before generating the report.

10. The process of claim 1, wherein the selecting the variables step includes selecting a display format option for the variable.

11. The process of claim 10, wherein the display format options comprise a row, a column, and a not displayed option.

12. The process of claim 1, wherein the selecting the variables step includes selecting a variable to be used as a filter.

13. The process of claim 12, further comprising selecting a value for the variable used as the filter.

14. The process of claim 1, wherein the formatting the table layout step further comprises a step of reformatting the selected variables in a different table layout.

15. The process of claim 1, further comprising modifying the database structure by adding data elements, deleting data elements or modifying the predefined data elements.

16. A graphical user interface for generating and modifying customized reports based on criteria specified by a user, comprising:

means for uploading data supplied by the user to a database structure, the database structure having predefined data elements specified by the user;

means for selecting report data elements from the predefined data elements;

means for selecting timeframes for the report data elements;

means for selecting variables associated with the report data elements;

means for formatting a table layout including the selected variables; and

means for generating a report comprising the formatted table layout and displaying the report to the user, whereby the user can change the report by modifying any one of the prior selecting or formatting steps, without reprogramming a database program or application processing software associated with generating the report.

17. The process of claim 16, further comprising a means for automatically updating the report at designated intervals.

18. The process of claim 17, further comprising a means for automatically notifying report recipients when reports are updated.

19. The process of claim 16, wherein the means for formatting the table layout comprises a means for reformatting the selected variables in a different table layout.

20. The process of claim 16, further comprising a means for modifying the database structure by adding data elements, deleting data elements or modifying the predefined data elements.