Methods and systems for report retrieval and presentation

• US 20070266042A1
• Filed: 08/08/2006
• Published: 11/15/2007
• Est. Priority Date: 05/11/2006
• Status: Abandoned Application

• Current Assignee: Li-Wei Liu, Ming-Ta Hsu, Rong-Wei Chen
• Original Assignee: Li-Wei Liu, Ming-Ta Hsu, Rong-Wei Chen
• Inventors: Hsu, Ming-Ta, Liu, Li-Wei, Chen, Rong-Wei
• Application Number:
  US11/500,450
• Publication Number:
  US 20070266042A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

A method for report retrieval and presentation. An agent receives and stores subscription and time setting for subscribed reports provided by a reporting system from a client computer. The agent automatically requests for and then receives a report of a subscribed report at the time indicated by the time setting. When the client computer completes boot up, a viewer directly presents the report on the desktop of the client computer without need for triggering by user action or authentication.

Claims

1. A report retrieval and presentation method, comprising:

initiating by an agent of report subscription service by receiving and storing report subscriptions, referred to as first subscribed reports, provided by a reporting system from a first client computer;

storage of time setting by the agent;

automatic request for and retrieval by the agent of a first report of the first subscribed reports at the time indicated by the time setting according to the subscription; and

when a transmission condition in the time setting is satisfied, automatic transmission by the agent of the first report to the first client computer to enable presentation of the first report on the desktop of an operating system of the first client computer.

2. The method as claimed in claim 1, wherein the reporting system doest not provide any of the first subscribed reports to a user unless the user passes a login process of the reporting system, the agent prevents the login process from being displayed on the first client computer, and the first client computer initiates a first viewer receiving and displaying the first report on the desktop bypassing the login process.

3. The method as claimed in claim 2, wherein a second client computer is coupled to the agent and executes a second viewer, further comprising:

transmitting the first report by the first viewer to the agent;

transferring the first report by the agent to the second client computer; and

upon reception of the first report, automatic display of the first report by the second viewer in the second client computer.

4. The method as claimed in claim 2, wherein the first viewer comprises a dialog box, and transmission of the first report by the first viewer to the agent is performed when the first report is dragged to the dialog box.

5. The method as claimed in claim 2, wherein the agent counts times of interactivities with the first client computer or the reporting system, and outputs the count result.

6. The method as claimed in claim 1, wherein the agent is executed in form of a background program.

7. The method as claimed in claim 6, wherein the agent coupled to the reporting system and the first client computer through a network, further comprising:

querying an address allocation server by the agent to determine whether the first client computer has connected to the network; and

according to the transmission condition, when the first client computer has connected to the network, transmitting the first report from the agent to the first client computer.

8. The method as claimed in claim 1, wherein the transmission condition indicates a period according to which the agent periodically transmits instances of the first subscribed reports to the first client computer.

9. The method as claimed in claim 8, wherein the agent retrieves a previous version and a new version of one of the first subscribed reports, further comprising:

comparing the previous version and the new version for difference therebetween;

when any difference therebetween is located, storing the new version; and

when no difference exists therebetween, storing a message indicating consistency of the previous version and the new version.

10. The method as claimed in claim 1, wherein the agent retrieves the first report from the reporting system before shutdown of the first client computer, when the first client computer boots, the first viewer is automatically initiated and displays the first report in a container of the first viewer.

11. The method as claimed in claim 1, wherein the time setting comprises a condition according which the agent automatically requests for the first report of the first subscribed reports from the reporting system and displays the first report on the first client computer when receiving a update notice from a data warehouse.

12. The method as claimed in claim 11, wherein the update notice is delivered by an ETL tool targeting to the data warehouse, and comprises the identification of a updated record, which is utilized by the agent for determination of whether to request for the first report from the reporting system.

13. The method as claimed in claim 1, wherein the first viewer comprises an application serving as a dashboard for managing initiation, termination, and allocation of dedicated viewers of various reports.

14. The method as claimed in claim 13, further comprising:

storage by the agent of time setting and subscription for second subscribed reports provided by another reporting system;

automatic retrieval by the agent of a second report of the second subscribed reports according to the time setting and the subscription thereof;

reception of the first and second reports from the agent by the first viewer on the first client computer; and

display of the first report and the second report respectively by the first viewer and a second viewer dedicated to the second report in respective containers thereof.

15. A report retrieval and presentation method, implemented in a first client computer, comprising:

initiating by an agent of report subscription service by receiving and storing report subscriptions, referred to as first subscribed reports, provided by a reporting system;

storage of time setting by the agent;

automatic request for and retrieval by the agent of a first report of the first subscribed reports at the time indicated by the time setting according to the subscription; and

automatic presentation by a first viewer of the first report on the desktop of an operating system of the first client computer bypassing login process for retrieval of the first report.

16. The method as claimed in claim 15, wherein, when the first client computer completes boot up, the first viewer is automatically initiated and displays the first report on the desktop.

17. The method as claimed in claim 16, wherein the agent retrieves the first report from the reporting system before shutdown of the first client computer, when the first client computer boots, the first viewer is automatically initiated and displays the first report in a container of the first viewer.

18. The method as claimed in claim 15, wherein the agent is executed in the form of a background program continuously retrieving the first subscribed reports.

19. The method as claimed in claim 18, wherein, after shutoff, the first viewer is revoked retaining its original content when the agent receives a keyboard signal.

20. A report retrieval and presentation system, comprising:

an agent coupled to a first client computer, initiating report subscription service by receiving and storing report subscriptions, referred to as first subscribed reports, provided by a reporting system from the first client computer, storing time setting, automatically requesting for and retrieving a first report of the first subscribed reports at the time indicated by the time setting according to the subscription, and, when a transmission condition in the time setting is satisfied;

automatically transmitting the first report to the first client computer; and

a viewer executed by the first client computer, and displaying the first report on the desktop of an operating system of the first client computer.