SYSTEM FOR GENERATING A PLURALITY OF GRAPHICAL REPORTS FROM A DATA SET

• US 20150067520A1
• Filed: 09/03/2013
• Published: 03/05/2015
• Est. Priority Date: 09/03/2013
• Status: Abandoned Application

• Current Assignee: Walker Information, Inc.
• Original Assignee: Walker Information, Inc.
• Inventors: Kovacs, Brian, Marunde, Eric, Vitvitskiy, Victor
• Application Number:
  US14/016,782
• Publication Number:
  US 20150067520A1
• Time in Patent Office: Days
• US Class Current: 715/733
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system and method is provided for batch generation of graphic reports from one or more data sets for multiple recipients including, among other features, creation of a report template for graphically presenting information regarding a plurality of subsets of the data set with the ability to specify different graphical presentations of identical data types for different report recipients, and the ability to generate for each report recipient from a library of graphic templates, a report that graphically displays the same type of data differently for different report recipients based on specifying different graphical presentation of identical data types for different report recipients. The system and method also provides for a user to specify the data set(s) and to automatically and periodically send a generated report to each report recipient.

Claims

1. A system for generating in a batch, graphic reports from a data set for multiple recipients, comprising:

means for specifying a plurality of report recipients;

means for creating a data set from multiple data sources, the means for creating a data set from multiple data sources including;

specifying references to multiple data sources where data to be included in the data set is located;

means for specifying for each report recipient, criteria for selecting a subset of data from the data set to be graphically presented in a report;

a library of graphic templates for graphically representing data;

means for creating a report template for graphically presenting information regarding the plurality of subsets, the means for creating a report template for graphically presenting information regarding the plurality of subsets including;

means for specifying different graphical presentation of identical data types for different report recipients;

means for generating for each report recipient from the template, a report that graphically displays the same type of data differently for different report recipients based on the means for specifying different graphical presentation of identical data types for different report recipients; and

means for storing the report template, wherein the stored report template includes;

the references to multiple data sources where data to be included in the data set;

the collection of data sets and data manipulation rules that define data workflow;

identification of a data set that contains the list of report recipients and their unique attributes for generating specific reports for each recipient;

the library of graphic templates;

the template for graphically presenting information in a report layout; and

the specifications for different graphical presentation of identical data types for different report recipients.

2. The system of claim 1, further comprising:

means for automatically sending a generated report to each report recipient; and

said sending means including;

means for scheduling the sending of reports periodically; and

a server operable to receive a command to generate and send the reports on the periodic basis.

3. The system of claim 1, wherein the means for specifying different graphical presentation of identical data types for different report recipients further includes:

means for selecting the properties of the graphical presentation based on the recipient'"'"'s attributes, the properties including graphic parameters, page parameters, data parameters, email parameters, and report upload settings.

4. The system of claim 3, wherein:

the graphic parameters include text, chart type, visibility, titles, color, font, and size;

the page parameters include theme and page visibility;

the data parameters include filtering, data source settings, expressions, and data modifier settings;

the email parameters including To, CC, BCC, Subject, and Body; and

the report upload parameters include destinations and naming.

5. The system of claim 1, further including:

means for selecting one or more report formats in which the generated report may be generated.

6. The system of claim 1, wherein the means for creating a report template further includes:

means for using a PowerPoint-formatted file as the report theme.

7. The system of claim 1, further comprising:

means for exporting and importing settings for a report or graphic presentation.

8. The system of claim 1, further comprising:

a web interface for an external system to specify report parameters and generate a report based on those parameters.

9. The system of claim 1, further comprising:

an interactive website displaying means for a report recipient to specify custom report parameters and generate a report based on those parameters.

10. The system of claim 1, wherein the graphic templates may be vector graphics.

11. A method for generating in a batch, graphic reports from a data set for multiple recipients, comprising:

specifying a plurality of report recipients;

creating a data set from multiple data sources, including;

specifying references to multiple data sources where data to be included in the data set is located;

specifying for each report recipient, criteria for selecting a subset of data from the data set to be graphically presented in a report;

defining data manipulation rules for data workflow

identifying a data set that contains the list of report recipients and their unique attributes for generating specific reports for each recipient;

providing a library of graphic templates for graphically representing data in a report layout;

creating a report template for graphically presenting information regarding the plurality of subsets, including;

specifying different graphical presentation of identical data types for different report recipients;

generating for each report recipient from the template, a report that graphically displays the same type of data differently for different report recipients based on the means for specifying different graphical presentation of identical data types for different report recipients; and

storing the report template including;

identification of the of the plurality of report recipients;

the references to multiple data sources where data to be included in the data set;

the library of graphic templates;

the template for graphically presenting information; and

the specifications for different graphical presentation of identical data types for different report recipients

12. The method of claim 11, further comprising:

automatically sending a generated report to each report recipient, including;

scheduling the sending periodically; and

receiving a command by a server to generate and send the reports on the periodic basis.

13. The method of claim 11, wherein specifying different graphical presentation of identical data types for different report recipients further includes:

selecting the properties of the graphical presentation based on the recipients attributes, wherein;

the properties include graphic parameters, page parameters, data parameters, email parameters, and report upload settings.

14. The method of claim 13, wherein:

the graphic parameters include text, chart type, visibility, titles, color, font, and size;

the page parameters include theme and page visibility;

the data parameters include filtering, data source settings, expressions, and data modifier settings;

the email parameters including To, CC, BCC, Subject, and Body; and

the report upload parameters include destinations and naming.

15. The method of claim 11, further including:

selecting one or more report formats in which the generated report may be generated.

16. The method of claim 11, wherein creating a report template further includes:

using a PowerPoint-formatted file as the report theme.

17. The method of claim 11, further comprising:

exporting and importing settings for a report or graphic presentation.

18. The method of claim 11, further comprising:

providing a web interface for an external system to specify custom report parameters and generate a report based on those parameters.

19. The method of claim 11, wherein the graphic templates may be vector graphics.

20. The method of claim 11, further comprising:

providing an interactive website displaying means for a report recipient to specify custom report parameters and generate a report based on those parameters.