System and Method for Dynamically Generated Reports

• US 20170142548A1
• Filed: 11/18/2015
• Published: 05/18/2017
• Est. Priority Date: 11/18/2015
• Status: Active Grant

• Current Assignee: Genesys Telecommunications Laboratories Incorporated (Genesys Cloud Services Incorporated)
• Original Assignee: Interactive Intelligence Group Incorporated (Genesys Cloud Services Incorporated)
• Inventors: Buskirk, Martin C., Dickinson, Kenneth D.
• Granted Patent: US 10,327,095 B2
• Time in Patent Office: Days
• CPC Class Codes: H04L 67/535 Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34
• CPC Class Codes: H04M 3/5175 Call or contact centers supervision arrangements
• CPC Class Codes: H04W 4/021 Services related to particular areas, e.g. point of interest [POI] services, venue services or geofences
• CPC Class Codes: H04W 4/023 using mutual or relative location information between multiple location based services [LBS] targets or of distance thresholds
• CPC Class Codes: H04W 4/029 Location-based management or tracking services

Abstract

A system and method are presented for dynamically generated reports. In an embodiment, a first device is associated with events, such that when the events occur, they trigger the sending of information to a second device. The second device accesses information relating to the first device and uses this information to generate data and/or alerts related to the first device. In an embodiment, the events associated with the first device comprise crossing a pre-determined geo-fence, specific GPS coordinates, networks, etc. Events may also originate from user actions in an application and external sources.

Claims

1. A method for generating reports comprising information related to a mobile device associated with a user, wherein the mobile device is operatively coupled to an electronic device, wherein the method comprises the steps of:

a. gathering metrics, by the electronic device, from at least one of;

the mobile device, one or more secondary sources associated with the electronic device, and one or more secondary sources associated with the mobile device;

b. determining, by the electronic device, if an event has occurred, wherein if an event has occurred, storing the metrics related to the event in a database operatively connected to the electronic device through a network;

c. analyzing the stored metrics, by the electronic device; and

d. generating, by the electronic device, an activity report comprising the analyzed stored metrics.

2. The method of claim 1, wherein the metrics comprise one or more of:

user history, status history associated with the user, chat history associated with the user, location history associated with a device, location history associated with the user, and recordings of interactions involving the user.

3. The method of claim 1, wherein the metrics are correlated with periods of activity by the user.

4. The method of claim 1, wherein the mobile device comprises at least one of:

a lap top, a smart phone, a card, a wearable device, a GPS enabled device, and a Wifi enabled device.

5. The method of claim 1, wherein the electronic device comprises a computer processor.

6. The method of claim 2, wherein the metrics are analyzed for defined keywords.

7. The method of claim 6, wherein machine learning is applied to the metrics to construct libraries of frequently used words.

8. The method of claim 1, wherein the analyzing further comprises monitoring content management activity.

9. The method of claim 8, wherein the content management activity comprises accessing documentation, wherein the documentation is related to one or more of:

the user, a product, and a project.

10. The method of claim 1, wherein the event comprises the mobile device crossing a predetermined geo-fenced location border.

11. The method of claim 1, wherein the analyzing further comprises examining predetermined threshold levels for activity of the mobile device associated with the user.

12. The method of claim 1, wherein the activity report measures at least one of:

changes in location of the mobile device and duration in location of the mobile device.

13. The method of claim 1, wherein the activity report is generated in real-time.

14. The method of claim 1, wherein the activity report is generated at a pre-set interval of time.

15. The method of claim 1, further comprises the step of generating an alert after a report is generated, wherein the alert is sent to a designated user of the system.

16. The method of claim 1, wherein the secondary sources comprise at least one of:

calendars, websites, databases, and sources with reporting information.

17. A method for generating data related to a first device associated with a first user and a second device associated with a second user, wherein the first device is operatively coupled to the second device over a network, wherein the method comprises the steps of:

a. gathering metrics, by the second device, from at least one of;

the first device, one or more secondary sources associated with the second device, and one or more secondary sources associated with the first device;

b. determining, if an event has occurred, by the first device, wherein if an event has occurred, notifying the second device and storing the metrics related to the event;

c. analyzing the stored metrics, by the second device; and

d. generating, by the second device, an activity report comprising the analyzed stored metrics.

18. The method of claim 17, wherein the metrics comprise one or more of:

user history of the first user, status history associated with the first user, chat history associated with the first user, location history associated with the first user, location history associated with the first device, and recordings of interactions involving the first user.

19. The method of claim 17, wherein the metrics are correlated with periods of activity by the first user.

20. The method of claim 17, wherein the first device comprises at least one of:

a mobile device, a lap top, a smart phone, a card, a wearable device, a GPS enabled device, and a Wifi enabled device.

21. The method of claim 17, wherein the second device comprises a computer processor.

22. The method of claim 18, wherein the metrics are analyzed for defined keywords.

23. The method of claim 22, wherein machine learning is applied to the metrics to construct libraries of frequently used words.

24. The method of claim 17, wherein the analyzing comprises monitoring content management activity.

25. The method of claim 24, wherein the content management activity comprises accessing documentation, wherein the documentation is related to one or more of:

the user, a product, and a project.

26. The method of claim 17, wherein the event comprises crossing a predetermined geo-fenced location border by the first device.

27. The method of claim 17, wherein the analyzing comprises examining predetermined threshold levels for activity of the first device.

28. The method of claim 17, wherein the activity report measures at least one of:

changes in location of the first device, and duration in location of the first device.

29. The method of claim 17, wherein the activity report is generated in real-time.

30. The method of claim 17, wherein the activity report is generated at a pre-set interval of time.

31. The method of claim 17, further comprises the step of generating an alert after a report is generated, wherein the alert is sent to a designated user of the system.

32. The method of claim 17, wherein the secondary sources comprise at least one of:

calendars, websites, databases, and sources with reporting information.