Report generation system and method

• US 5,423,033 A
• Filed: 09/30/1992
• Issued: 06/06/1995
• Est. Priority Date: 09/30/1992
• Status: Expired due to Term

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Yuen, Lun-Shin
• Primary Examiner(s): Black, Thomas G.
• Assistant Examiner(s): Pham, Cuan
• Application Number:
  US07/954,335
• Time in Patent Office: 979 Days
• Field of Search: 395/600, 395/145, 395/400, 395/425, 395/147, 364/413
• US Class Current: 707/703
• CPC Class Codes: G06F 40/177 of tables; using ruled lines
• CPC Class Codes: Y10S 707/99934 Query formulation, input preparation, or translation

Abstract

A report generation system and method generates a secondary report containing detailed information concerning a specific data element of a primary report. To generate the secondary report, the user first selects a data element on the on-screen primary report using either a mouse or a keyboard. The user then activates a command by either selecting from a menu, typing a command keystroke, or clicking the mouse. The system then generates a secondary report using new parameters determined by the particular data element selected by the user.

Claims

1. In a computer system including a display for displaying tabular or graphical information, and a memory for storing a database of transactions, each transaction having a plurality of attributes, each attribute having a value, a method for generating a secondary report, containing at least one transaction, directly from a primary report displayed on the display, the method comprising the steps of:

providing a primary report filter having attributes with specified values;

applying the primary report filter to the database of transactions to produce a primary report, the primary report containing at least one dynamically created data element, each such data element summarizing a subset of selected transactions from the database of transactions, but not existing as a transaction in the database;

displaying the primary report on the display;

receiving a user input selecting one of the data elements contained in the primary report;

generating a secondary report filter from the selected data element, the secondary report filter having attributes with values that correspond to the values of the attributes for the subset of transactions summarized by the selected data element;

applying the secondary report filter to the database of transactions to generate a secondary report, the secondary report containing all transactions having attributes with values specified by the secondary report filter, such that the transactions in the secondary report are the transactions in the subset of transactions summarized by the selected data element in the primary report; and

displaying the secondary report on the display.

2. The method of claim 1 wherein the step of providing a primary report filter comprises the substeps of:

displaying a plurality of primary report parameters on the display;

receiving user inputs designating selected ones of the displayed primary report parameters;

receiving user inputs specifying values for each of the selected primary report parameters; and

, generating a primary report filter from the selected primary report parameters, the primary report filter having attributes corresponding to the selected primary report parameters, the attributes having the specified values for the selected primary report parameters.

3. The method of claim 1, wherein the step of applying the primary report filter to the database of transactions to produce a primary report comprises the substeps of:

scanning the database of transactions;

extracting from the database all transactions having attributes with values that correspond to the values of the attributes of the primary report filter;

dynamically creating at least one data element summarizing selected ones of the extracted transactions, the data element having attributes with values that correspond to only the attribute values of the selected transactions; and

compiling all the data elements into the primary report.

4. The method of claim 1 wherein the step of applying the secondary report filter to the database of transactions to generate a secondary report comprises the substeps of:

scanning the database of transactions;

extracting from the database all transactions having attributes with values that correspond to the values of the attributes of the secondary report filter; and

compiling all the extracted transactions into the secondary report.

5. The method of claim 1, wherein the step of displaying the primary report further comprises generating a tabular representation of the data elements.

6. The method of claim 1, wherein the step of displaying the secondary report further comprises generating a tabular representation of the transactions.

7. The method of claim 1, wherein the step of displaying the primary report further comprises generating a graphical representation of the data elements.

8. The method of claim 1, wherein the step of displaying the secondary report further comprises generating a graphical representation of the transactions.

9. A computer system for generating a primary and a secondary report, the primary report comprising at least one dynamically created data element summarizing transactions in a database of the computer system, the secondary report generated from a selected data element in the primary report, the system comprising:

a memory unit containing a database of transactions, each transaction having a plurality of attributes, each attribute having a value;

a display, operatively coupled to the memory unit, for displaying the primary report, the secondary report, and primary report parameters;

an input device, operatively coupled to the display, and receiving inputs selecting particular ones of the primary report parameters displayed on the display, further receiving inputs specifying values for the selected primary report parameters, and further receiving an input selecting a data element in a primary report displayed on the display;

a primary report filter module, operatively coupled to input device, and receiving therefrom the specified values of the primary report parameters, and creating a primary report filter having attributes with the specified values;

primary report module, operatively coupled to the primary report filter module and receiving therefrom the primary report filter, and further coupled to the memory unit, the primary report module applying the primary report filter to the database of transactions in the memory unit to produce a primary report containing at least one dynamically created data element, each such data element summarizing a subset of selected transactions from the database of transactions, but not existing as a transaction stored in the database, the primary report module further coupled to the display and providing thereto the primary report;

a secondary report filter module, operatively coupled to the primary report module and receiving therefrom a selected data element, and generating a secondary filter having attributes with values that correspond to the values of the attributes for the subset of transactions summarized by the selected data element; and

a secondary report module, operatively coupled to the secondary report filter module to receive therefrom the secondary report filter, and further coupled to the memory unit, and applying the secondary report filters to the database of transactions to create a secondary report containing all transactions having attributes specified by the secondary report filter, such that the transactions in the secondary report are the transactions in the subset of transactions summarized by the selected data element in the primary report, the secondary report module further coupled to the display and providing thereto the secondary report.

10. The system of claim 9 wherein the primary report filter module creates a primary report filter by defining in the memory unit a data structure having attributes corresponding to the selected primary report parameters, each attribute having the specified value of the selected primary report parameter corresponding to the attribute.

11. The system of claim 9 wherein the primary report module applies the primary report filter to the database of transactions in the memory unit to produce a primary report by:

scanning the database of transactions in the memory unit;

retrieving from the memory unit all transactions having attributes with values that correspond to the values of the attributes of the primary report filter;

dynamically allocating in the memory unit at least one data element summarizing selected ones of the retrieved transactions, the data element having attributes with values that correspond to only the attribute values of the selected transactions; and

associating in the memory unit all the data elements to form the primary report.

12. The system of claim 9 wherein the secondary report filter module applies the secondary report filter to the database of transactions by:

scanning the database of transactions in the memory unit;

retrieving from the memory unit all transactions having attributes with values that correspond to the values of the attributes of the secondary report filter; and

associating in the memory unit all the retrieved transactions to form the secondary report.