Contextual report definition creator

• US 8,204,850 B1
• Filed: 06/04/2009
• Issued: 06/19/2012
• Est. Priority Date: 06/04/2009
• Status: Active Grant

• Current Assignee: Workday Incorporated
• Original Assignee: Workday Incorporated
• Inventors: Ruggiero, Jon, Gustafson, Paul, Pouschine, Nick
• Primary Examiner(s): Nguyen, Cam-Linh
• Application Number:
  US12/455,806
• Time in Patent Office: 1,111 Days
• Field of Search: 707/603, 707/706, 707/803, 707/805, 715/222, 715/243
• US Class Current: 707/603
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system for defining a report comprises a processor and a memory. The processor is configured to retrieve a set of fields associated with a received indication of a familiar data instance; retrieve a set of report data sources, wherein the set of report data sources is associated with one or more fields selected from a set of fields associated with the familiar data instance; and define a report using a selected report data source from the set of report data sources. The memory is coupled to the processor and is configured to provide the processor with instructions.

Claims

1. A system for defining a report, comprising:

a processor configured to;

receive an indication of a data instance of a class type;

retrieve a set of class report fields associated with the data instance, wherein the set of class report fields comprises a set of class report fields available to be used in a report;

determine the class type of the data instance;

retrieve a set of report data sources based at least in part on the determined class type, wherein the set of report data sources is associated with one or more class report fields selected from the set of class report fields associated with the data instance;

define the report using a selected report data source from the set of report data sources; and

a memory coupled to the processor and configured to provide the processor with instructions.

2. A system as in claim 1, wherein retrieving the set of fields comprises retrieving the set of fields from a storage device or memory using a processor.

3. A system as in claim 1, wherein retrieving the set of report data sources comprises retrieving the set of fields from a storage device or memory using a processor.

4. A system as in claim 1, wherein the processor is further configured to receive one or more report sorting rules.

5. A system as in claim 1, wherein the processor is further configured to receive one or more report filtering rules.

6. A system as in claim 5, wherein the filtering rules automatically filter the data instance by content of the report data source.

7. A system as in claim 1, wherein the processor is further configured to receive one or more report prompts.

8. A system as in claim 1, wherein the processor is further configured to receive a report security policy.

9. A system as in claim 1, wherein the set of fields associated with the received indication of the data instance are displayed along with the values stored in each field in order to aid in the selection of the one or more fields.

10. A system as in claim 9, wherein the displayed set of fields comprises all of the fields of the data instance.

11. A system as in claim 9, wherein the displayed set of fields comprises the fields of the data instance that the user has permission to view.

12. A system as in claim 1, wherein the set of report data sources are displayed in order to aid in the selection of the selected report data source.

13. A system as in claim 12, wherein the displayed set of report data sources comprises all of the report data sources that return the data instance.

14. A system as in claim 12, wherein the displayed set of report data sources comprises the report data sources that return the data instance with which a user has permission to create a report.

15. A system as in claim 1, further comprising a storage device, wherein the defined report is saved on the storage device.

16. A system as in claim 1, wherein each of the one or more selected fields appears as a column in the report when executed.

17. A system as in claim 1, wherein the set of class report fields comprises at least one of class report fields Name, Title, Salary, Division, Manager, Location, Birthdate, and Languages Spoken.

18. A method executed by a processor for defining a report, comprising:

receiving an indication of a data instance of a class type;

retrieving a set of class report fields associated with the data instance, wherein the set of class report fields comprises a set of class report fields available to be used in a report;

determining, using a processor, the class type of the data instance;

retrieving a set of report data sources based at least in part on the determined class type, wherein the set of report data sources is associated with one or more class report fields selected from the set of class report fields associated with the data instance; and

defining the report using a selected report data source from the set of report data sources.

19. A method as in claim 18, wherein retrieving the set of fields comprises retrieving the set of fields from a storage device or memory using a processor.

20. A method as in claim 18, wherein retrieving the set of report data sources comprises retrieving the set of fields from a storage device or memory using a processor.

21. A method as in claim 18, further comprising receiving one or more report sorting rules.

22. A method as in claim 18, further comprising receiving one or more report filtering rules.

23. A method as in claim 22, wherein the filtering rules automatically filter the data instance by content of the report data source.

24. A method as in claim 18, further comprising receiving one or more report prompts.

25. A method as in claim 18, further comprising receiving a report security policy.

26. A method as in claim 18, wherein the set of fields associated with the received indication of the data instance are displayed along with the values stored in each field in order to aid in the selection of the one or more fields.

27. A method as in claim 26, wherein the displayed set of fields comprises all of the fields of the data instance.

28. A method as in claim 26, wherein the displayed set of fields comprises the fields of the data instance that the user has permission to view.

29. A method as in claim 18, wherein the set of report data sources are displayed in order to aid in the selection of the selected report data source.

30. A method as in claim 29, wherein the displayed set of report data sources comprises all of the report data sources that return the data instance.

31. A method as in claim 29, wherein the displayed set of report data sources comprises the report data sources that return the data instance with which a user has permission to create a report.

32. A method as in claim 18, wherein the defined report is saved using a storage device.

33. A computer program product for defining a report, the computer program product being embodied in a non-transitory computer readable medium and comprising computer instructions for:

receiving an indication of a data instance of a class type;

retrieving using a processor a set of class report fields associated with the data instance, wherein the set of class report fields comprises a set of class report fields available to be used in a report;

determining the class type of the data instance retrieving using a processor a set of report data sources based at least in part on the determined class type, wherein the set of report data sources is associated with one or more class report fields selected from the set of fields associated with the data instance; and

defining the report using a selected report data source from the set of report data sources.