Method and system for displaying financial reports
First Claim
1. A method for reporting financial data, comprising:
- displaying a report of the financial data at a first level of granularity of a plurality of levels of granularity and a report slider,wherein the report comprises a first plurality of line items,wherein the report slider comprises a sliding module in a first position,wherein each of the plurality of levels of granularity define a level of detail about selected line items of the first plurality of line items;
receiving a selection of a first line item and a second line item of the first plurality of line items;
detecting a first movement of the sliding module on the report slider from the first position to a second position,wherein the second position of the sliding module with respect to the report slider defines a second level of granularity of the plurality of levels of granularity of the financial data of the first line item and the second line item,wherein the second level of granularity provides an additional level of detail for the first line item and the second line item, andwherein the additional level of detail comprises a plurality of components of the first line item and the second line item;
generating, based on the second position of the sliding module and the selection of a first line item and a second line item, a first sub-report for the first line item and a second sub-report for the second line item, wherein the first sub-report and the second sub-report display the financial data of the first line item and the second line item at the second level of granularity; and
displaying the first sub-report and the second sub-report with the report.
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Abstract
A method for reporting financial data includes displaying a report of the financial data at a first level of granularity and a report slider. The report includes a first plurality of line items. The report slider includes a sliding module in a first position, The method detects a first movement of a sliding module on the report slider from the first to second position, and generates a first sub-report for a first line item of the first plurality of line items and a second sub-report for a second line item of the first plurality of line items based on the second position of the sliding module. The first line item and the second line item are selected in the report. The first sub-report and the second sub-report display financial data are at a second level of granularity. The method displays the first sub-report and the second sub-report with the report.
320 Citations
25 Claims
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1. A method for reporting financial data, comprising:
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displaying a report of the financial data at a first level of granularity of a plurality of levels of granularity and a report slider, wherein the report comprises a first plurality of line items, wherein the report slider comprises a sliding module in a first position, wherein each of the plurality of levels of granularity define a level of detail about selected line items of the first plurality of line items; receiving a selection of a first line item and a second line item of the first plurality of line items; detecting a first movement of the sliding module on the report slider from the first position to a second position, wherein the second position of the sliding module with respect to the report slider defines a second level of granularity of the plurality of levels of granularity of the financial data of the first line item and the second line item, wherein the second level of granularity provides an additional level of detail for the first line item and the second line item, and wherein the additional level of detail comprises a plurality of components of the first line item and the second line item; generating, based on the second position of the sliding module and the selection of a first line item and a second line item, a first sub-report for the first line item and a second sub-report for the second line item, wherein the first sub-report and the second sub-report display the financial data of the first line item and the second line item at the second level of granularity; and displaying the first sub-report and the second sub-report with the report. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A system for reporting financial data, comprising:
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a computer processor; and a financial application executing on the computer processor and configured to; display a report of the financial data at a first level of granularity of a plurality of levels of granularity and a report slider, wherein the report comprises a first plurality of line items, wherein the report slider comprises a sliding module, wherein the sliding module is in a first position, and wherein each of the plurality of levels of granularity define a level of detail about selected line items of the first plurality of line items; receive a selection of a first line item and a second line item of the first plurality of line items; detect a first movement of the sliding module on a report slider from the first position to a second position, wherein the second position of the sliding module with respect to the report slider defines a second level of granularity of the plurality of levels of granularity of the financial data of the first line item and the second line item, wherein the second level of granularity provides an additional level of detail for the first line item and the second line item, and wherein the additional level of detail comprises a plurality of components of the first line item and the second line item; generate, based on the second position of the sliding module and the selection of a first line item and a second line item, a first sub-report for the first line item and a second sub-report for the second line item, wherein the first sub-report and the second sub-report display the financial data of the first line item and the second line item at the second level of granularity; and display the first sub-report and the second sub-report with the report. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
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17. A system comprising:
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a computer processor; and a user interface executing on the computer processor and displaying; a report of financial data comprising a first plurality of line items, wherein the plurality of line items comprises a plurality of selection boxes; a report slider comprising a sliding module in a first position, wherein the first position of the sliding module with respect to the report slider defines a first level of granularity of a plurality of levels of granularity with respect to the financial data, and wherein each of the plurality of levels of granularity define a level of detail about selected line items of the first plurality of line items; a first sub-report for a first line item of the first plurality of line items, wherein the first sub-report is displayed in response to receiving a first selection of a first selection box of the plurality of selection boxes, and wherein the first selection box is associated with the first line item; and a second sub-report for a second line item of the first plurality of line items, wherein the second sub-report is displayed in response to receiving a second selection of a second selection box of the plurality of selection boxes, wherein the second selection box is associated with the second line item, wherein the first sub-report and the second sub-report are generated and displayed after a first movement of the sliding module on the report slider from the first position to a second position defining a second level of granularity of the plurality of levels of granularity is detected, wherein the second level of granularity provides an additional level of detail for the first line item and the second line item, wherein the additional level of detail comprises a plurality of components of the first line item and the second line item, and wherein the first sub-report and the second sub-report display, based on the second position of the sliding module, the first selection of the first selection box, and the second selection of the second selection box, the financial data of the first line item and the second line item at the second level of granularity of the plurality of levels of granularity. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24)
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25. A non-transitory computer readable medium comprising a plurality of executable instructions for reporting financial data, wherein the plurality of executable instructions comprises instructions to:
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display a report of the financial data at a first level of granularity of a plurality of levels of granularity and a report slider, wherein the report comprises a first plurality of line items, wherein the report slider comprises a sliding module in a first position, and wherein each of the plurality of levels of granularity define a level of detail about selected line items of the first plurality of line items; receive a selection of a first line item and a second line item of the first plurality of line items; detect a first movement of the sliding module on the report slider from the first position to a second position, wherein the second position of the sliding module with respect to the report slider defines a second level of granularity of the plurality of levels of granularity of the financial data of the first line item and the second line item, wherein the second level of granularity provides an additional level of detail for the first line item and the second line item, and wherein the additional level of detail comprises a plurality of components of the first line item and the second line item; generate, based on the second position of the sliding module and the selection of a first line item and a second line item, a first sub-report for the first line item and a second sub-report for the second line item, wherein the first sub-report and the second sub-report display the financial data of the first line item and the second line item at the second level of granularity; and display the first sub-report and the second sub-report with the report.
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Specification