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Method and system for displaying financial reports

  • US 8,276,092 B1
  • Filed: 01/31/2008
  • Issued: 09/25/2012
  • Est. Priority Date: 01/31/2008
  • Status: Active Grant
First Claim
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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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