Web based template reporting system

• US 9,384,464 B2
• Filed: 07/05/2012
• Issued: 07/05/2016
• Est. Priority Date: 07/05/2011
• Status: Active Grant

• Current Assignee: Autodocs LLC
• Original Assignee: Autodocs LLC
• Inventors: Klein, Michael, Gifford, Andrew
• Primary Examiner(s): Chau, Dung K
• Application Number:
  US13/542,043
• Publication Number:
  US 20130013642A1
• Time in Patent Office: 1,461 Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 16/252 between a Database Management System and a front-end application
• CPC Class Codes: G06F 16/254 Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses
• CPC Class Codes: G06F 16/284 Relational databases
• CPC Class Codes: G06F 16/288 Entity relationship models
• CPC Class Codes: G06F 16/95 Retrieval from the web
• CPC Class Codes: G06F 21/6218 to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: H04L 43/06 Generation of reports
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/1097 for distributed storage of data in networks, e.g. transport arrangements for network file system [NFS], storage area networks [SAN] or network attached storage [NAS]

Abstract

A system for generating an on-line report that includes a host site connected to user terminals the Internet. The host site has a relational database for storing data and a server connected to the database and to the Internet. Users access and manipulate data, create reporting templates, and customize and run reports on the host site. The host site includes a web pages that display options for accessing the relational database to create a data framework, web pages that display options for accessing the data framework to design a reporting template; and web pages that display options for accessing the reporting template to customize and run at least one report.

Claims

1. A computer system for generating an on-line report comprising:

a processor;

a relational database for storing data sets;

a server connected to the relational database and to an Internet connection, for accessing and manipulating data in the relational database in response to input, configuring reporting templates in response to input, customizing reporting templates in response to input, and sending reports created in response to input;

a host site connected to at least one computer terminal via said Internet connection, said host site comprising;

a first group of web pages accessible to a Type A user displaying options for accessing the relational database to create at least one data framework, said displaying options further comprising;

at least one relationship grouping formed between the data sets, and at least one executable code executed before a report is generated, that translates a value in at least one of the data sets into information to be used in a generated report and understood by an end user;

a second group of web pages accessible to a Type B user displaying options for accessing at least one data framework to design at least one reporting template, said Type B user displaying options further comprising;

at least one filter being applied to at least one of the data sets and customizable data set attributes; and

a third group of web pages accessible to a Type C user displaying options for accessing at least one reporting template to customize and run at least one report;

wherein the computer system is configured to

receive a first group of selected options from said first group of web pages to create at least one data framework;

apply said first group of selected options and create at least one relationship grouping between data sets;

receive a second group of selected options from said second group of web pages;

apply said second group of selected options and create at least one reporting template;

receive a third group of selected options from said third group of web pages; and

apply said third group of selected options and create at least one report.

2. The system of claim 1, wherein said at least one relationship grouping includes:

at least one report category to group data with a one-to-one relationship between the data sets, and

at least one child report to group data with a one-to-many relationship between the data sets.

3. The system of claim 1, wherein said at least one filter includes a pre-defined designation option which comprises applying said executable code to at least one of the data sets.

4. The system of claim 1, wherein said at least one filter includes a field specific designation option which comprises applying specific parameters to at least one of the data sets.

5. The system of claim 1, wherein said at least one filter includes a mandatory designation option applied to the data sets.

6. The system of claim 1, wherein said at least one filter further comprises a preview report option based on said at least one filter and said customizable data set attributes.

7. The system of claim 6, wherein said at least one filter further comprises a display of a number of records included in said at least one reporting template that is generated contemporaneously with the design of said at least one template.

8. The system of claim 1, wherein said customizable data set attributes include a ranking option applied to the data sets, or a mandatory designation option applied to the data sets.

9. The system of claim 1, wherein said customizable data set attributes include at least one child report to group data with a one-to-many relationship between data sets.

10. The system of claim 1, wherein said options for accessing at least one reporting template to customize and run at least one report includes:

at least one filter for sorting of at least one of the data sets.

11. The system of claim 1, wherein the at least one executable code is required to obtain or correct the data in a report category.

12. A method for generating an on-line report comprising:

connecting a host site to at least one computer terminal via an Internet connection, said host site comprising a relational database for storing data and a server connected to the database and to the Internet;

displaying, via a graphical user interface on said computer terminal, options for accessing and generating reports for the relational database, wherein said options comprise;

creating at least one data framework via a first group of options accessible to a Type A user for accessing the relational database, wherein said first group of options includes forming at least one relationship grouping between data sets and including at least one executable code executed before a report is generated translates a value in at least one of the data sets into information to be used in a generated report and understood by an end user,

designing at least one reporting template via a second group of options accessible to a Type B user for accessing at least one data framework, wherein the second group of options for accessing the at least one data framework include applying at least one filter and customizing data set attributes, and

customizing and running at least one report via a third group of options accessible to a Type C user for accessing at least one reporting template;

receiving a first group of selected options from said first group of options to create at least one data framework;

applying said first group of selected options and creating at least one relationship grouping between data sets;

receiving a second group of selected options from said second group of options;

applying said second group of selected options and creating at least one reporting template;

receiving a third group of selected options from said third group of options; and

applying said third group of selected options and creating at least one report.

13. The method of claim 12, wherein said forming of at least one relationship grouping includes forming at least one report category to group data with a one-to-one relationship between data sets and forming child reports to group data with a one-to-many relationship between data sets.

14. The method of claim 12, wherein said application of at least one filter includes the option to designate said at least one filter as pre-defined, wherein said pre-defined designation comprises applying said executable code to a data set.

15. The method of claim 12, wherein said application of at least one filter includes the option to designate said at least one filter as field specific, wherein said field specific designation comprises applying specific parameters to a data set.

16. The method of claim 12, wherein said application of at least one filter further comprises generating a preview report based on said application of at least one filter and said customization of data set attributes.

17. The method of claim 16, wherein said application of at least one filter further comprises generating, contemporaneously with the design of said at least one template, a number of records included in said at least one reporting template;

and displaying contemporaneously said number of records.

18. A computer program that includes a non-transitory computer-readable recording medium and a computer program stored on the non-transitory computer-readable recording medium, wherein when executed the computer program realizes a method of generating an on-line report, the computer program causing the computer to execute:

displaying, on a computer terminal, options for accessing and generating reports for a relational database, wherein said options comprise;

a first group of options accessible to a Type A user for accessing the relational database to create at least one data framework, wherein said first group of options include forming at least one relationship grouping between data sets and including at least one executable code executed before a report is generated that translates a value in at least one of the data sets into information to be used in a generated report and understood by an end user,

a second group of options accessible to a Type B user for accessing at least one data framework to design at least one reporting template, wherein the second group of options for accessing the at least one data framework include applying at least one filter and customizing data set attributes, and

a third group of options accessible to a Type C user for accessing at least one reporting template to customize and run at least one report;

receiving, via a web server, a first group of selected options from said first group of options to create at least one data framework;

applying said first group of selected options and creating at least one relationship grouping between data sets;

receiving, via a web server, a second group of selected options from said second group of options;

applying said second group of selected options and creating at least one reporting template;

receiving, via a web server, a third group of selected options from said third group of options; and

applying said third group of selected options and creating at least one report.

19. The computer program of claim 18, wherein said at least one relationship grouping includes forming at least one report category to group data with a one-to-one relationship between data sets and forming at least one child report to group data with a one-to-many relationship between data sets.

20. The computer program of claim 18, wherein said application of at least one filter includes the option to designate said at least one filter as pre-defined, wherein said pre-defined designation comprises applying said executable code to a data set.

21. The computer program of claim 18, wherein said application of at least one filter includes the option to designate said at least one filter as field specific, wherein said field specific designation comprises applying specific parameters to a data set.

22. The computer program of claim 18, wherein said application of at least one filter further comprises generating a preview report based on said application of at least one filter and said customization of data set attributes.

23. The computer program of claim 22, wherein said application of at least one filter further comprises generating, contemporaneously with the design of said at least one template, a number of records included in said at least one reporting template;

and displaying contemporaneously said number of records.