Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures
First Claim
1. A computing system comprising:
- a data store storing a plurality of report section templates, wherein;
a first report section template of the plurality of report section templates defines a page layout and a report element format,the page layout indicates a position of a report element with respect to a page of a report,the report element comprises at least one of;
a text box, a table, or a graph, andthe report element format indicates a data filter to be applied to numerical data to be included in the report element;
a computer processor; and
a computer readable storage medium storing program instructions configured for execution by the computer processor in order to cause the computing system to;
generate user interface data for rendering a first interactive user interface on a computing device, the first interactive user interface including;
a user-editable report comprising one or more report sections, anda plurality of user-selectable elements useable for selection of one or more of the plurality of report section templates for insertion into the user-editable report;
receive, via the first interactive user interface, a selection of a first report context to be applied to the user-editable report, wherein the first report context includes;
an indication of a first individual or legal entity, andan indication of a first date range;
receive, via the first interactive user interface and by selection of a first user-selectable element of the plurality of user-selectable elements, an indication of a selection of the first report section template;
insert a first report section into the user-editable report according to the first report section template, wherein;
the first report section includes a first page having a page layout according to the page layout defined by the first report section template, andthe first page includes a first report element positioned on the first page according to the page layout defined by the first report section template;
calculate first numerical data for inclusion in the first report element included in the first page of the first report section, wherein;
the first numerical data is calculated based on data associated with the first report context including the first individual or legal entity and the first date range, andthe first numerical data is filtered according to the data filter indicated by the report element format defined by the first report section template;
update the first report element to include the first numerical data;
receive, via the first interactive user interface, a selection of a second report context to be applied to the user-editable report, wherein the second report context includes;
an indication of a second individual or legal entity, andan indication of a second date range;
calculate second numerical data for inclusion in the first report element included in the first page of the first report section, wherein;
the second numerical data is calculated based on data associated with the second report context including the second individual or legal entity and the second date range, andthe second numerical data is filtered according to the data filter indicated by the report element format defined by the first report section template; and
update the first report element to replace the first numerical data with the second numerical data, wherein after updating the first report element to replace the first numerical data with the second numerical data;
the first page of the first report section maintains the page layout according to the page layout defined by the first report section template such that the first report element is positioned on the first page according to the page layout defined by the first report section template,wherein the first report section is linked to the first report section template such that changes to the page layout or report element format defined by the first report section template are propagated to the first report section.
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Abstract
Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically edit and generate detailed reports. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals, displays the calculated complex data to the user, and/or enters the calculated complex data into the reports. The reports may be automatically updated based on a context selected by the user, and the system may automatically publish reports in multiple contexts.
224 Citations
12 Claims
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1. A computing system comprising:
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a data store storing a plurality of report section templates, wherein; a first report section template of the plurality of report section templates defines a page layout and a report element format, the page layout indicates a position of a report element with respect to a page of a report, the report element comprises at least one of;
a text box, a table, or a graph, andthe report element format indicates a data filter to be applied to numerical data to be included in the report element; a computer processor; and a computer readable storage medium storing program instructions configured for execution by the computer processor in order to cause the computing system to; generate user interface data for rendering a first interactive user interface on a computing device, the first interactive user interface including; a user-editable report comprising one or more report sections, and a plurality of user-selectable elements useable for selection of one or more of the plurality of report section templates for insertion into the user-editable report; receive, via the first interactive user interface, a selection of a first report context to be applied to the user-editable report, wherein the first report context includes; an indication of a first individual or legal entity, and an indication of a first date range; receive, via the first interactive user interface and by selection of a first user-selectable element of the plurality of user-selectable elements, an indication of a selection of the first report section template; insert a first report section into the user-editable report according to the first report section template, wherein; the first report section includes a first page having a page layout according to the page layout defined by the first report section template, and the first page includes a first report element positioned on the first page according to the page layout defined by the first report section template; calculate first numerical data for inclusion in the first report element included in the first page of the first report section, wherein; the first numerical data is calculated based on data associated with the first report context including the first individual or legal entity and the first date range, and the first numerical data is filtered according to the data filter indicated by the report element format defined by the first report section template; update the first report element to include the first numerical data; receive, via the first interactive user interface, a selection of a second report context to be applied to the user-editable report, wherein the second report context includes; an indication of a second individual or legal entity, and an indication of a second date range; calculate second numerical data for inclusion in the first report element included in the first page of the first report section, wherein; the second numerical data is calculated based on data associated with the second report context including the second individual or legal entity and the second date range, and the second numerical data is filtered according to the data filter indicated by the report element format defined by the first report section template; and update the first report element to replace the first numerical data with the second numerical data, wherein after updating the first report element to replace the first numerical data with the second numerical data; the first page of the first report section maintains the page layout according to the page layout defined by the first report section template such that the first report element is positioned on the first page according to the page layout defined by the first report section template, wherein the first report section is linked to the first report section template such that changes to the page layout or report element format defined by the first report section template are propagated to the first report section. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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Specification