Database report and subscription technology

• US 9,875,282 B1
• Filed: 05/15/2015
• Issued: 01/23/2018
• Est. Priority Date: 10/19/2009
• Status: Active Grant

• Current Assignee: Microstrategy Incorporated
• Original Assignee: Microstrategy Incorporated
• Inventors: Patekar, Kaustubh
• Primary Examiner(s): Mofiz, Apu
• Assistant Examiner(s): Bibbee, Jared
• Application Number:
  US14/713,514
• Time in Patent Office: 984 Days
• CPC Class Codes: G06F 16/2457 with adaptation to user needs
• CPC Class Codes: G06Q 50/01 Social networking
• CPC Class Codes: H04L 67/306 User profiles

Abstract

Database report subscription technology, in which subscriptions are delivered to multiple, different recipients on a customized basis. In response to detection of an event that triggers generation and delivery of a database report, customized versions of the report are generated for the multiple, different recipients based on a definition of the data used to generate the report included in the subscription, report parameters that define presentation aspects of the report included in the subscription, and profile data associated with at least one of the multiple, different recipients. The customized versions of the report include at least a first version of the report and a second version of the report that differs from the first version of the report and the customized versions of the report are delivered to the multiple, different recipients.

Claims

1. A computer-implemented method comprising:

defining, based on user input, a subscription for a report that is delivered to recipients in response to occurrence of an event, the subscription defining the event that triggers generation and delivery of the report, recipient data that defines a dynamic recipient list, and definition of data used to generate the report;

identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription, the one or more modifications comprising personalizing at least one delivery aspect of the report in response to comparing the user input to recipient customization settings that determine whether the recipient is allowed to personalize the at least one delivery aspect of the report for the at least one of the multiple, different recipients;

detecting occurrence of the event that triggers generation and delivery of the report;

in response to detection of the event that triggers generation and delivery of the report;

generating, based on the recipient data, the dynamic recipient list with multiple, different recipients by querying a table in a database;

identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription;

generating customized versions of the report for the multiple, different recipients based on the definition of the data used to generate the report included in the subscription and the profile data associated with at least one of the multiple, different recipients, the customized versions of the report including at least a first version of the report and a second version of the report that differs from the first version of the report; and

delivering the customized versions of the report to the multiple, different recipients.

2. The method of claim 1, wherein the occurrence of the event is a first occurrence of the event and the dynamic recipient list is a first dynamic recipient list with a first set of multiple, different recipients, further comprising:

detecting a second occurrence of the event that triggers generation and delivery of the report;

in response to detection of the second occurrence of the event that triggers generation and delivery of the report, generating, based on the recipient data and by querying the table in the database, a second dynamic recipient list with a second set of multiple, different recipients, the second dynamic recipient list being different than the first dynamic recipient list and the second set of multiple, different recipients being different than the first set of multiple, different recipients.

3. The method of claim 1:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining, based on user input received from a particular recipient included in the multiple, different recipients, profile data for the subscription that is associated with the particular recipient and that defines a modification to the definition of data used to generate the report defined by the subscription; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the modification to the definition of data used to generate the report defined by the subscription.

4. The method of claim 1:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining, based on user input received from a particular recipient included in the multiple, different recipients, profile data for the subscription that is associated with the particular recipient and that defines a modification to report parameters that define presentation aspects of the report defined by the subscription; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the modification to the report parameters that define presentation aspects of the report defined by the subscription.

5. The method of claim 1:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises identifying a security profile for a particular recipient that indicates data the particular recipient is able to access; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the security profile such that the version of the report for the particular recipient only includes the data the particular recipient is able to access regardless of whether the definition of data used to generate the report includes additional data.

6. The method of claim 1 wherein defining, based on user input, the subscription for the report that is delivered to multiple, different recipients in response to occurrence of the event comprises defining the recipient customization settings that define ability of recipients to customize the subscription.

7. The method of claim 6 wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises:

receiving, from a recipient, input to personalize the subscription for the report;

determine whether the recipient is allowed to personalize the report based on the recipient customization settings that define ability of recipients to customize the defined subscription;

receiving input personalizing definition of data used to generate the report to the extent the recipient is allowed to personalize the definition of the data;

receiving input personalizing display aspects of the report to the extent the recipient is allowed to personalize the display aspects; and

storing profile data defining one or more modifications to the report for the recipient based on the received input.

8. The method of claim 1 wherein generating customized versions of the report for the multiple, different recipients comprises:

accessing profile data for each of the multiple, different recipients of the report;

identifying data needed from a database based on the subscription data and the profile data;

accessing the identified data from the database;

formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the profile data; and

configuring each customized version of the report for sending to the corresponding recipient using an appropriate delivery mechanism for the corresponding recipient.

9. The method of claim 8 wherein:

accessing profile data for each of the multiple, different recipients of the report comprises accessing a personal profile for each of the multiple, different recipients of the report that defines personalization of the report; and

formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the profile data comprises formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the personal profile of the corresponding recipient.

10. The method of claim 1 wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining particular profile data for a particular recipient included in the multiple, different recipients, the particular profile data impacting the report delivered to the particular recipient without impacting other recipients included in the multiple, different recipients.

11. A system comprising:

one or more computers that each include at least one processor; and

a computer-readable medium coupled to the one or more computers having instructions stored thereon which, when executed by the one or more computers, cause the one or more computers to perform operations comprising;

defining, based on user input, a subscription for a report that is delivered to recipients in response to occurrence of an event, the subscription defining the event that triggers generation and delivery of the report, recipient data that defines a dynamic recipient list, and definition of data used to generate the report;

identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription, the one or more modifications comprising personalizing at least one delivery aspect of the report in response to comparing the user input to recipient customization settings that determine whether the recipient is allowed to personalize the at least one delivery aspect of the report for the at least one of the multiple, different recipients;

detecting occurrence of the event that triggers generation and delivery of the report;

in response to detection of the event that triggers generation and delivery of the report;

generating, based on the recipient data, the dynamic recipient list with multiple, different recipients by querying a table in a database;

identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription;

generating customized versions of the report for the multiple, different recipients based on the definition of the data used to generate the report included in the subscription and the profile data associated with at least one of the multiple, different recipients, the customized versions of the report including at least a first version of the report and a second version of the report that differs from the first version of the report; and

delivering the customized versions of the report to the multiple, different recipients.

12. The system of claim 11, wherein the occurrence of the event is a first occurrence of the event and the dynamic recipient list is a first dynamic recipient list with a first set of multiple, different recipients, wherein the operations further comprise:

detecting a second occurrence of the event that triggers generation and delivery of the report;

in response to detection of the second occurrence of the event that triggers generation and delivery of the report, generating, based on the recipient data and by querying the table in the database, a second dynamic recipient list with a second set of multiple, different recipients, the second dynamic recipient list being different than the first dynamic recipient list and the second set of multiple, different recipients being different than the first set of multiple, different recipients.

13. The system of claim 11:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining, based on user input received from a particular recipient included in the multiple, different recipients, profile data for the subscription that is associated with the particular recipient and that defines a modification to the definition of data used to generate the report defined by the subscription; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the modification to the definition of data used to generate the report defined by the subscription.

14. The system of claim 11:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining, based on user input received from a particular recipient included in the multiple, different recipients, profile data for the subscription that is associated with the particular recipient and that defines a modification to report parameters that define presentation aspects of the report defined by the subscription; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the modification to the report parameters that define presentation aspects of the report defined by the subscription.

15. The system of claim 11:

wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises identifying a security profile for a particular recipient that indicates data the particular recipient is able to access; and

wherein generating customized versions of the report comprises generating a customized version of the report for the particular recipient based on the security profile such that the version of the report for the particular recipient only includes the data the particular recipient is able to access regardless of whether the definition of data used to generate the report includes additional data.

16. The system of claim 11 wherein defining, based on user input, the subscription for the report that is delivered to multiple, different recipients in response to occurrence of the event comprises defining the recipient customization settings that define ability of recipients to customize the subscription.

17. The system of claim 16 wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises:

receiving, from a recipient, input to personalize the subscription for the report;

determine whether the recipient is allowed to personalize the report based on the recipient customization settings that define ability of recipients to customize the defined subscription;

receiving input personalizing definition of data used to generate the report to the extent the recipient is allowed to personalize the definition of the data;

receiving input personalizing display aspects of the report to the extent the recipient is allowed to personalize the display aspects; and

storing profile data defining one or more modifications to the report for the recipient based on the received input.

18. The system of claim 11 wherein generating customized versions of the report for the multiple, different recipients comprises:

accessing profile data for each of the multiple, different recipients of the report;

identifying data needed from a database based on the subscription data and the profile data;

accessing the identified data from the database;

formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the profile data; and

configuring each customized version of the report for sending to the corresponding recipient using an appropriate delivery mechanism for the corresponding recipient.

19. The system of claim 18 wherein:

accessing profile data for each of the multiple, different recipients of the report comprises accessing a personal profile for each of the multiple, different recipients of the report that defines personalization of the report; and

formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the profile data comprises formatting the accessed data into a customized version of the report for each of the multiple, different recipients based on the personal profile of the corresponding recipient.

20. The system of claim 11 wherein identifying profile data that is associated with at least one of the multiple, different recipients comprises defining particular profile data for a particular recipient included in the multiple, different recipients, the particular profile data impacting the report delivered to the particular recipient without impacting other recipients included in the multiple, different recipients.