Method and device for isolating report application scene

An application scenario and report technology, applied in the field of enterprise financial information management system, can solve problems such as difficulty in report management, reduced ease of use, and cumbersomeness, so as to facilitate classified management of reports, ensure accuracy and safety, and reduce work costs. Effect

Active Publication Date: 2014-07-02
YGSOFT INC
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  • Abstract
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AI Technical Summary

Problems solved by technology

[0005] 2) As the number of reports increases year by year, the management of reports becomes difficult and cumbersome. All reports in the system are mixed together, which cannot meet the needs of separate and invisible reports of various business departments
[0006] 3) The basic system elements of the report (such as specific report templates, unit systems, calculation formulas, audit formulas, conversion schemes, enumeration dictionaries, comprehensive query schemes, filling control parameters, etc.) Categorized management of report work, resulting in reduced usability and inability to complete report-specific work in a targeted manner

Method used

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  • Method and device for isolating report application scene
  • Method and device for isolating report application scene
  • Method and device for isolating report application scene

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Embodiment Construction

[0032] The following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all the embodiments. The embodiments of the present invention, and all other embodiments obtained by those of ordinary skill in the art without creative work, fall within the protection scope of the present invention.

[0033] Reference figure 1 , figure 1 It is a flowchart of a method for isolating a report application scenario provided by an embodiment of the present invention. The method includes the following steps:

[0034] Step S101. Create a report task and set the basic properties of the report task, such as figure 2 As shown, the basic attributes of a report task include task number, task name, and task source. The task source in the attribute correspo...

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Abstract

The invention provides a method and device for isolating a report application scene. The method includes the report task establishing step of establishing a report task and setting the basic properties of the report task; the report function setting step of setting report functions under the report task according to the type of the task and generating the rule of controlling the report functions corresponding to the service type; the report compiling system establishing step of establishing a report compiling system under the report task, namely, setting a unit system and a report template corresponding to the report task; the report task issuing step of issuing the report task to units at all levels and issuing reports through the units at all levels under the report task. A task management mode is adopted, the report task corresponding to the service type is set, the system automatically filters and displays unit information of the task and the report information of the task when a user conducts operation in the task, report data of all service organizations are effectively isolated, and the actual service requirements of a group enterprise for issuing group reports of different merge specifications at different time points are met.

Description

Technical field [0001] The invention belongs to the technical field of enterprise financial information management systems, and in particular relates to a method for isolating report application scenarios. Various report application scenarios are isolated through "report tasks" to meet the actual business needs of enterprises to issue reports of different calibers, and to ensure the integrity of report data Accuracy and safety. Background technique [0002] At present, when large-scale group companies prepare group statements, they need to meet the needs of facilitating the management of various types of organizations, units, business departments, various summary calibers, and various annual reports in the enterprise group. This requires the report system to have a clear and good report management mode, which can complete the isolation of report application scenarios while realizing the issuance of group reports of different calibers to ensure the accuracy and safety of report da...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06
Inventor 陈宗芳刘梦欣
Owner YGSOFT INC
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