Method and device for isolating report application scenarios

Abstract

A method and device for isolating report application scenarios, the method includes the following steps: creating a report task step, creating the report task and setting the basic attributes of the report task; setting the report function step, setting the report function according to the task type under the report task, generating and The control rules of the report function corresponding to the business type; the step of building the report preparation system, constructing the report preparation system under the report task, including setting the unit system and report template corresponding to the report task; the step of publishing the report task, releasing the report task to all levels Units and units at all levels issue reports under the report task. The present invention adopts the task management mode, by setting report tasks corresponding to the business type, when the user operates in the task, the system automatically filters and displays the unit and report information of the task, effectively isolates the report data of each business organization, and satisfies the needs of the group enterprises to issue different reports. Consolidate the actual business needs of group reports at different points in time.

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, which isolates various report application scenarios through "report tasks" to meet the actual business needs of enterprises for issuing reports of different calibers and ensure the integrity of report data. Accuracy and Safety. Background technique [0002] At present, when large-scale group companies prepare group reports, they need to meet the needs of facilitating the management of various organizational types, units, business departments, various summary calibers, and various reports for each year within the enterprise group. This requires the report system to have a clear and good report management mode. While realizing the issuance of group reports of different calibers, it also completes the isolation of report application scenarios to ensure the accuracy and securi...

AI Technical Summary

Problems solved by technology

[0003] However, most of the reporting systems of existing financial software adopt a large and comprehensive management model, which is difficult to meet the above application requirements. The specific performance is as follows:

[0004] 1) The unit system in the report is single, and a set of unit summary system is used at any point in time. The unit system is not defined horizontally according to the type of business organization, and it is difficult to satisfy real-time issuance of various business systems (such as accounting, budget, funds, property rights, etc. Business system) required multi-caliber report requirements

In addition, the historical unit of the report and the current unit system are mixed together, and the report unit system is not defined vertically according to the report period, so that when the user views the group's historical (such as last year or the previous year) report, the system cannot display the report of the group in the historical period. True and complete state, causing great trouble to users

[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

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