A method for automatic template configuration and report generation

A report generation and template configuration technology, applied in natural language data processing, instrumentation, calculation, etc., can solve the problems affecting the expected time node of report generation, cumbersome development process, difficult to change, etc., to shorten the development cycle, reduce manual errors, Easy to use effect

Active Publication Date: 2021-08-27
北京三维天地科技股份有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

The expected report in this solution is inseparable from the development process of the management system software provider. The report template is closely connected with the logic of generating the report document and is not easy to change. From the report template in the program to the program logic for generating the report, corresponding modification is required to take effect. The modification process is often cumbersome and time-consuming depending on the development process of different software providers, which may affect the expected time node for generating the report.

Method used

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  • A method for automatic template configuration and report generation
  • A method for automatic template configuration and report generation
  • A method for automatic template configuration and report generation

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0099] The embodiment of the present invention provides a method for automatic template configuration and report generation, such as figure 1 shown, including:

[0100] Step 1: Based on the management system, develop data source modules, maintain the data sources required for generating reports, and obtain data source information based on business requirements;

[0101] Step 2: Based on the management system, develop a report maintenance module, and obtain an initial report template based on business requirements;

[0102] Step 3: In the process of editing the document online, edit and generate a report template according to the data source information and the initial report template;

[0103] Step 4: Associate the report template with the report data to obtain an association result, and generate a report based on the association result.

[0104] In this embodiment, based on the management system, a data source module is developed, which includes fields such as: data source ...

Embodiment 2

[0110] Based on Embodiment 1, the embodiment of the present invention provides a method for automatic template configuration and report generation. In step 1, the data source information obtained based on business requirements includes:

[0111] Based on the data source module, define the data source in the form of SQL;

[0112] Determine the key information for configuring the data source according to business requirements;

[0113] Based on the key information, define the calling method of the data source;

[0114] The calling method is matched with the key information, and the data source information is obtained according to the matching result.

[0115] In this embodiment, the calling method is an SQL data query method defined according to the key information.

[0116] The beneficial effect of the above design scheme is: by defining the data source in the form of SQL, and defining the calling method of the data source according to the business requirements, the correspon...

Embodiment 3

[0118] Based on Embodiment 1, the embodiment of the present invention provides a method for automatic template configuration and report generation. In step 2, the initial report template obtained based on business requirements includes:

[0119] Obtain a dynamic template outline for storing and generating an initial report template based on business requirements;

[0120]Obtain template node information of the dynamic template based on the dynamic template outline, and obtain a template file based on the node information;

[0121] obtaining general data of the dynamic template from the report maintenance module, and integrating the template file with the general data to obtain an initial report template;

[0122] Based on the initial report template, query and match template documents in the management system to obtain matching results;

[0123] When the matching result satisfies the preset matching requirements, acquiring the corresponding template document in the management...

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PUM

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Abstract

The invention provides a method for automatic template configuration and report generation, including: step 1: based on the management system, develop a data source module, maintain the data source required for generating reports, and obtain data source information based on business requirements; step 2 : Develop a report maintenance module based on the management system, and obtain an initial report template based on business requirements; Step 3: In the process of editing documents online, edit and generate a report template according to the data source information and the initial report template; Step 4: Associate the report template with the report data to obtain the association result, and generate a report based on the association result; based on the management system and online editing documents, the user can automatically generate the report, and according to the business needs, the Data sources and initial report templates are maintained and modified online, so that modifications can take effect immediately at any time, ensuring the time to generate reports.

Description

technical field [0001] The invention relates to the technical field of report automatic configuration, in particular to a method for automatic template configuration and report generation. Background technique [0002] There are many ways to generate reports, but there is no complete set of process solutions that can be created from scratch with online editing, easy to maintain, and effective immediately. [0003] There are two main types of existing processes: [0004] One is to write the report manually, the copy-paste process is cumbersome and error-prone, and the efficiency is not high. [0005] The other is that the developer edits the report template document locally as expected according to the report template, and then closely associates it with the back-end program assembly data logic, and combines the report template and data to generate the final report. The expected report in this solution is inseparable from the development process of the management system sof...

Claims

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Application Information

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Patent Type & Authority Patents(China)
IPC IPC(8): G06F40/186G06F40/253G06F40/30G06F16/248
CPCG06F16/248G06F40/186G06F40/253G06F40/30
Inventor 金震张京日张宪涛张航
Owner 北京三维天地科技股份有限公司
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