A method, system and storage medium for generating a custom report
Through the custom report generation method, users can customize the table data format and generate the required reports, solving the problem of difficult custom reports in the existing system and realizing report generation and analysis without developers' intervention.
Patent Information
- Application Number
- CN202510060262.5
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2025-01-15
- Publication Date
- 2025-05-06
- Estimated Expiration
- 2045-01-15
AI Technical Summary
In existing systems, users cannot customize the table data format, resulting in the inability to output the required data reports, and developers need to redefine templates and write code, which increases the workload and maintenance difficulty.
Provides a method for generating custom reports. By receiving user's custom form instructions, importing report models to form structured form information, building an aggregation scheme model to obtain dimensions and indicator information, and storing custom report templates.
Custom reports can be generated without the intervention of developers, which reduces development and configuration links and improves R&D productivity, and users can analyze reports improvised.
Smart Images

Figure CN119514515B_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the field of computer information technology, and in particular to a method, system and storage medium for generating a custom report. Background Art
[0002] In the existing system, most designs involving form output use fixed template files to output data. However, during use, users often want to output the table data they need, and the format is not fixed. Some users want to reflect some information in the table, but it is not in the template, or some users do not want to display the content in the template, resulting in users not being able to obtain the desired data report. If template files are used for output, the template needs to be redefined. The file output of the new template requires developers to write the corresponding file output code and configure it, which increases the workload of developers and is not easy for later code maintenance. Summary of the invention
[0003] Based on this, it is necessary to provide a method, system and storage medium for generating a custom report in order to solve the problem that the generated form requires developers to configure and increases the workload of developers.
[0004] A method for generating a custom report, the method comprising:
[0005] Receive user's custom form instructions;
[0006] Importing the custom form instructions into a constructed report model, wherein the report model is used to convert the custom form instructions into structured form information;
[0007] Constructing an aggregation scheme model, and importing the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information;
[0008] Based on the dimension information and indicator information, a custom report template corresponding to the custom form instruction is stored.
[0009] In one preferred implementation, the receiving of a user's custom form instruction includes:
[0010] Generate a custom report system, and receive the user's custom form instructions through the generated custom report system.
[0011] In one preferred implementation, the step of importing the custom form instruction into the constructed report model includes:
[0012] The report model obtains the field attributes corresponding to the custom form instruction, and obtains corresponding field classification information based on the field attributes;
[0013] Based on the field classification information, the form corresponding to the custom form instruction is formed into structured form information.
[0014] In one preferred implementation, before importing the custom form instruction into the constructed report model, the method further includes:
[0015] The custom form instruction is imported into the constructed query condition template model, the query condition template model is used to filter the key fields of the corresponding form based on the custom form instruction, and the report model forms structured form information based on the key fields.
[0016] In one preferred embodiment, the dimension information and indicator information obtained by the aggregation scheme model are suitable for presentation on a computer terminal or a mobile terminal.
[0017] In one preferred implementation manner, the dimension information includes row dimension information and column dimension information; the indicator information includes indicator grouping information, indicator name and reference indicator information.
[0018] In one preferred embodiment, the step of importing the structured form information into the aggregation scheme model further includes:
[0019] Aggregate scheme type, data model type, data model name, scheme name, and website enumeration information.
[0020] In one preferred embodiment, storing a custom report template corresponding to a custom form instruction based on the dimension information and the indicator information further includes:
[0021] Get the user's save instruction;
[0022] Store all containers and control contents in the custom report template interface based on user save instructions;
[0023] Read custom report template content through the low-code rendering engine to display custom reports and analysis result sets.
[0024] The above-mentioned embodiment of the present invention discloses a method for generating a custom report, which solves the problem of directly delivering reports that can be analyzed impromptu to users without the need for developers to intervene in the configuration, reduces the development and configuration links of developers, and improves the R&D productivity per unit time through system engineering.
[0025] A system for generating a custom report, comprising:
[0026] The instruction receiving module is used to receive the user's custom form instructions;
[0027] A form information forming module, used for importing the custom form instruction into a constructed report model, and the report model is used for forming structured form information from the custom form instruction;
[0028] An aggregation information forming module, used for constructing an aggregation scheme model, and importing the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information;
[0029] The report template storage module is used to store the custom report template corresponding to the custom form instruction based on the dimension information and indicator information.
[0030] The above-mentioned embodiment of the present invention discloses a system for generating custom reports, which solves the problem of being able to directly deliver reports that can be analyzed impromptu to users without the need for developers to intervene in the configuration, thereby reducing the development and configuration steps for developers and improving the R&D productivity per unit time through system engineering.
[0031] A computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the above-mentioned method for generating a custom report is implemented. BRIEF DESCRIPTION OF THE DRAWINGS
[0032] Figure 1 It is a flowchart of a method for generating a custom report in the first preferred embodiment of the present invention;
[0033] Figure 2 This is a schematic diagram of subdivided steps of step S20 of a method for generating a custom report in a first preferred embodiment of the present invention;
[0034] Figure 3 This is a schematic diagram of subdivided steps of step S40 of a method for generating a custom report in a first preferred embodiment of the present invention;
[0035] Figure 4 This is a module diagram of a system for generating a custom report in a second preferred embodiment of the present invention. DETAILED DESCRIPTION
[0036] In order to make the purpose, technical solution and advantages of the present invention more clearly understood, the present invention is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present invention and are not intended to limit the present invention.
[0037] It should be noted that when an element is referred to as being "disposed on" another element, it may be directly on the other element or there may be a central element. When an element is considered to be "connected to" another element, it may be directly connected to the other element or there may be a central element at the same time. The terms "vertical", "horizontal", "left", "right" and similar expressions used herein are for illustrative purposes only and do not represent the only implementation method.
[0038] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by those skilled in the art of the present invention. The terms used herein in the specification of the present invention are only for the purpose of describing specific embodiments and are not intended to limit the present invention. The term "and / or" used herein includes any and all combinations of one or more related listed items.
[0039] like Figure 1 As shown, a method for generating a custom report is disclosed in a first preferred embodiment of the present invention, and the method includes:
[0040] S10: receiving a user's custom form instruction;
[0041] Specifically, the above step S10 generates a custom report system, and receives the user's custom form instruction through the generated custom report system.
[0042] In this implementation, based on the entity of the custom form selected by the user operation, the field attributes configured by the user within the entity are analyzed (the default attributes are matched if not actively configured). For example, the fields can be classified as dimension fields or indicator fields in the following steps based on the types described in the field attributes.
[0043] S20: importing the custom form instruction into the constructed report model, wherein the report model is used to convert the custom form instruction into structured form information;
[0044] The above report model is mainly used to specify the fields that can be used in the report, the functions of the fields, and the calculation rules that can be used. The data can be structured and visualized to reveal the relationship, trend and law between the data.
[0045] Combination Figure 2 As shown, in this implementation, the step S20 of importing the custom form instruction into the constructed report model includes:
[0046] S21: the report model obtains the field attributes corresponding to the custom form instruction, and obtains corresponding field classification information based on the field attributes;
[0047] Specifically, in the above subdivision steps, according to the custom form instruction input by the user, the configuration information corresponding to the custom form instruction is analyzed, and based on the corresponding field attributes analyzed based on the configuration information (the default attributes are matched if not actively configured), the fields are classified according to the types described in the field attributes to form field classification information.
[0048] S22: Based on the field classification information, the form corresponding to the custom form instruction is transformed into structured form information.
[0049] Specifically, in this subdivision step, the structured form information formed based on the above field classification information may include, for example, fields corresponding to dimension information and fields for indicator information.
[0050] In this implementation manner, before importing the custom form instruction into the constructed report model, the method further includes:
[0051] The custom form instruction is imported into the constructed query condition template model, the query condition template model is used to filter the key fields of the corresponding form based on the custom form instruction, and the report model forms structured form information based on the key fields.
[0052] Query Criteria Template Model: It is mainly used to specify the filter fields that can be used in reports. It is a standardized way to filter and select report data, so as to quickly obtain data that meets specific requirements, improve the customizability and applicability of reports, and support more effective data analysis and decision making.
[0053] In this implementation, the query condition template model may filter and screen the custom form instructions to extract field information valuable for analysis, so as to prepare for the structured form information.
[0054] S30: constructing an aggregation scheme model, and importing the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information.
[0055] The dimension information includes row dimension information and column dimension information; the indicator information includes indicator grouping information, indicator name and reference indicator information.
[0056] The above-mentioned row dimension (Row Dimension): grouping and analysis based on the characteristics of the data. For reference types, all subordinate fields can be brought out, and the data is displayed on the rows of the two-dimensional table. Reference (Reference): the standard or reference object used to compare and evaluate the data and indicators in the report. The data is displayed on the rows of the two-dimensional table. Column Dimension (Column Dimension): grouping based on the characteristics of the data. The data is displayed on the columns of the two-dimensional table. The position of the header, each column dimension grouping is a new header grouping, and each header grouping contains all the indicators. Indicator (Measure): quantitative data or metrics used to measure, evaluate and describe the situation of a specific business or activity. The data is displayed on the rows of the two-dimensional table.
[0057] Specifically, in this implementation, the above-mentioned aggregation definition model (Aggregation Definition Model) may also be composed of aggregation solution type, data model type, data model name, solution name and website enumeration information.
[0058] The generated custom report model is used to build the aggregation solution model for the computer and mobile terminals; the dimension information and indicator information presented by the aggregation solution model are suitable for presentation on computer terminals or mobile terminals. Through the established rules, the system automatically selects model fields from the report model to generate the aggregation solution model. The definition of the aggregation solution model for the computer and mobile terminals is consistent. This application scenario is mainly used for data analysis on the computer terminal by selecting the aggregation solution for the mobile terminal.
[0059] The aggregation scheme summary table requires at least 1 dimension and n indicators. For the dimension, we use the document code of the main table field to construct it. If there is no dimension, we select the first field that can be used as a dimension. The indicators select the first 10 indicator fields as indicators by default. It should be noted that after the default scheme is constructed, users can manually change the analysis dimensions and indicators according to their preferences, or create the aggregation scheme they want to perform statistical analysis based on the existing report model; three types of analysis schemes are provided (summary table, detailed table, cross table), and the newly created scheme by the user still uses the report model to organize the report scheme they want to analyze.
[0060] S40: Based on the dimension information and the indicator information, a custom report template corresponding to the custom form instruction is stored.
[0061] Specifically, combined Figure 1 and Figure 3 As shown, the above step S40 includes the following subdivision steps:
[0062] S41: Obtaining a user save instruction;
[0063] S42: storing all containers and control contents in the custom report template interface based on a user save instruction;
[0064] S43: Read the content of the custom report template through the low-code rendering engine to display the custom report and analysis result set.
[0065] The custom report template stores information such as all containers and controls that make up the interface. Each container can also have its own controls and data sources.
[0066] It is worth noting that the custom report template will automatically load the low-code data model and low-code business model according to the template information. After the two models are loaded, the rendering engine will be notified to render the interface container. The container and controls will be automatically parsed into UI components that can be recognized by the running state and rendered on the interface. At the same time, the UI components will bind the data model and business model to implement the business logic of interface rendering and functions. Interface rendering will automatically trigger a result set query for ad hoc analysis.
[0067] The above-mentioned embodiment of the present invention discloses a method for generating a custom report, which solves the problem of directly delivering reports that can be analyzed impromptu to users without the need for developers to intervene in the configuration, reduces the development and configuration links of developers, and improves the R&D productivity per unit time through system engineering.
[0068] like Figure 4 As shown, the second preferred embodiment of the present invention discloses a system 100 for generating a custom report. The system 100 includes an instruction receiving module 110 , a form information forming module 120 , an aggregate information forming module 130 and a report template storing module 140 .
[0069] The instruction receiving module 110 is used to receive a user's custom form instruction.
[0070] Specifically, the instruction receiving module 110 generates a custom report system, and receives the user's custom form instruction through the generated custom report system.
[0071] In this implementation, based on the entity of the custom form selected by the user operation, the field attributes configured by the user within the entity are analyzed (the default attributes are matched if not actively configured). For example, the fields can be classified as dimension fields or indicator fields in the following steps based on the types described in the field attributes.
[0072] The form information forming module 120 is used to import the custom form instruction into the constructed report model, and the report model is used to form the custom form instruction into structured form information;
[0073] The above report model is mainly used to specify the fields that can be used in the report, the functions of the fields, and the calculation rules that can be used. The data can be structured and visualized to reveal the relationship, trend and law between the data.
[0074] The form information forming module 120 imports the custom form instruction into the constructed report model, specifically including:
[0075] The report model obtains the field attributes corresponding to the custom form instruction, and obtains corresponding field classification information based on the field attributes;
[0076] Specifically, based on the custom form instructions received from the user, the configuration information corresponding to the custom form instructions is analyzed, and based on the corresponding field attributes analyzed based on the configuration information (the default attributes are matched if not actively configured), the fields are classified according to the types described in the field attributes to form field classification information.
[0077] Based on the field classification information, the form corresponding to the custom form instruction is formed into structured form information.
[0078] Specifically, the structured form information formed based on the above field classification information may include, for example, fields corresponding to dimension information and fields for indicator information, etc. In this implementation, before importing the custom form instruction into the constructed report model, the method further includes:
[0079] The custom form instruction is imported into the constructed query condition template model, the query condition template model is used to filter the key fields of the corresponding form based on the custom form instruction, and the report model forms structured form information based on the key fields.
[0080] Query Criteria Template Model: It is mainly used to specify the filter fields that can be used in reports. It is a standardized way to filter and select report data, so as to quickly obtain data that meets specific requirements, improve the customizability and applicability of reports, and support more effective data analysis and decision making.
[0081] In this implementation, the query condition template model may filter and screen the custom form instructions to extract field information valuable for analysis, so as to prepare for the structured form information.
[0082] The aggregation information forming module 130 is used to construct an aggregation scheme model, and import the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information;
[0083] The dimension information includes row dimension information and column dimension information; the indicator information includes indicator grouping information, indicator name and reference indicator information.
[0084] The above-mentioned row dimension (Row Dimension): grouping and analysis based on the characteristics of the data. For reference types, all subordinate fields can be brought out, and the data is displayed on the rows of the two-dimensional table. Reference (Reference): the standard or reference object used to compare and evaluate the data and indicators in the report. The data is displayed on the rows of the two-dimensional table. Column Dimension (Column Dimension): grouping based on the characteristics of the data. The data is displayed on the columns of the two-dimensional table. The position of the header, each column dimension grouping is a new header grouping, and each header grouping contains all the indicators. Indicator (Measure): quantitative data or metrics used to measure, evaluate and describe the situation of a specific business or activity. The data is displayed on the rows of the two-dimensional table.
[0085] Specifically, in this implementation, the above-mentioned aggregation definition model (Aggregation Definition Model) may also be composed of aggregation solution type, data model type, data model name, solution name and website enumeration information.
[0086] The generated custom report model is used to build the aggregation solution model for the computer and mobile terminals; the dimension information and indicator information presented by the aggregation solution model are suitable for presentation on computer terminals or mobile terminals. Through the established rules, the system automatically selects model fields from the report model to generate the aggregation solution model. The definition of the aggregation solution model for the computer and mobile terminals is consistent. This application scenario is mainly used for data analysis on the computer terminal by selecting the aggregation solution for the mobile terminal.
[0087] The aggregation scheme summary table requires at least 1 dimension and n indicators. For the dimension, we use the document code of the main table field to construct it. If there is no dimension, we select the first field that can be used as a dimension. The indicators select the first 10 indicator fields as indicators by default. It should be noted that after the default scheme is constructed, users can manually change the analysis dimensions and indicators according to their preferences, or create the aggregation scheme they want to perform statistical analysis based on the existing report model; three types of analysis schemes are provided (summary table, detailed table, cross table), and the newly created scheme by the user still uses the report model to organize the report scheme they want to analyze.
[0088] The report template storage module 140 is used to store a custom report template corresponding to the custom form instruction based on the dimension information and the indicator information.
[0089] Specifically, the report template storage module 140 obtains user save instructions; stores all containers and control contents in the custom report template interface based on the user save instructions; reads the custom report template contents through the low-code rendering engine, and displays the custom report and analysis result set.
[0090] The custom report template stores information about all containers and controls that make up the interface. Each container can also have its own controls and data sources. It is worth noting that the custom report template will automatically load the low-code data model and low-code business model according to the template information. After the two models are loaded, the rendering engine will be notified to render the interface container. The container and control will be automatically parsed into UI components that can be recognized by the running state and rendered on the interface. At the same time, the UI component will bind the data model and business model to implement the business logic of interface rendering and function. Interface rendering will automatically trigger a result set query for ad hoc analysis.
[0091] The above-mentioned embodiment of the present invention discloses a system for generating custom reports, which solves the problem of being able to directly deliver reports that can be analyzed impromptu to users without the need for developers to intervene in the configuration, thereby reducing the development and configuration steps for developers and improving the R&D productivity per unit time through system engineering.
[0092] In another preferred embodiment of the present invention, a computer-readable storage medium is disclosed. A computer program is stored on the computer-readable storage medium. When the computer program is executed by a processor, the above-mentioned method for generating a custom report is implemented.
[0093] It should be noted that the computer storage medium mentioned above in the present disclosure may be a computer-readable signal medium or a computer-readable storage medium or any combination of the above two. The computer-readable storage medium may be, for example (but not limited to) an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, device or device, or any combination of the above. More specific examples of computer-readable storage media may include, but are not limited to: an electrical connection with one or more wires, a portable computer disk, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disk read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the above. In the present disclosure, a computer-readable storage medium may be any tangible medium containing or storing a program, which may be used by or in combination with an instruction execution system, device or device. In the present disclosure, a computer-readable signal medium may include a data signal propagated in a baseband or as part of a carrier wave, in which a computer-readable program code is carried. This propagated data signal may take a variety of forms, including but not limited to an electromagnetic signal, an optical signal, or any suitable combination of the above. Computer readable signal media may also be any computer storage medium other than computer readable storage media, which may send, propagate or transmit a program for use by or in conjunction with an instruction execution system, apparatus or device. The program code contained on the computer storage medium may be transmitted using any appropriate medium, including but not limited to: wires, optical cables, RF (radio frequency), etc., or any suitable combination of the above.
[0094] In some embodiments, the client and the server may communicate using any currently known or future developed network protocol such as HTTP (Hyper Text Transfer Protocol), and may be interconnected with any form or medium of digital data communication (e.g., a communication network). Examples of communication networks include a local area network ("LAN"), a wide area network ("WAN"), an internet (e.g., the Internet), and a peer-to-peer network (e.g., an ad hoc peer-to-peer network), as well as any currently known or future developed network.
[0095] The computer storage medium may be included in the electronic device, or may exist independently without being installed in the electronic device.
[0096] The computer storage medium carries one or more programs. When the one or more programs are executed by the electronic device, the electronic device:
[0097] The technical features of the above-described embodiments may be arbitrarily combined. To make the description concise, not all possible combinations of the technical features in the above-described embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.
[0098] The above-mentioned embodiments only express several implementation methods of the present invention, and the descriptions thereof are relatively specific and detailed, but they cannot be understood as limiting the scope of the invention patent. It should be pointed out that, for ordinary technicians in this field, several variations and improvements can be made without departing from the concept of the present invention, and these all belong to the protection scope of the present invention. Therefore, the protection scope of the patent of the present invention shall be subject to the attached claims.
Claims
1. A method for generating a custom report, characterized in that: The method comprises: Receive user's custom form instructions; Importing the custom form instruction into the constructed query condition template model, the query condition template model is used to filter the key fields of the corresponding form based on the custom form instruction; Importing the custom form instruction into the constructed report model, the report model forms structured form information based on the key fields, the report model obtains field attributes corresponding to the custom form instruction, and obtains corresponding field classification information based on the field attributes; Based on the field classification information, the form corresponding to the custom form instruction is formed into structured form information; Constructing an aggregation scheme model, and importing the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information; Based on the dimension information and indicator information, a custom report template corresponding to the custom form instruction is stored.
2. The method for generating a custom report according to claim 1, characterized in that: The receiving of a user's custom form instruction comprises: Generate a custom report system, and receive the user's custom form instructions through the generated custom report system.
3. The method for generating a custom report according to claim 1, characterized in that: The dimension information and indicator information obtained by the aggregation scheme model are suitable for presentation on a computer terminal or a mobile terminal.
4. The method for generating a custom report according to claim 1, characterized in that: The dimension information includes row dimension information and column dimension information; the indicator information includes indicator grouping information, indicator name and reference indicator information.
5. The method for generating a custom report according to claim 4, characterized in that: Importing the structured form information into the aggregation scheme model also includes: Aggregate scheme type, data model type, data model name, scheme name, and website enumeration information.
6. The method for generating a custom report according to claim 1, characterized in that: Based on the dimension information and the indicator information, a custom report template corresponding to the custom form instruction is stored, further comprising: Get the user's save instruction; Store all containers and control contents in the custom report template interface based on user save instructions; Read custom report template content through the low-code rendering engine to display custom reports and analysis result sets.
7. A system for generating a custom report, characterized in that: include: The instruction receiving module is used to receive the user's custom form instructions; A form information forming module, used for importing the custom form instruction into the constructed query condition template model, and the query condition template model is used for filtering the key fields of the corresponding form based on the custom form instruction; Importing the custom form instruction into the constructed report model, the report model forms structured form information based on the key fields, the report model obtains field attributes corresponding to the custom form instruction, and obtains corresponding field classification information based on the field attributes; Based on the field classification information, the form corresponding to the custom form instruction is formed into structured form information; An aggregation information forming module, used for constructing an aggregation scheme model, and importing the structured form information into the aggregation scheme model to obtain dimension information and indicator information corresponding to the structured form information; The report template storage module is used to store the custom report template corresponding to the custom form instruction based on the dimension information and indicator information.
8. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method for generating a custom report according to any one of claims 1 to 6 is implemented.
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