Report management system and management method

By using the data processing and keyword extraction modules of the report management system, the problem of insufficient functionality in existing report systems has been solved, enabling rapid location and management of various report items and improving management efficiency.

CN121788040APending Publication Date: 2026-04-03谢春村
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2023-07-31
Publication Date
2026-04-03

AI Technical Summary

Technical Problem

In existing technologies, reporting systems across various industries lack robust functionality, and adding new report items requires traversing historical project relationships, resulting in low management efficiency.

Method used

The report management system includes a data processing system, a data storage module, a data input/output terminal, and a data keyword extraction module. It automatically links report items through a preset report item index directory and keyword extraction, and supports the management of various report types.

Benefits of technology

It enables rapid location and management of report items, meets the needs of various industries, and improves the efficiency and functionality of report management.

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Abstract

The invention provides a report management system and management method, and relates to the field of information systems. The report management system comprises a data processing system, a data storage module, a data input and output terminal, a data keyword extraction module and a cloud storage module, the data processing system presets a report item index directory and report items linked with the report item index directory. The report items comprise a sales contract query report, a delivery management query report, a production plan query report, a dispatching plan query report, a collection verification and cancellation report, a cost settlement query report and a bidding contract query report. By presetting the report item index directory, after keyword extraction is carried out on the input content, the input content is automatically linked to the corresponding report item after being compared with the report item index directory, and the method is very convenient.
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Description

Technical Field

[0001] This invention relates to the field of information systems, specifically to a report management system and management method. Background Technology

[0002] Reports use tables, charts, and other formats to dynamically display data. In production management, to improve management efficiency, various reports are used to present different parts of production management. This not only makes it easy to view but also to manage. Different industries use different reports due to their different needs. However, due to the limitations of the report framework, the resulting reports are often incomplete and cannot meet the requirements well. Furthermore, each time a new report item is added, it is necessary to traverse the historical report items and redefine the relationships between the various report items, which is very troublesome. Summary of the Invention

[0003] (a) Technical problems to be solved

[0004] To address the shortcomings of existing technologies, this invention provides a report management system and method that solves the problem of various industries' need for a powerful report management system.

[0005] (II) Technical Solution

[0006] To achieve the above objectives, the present invention provides the following technical solution: a report management system and management method, comprising a data processing system, a data storage module, a data input / output terminal, a data keyword extraction module, and a cloud storage module;

[0007] The data processing system has a preset report item index directory, which links to report items, including sales contract query report, delivery management query report, production plan query report, work assignment plan query report, payment verification report, cost settlement query report, and bidding contract query report.

[0008] After the data is entered into the input / output terminal, the data keyword extraction module extracts keywords from the input content. The data processing system then compares the extracted keywords with the report items and opens the report items corresponding to the keywords.

[0009] Preferably, the report item index directory is stored in the data storage module, and the report data in the data storage module can be downloaded, uploaded, and shared through the data input / output terminal and the cloud storage module.

[0010] Preferably, the report items also include procurement process confirmation report, inventory balance report, problem submission report, comprehensive process query report, production number outbound summary report, process production inbound query report, procurement payment query report, sales contract query report, bidding contract query report, outsourced procurement assessment comprehensive query report, and quality inspection assessment comprehensive query report.

[0011] Preferably, the data processing system is implemented on a mobile terminal via a webpage or APP, and the data input / output terminal is used in conjunction with the mobile terminal.

[0012] Preferably, both the report items and the report item index directory are visible in the view interface of the mobile terminal. After finding the required report item from the report item index directory, clicking on the corresponding report item will take you to that report item.

[0013] Preferably, the mobile terminal's view interface includes a login window, which can be used after registering and logging in based on identity.

[0014] (III) Beneficial Effects

[0015] This invention provides a report management system and method. It has the following beneficial effects:

[0016] 1. In this invention, by pre-setting a report item index directory, after extracting keywords from the input content, the system automatically links to the corresponding report item after comparing it with the report item index directory, which is very convenient. In addition, the report items include sales contract query report, delivery management query report, production plan query report, work assignment plan query report, payment verification report, cost settlement query report, bidding contract query report, procurement process confirmation report, inventory balance report, problem submission report, comprehensive process query report, production number outbound summary report, process production inbound query report, procurement payment query report, sales contract query report, bidding contract query report, outsourced procurement assessment comprehensive query report, and quality inspection assessment comprehensive query report. It can meet the needs of various industries for report management systems, and the overall function is very powerful. Detailed Implementation

[0017] The technical solutions in the embodiments of the present invention will be clearly and completely described below. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0018] Example:

[0019] This invention provides a report management system and management method, including a data processing system, a data storage module, a data input / output terminal, a data keyword extraction module, and a cloud storage module;

[0020] The data processing system has a preset report item index directory, which links to various report items, including: Sales Contract Query Report, Shipment Management Query Report, Production Plan Query Report, Work Dispatch Plan Query Report, Payment Verification Report, Cost Settlement Query Report, Bidding Contract Query Report, Procurement Process Confirmation Report, Inventory Balance Report, Problem Submission Report, Comprehensive Process Query Report, Production Number Outbound Summary Report, Process Production Inbound Query Report, Procurement Payment Query Report, Sales Contract Query Report, Bidding Contract Query Report, Outsourced Procurement Performance Evaluation Comprehensive Query Report, and Quality Inspection Performance Evaluation Comprehensive Query Report. The Outsourced Procurement Performance Evaluation Comprehensive Query Report includes information on production number, personnel name, date range, and... The assessment information summary includes registration items such as personnel number, personnel name, production number, outsourced purchase order number, product number, product name, process name, process item number, requested quantity, quantity received, date of receipt, and outsourced purchase lead time. The quality inspection assessment comprehensive query report includes production number, personnel name, date range, and assessment information summary, which includes registration items such as personnel number, personnel name, production number, process number, process name, process item number, product number, product name, inspection quantity, quantity of non-conforming items, whether witnessing is required, quality inspection tools, and number of hours of quality inspection overdue. After entering the keyword "outsourced," it automatically corresponds to the quality inspection assessment comprehensive query report, making it easy to fill in the corresponding report data.

[0021] After data is input into the input / output terminal, the data keyword extraction module extracts keywords from the input content. The data processing system then compares the extracted keywords with the report items and opens the report item corresponding to the keyword, for example.

[0022] The report item index directory is stored in the data storage module. The report data in the data storage module can be downloaded, uploaded, and shared through the data input / output terminal and the cloud storage module.

[0023] The data processing system is implemented on mobile terminals via web pages or apps, and the data input / output terminals are used in conjunction with the mobile terminals.

[0024] Both the report items and the report item index are visible in the mobile terminal's view interface. After finding the required report item from the report item index, you can click on it to access that report item.

[0025] The mobile terminal's view interface includes a login window, which can be used after registering and logging in based on your identity.

[0026] Although embodiments of the invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made to these embodiments without departing from the principles and spirit of the invention, the scope of which is defined by the appended claims and their equivalents.

Claims

1. A report management system and management method, characterized in that, It includes a data processing system, a data storage module, a data input / output terminal, a data keyword extraction module, and a cloud storage module; The data processing system has a preset report item index directory, which links to report items, including sales contract query report, delivery management query report, production plan query report, work assignment plan query report, payment verification report, cost settlement query report, and bidding contract query report. After the data is entered into the input / output terminal, the data keyword extraction module extracts keywords from the input content. The data processing system then compares the extracted keywords with the report items and opens the report items corresponding to the keywords.

2. The report management system and method according to claim 1, characterized in that: The report item index directory is stored in the data storage module. The report data in the data storage module can be downloaded, uploaded, and shared through the data input / output terminal and the cloud storage module.

3. The report management system and method according to claim 1, characterized in that: The report items also include the Procurement Process Confirmation Report, Inventory Balance Report, Problem Submission Report, Comprehensive Process Inquiry Report, Production Number Outbound Summary Report, Process Production Inbound Inquiry Report, Procurement Payment Inquiry Report, Sales Contract Inquiry Report, Bidding Contract Inquiry Report, Outsourced Procurement Assessment Comprehensive Inquiry Report, and Quality Inspection Assessment Comprehensive Inquiry Report.

4. The report management system and method according to claim 1, characterized in that: The data processing system is implemented on a mobile terminal via a webpage or APP, and the data input / output terminal is used in conjunction with the mobile terminal.

5. The report management system and method according to claim 4, characterized in that: Both the report items and the report item index directory are visible in the view interface of the mobile terminal. After finding the required report item from the report item index directory, you can click on the corresponding report item to reach it.

6. The report management system and method according to claim 1, characterized in that: The mobile terminal's view interface includes a login window, which can be used after registering and logging in based on identity.