Intent-Based Report Templates for Faster Report Creation

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Solution Overview

Problem

Current reporting applications require users to manually select numerous fields and filters for report creation, leading to complexity and frustration, and lack the ability to assist users in creating similar reports based on past selections.

Innovation Solution

A system and method that uses machine learning and natural language processing to identify user intent from past reports, generating prepopulated report templates with common features and filters, reducing the need for manual selection.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If users manually select numerous fields and filters for report creation, then report customization and precision are improved, but user effort and complexity increase

Engineering Contradiction:
Improvereport precisionVSAvoiduser effort
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The system performs preliminary action by pre-selecting fields and filters based on analyzed user intent before the user needs to create a report. The intent analysis module examines historical reports and user behavior to determine what fields and filters should be pre-selected, eliminating the need for users to manually navigate and select from numerous options while maintaining report precision and customization.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If reporting applications provide comprehensive field selection, then report versatility is improved, but device complexity increases

Engineering Contradiction:
Improvereport versatilityVSAvoidapplication complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The reporting application performs self-service through automated intent analysis that examines historical reports and user behavior patterns. The system automatically determines which fields and filters should be selected based on the analyzed intent, eliminating the need for complex manual navigation interfaces while maintaining comprehensive field selection capabilities and report versatility.

Inventive Principle:
Principle #25Self-service

3Manufacturing precision

If users create reports from scratch each time, then report customization is improved, but time consumption increases

Engineering Contradiction:
Improvereport customizationVSAvoidreport creation time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The system performs preliminary action by analyzing historical reports and pre-configuring field selections based on determined user intent before the user needs to create a new report. This eliminates the need for users to start from scratch each time while maintaining customization, significantly reducing report creation time.

Inventive Principle:
Principle #10Preliminary action

4Measurement precision

If the system logs user steps, then tracking accuracy is improved, but information usefulness decreases

Engineering Contradiction:
Improvestep tracking accuracyVSAvoidinformation usefulness
Core Design Contradiction:
Measurement precisionVSLoss of information

Solution Approach 1:

The system performs self-service by automatically analyzing logged user steps to determine intent and generate recommendations without requiring users to manually provide additional information. The intent analysis module processes the logged data to identify patterns and generate useful recommendations for future reports, transforming raw logs into actionable insights.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS20260057689A1Report template generation based on user intent
Publication Date: 2026.02.26 ADP INC
  • US20260057689A1 patent drawing
  • US20260057689A1 patent drawing
  • US20260057689A1 patent drawing

AI summary

The present disclosure relates generally to tools to determine a user's intent and, more particularly, to a system, method and computer program product to generate a report template based on user's intent. The method includes: extracting, by a computer system, text and user selected features from one or more reports built in a reporting application; classifying, by the computer system, keywords in the text and the select features; identifying, by the computer system, common keywords and associated selected features within the one or more reports; determining, by the computer system, an intent of the user based on the common keywords and associated selected features; and generating, by the computer system, a report template with prepopulated features of the selected features based on the intent of the user.