Multi-View Report Generation in Content Management Systems

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Solution Overview

Problem

In content management systems, organizing and displaying reports effectively is challenging due to the large volume of documents and numerous users, making it difficult for users to understand the content.

Innovation Solution

A method for generating reports in a content management system that includes displaying a report view creation user interface for defining report views, generating a preview, saving the definition, and configuring report types, allowing users to join multiple tables and views to create multi-view reports that span data models and filter on aggregate or conditional fields.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If users access content management systems with large volume of documents and large number of users, then ubiquitous and managed access from anywhere at any time is achieved, but organizing and displaying reports to help users understand the content becomes increasingly difficult

Engineering Contradiction:
ImproveaccessibilityVSAvoidreport organization complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system segments the large volume of documents and data into multiple tables (e.g., table 602, 604, 606) that can be independently managed and combined. Users can create report views by selecting and joining specific tables, breaking down the overwhelming complexity into manageable units that address the contradiction between system scale and organizational complexity.

Inventive Principle:
Principle #1Segmentation

2Loss of information

If multiple tables are joined together to create comprehensive reports, then report comprehensiveness is improved, but report complexity increases

Engineering Contradiction:
Improvereport completenessVSAvoidreport structure complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system introduces an intermediary layer of report views and join operations that mediate between multiple data tables and the final report output. This intermediary layer (report view creation interface 600, report type configuration 616) simplifies the complexity of joining multiple tables by providing pre-defined relationships and automated join logic, allowing comprehensive reports to be generated without exposing users to the underlying structural complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If users can define custom report views with multiple tables and filters, then report flexibility is improved, but ease of operation deteriorates

Engineering Contradiction:
Improvereport flexibilityVSAvoidreport creation ease
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The system performs preliminary actions by pre-configuring report types with defined table relationships, join operations, and filter options. The report type configuration interface (616) allows administrators to set up these templates in advance, so that end users can later generate customized reports by simply selecting from pre-established options rather than building complex queries from scratch, thus maintaining flexibility while improving ease of operation.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11720236B1Displaying reports in a content management system
Publication Date: 2023.08.08 VEEVA SYSTEMS INC
  • US11720236B1 patent drawing
  • US11720236B1 patent drawing
  • US11720236B1 patent drawing

AI summary

Systems and methods for generating a multi-view report in a content management system. A number of report views may be defined and a report type may be configured. The report type configuration may define the report views to be included, the field the report views match on, and how the report views should be joined. The multi-view report is generated according to the report type configuration.