Report Metadata Export to Non-Report Documents
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Solution Overview
Problem
Existing technologies are limited in their ability to export entire reports with metadata into non-report electronic documents while maintaining refresh capabilities and compatibility with applications like Microsoft Word and Excel.
Innovation Solution
A computer-readable medium with executable instructions to create and export reports with metadata, including a report identifier and parameter information, and to analyze metadata for refreshing the report within a non-report document, ensuring compatibility and refresh functionality.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If report documents are exported to non-report electronic documents, then compatibility with applications like Word and Excel is improved, but the ability to perform refresh operations is lost
Solution Approach 1:
The patent introduces metadata as an intermediary element that bridges report documents and non-report electronic documents. This metadata contains report identifier and parameter information that enables the non-report document to maintain refresh functionality while being compatible with standard applications like Word and Excel. The metadata acts as a mediator that preserves the connection to the original data source without requiring the document to remain in report format.
2Device complexity
If only portions of reports are exported, then the complexity of managing large reports is reduced, but the functionality to export entire reports is limited
Solution Approach 1:
The patent implements a universal export mechanism that can handle both portions of reports and entire reports through the same metadata structure. The metadata contains report identifier and parameter information that works regardless of whether the export includes the whole report or just selected portions. This multi-functional approach allows users to export at any granularity level while maintaining consistent refresh capabilities through the metadata.
3Reliability
If metadata is added to enable refresh operations, then the refresh functionality is improved, but the device complexity increases
Solution Approach 1:
The patent segments the metadata into distinct, manageable components: report identifier and parameter information. This segmentation allows each metadata element to serve a specific function while keeping the overall structure simple and organized. The report identifier links to the original report, while parameter information stores the necessary refresh parameters, dividing the complexity into manageable segments that are easier to implement and maintain.
Data Source
AI summary
A computer readable medium includes executable instructions to create a report; augment the report with metadata including a report identifier and parameter information; and export the report and metadata to a non-report electronic document.


