CN101719119A - Report management system and method - Google Patents
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- CN101719119A CN101719119A CN200910198998A CN200910198998A CN101719119A CN 101719119 A CN101719119 A CN 101719119A CN 200910198998 A CN200910198998 A CN 200910198998A CN 200910198998 A CN200910198998 A CN 200910198998A CN 101719119 A CN101719119 A CN 101719119A
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Abstract
The invention discloses a report management system and a report management method. The system comprises a report design module, a database, a data acquisition management module and a data application management module, wherein the report design module is used for creating and setting formats and parameters of reports; the database is used for storing the reports of which the formats are created and set by the report design module; the data acquisition management module is used for acquiring related data and filling the data into the reports stored by the database, and auditing the filled data according to the predetermined requirements; and the data application management module provides a human-computer interaction interface for a user to perform operation processing on the report information. The system and the method provide digitized management functions of report processing services such as report fabrication, calibration, distribution, reporting, approval, merging, analysis and the like, and provide economic and practical report solutions with uniform standards and strong functions for related departments.
Description
Technical field
The present invention relates to field of information system, particularly a kind of report management system and method.
Background technology
The basic task of report form statistics work is that the national economy and social development situation is carried out survey, and statistical study provides statistical data and statistical consultation suggestion, carries out supervision by statistical means.Main task for each department in city is that the national economy and social development situation of administrative area is carried out survey, statistical study, and statistical data and statistical consultation suggestion are provided, and carries out supervision by statistical means and statistical report form is reported the governments of higher levels.Collecting the method that the form of papery adds up with traditional method not only needs to pay huge workload, and statistical accuracy and ageing can not get guarantee.
Therefore, carry out the mode of report form statistics by the Internet and arisen at the historic moment, mainly finish data aggregation, the analytic statistics of city all departments annual report, quarterly report, monthly magazine, the work of treatment of daily form; Simultaneously can also provide data statistics, information inquiry and aid decision making support, thereby on the source, solve the statistical data collection difficulty, gather slow problem, increase work efficiency, alleviate enterprise and governmetn statisticians's burden.Thereby convenient, in time, accurately and efficiently gather, gather, report and manage Various types of data, for leaders' at different levels scientific management and decision-making provides foundation.
Summary of the invention
The purpose of this invention is to provide a kind of report management system and method, it realizes the control to the report data of regional system.
On the one hand, the invention provides a kind of report management system, comprising:
The Report Form Design module is in order to create and to set the form and the parameter of form;
Database connects described Report Form Design module, sets the form of form in order to store described Report Form Design module creation;
The data capture management module connects described database, in the form of gathering the related data and the described database storing of packing into, and according to pre-provisioning request the data of packing into is examined;
The data application management module connects described database, provides human-computer interaction interface for the user described report messages to be carried out operational processes.
Described Report Form Design module comprises report definition module and form creation module, the report form template that described report definition module definition user needs, and described form creation module is in order to create form according to user's request.
Described report definition module further comprises:
The module of self-defined report computing formula;
The module of self-defined report model and statement form.
Described form creation module further comprises:
Support manual and batch to create the module of form;
From existing described database, calculate the module that generates report data automatically according to preestablishing.
Described data application management module provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.
On the other hand, the present invention also provides a kind of Report Server Management method, may further comprise the steps:
6.1, create and set the form and the parameter of form;
6.2, set up a database, store described step 6.1 and create the form of setting form;
6.3, gather related data and the form of the described database storing of packing in, and the data of packing into are examined according to pre-provisioning request;
6.4, provide human-computer interaction interface described report messages to be carried out operational processes for the user.
Described step 6.1 is further comprising the steps of:
The report definition step of the report form template that the definition user needs;
Create the form foundation step of form according to user's request.
Report definition step in the described step 6.1 further comprises:
The step of self-defined report computing formula;
The step of self-defined report model and statement form.
Form foundation step in the described step 6.1 further comprises:
Carry out creating with batch by hand the step of form;
From existing described database, calculate the step that generates report data automatically according to preestablishing.
Described step 6.4 provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.
Adopt a kind of report management system of the present invention and method, Report Form Design module wherein is in order to create and to set the form and the parameter of form; Database is set the form of form in order to store described Report Form Design module creation; The data capture management module in the form of gathering the related data and the described database storing of packing into, and is examined the data of packing into according to pre-provisioning request; The data application management module provides human-computer interaction interface for the user described report messages to be carried out operational processes.The digital management function of the invention provides report making, check and correction, distribute, report, examine, merge, newspaper such as analysis being managed business is for relevant departments provide standard unified, powerful, economical and practical form solution.
Description of drawings
Fig. 1 is the theory diagram of system of the present invention;
Fig. 2 is the high-level schematic functional block diagram of system of the present invention;
Fig. 3 is the workflow diagram of the Report Form Design module of system of the present invention;
Fig. 4 is the process flow diagram of the method for the invention.
Embodiment
Further specify technical scheme of the present invention below in conjunction with drawings and Examples, present embodiment describes with the reporting system of a city government.
With reference to Fig. 1, Fig. 1 has shown a kind of report management system 100, comprises Report Form Design module 110, database 140, data capture management module 120 and data application management module 130, is described below:
Report Form Design module 110 is in order to create and to set the form and the parameter of form.Described Report Form Design module 110 comprises report definition module 111 and form creation module 112, the report form template that described report definition module 111 definition users need, and described form creation module 112 is in order to create form according to user's request.Described report definition module 111 further comprises: the module of self-defined report computing formula; The module of self-defined report model and statement form.Described form creation module 112 further comprises: support manual and batch to create the module of form; From existing described database 140, calculate the module that generates report data automatically according to preestablishing.Referring to Fig. 2, Report Form Design module 110 is carried out safeguard (the major function project is the form customization function piece among the figure) of basic index system, create and set task names, the time bar of making a report on, zero-time, make a report on explanation, statement form, operational formula, code dictionary, auditing formula etc., and the issue of the task of realization.
Referring to Fig. 3, introduce the function of described report definition module 111 and form creation module 112:
◆ report definition module 111:
Among Fig. 3, this module defines report form template according to report form template storehouse, form classification, form character data storehouse, then to report item increase, modification, deletion and report form formula defining operation, return report item and report form formula storehouse at last.This module is taked the needed report form template of visualization interface designing user.Designer is supported functions such as expression formula definition, grouping, form be nested.Both can simply use, support the design of complex report forms again:
■ self-defined report computing formula;
■ self-defined report model and statement form.
◆ form creation module 112:
According to the practical business difference, the report data source is also inconsistent, partial data can directly be derived from existing service system in the form, report data can be according to report form template in designing requirement, set corresponding function calculation formula, when the user made a report on data, the formula row or column can be carried out functional operation automatically and be demonstrated result of calculation:
■ supports manual and two kinds of forms of batch are created modes;
The ■ report data calculates generation automatically according to preestablishing from existing business database 140.
Database 140 connects described Report Form Design module 110, creates the form of setting form in order to store described Report Form Design module 110.In concrete the enforcement, also can comprise the plurality of sub database, as the report form template storehouse among Fig. 3, form classification, form character data storehouse etc.
Data capture management module 120 connects described database 140, in order to gather related data and the form of described database 140 storages of packing in, and the data of packing into are examined according to pre-provisioning request.Referring to Fig. 2, data capture management module 120 realizes the management (the data collection function piece among the major function Xiang Jiantu) of tasks, the typing of data, computing, examines, gathers, prints, reports and the data acquisition correlation functions such as extraction conversion loading of data from other external systems 150 etc.; The online/offline that comprises report data is filled in, is examined, online straight newspaper, import in the database 140 and preserve, automatic reception and printing, and form makes a report on renewal, the inquiry of daily record, makes a report on situation, audit situation etc. as form.The user can download form by the web mode, online or off line is filled in the form that issues, system can be in every month certain time period, can automatic reception from the data file of file, E-MAI L mailbox, ftp server etc., and in loading procedure, examine automatically, if data do not meet the requirements, then urge newspaper automatically; If meet the requirements, then warehouse-in is preserved automatically.
Data application management module 130 connects described database 140, provides human-computer interaction interface for the user described report messages to be carried out operational processes.Described data application management module 130 provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.Referring to Fig. 2, data application management module 130 is at user data applications and analyze demands, inquiry, form be provided, gather, functions (the major function project is the data application function piece among the figure) such as analysis, trend prediction, functional requirements such as fast query, query composition, the classification of satisfying the user gathers, predefine form, pattern analysis, trend analysis, by unified information portal, the classification of data according to the user represented to all types of user with different authorities.
Introduce the relevant function of data application management module below:
◆ the form retrieval
■ with critical field, carries out the form retrieval according to conditions such as report form type, class of service, report names within the scope of authority
Inquiry of ■ result for retrieval and form are had access to
◆ the form distribution
The ■ form is proofreaded, is examined, examines and setting, monitoring and the adjustment function of distribution flow
◆ the form revision
The function that do revision is preserved is revised, reached to the ■ report data
◆ form files
■ form file function, the form of file can only be retrieved and consult
■ file form off-line retrieval function
■ file form physical backup function
◆ Report Server Management
■ is provided with the Report administrator role, and all forms are carried out the bookkeeping that needs, comprises deletion etc.
◆ report printing and derivation
Print intelligence adjustment, free convergent-divergent is supported simply mapping, can realize the various complicated requirements of printing.
■ prints adjustment
The ■ Print Preview
The ■ report printing
The ■ form is derived
◆ the form door
■ provides personalized user interface, and the user can only have access to or operate form and data within the scope of authority
◆ form reports
■ provides subordinate unit to report the function of form to superior unit
Form can pass through the data reporting functions after native system produces, form is reported higher authorities with multiple forms such as webpage, PDF document, picture, EXCEL files, also can write direct by the data-interface of higher authorities' operation system.
■ provides superior unit to consult the function of the form that subordinate unit reports
■ provides form remote transmission function
◆ report audit
The function that the form that ■ provides superior unit that subordinate unit is reported is examined
■ provides the retraction that does not pass through the form of audit
◆ form merges
The form merging is that the report data of selecting unit is gathered calculating.Carry out form when gathering superior unit subordinate unit's report data of native system is gathered, unit can select, gather finish after, system shows that simple and clear reports on the implementation give the user, the user can be an external file with gathering the data storage of finishing.
■ provides superior unit the form that reports to be carried out the function of joint account, the consolidated accounts of generation our unit;
The merging mode and the formula of ■ form can define flexibly
■ provides report data check and correction function
■ provides the hold function of consolidated accounts
◆ statement analysis
Some user had used operation system originally, as personnel system, business management system etc., these systems have accumulated certain data resource, for making full use of these resources, native system provides data mining capability, historical data is carried out secondary excavate, realize historical data and the binding of form newly on this basis.Data are classified gather, contrast, comprise the data comparative analysis of different times.
■ provide the report data performance analysis, with standard olap analysis function
The analysis on year-on-year basis that ■ supports to stride form, cross-branch horizontal index comparison and strides the cycle
■ can generate various figures according to analysis result, and the customization integrative analysis report that both pictures and texts are excellent
Specifically, can carry out statistical study, show with forms such as histogram, cake chart, broken line graphs to following every result of examining.
√ adds up a certain permit business on average handling the time of section (day, month, year) sometime, accepts the part sum, and knot part sum is complained the part sum, and the part sum transfinites.
√ adds up all kinds of part sum change curves of doing of a certain permit business different time sections
√ adds up the submission part sum of a certain permit business different time sections and finishes part sum contrast chart
√ adds up the submission part sum of a certain permit business different time sections and complains part sum contrast chart.
√ adds up the submission part sum of a certain permit business different time sections and ties in advance and do part sum contrast chart.
√ adds up the submission part sum of a certain permit business different time sections and exceeds the time limit to do part sum contrast chart.
√ adds up the time of on average the handling contrast chart of different permit businesses
Total submission in section (day, the moon, year) sometime that √ adds up different permit businesses is done the number of packages amount and is always finished and does the number of packages amount.
√ adds up different permit businesses the submission part sum and the part sum contrast chart that finishes of section (day, month, year) sometime
√ add up different permit businesses sometime section (day, month, year) submission part sum and exceed the time limit to do part sum contrast chart
√ add up different permit businesses sometime section (day, month, year) submission part sum and do part sum contrast chart in advance
Total submission that √ adds up different departments permit business is done the number of packages amount and is always finished and does number of packages amount contrast chart
The number of packages amount is done in total submission that √ adds up different departments permit business and total the complaint done number of packages amount contrast chart
√ adds up total submission of different departments permit business and does the number of packages amount and always exceed the time limit to do number of packages amount contrast chart
Total submission that √ adds up different departments permit business is done the number of packages amount and is always finished in advance and does number of packages amount contrast chart
Referring to Fig. 4, the present invention also provides a kind of Report Server Management method 200, may further comprise the steps:
201, create and set the form and the parameter of form.
Described step 201 is further comprising the steps of: the report definition step of the report form template that the definition user needs; Create the form foundation step of form according to user's request.Report definition step in the described step 201 further comprises: the step of self-defined report computing formula; The step of self-defined report model and statement form.Form foundation step in the described step 201 further comprises: the step of carrying out by hand and create in batches form; From existing described database, calculate the step that generates report data automatically according to preestablishing.
202, set up a database, store described step 201 and create the form of setting form.
203, gather in the form of the related data and the described database storing of packing into, and the data of packing into are examined according to pre-provisioning request.
204, provide human-computer interaction interface described report messages to be carried out operational processes for the user.
Described step 204 provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.
It is pointed out that a kind of Report Server Management method 200 of the present invention and a kind of report management system 100, both are identical or similar on principle and embodiment, so its repeating part repeats no more.
Those of ordinary skill in the art will be appreciated that, above embodiment is used for illustrating the present invention, and be not to be used as limitation of the invention, as long as in connotation scope of the present invention, all will drop in claims scope of the present invention variation, the modification of above embodiment.
Claims (10)
1. a report management system is characterized in that, comprising:
The Report Form Design module is in order to create and to set the form and the parameter of form;
Database connects described Report Form Design module, sets the form of form in order to store described Report Form Design module creation;
The data capture management module connects described database, in the form of gathering the related data and the described database storing of packing into, and according to pre-provisioning request the data of packing into is examined;
The data application management module connects described database, provides human-computer interaction interface for the user described report messages to be carried out operational processes.
2. the system as claimed in claim 1, it is characterized in that, described Report Form Design module comprises report definition module and form creation module, the report form template that described report definition module definition user needs, and described form creation module is in order to create form according to user's request.
3. system as claimed in claim 2 is characterized in that, described report definition module further comprises:
The module of self-defined report computing formula;
The module of self-defined report model and statement form.
4. as claim 2 or 3 described systems, it is characterized in that described form creation module further comprises:
Support manual and batch to create the module of form;
From existing described database, calculate the module that generates report data automatically according to preestablishing.
5. system as claimed in claim 4 is characterized in that, described data application management module provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.
6. a Report Server Management method is characterized in that, may further comprise the steps:
6.1, create and set the form and the parameter of form;
6.2, set up a database, store described step 6.1 and create the form of setting form;
6.3, gather related data and the form of the described database storing of packing in, and the data of packing into are examined according to pre-provisioning request;
6.4, provide human-computer interaction interface described report messages to be carried out operational processes for the user.
7. method as claimed in claim 6 is characterized in that, described step 6.1 is further comprising the steps of:
The report definition step of the report form template that the definition user needs;
Create the form foundation step of form according to user's request.
8. method as claimed in claim 7 is characterized in that, the report definition step in the described step 6.1 further comprises:
The step of self-defined report computing formula;
The step of self-defined report model and statement form.
9. as claim 7 or 8 described methods, it is characterized in that the form foundation step in the described step 6.1 further comprises:
Carry out creating with batch by hand the step of form;
From existing described database, calculate the step that generates report data automatically according to preestablishing.
10. method as claimed in claim 9 is characterized in that, described step 6.4 provides the operational processes of report query and statement analysis for described user by alternating interface between man and computer.
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