CN106339365A - Report form management method - Google Patents
Report form management method Download PDFInfo
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- CN106339365A CN106339365A CN201610727693.3A CN201610727693A CN106339365A CN 106339365 A CN106339365 A CN 106339365A CN 201610727693 A CN201610727693 A CN 201610727693A CN 106339365 A CN106339365 A CN 106339365A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/177—Editing, e.g. inserting or deleting of tables; using ruled lines
- G06F40/18—Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets
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Abstract
The invention relates to a report form management method which specifically comprises the following aspects: (1) management of a newly added report form: specifically as follows: (1a) logging in a module; (1b) importing the report form; (1c) generating the report form; (2) management of a base report form: specifically as follows: (2a) logging in the module; (2b) modifying the report form; (2c) exporting the report form; and (3) maintenance and management of the report form: specifically as follows: (3a) logging in the module; (3b) managing articulation of the report form. The invention provides the method for effectively generating and managing the report form, the use effect is good, the method is conveniently used as required, the report is reported, generated and managed in different fields, the efficiency is high, and the use in coordination and management is promoted.
Description
Technical field
The present invention relates to a kind of Report Server Management method, belong to Report Server Management technical field.
Background technology
Form is exactly come Dynamic Announce data with forms such as form, charts, can be formulated as: " form=various
Form+dynamic data ".Before not having computer, people are using paper and pen come record data.Data also can only have
A kind of almost only have the accessible form of expression of the talent kept accounts, and this form is difficult to change.After computer occurs, people
Generate, show form using the function of computer processing data and interface.The main feature of the form on computer
It is data mobilism, form variation, and realize being kept completely separate of report data and statement form, user can only modification number
According to, or only change form.Form Klassifizierung xcel, word etc. software for editing: they can make very complicated statement form,
But because they do not define special structure of report dynamically to load report data, the data in all such software is all
Defined, static it is impossible to dynamic change." data mobilism " that they have no idea to realize report software is special
Property.
Content of the invention
It is an object of the invention to provide a kind of Report Server Management method, preferably to improve Report Server Management and process side
Formula, is easy to use as needed.
To achieve these goals, technical scheme is as follows.
A kind of Report Server Management method, specifically includes following aspect:
(1) New Report management: specific as follows:
(1a) login module: after logging in system by user, enter Report Server Management New Report management module；
(1b) form imports: New Report in the way of importing excel form；User, after designing excel form, clicks on report
Table manages the importing key in New Report managerial report import modul, and selects lead-in path to import file
Folder imports file；As imported file non-excel file, point out " system does not support this document form "；Form imports successfully
Afterwards, system directly displays the Table List of importing, when list content includes sequence number, report number, report name, imports file
Between, import file user, whether preserve content；User should double-click report number, report name is modified, and inserts complete rule
Click on after the report number of model, report name and preserve the imported form of key preservation；Click on ESC Escape and carry out next step operation；As
Do not click on preservation key, click directly on ESC Escape, system then directly deletes the related content of importing, system prompt " this before deletion
Operation will delete the form of importing, if continues "；User can click on the grid column of the importing checking that key checks preservation
Table, can show this excel table style after double-clicking corresponding form document title, and can click on preview key preview form in system
Dispaly state under pattern.
(1c) report generation: after user enters Report Server Management New Report managerial report generation module, can point
Hit the importing Table List checking that key views preservation, need to set a confirmation frame more before each form sequence number.Corresponding
After form confirms that frame ticks, click on report generation key, you can generate the form of corresponding form.Or click on and entirely select key, all
Form confirms that inframe ticks, and clicks on report generation key, you can generate the form of all forms.If user is not desired to preservation
Form generates form, after corresponding form confirms that frame ticks, clicks on form waste treatment key, you can complete deletion in systems
Corresponding form.Or click on and entirely select key, confirm that inframe ticks in all forms, click on form waste treatment key, you can be
The all of form of complete deletion in system.Form, after generating, proceeds in basic Reports module automatically, in New Report management
Any operation can not be carried out again in module.
(2) basic Report Server Management, specific as follows:
(2a) login module: after logging in system by user, enter Report Server Management basis statement management module.
(2b) report modification: after user enters Report Server Management basis Report Server Management report modification module, can point
Hit and check that key checks basic Report List, list content includes sequence number, report number, report name, form report the phase time.Double-click
Excel table style can be shown, user, according to excel tabulation mode, directly modifies in systems after corresponding form
Operation.The scope of modification operation includes form section purpose and adds or delete, and any row, column of form is added or deleted, form row, column
Height or width, form ratio, in form, word is adjusted.After form is adjusted, clicks on preservation key and preserved.
(2c) form is deleted: after user enters Report Server Management basis Report Server Management report modification module, can point
Hit and check that key checks basic Report List.Need to set a confirmation frame before each form sequence number more.Confirm frame in corresponding form
After ticking, click on form delete key, you can delete corresponding form.
(2d) form is derived: the related content of basic form, system can derive corresponding excel form.User enters
After the Report Server Management form export module of Report Server Management basis, can click on and check that key checks basic Report List.Every
Need before individual form sequence number to set a confirmation frame more.After corresponding form confirms that frame ticks, clicking on form derives key, and selects
The excel form form of corresponding report can be derived after deriving path export.Or click on and entirely select key, all
Form confirms that inframe ticks, and clicking on form derives key, and can derive after selecting to derive path export all
The excel form form of form.
(3) form maintenance management, particularly as follows:
(3a) login module: after logging in system by user, enter Report Server Management form maintenance management module.
(3b) form Articulation management: subject definition: user enters Report Server Management form maintenance management report
After table Articulation administration account definition module, can click on and check that key checks basic Report List, list content includes sequence
Number, report number, report name, form report phase time.Double-click corresponding report display report style, can be to reporting one by one accordingly
Table subject is defined, and defining operation finishes click preservation key and preserved.The definition of form subject is using establishment subject code
Mode, during system operations, the different report datas of identical subject code must be identical and carry out verification and pass through.Subject
Coding rule: 1 grade of subject is made up of 3 bit digital, 2 grades of subjects are made up of 5 bit digital, 3 grades of subjects are made up of 7 bit digital, 4
Level subject is made up of 9 bit digital.I.e. every subject down increasing a level, increases by 2 after the subject code of last layer level
Digital number.Financial statement coding the 1st numeral of beginning is 14；Business personnel's case holder form starts the 1st numeral
5；Supervision form coding the 1st numeral of beginning is 6.User can increase according to numerical order according to actual needs backward.
Furthermore, it is necessary to enter the departure date time management for form, method particularly includes: user enters Report Server Management form and safeguards
After managerial report phase time management module, can click on and check that key checks basic Report List, list content includes sequence number, form
Title, form reports the phase time.Form reports phase performance time using combobox in the form of, combobox content include annual report, semiyearly report,
Quarterly report, monthly magazine, after user selects the corresponding report submitting phase time, point preservation key is preserved.It is secondary after each form phase terminates
The moon 1, the form filled and presented needed for the previous form phase is listed by system automatically, fills and presents for user.During system initialization, right
The attribute of reporting and submitting of form is arranged, and this attribute is system default attribute.Interior during the report submitting that system sets, behaviour
Log in cell-free systems Systematic selection as user and report and submit the phase time, then need the form reported and submitted, the relevant data of typing.Using form school
Test function, the hook between report data is checked relation and verified.After verification is passed through, user is using confirmation reporting functions, this form
Data is in the lock state, and user can only inquire about the form situation of solidification it is impossible to carry out data modification.During non-reporting and submitting, then
Cannot be carried out report submitting.During the time exceedes report submitting, using data amended record function, still can not report
Form, but relevant data will be exceeded schedule time with showing that form reports with marking.Financial statement is basic with corporate organization
Report and submit unit.Bordereau is with two grades of minute mechanisms carrying out independent accounting and company home office for substantially reporting and submitting unit.Reporting and submitting
In period, operate user's login system, can be to this local each intermediary corporate organization report submitting situation and the form having reported
Mechanism's situation that data has ANOMALOUS VARIATIONS carries out dynamic queries.Insurance Regulatory Commission system manager then can report to nationwide mechanism
Give a present condition, report data abnormal conditions carry out dynamic queries.Interior during report submitting, operation user can go up by originally local
The form of report is reduced to not report can change state, so that the mechanism of data errors reports again.For out of touch, stop doing business former
Because the mechanism of form cannot be reported and submitted within specified time limit, data amended record function should be used, this mechanism last is filled out by system automatically
Report report data is inserted in current period form and is completed to report.
This beneficial effect of the invention is: present approach provides a kind of report generation effectively and management method,
Using effect is good, is easy to use as needed, and that can realize form in different field reports and generate management, efficiency high,
It is easy to coordinate and manage use.
Specific embodiment
With reference to embodiment, the specific embodiment of the present invention is described, to be better understood from the present invention.
Embodiment
Report Server Management method in the embodiment of the present invention, specifically includes following aspect:
(1) New Report management: specific as follows:
(1a) login module: after logging in system by user, enter Report Server Management New Report management module；
(1b) form imports: New Report in the way of importing excel form；User, after designing excel form, clicks on report
Table manages the importing key in New Report managerial report import modul, and selects lead-in path to import file
Folder imports file；As imported file non-excel file, point out " system does not support this document form "；Form imports successfully
Afterwards, system directly displays the Table List of importing, when list content includes sequence number, report number, report name, imports file
Between, import file user, whether preserve content；User should double-click report number, report name is modified, and inserts complete rule
Click on after the report number of model, report name and preserve the imported form of key preservation；Click on ESC Escape and carry out next step operation；As
Do not click on preservation key, click directly on ESC Escape, system then directly deletes the related content of importing, system prompt " this before deletion
Operation will delete the form of importing, if continues "；User can click on the grid column of the importing checking that key checks preservation
Table, can show this excel table style after double-clicking corresponding form document title, and can click on preview key preview form in system
Dispaly state under pattern.
(1c) report generation: after user enters Report Server Management New Report managerial report generation module, can point
Hit the importing Table List checking that key views preservation, need to set a confirmation frame more before each form sequence number.Corresponding
After form confirms that frame ticks, click on report generation key, you can generate the form of corresponding form.Or click on and entirely select key, all
Form confirms that inframe ticks, and clicks on report generation key, you can generate the form of all forms.If user is not desired to preservation
Form generates form, after corresponding form confirms that frame ticks, clicks on form waste treatment key, you can complete deletion in systems
Corresponding form.Or click on and entirely select key, confirm that inframe ticks in all forms, click on form waste treatment key, you can be
The all of form of complete deletion in system.Form, after generating, proceeds in basic Reports module automatically, in New Report management
Any operation can not be carried out again in module.
(2) basic Report Server Management, specific as follows:
(2a) login module: after logging in system by user, enter Report Server Management basis statement management module.
(2b) report modification: after user enters Report Server Management basis Report Server Management report modification module, can point
Hit and check that key checks basic Report List, list content includes sequence number, report number, report name, form report the phase time.Double-click
Excel table style can be shown, user, according to excel tabulation mode, directly modifies in systems after corresponding form
Operation.The scope of modification operation includes form section purpose and adds or delete, and any row, column of form is added or deleted, form row, column
Height or width, form ratio, in form, word is adjusted.After form is adjusted, clicks on preservation key and preserved.
(2c) form is deleted: after user enters Report Server Management basis Report Server Management report modification module, can point
Hit and check that key checks basic Report List.Need to set a confirmation frame before each form sequence number more.Confirm frame in corresponding form
After ticking, click on form delete key, you can delete corresponding form.
(2d) form is derived: the related content of basic form, system can derive corresponding excel form.User enters
After the Report Server Management form export module of Report Server Management basis, can click on and check that key checks basic Report List.Every
Need before individual form sequence number to set a confirmation frame more.After corresponding form confirms that frame ticks, clicking on form derives key, and selects
The excel form form of corresponding report can be derived after deriving path export.Or click on and entirely select key, all
Form confirms that inframe ticks, and clicking on form derives key, and can derive after selecting to derive path export all
The excel form form of form.
(3) form maintenance management, particularly as follows:
(3a) login module: after logging in system by user, enter Report Server Management form maintenance management module.
(3b) form Articulation management: subject definition: user enters Report Server Management form maintenance management report
After table Articulation administration account definition module, can click on and check that key checks basic Report List, list content includes sequence
Number, report number, report name, form report phase time.Double-click corresponding report display report style, can be to reporting one by one accordingly
Table subject is defined, and defining operation finishes click preservation key and preserved.The definition of form subject is using establishment subject code
Mode, during system operations, the different report datas of identical subject code must be identical and carry out verification and pass through.Subject
Coding rule: 1 grade of subject is made up of 3 bit digital, 2 grades of subjects are made up of 5 bit digital, 3 grades of subjects are made up of 7 bit digital, 4
Level subject is made up of 9 bit digital.I.e. every subject down increasing a level, increases by 2 after the subject code of last layer level
Digital number.Financial statement coding the 1st numeral of beginning is 14；Business personnel's case holder form starts the 1st numeral
5；Supervision form coding the 1st numeral of beginning is 6.User can increase according to numerical order according to actual needs backward.
Furthermore, it is necessary to enter the departure date time management for form, method particularly includes: user enters Report Server Management form and safeguards
After managerial report phase time management module, can click on and check that key checks basic Report List, list content includes sequence number, form
Title, form reports the phase time.Form reports phase performance time using combobox in the form of, combobox content include annual report, semiyearly report,
Quarterly report, monthly magazine, after user selects the corresponding report submitting phase time, point preservation key is preserved.It is secondary after each form phase terminates
The moon 1, the form filled and presented needed for the previous form phase is listed by system automatically, fills and presents for user.During system initialization, right
The attribute of reporting and submitting of form is arranged, and this attribute is system default attribute.Interior during the report submitting that system sets, behaviour
Log in cell-free systems Systematic selection as user and report and submit the phase time, then need the form reported and submitted, the relevant data of typing.Using form school
Test function, the hook between report data is checked relation and verified.After verification is passed through, user is using confirmation reporting functions, this form
Data is in the lock state, and user can only inquire about the form situation of solidification it is impossible to carry out data modification.During non-reporting and submitting, then
Cannot be carried out report submitting.During the time exceedes report submitting, using data amended record function, still can not report
Form, but relevant data will be exceeded schedule time with showing that form reports with marking.Financial statement is basic with corporate organization
Report and submit unit.Bordereau is with two grades of minute mechanisms carrying out independent accounting and company home office for substantially reporting and submitting unit.Reporting and submitting
In period, operate user's login system, can be to this local each intermediary corporate organization report submitting situation and the form having reported
Mechanism's situation that data has ANOMALOUS VARIATIONS carries out dynamic queries.Insurance Regulatory Commission system manager then can report to nationwide mechanism
Give a present condition, report data abnormal conditions carry out dynamic queries.Interior during report submitting, operation user can go up by originally local
The form of report is reduced to not report can change state, so that the mechanism of data errors reports again.For out of touch, stop doing business former
Because the mechanism of form cannot be reported and submitted within specified time limit, data amended record function should be used, this mechanism last is filled out by system automatically
Report report data is inserted in current period form and is completed to report.
This beneficial effect of the invention is: present approach provides a kind of report generation effectively and management method,
Using effect is good, is easy to use as needed, and that can realize form in different field reports and generate management, efficiency high,
It is easy to coordinate and manage use.
The above is the preferred embodiment of the present invention it is noted that for those skilled in the art
For, under the premise without departing from the principles of the invention, some improvements and modifications can also be made, these improvements and modifications are also considered as
Protection scope of the present invention.
Claims (2)
1. a kind of Report Server Management method it is characterised in that: specifically include following aspect:
(1) New Report management: specific as follows:
(1a) login module: after logging in system by user, enter Report Server Management New Report management module；
(1b) form imports: New Report in the way of importing excel form；User, after designing excel form, clicks on report
Table manages the importing key in New Report managerial report import modul, and selects lead-in path to import file
Folder imports file；As imported file non-excel file, point out " system does not support this document form "；Form imports successfully
Afterwards, system directly displays the Table List of importing, when list content includes sequence number, report number, report name, imports file
Between, import file user, whether preserve content；User should double-click report number, report name is modified, and inserts complete rule
Click on after the report number of model, report name and preserve the imported form of key preservation；Click on ESC Escape and carry out next step operation；As
Do not click on preservation key, click directly on ESC Escape, system then directly deletes the related content of importing, system prompt " this before deletion
Operation will delete the form of importing, if continues "；User can click on the grid column of the importing checking that key checks preservation
Table, can show this excel table style after double-clicking corresponding form document title, and can click on preview key preview form in system
Dispaly state under pattern；
(1c) report generation: after user enters Report Server Management New Report managerial report generation module, can click on and look into
See that key views the importing Table List of preservation, need to set a confirmation frame more before each form sequence number；In corresponding form
After confirming that frame ticks, click on report generation key, you can generate the form of corresponding form；Or click on and entirely select key, in all forms
Confirm that inframe ticks, click on report generation key, you can generate the form of all forms；If user is not desired to the form of preservation
Generate form, after corresponding form confirms that frame ticks, click on form waste treatment key, you can complete deletion is corresponding in systems
Form；Or click on and entirely select key, confirm that inframe ticks in all forms, click on form waste treatment key, you can in systems
The all of form of complete deletion；Form, after generating, proceeds in basic Reports module, automatically in New Report management module
Interior can not carry out any operation again；
(2) basic Report Server Management, specific as follows:
(2a) login module: after logging in system by user, enter Report Server Management basis statement management module；
(2b) report modification: after user enters Report Server Management basis Report Server Management report modification module, can click on and look into
See that key checks basic Report List, list content includes sequence number, report number, report name, form report the phase time；Double-click corresponding
Form after can show excel table style, user according to excel tabulate mode, operation of directly modifying in systems；
The scope of modification operation includes form section purpose and adds or delete, and any row, column of form is added or deleted, the height of form row, column
Or wide, form ratio, in form, word is adjusted；After form is adjusted, clicks on preservation key and preserved；
(2c) form is deleted: after user enters Report Server Management basis Report Server Management report modification module, can click on and look into
See that key checks basic Report List；Need to set a confirmation frame before each form sequence number more；Confirm that frame ticks in corresponding form
Afterwards, click on form delete key, you can delete corresponding form；
(2d) form is derived: the related content of basic form, system can derive corresponding excel form；User enters form
After fundamentals of management Report Server Management form export module, can click on and check that key checks basic Report List；In each report
Need before table sequence number to set a confirmation frame more；After corresponding form confirms that frame ticks, clicking on form derives key, and selects to derive
The excel form form of corresponding report can be derived after the export of path；Or click on and entirely select key, in all forms
Confirm that inframe ticks, clicking on form derives key, and all forms can be derived after selecting to derive path export
Excel form form；
(3) form maintenance management, particularly as follows:
(3a) login module: after logging in system by user, enter Report Server Management form maintenance management module；
(3b) form Articulation management: subject definition: user enters Report Server Management form maintenance management form and hooks
After checking relation management subject definition module, can click on and check that key checks basic Report List, list content includes sequence number, report
Table numbering, report name, form report the phase time；Double-click corresponding report display report style, can be to corresponding form section one by one
Mesh is defined, and defining operation finishes click preservation key and preserved；Form subject defines by the way of establishment subject code,
During system operations, the different report datas of identical subject code must be identical and carry out verification and pass through；Subject code
Establishment rules: 1 grade of subject is made up of 3 bit digital, 2 grades of subjects are made up of 5 bit digital, 3 grades of subjects are made up of 7 bit digital, 4 grades of sections
Mesh is made up of 9 bit digital；I.e. every subject down increasing a level, increases by 2 bit digital after the subject code of last layer level
Sequence number；Financial statement coding the 1st numeral of beginning is 14；It is 5 that business personnel's case holder form starts the 1st numeral；Prison
Pipe form coding the 1st numeral of beginning is 6；User can increase according to numerical order according to actual needs backward.
2. Report Server Management method according to claim 1 it is characterised in that: need to enter departure date time management, tool for form
Body method is: after user enters Report Server Management form maintenance management form phase time management module, can click on and check key
Check basic Report List, list content includes sequence number, report name, form reports the phase time；Form reports the phase time using drop-down
The form performance of frame, combobox content includes annual report, semiyearly report, quarterly report, monthly magazine, after user selects the corresponding report submitting phase time
Point preserves key and is preserved；After each form phase terminates time month 1 day, system will be filled and presented needed for the previous form phase automatically
Form is listed, and fills and presents for user；During system initialization, the attribute of reporting and submitting of form is arranged, this attribute is system
Default property；Interior during the report submitting that system sets, operation user logs in cell-free systems Systematic selection and reports and submits the phase time,
Need the form reported and submitted, the relevant data of typing again；Using form verifying function, the hook between report data is checked relation and is carried out school
Test；After verification is passed through, using confirming reporting functions, this report data is in the lock state user, and user can only inquire about solidification
Form situation is it is impossible to carry out data modification；During non-reporting and submitting, then cannot be carried out report submitting；Exceed form report when the time
During sending, using data amended record function, still can not reporting form, but relevant data will be with marking, to show report
Table reports and exceeds schedule time；Financial statement is with corporate organization for substantially reporting and submitting unit；Bordereau is to carry out independent accounting
Two grades of minute mechanisms and company home office are substantially to report and submit unit；During reporting and submitting, operate user's login system, can be to this area under one's jurisdiction
Mechanism's situation that Nei Ge intermediary corporate organization report submitting situation and the report data having reported have ANOMALOUS VARIATIONS enters Mobile state
Inquiry；Insurance Regulatory Commission system manager then can report and submit situation to nationwide mechanism, and report data abnormal conditions are entered Mobile state and looked into
Ask；Interior during report submitting, this local form having reported can be reduced to not report and can change state by operation user, with
Just the mechanism of data errors reports again；For mechanism out of touch, that reason of stopping doing business cannot report and submit form within specified time limit,
Data amended record function should be used, system is inserted automatically this mechanism last being made a report on report data in current period form and completed
Report.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610727693.3A CN106339365A (en) | 2016-08-26 | 2016-08-26 | Report form management method |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610727693.3A CN106339365A (en) | 2016-08-26 | 2016-08-26 | Report form management method |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN106339365A true CN106339365A (en) | 2017-01-18 |
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| CN201610727693.3A Pending CN106339365A (en) | 2016-08-26 | 2016-08-26 | Report form management method |
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| CN113449499A (en) * | 2021-08-31 | 2021-09-28 | 深圳市永兴元科技股份有限公司 | Off-site data management method, device, equipment and storage medium |
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| CN110618873A (en) * | 2019-09-20 | 2019-12-27 | 中国银行股份有限公司 | Data locking method, equipment and system based on information system |
| CN110728124A (en) * | 2019-10-15 | 2020-01-24 | 深圳逻辑汇科技有限公司 | Method, apparatus, device and storage medium for visualizing electronic forms |
| CN110728124B (en) * | 2019-10-15 | 2021-01-08 | 深圳逻辑汇科技有限公司 | Method, apparatus, device and storage medium for visualizing electronic forms |
| CN112508346A (en) * | 2020-11-17 | 2021-03-16 | 四川新网银行股份有限公司 | Method for realizing indexed business data auditing |
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| CN113449499A (en) * | 2021-08-31 | 2021-09-28 | 深圳市永兴元科技股份有限公司 | Off-site data management method, device, equipment and storage medium |
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Application publication date: 20170118 |