CN114118036A - Report management system - Google Patents
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Abstract
The embodiment of the invention discloses a report management system, which comprises: the report designer is used for generating at least one report template according to user operation and sending the report template to the target storage space for storage; the report maintenance module is used for acquiring at least one target report template, associating each target report template with a corresponding report name, and determining a thumbnail corresponding to each target report template; the report type maintenance module is used for determining the report type names of the target report templates, sequencing the report type names and sequencing the target report templates corresponding to the report type names; and the report display module is used for displaying the target report templates according to the sequence and the target user type of the current login user. The user can independently design the report form according to the demand, and the operation flow is simple and convenient, does not need professional staff to customize and generate, and saves manpower and material resources.
Description
Technical Field
The embodiment of the invention relates to the technical field of report management, in particular to a report management system.
Background
Since the knowledge economy of 21 st century, the traditional operation mode of enterprises is overturned by a computer, the computer becomes an important tool for enterprise management in modern enterprise management, the enterprise informatization era comes, and under the background of globalization, digitization and networking, the enterprises realize that the information technology is required to be applied, and the enterprise competitiveness is improved through informatization management.
The form is an important ring in enterprise information management, different enterprises or fields often have special requirements on the form, and then managers can make enterprise decisions and management better. Forms are different from enterprise reports, which are often based on data aggregation and processing, and forms are often used to record daily management of an enterprise, and are complex in that they must be interactive and capable of being circulated among departments and personnel of the enterprise.
At present, in the process of enterprise form design, most of the existing technical schemes are that a client writes service requirements, then a development or implementer customizes according to the requirements of the client, the development worker analyzes service logic, writes codes and deploys, and needs to understand the services and processes of the client in the period, so that not only is the communication cost very high and the implementation period very long, but also the mode is difficult to expand through configuration, a large amount of data extraction and processing, grouping and classification, form layout design and other work need to be carried out, and compiling, testing and deploying are needed after the compiling is finished, and a large amount of professional manpower and time need to be consumed for new increase or adjustment.
Disclosure of Invention
The invention provides a report management system which can quickly generate reports and realize efficient management of the reports.
The embodiment of the invention provides a report management system, which comprises:
the report designer is used for generating at least one report template according to user operation and sending the report template to the target storage space for storage;
the report maintenance module is used for acquiring at least one target report template, associating each target report template with a corresponding report name, and determining a thumbnail corresponding to each target report template;
the report type maintenance module is used for determining the report type names of the target report templates, sequencing the report type names and sequencing the target report templates corresponding to the report type names;
and the report display module is used for displaying each target report template according to the sequence and the user type of the current login user.
The embodiment of the invention provides a report management system, which comprises: the report designer is used for generating at least one report template according to user operation and sending the report template to the target storage space for storage; the report maintenance module is used for acquiring at least one target report template, associating each target report template with a corresponding report name, and determining a thumbnail corresponding to each target report template; the report type maintenance module is used for determining the report type names of the target report templates, sequencing the report type names and sequencing the target report templates corresponding to the report type names; and the report display module is used for displaying each target report template according to the sequence and the target user type of the current login user. The report designer generates and stores a report template in advance according to the operation of a user, and the report maintenance module screens out a target report template from the report template and sets a report name and a thumbnail for the target report template so as to be displayed. And classifying and sequencing the target reports through the report type names, further sequencing the target report templates corresponding to the same report type name, simultaneously determining the authority of the current login user to each target report template according to the user type of the current login user, and further displaying the target report templates according to the sequencing sequence and the authority. The user can independently design the report form according to the demand, and the operation flow is simple and convenient, does not need professional staff to customize and generate, and saves manpower and material resources.
Drawings
FIG. 1 is a schematic structural diagram of a report management system according to a first embodiment of the present invention;
FIG. 2 is a schematic structural diagram of a report management system according to a second embodiment of the present invention;
FIG. 3 is a diagram illustrating a report designer according to a second embodiment of the present invention when generating a report template;
fig. 4 is a diagram illustrating a target report according to a second embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present application more clear, embodiments of the present application will be described in further detail below with reference to the accompanying drawings. It should be understood that the embodiments described are only a few embodiments of the present application, and not all embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.
When the following description refers to the accompanying drawings, like numbers in different drawings represent the same or similar elements unless otherwise indicated. The embodiments described in the following exemplary embodiments do not represent all embodiments consistent with the present application. Rather, they are merely examples of apparatus and methods consistent with certain aspects of the application, as detailed in the appended claims.
In the description of the present application, it is to be understood that the terms "first," "second," "third," and the like are used solely to distinguish one from another and are not necessarily used to describe a particular order or sequence, nor are they to be construed as indicating or implying relative importance. The specific meaning of the above terms in the present application can be understood by those of ordinary skill in the art as appropriate. Further, in the description of the present application, "a plurality" means two or more unless otherwise specified. "and/or" describes the association relationship of the associated objects, meaning that there may be three relationships, e.g., a and/or B, which may mean: a exists alone, A and B exist simultaneously, and B exists alone. The character "/" generally indicates that the former and latter associated objects are in an "or" relationship.
Example one
Fig. 1 is a schematic structural diagram of a report management system according to an embodiment of the present application, where the method is suitable for efficiently managing reports. The system comprises: the report designer 11, the report maintenance module 12, the report type maintenance module 13 and the report display module 14.
The report designer 11 is used for generating at least one report template according to user operation and sending the report template to a target storage space for storage;
the report maintenance module 12 is configured to obtain at least one target report template, associate each target report template with a corresponding report name, and determine a thumbnail corresponding to each target report template;
a report type maintenance module 13, configured to determine report type names of the target report templates, sort the report type names, and sort the target report templates corresponding to the report type names;
and the report display module 14 is used for displaying each target report template according to the sequence and the target user type of the current login user.
In the present embodiment, the report designer 11 can be specifically understood as a software tool for generating reports. The user operation may be specifically understood as page editing operations such as triggering, selecting, inputting, and the like of the user, and the user may be a current login user of the system, or may be another user, for example, a user a generates and stores a report template through the user operation, and a user B displays the report template to the current login user B by the system after logging in the system. The report template may be specifically understood as a sample display template of the report, for example, when the display type of the report template is a table, the report template may include information such as name, commodity quantity, unit price, total price, and purchase time. The target storage space may be specifically understood as a space for storing templates, such as local disk files, database template tables.
Specifically, the user can independently design the report template according to the requirement, and can also adopt the report template designed in the historical record, namely, when the user uses the template, the user can directly obtain the previously saved report template from the storage space, and also can independently design the report template, and save the report template after the design is completed, and the saved report template can be repeatedly used by other users or the user. When a user designs a report template, information required for generating a report is input through user operation, and the report designer 11 generates the report template according to the user operation, for example, the user who designs the report template inputs the contents of each field or cell of the report template through the user operation, for example, the first column of the report template is a name, the second column is a trade name, and the like. After the report template is generated, the user selects a target storage space for storage, for example, different storage space options are preset, after the report template is generated, the different storage spaces are displayed to the user, the user selects the target storage space through operation, and the report designer 11 sends the report template to the target storage space for storage. The storage mode can also be that the user manually inputs the address corresponding to the target storage space, and the report template is stored through the address input by the user. When the target storage space is a database, the template can be stored in the file server through the database storage template, so that the pressure of a database table is reduced, and the storage capacity of big data is improved.
In this embodiment, the report maintenance module 12 may be specifically understood as a module that associates names and styles of system reports to implement report maintenance. The target report template may be specifically understood as a template screened from one or more report templates for presentation, where the target report template is used for presentation in a report management system, so that a user may generate a corresponding report, and the number of the target report templates may be one or more. The statement name may be understood as the name of a target statement template, for example, an enterprise bank account statistics. The thumbnail can be specifically understood as a thumbnail of a display type when the target report template is displayed, for example, a table, a graph, a histogram, and the like.
Specifically, the report maintenance module 12 selects at least one target report template from the report templates generated in advance, for example, displays each report template to the user, receives a selection operation of the user, and determines the target report template selected by the user. Or when the report template is generated, a unique identifier is distributed to each report template, and the user selects the target report template by inputting the identifier. And setting the report names of the target report templates so that the user can clearly define the purposes of the reports and distinguish the reports. And the report names are correspondingly associated, and the report names can be set by the user according to the actual requirements of the user and can also be automatically generated according to preset rules. The method comprises the steps of presetting or generating different types of thumbnails, and selecting corresponding thumbnails according to the types of target report templates, wherein for example, the target report templates are tables, and the thumbnails of the table types are selected. The thumbnails can be selected manually by a user, or the report templates can be classified when the report templates are generated, and the corresponding thumbnails are determined according to the classification of the target report templates.
In this embodiment, the report type maintenance module 13 may be specifically understood as a module for maintaining the type of the report. The report type name may be specifically understood as a name of a type to which the target report template belongs, for example, a consumer, a merchant, and the like.
Specifically, for each target report template, the information in the target report template is analyzed to determine the corresponding report type name, or the report type name is determined according to the operation of the user. Different report type names can be preset, and the report type name corresponding to the target report template is selected from the preset report type names. The report type names are subjected to priority sequencing, different priorities can be preset, sequencing is carried out automatically, and the report type names can also be displayed to a user to receive the manual sequencing sequence of the user. The target report template corresponding to each report type name may be one or multiple, and when the number of the target report names corresponding to one report type name is multiple, the target report templates under the report type names are sorted, the sorting mode still can be manual sorting according to the selection of a user, and the importance degree can also be calculated according to the algorithm and the information in the target report templates, so that automatic sorting is realized.
In this embodiment, the report display module 14 can be specifically understood as a module for displaying the report template. The current login user can be specifically understood as a user who has a requirement for viewing or generating a report in the current login report flat management system. The target user type may be specifically understood as an identity type of a currently logged-in user, for example, the identity type of the user is a merchant. The user types of different users are predetermined, namely when the user registers an account number of a report management system, the corresponding user type is determined for the user. Each user type has the viewing and generating authority of the corresponding target report template, for example, a merchant can view and generate the target report templates 1, 2 and 3; the consumer can view and generate the target reporting templates 4 and 5. And displaying each target report template according to the arrangement sequence determined by the report type maintenance module 13, wherein when displaying, because the authority of the current login user to the target report template has certain limitation, the operable and inoperable target report templates are determined according to the types of the target users, and displaying is performed according to different modes, for example, the operable and inoperable target report templates are displayed and distinguished by adopting different colors. When the report is displayed, the target report template can be represented by the thumbnail and the report name for displaying, and a user can determine the target report template through the thumbnail and the report name.
The embodiment of the invention provides a report management system, which comprises: the report designer is used for generating at least one report template according to user operation and sending the report template to the target storage space for storage; the report maintenance module is used for acquiring at least one target report template, associating each target report template with a corresponding report name, and determining a thumbnail corresponding to each target report template; the report type maintenance module is used for determining the report type names of the target report templates, sequencing the report type names and sequencing the target report templates corresponding to the report type names; and the report display module is used for displaying each target report template according to the sequence and the target user type of the current login user. The report designer generates and stores a report template in advance according to the operation of a user, and the report maintenance module screens out a target report template from the report template and sets a report name and a thumbnail for the target report template so as to be displayed. The target reports are classified and sequenced through the report type names, the target report templates corresponding to the same report type name are further sequenced, meanwhile, the authority of the current login user to each target report template is determined according to the user type of the current login user, then the target report templates are displayed according to the sequencing sequence and the authority, the user can design reports independently according to needs, the operation process is simple and convenient, professional workers do not need to customize and generate, and manpower and material resources are saved.
Example two
Fig. 2 is a schematic structural diagram of a report management system according to a second embodiment of the present invention. The technical solution of the present embodiment further optimizes the system based on the above technical solution, as shown in fig. 2, the present embodiment further optimizes the report designer 11, and specifically includes: a cell editing unit 111, configured to determine a field type corresponding to at least one cell; the style arrangement unit 112 is used for determining a data source corresponding to each field type, determining a sorting mode, and adjusting the style of the cell to form a report display template; a mapping relationship determining unit 113, configured to determine a data set according to each data source, and determine a mapping relationship between report sources; a query condition determining unit 114, configured to generate a query condition according to data input by a current operation user and preset adjustment information; the template generating unit 115 is configured to associate the report display template with the query condition and the report source mapping relationship, so as to form a report template.
In the present embodiment, the cell editing unit 111 can be specifically understood as a data processing unit for editing cells in the report template. The field type may be understood to be, in particular, the type of data stored in the cell, for example, the name of the user, the type of goods, the quantity, the unit price, the total amount, etc. The number of the cells is determined in advance according to the requirements, and the field type shown by each cell in the report template is determined according to the operation of a user.
In this embodiment, the pattern arrangement unit 112 may be specifically understood as a data processing unit that adjusts the order and the pattern of the cells. The data source may specifically be understood as a source of data in the cell, for example, obtained from the data Table1, and data corresponding to the field type of the 5 th cell is determined according to the field types corresponding to the second and fourth cells, for example, the total price of the commodity is determined according to the unit price and the quantity of the commodity. The report display template can be specifically understood as a template which can be displayed to a user so that the user can finish previewing.
Specifically, the style arrangement unit 112 determines the data source corresponding to each field type by receiving the data source input by the user, or determines the data source corresponding to each field type according to a predefined calculation rule. Determining the mode according to which different data are ordered, for example, after a report is generated according to a report template, how to realize ordered arrangement of the data under the condition that the data amount in the report is large, and determining the ordering mode can control the order of the data, for example, ordering according to the initials of names from A-Z, ordering according to the number from large to small, ordering according to the total price from small to large, ordering according to the time sequence, and the like. And adjusting the types of the fields in each cell, such as fonts, lines and the like, to form a report display template for the user to preview. The style arrangement unit 112 may also reorder the cells.
In this embodiment, the mapping relationship determining unit 113 may be specifically understood as a data processing unit that determines a mapping relationship between a report and a data set. The report source mapping relationship may be specifically understood as a corresponding relationship between a data source corresponding to a field type of each cell in the report and the data set.
Specifically, the mapping relationship determining unit 113 generates a mapping relationship between the field type of the cell and the report source of the data set according to the corresponding relationship between the data source of each cell and the data set. For example, the data source a corresponds to the data set X, and the report source mapping relationship may be used for acquiring a corresponding data-filled report from the data set in the database when the user generates a report according to the report template, where the content of the cell in the report may also be a picture, and the source of the picture may be a specified path of the server.
In this embodiment, the query condition determining unit 114 may specifically understand a data filtering condition used when determining a query database, where the purpose of querying the database is to obtain a report from the database according to the data. The current operation user can be specifically understood as the user who operates the report management system at present and designs the report template to display the sample. The preset adjustment information may be specifically understood as a preset rule, which is used to adjust the display style or adjust the data input by the current operation user.
Specifically, the query condition is input by the current operation user, and the query condition may be input by setting an input box, and the current operation user directly inputs the query condition, or setting a drop-down box, and the current operation user inputs the query condition through the drop-down box. The drop-down box supports single-selection or multi-selection drop-down boxes displaying 2 columns of text content. The preset adjustment information adjusts data input by a user, for example, font and style adjustments are performed on the query condition input by the user to form a finally used query condition. The query conditions input by the user and the styles of the query conditions adjusted by the preset adjustment information can be adjusted by setting the custom script.
In this embodiment, the template generating unit 115 can be specifically understood as a data processing unit that generates a report template. The report display template can provide a previewed report template for a user to preview, namely, the displayed example of the generated report template is the example displayed by the report display template. And the report display template is used as a final display sample, and is associated with the query condition and the report source mapping relation to form the report template. When the report is generated, the obtained report template can determine the data set according to the report source mapping relation, query the corresponding data set according to the query condition to obtain data, and fill the data into the report template to form the report.
When the query condition is generated, the function of the javascript script can be customized, and the css style or the dynamic effect of the page element of the query page is modified through the javascript script. The method supports a plurality of selection conditions of the drop-down box through the self-defined multi-selection drop-down box function, and generates a query condition according to the selection conditions.
Illustratively, fig. 3 is a display example diagram of a report designer when generating a report template according to the present application, in which a multi-selection drop-down box is added to support a single-selection/multi-selection drop-down box to display 2 columns of text contents. And adding a style and verification supporting the user to use javascript to define the query condition.
Further, the report designer 11 further includes: and the checking unit 116 is used for performing authority verification on the current operating user.
In this embodiment, the verification unit 116 may be specifically understood as a data processing unit that verifies user login and operation authority. The report designer 11 generates a report template according to the operation of the current operation user, and before generating the report template, the current operation user needs to log in the report management system. In order to ensure the system security, the verification unit 116 may perform authority verification on the current operating user, where the authority verification may include login authority verification, operation authority verification, and the like, and for users without authority, the report template cannot be designed through the report designer 11. The verification mode can be that the current operation user is prompted to input a password for verification, or an operation authority is given to the user when the user registers an account, a user list with the operation authority is checked according to the account information of the user, and whether the current operation user has the authority or not is determined; or, a tag is set for the user in advance, and whether the current operating user has the right is determined according to the tag, for example, if the tag of the current operating user is able, it is determined that the current operating user has the right.
Further, the report designer 11 further includes:
a data source determining unit 117, configured to determine a data source according to each data set, and determine a data source association relationship;
the data source includes at least one of: the user-defined database, the report self-contained database and the background configuration data source.
In this embodiment, the data source determining unit 117 may specifically understand a data processing unit that determines a source of the data set; a data source may particularly be understood as a source of a data set, e.g. a database. The data source association relationship may be specifically understood as an association relationship between a data set and a data source, for example, the data set 1 is a data table in the data source x. The data set included in each data source can be determined by traversing the data source, the data source corresponding to the data set is determined by automatic matching or manual operation of a user, and the data source is correspondingly associated to generate the data source association relation. The data source corresponding to each data set can be different, that is, when a report is generated, data can be obtained through different data sources. The user-defined database can directly realize data query by writing sql. The background configuration data source can be acquired through a SpringBean interface. And through multi-database cross-database connection, the width of data is expanded, and the high expansibility of the report is increased.
Further, the report designer 11 further includes:
the background setting unit 118 is configured to obtain a background map according to a preset file obtaining path, and set a background of the report template according to the background map.
In the present embodiment, the background setting unit 118 can be specifically understood as a unit for setting the background of the report template. The file acquisition path can be preset, and the background image can be a picture set according to the preference and the requirement. And the background setting monocular acquires the background image according to the file acquisition path of the server, sets the background image as the background of the report template, and performs adaptive adjustment, for example, adjusts the aspect ratio of the background image according to the aspect ratio of the report template, so that the background setting monocular can better adapt to the proportion of the report template.
The picture source is customized through the file acquisition path, the use is more convenient, and the picture can be directly acquired through the base64 without being coded without being placed locally or in an appointed directory; the background picture realizes the functions of adjustable size and adjustable coordinates. The two-dimensional code can increase the nesting of pictures, and the barcode can display contents below.
The null pointer error reporting repair can be further achieved, and the report designer 11 avoids the null pointer error reporting situation by setting the field or the pointer with the null value to be 0.
Further, the report maintenance module 12 includes:
the template acquisition unit 121 is configured to determine at least one target report template according to a template storage location input by a user, where the template storage location includes a target storage location and/or a third party connection;
a template name association unit 122, configured to determine, according to a name input by a user or a preset naming rule, a report name corresponding to each target report template, and perform association;
and the thumbnail determining unit 123 is configured to screen out thumbnails matched with the target report templates from predetermined thumbnails according to the display type of each target report template.
In this embodiment, the template obtaining unit 121 may specifically understand a unit for obtaining the target report template. The template storage position can be specifically understood as the position where the target report template is stored. The template obtaining unit 121 receives a template storage location input by a user, where the user may be a current operation user, a current login user, or another user, and the implementation of the present application is not affected. The input mode of the template storage position can be direct input by a user, or can also be selection provided for the user, and the input mode is determined according to the selection of the user.
In this embodiment, the template name associating unit 122 may be specifically understood as a unit that associates the target report template with the corresponding report name. The preset naming rule can be used for generating report names according to the information of the type, time, sequencing and the like of the report template. The user can name the target report template autonomously, or can automatically generate a corresponding report name for the target report template according to a preset naming rule, for example, the field type in the target report template is analyzed according to the preset naming rule, and the report name is determined. And associating the report name with the target report template.
In this embodiment, the thumbnail determining unit 123 may specifically be understood as a unit that determines a thumbnail corresponding to the target report template. The presentation type may be any presentation type such as a table, a graph, and the like. When the report template is generated, the corresponding display type is predetermined and can be set by a user according to requirements. And associating the thumbnails corresponding to different display types in advance. The thumbnail determining unit 123 filters each predetermined thumbnail according to the display type of the target report template, and determines the thumbnail corresponding to the target report template.
Further, the report maintenance module 12 further includes:
and the paging parameter determining unit 124 is configured to determine a paging parameter of the target report template when the template storage location is a target storage location, where the paging parameter is used to perform paging processing on the report when the report is generated.
In this embodiment, the paging parameter determining unit 124 may be specifically understood as a parameter for determining how to page when the report is displayed. Usually, a report contains a large amount of data, and in order to ensure that all data can be clearly viewed, a report is subjected to paging processing, for example, report a contains 100 pieces of data, and the report can be set to show 10 pieces of data per page through paging parameters, and is shown by 10 pages. After the paging parameters are set, when data are inquired and loaded from the corresponding data source, data paging is realized through the paging parameters, so that the inquiry amount is reduced, and the product performance is improved. The paging parameter of the target report template can adopt a default parameter; or receiving the operation of the user and manually setting by the user. The paging parameter is used for paging the report when the report is generated, namely, the page number displayed by the report and the number of data displayed on each page are determined through the paging parameter, and the data is loaded from the data source according to the paging parameter. After the paging parameters are set, a background paging function is realized through a springbean interface, and the control of the data volume of each page of inquiry access is realized by matching with background codes. The high availability of the system is improved, and the function of checking the big data can be realized.
Further, the system further comprises: and the authority setting module 15 is used for determining the user type associated with each target report form template.
In this embodiment, the authority setting module 15 may be specifically understood as a module that sets the operation authority of the user on the target report template according to the user type. After the target report template is determined, the associated user type is determined, that is, what type of user can use the target report template, and the association relationship between the target report template and one or more user types is established.
Further, the report display module 14 includes:
a user type determining unit 141, configured to determine a corresponding target user type according to the user information of the current login user;
the template screening unit 142 is used for screening each target report template according to the type of the target user and determining an operable report template and a non-operable report template;
and the template display unit 143 is configured to display each operable report template and each inoperable report template according to a preset display manner.
In the present embodiment, the user type determination unit 141 may be specifically understood as a data processing unit for determining a target user type. The user information may specifically be understood as information of a currently logged-in user, for example, a user identifier, tag information including information related to a user type, and the like. The target user type may be specifically understood as a user type of a currently logged-in user. The user type determining unit 141 analyzes the user information of the currently logged-in user, obtains the user information through the specified parameters, and determines the corresponding target user type.
In this embodiment, the template screening unit 142 may be specifically understood as a unit for classifying and screening each target report template. Because each target report template has a corresponding associated user type. And determining whether the current login user has operation authority on each target report form template according to the type of the target user. And if the target report template has an incidence relation with the target user type, the target report template is an operable report template of the current login user, otherwise, the target report template is an inoperable report template.
In this embodiment, the template display unit 143 may be specifically understood as a unit for displaying the template in a corresponding display manner. The display mode can be display according to different colors. The display modes of the operable report template and the inoperable report template are preset, the template display unit 143 displays the operable report template and the inoperable report template according to the preset display mode, for example, the operable report template is displayed by using a black font, the inoperable report template is displayed by using a red font, and the inoperable report template can be set to be in an uneditable mode to be locked. When each report template is displayed, a click-on report (report name, thumbnail or other clickable icon) displays specific report content, namely the specific display content of the report is determined by the field type.
Further, the apparatus further comprises:
the template determining module 16 is configured to determine at least one report template to be generated, where the report template to be generated is generated according to a selection operation of the current login user on each operable report template;
and the report generating module 17 is configured to query data according to the query condition associated with the report template to be generated and the report source mapping relationship, and generate a target report.
In this embodiment, the template determining module 16 may be specifically understood as a module for determining a template used for generating a report. The report module to be generated can be specifically understood as a report template corresponding to the report to be generated. And the current login user selects from the operable report templates displayed by the report management system, and the report template to be generated is determined according to the selection operation of the current login user.
In this embodiment, the report generating module 17 may be specifically understood as a module that generates a report according to a report template to be generated. The target report can be specifically understood as a report obtained after data filling is performed on the report template to be generated. After the report templates to be generated are determined, for each report template to be generated, the corresponding query condition and the report source mapping relation can be correspondingly determined, the corresponding data set is determined according to the report source mapping relation, the data source corresponding to the data set is determined according to the data source association relation of the data set, the data source is queried according to the query condition, the data meeting the query condition in the data source is determined, and a target report is formed.
The report management system is written by adopting java + javascript + jquery and other languages, the designer adopts a table form, required report data is generated by traversing a data set of a data source, a chart is realized by adopting a chart icon library control, report association is simplified through an internal expression and an internal parameter of the report management system, the design efficiency is improved, and the highly free design of the report is realized through a user-defined parameter, a user-defined script, a user-defined data source, a user-defined query condition, a user-defined background and a user-defined style.
Fig. 4 is an illustration of a target report according to an embodiment of the present application. FIG. 4 includes a preview of the target report before generation, and user-operable selection and input boxes during generation. Wherein, the group direct name, the unit name, the bank account number, the bank name, the specific name of the bank opening bank, the property of the bank account, the use of the bank account, the currency, the balance of the bank account (Renminbi), and the opening time are the field types corresponding to the unit grid; the group direct unit, the Rong company, 123, the industrial and commercial bank, the XX branch line of the industrial and commercial bank, the basic household, the insurance premium, the RMB, 1,000,000, 201-05-1014:40:3, the account opening time and the like are relevant data corresponding to the field types, and are obtained by inquiring from the data source through the inquiry condition.
The embodiment of the invention provides a report management system.A report designer generates and stores a report template in advance according to the operation of a user, and a report maintenance module screens out a target report template from the report template and sets a report name and a thumbnail for the target report template so as to be displayed. The target reports are classified and sequenced through the report type names, the target report templates corresponding to the same report type name are further sequenced, meanwhile, the authority of the current login user to each target report template is determined according to the user type of the current login user, then the target report templates are displayed according to the sequencing sequence and the authority, the user can design reports independently according to needs, the operation process is simple and convenient, professional workers do not need to customize and generate, and manpower and material resources are saved. According to the report management system, a user can customize a script function and a multi-choice drop-down box, and the user-defined setting of the query conditions is realized. And a background paging function is realized through paging parameters, so that the query quantity is reduced. And the data security is improved by limiting the authority of the user. Meanwhile, the data source in the application comprises a custom database, a report self-contained database and a background configuration data source, and the function of crossing databases of the data source is realized. And when the template is displayed, the target report template can be obtained through third-party connection, so that the use is flexible and convenient, and the applicability is strong.
It is to be noted that the foregoing is only illustrative of the preferred embodiments of the present invention and the technical principles employed. It will be understood by those skilled in the art that the present invention is not limited to the particular embodiments described herein, but is capable of various obvious changes, rearrangements and substitutions as will now become apparent to those skilled in the art without departing from the scope of the invention. Therefore, although the present invention has been described in greater detail by the above embodiments, the present invention is not limited to the above embodiments, and may include other equivalent embodiments without departing from the spirit of the present invention, and the scope of the present invention is determined by the scope of the appended claims.
Claims (10)
1. A report management system, comprising:
the report designer is used for generating at least one report template according to user operation and sending the report template to the target storage space for storage;
the report maintenance module is used for acquiring at least one target report template, associating each target report template with a corresponding report name, and determining a thumbnail corresponding to each target report template;
the report type maintenance module is used for determining the report type names of the target report templates, sequencing the report type names and sequencing the target report templates corresponding to the report type names;
and the report display module is used for displaying each target report template according to the sequence and the target user type of the current login user.
2. The system of claim 1, wherein the report designer comprises:
the unit cell editing unit is used for determining the field type corresponding to at least one unit cell;
the pattern arrangement unit is used for determining a data source corresponding to each field type, determining a sorting mode, and adjusting the cell pattern to form a report display template;
the mapping relation determining unit is used for determining a data set according to each data source and determining a report source mapping relation;
the query condition determining unit is used for generating a query condition according to data input by a current operation user and preset adjusting information;
and the template generating unit is used for associating the report display template with the query condition and the report source mapping relation to form a report template.
3. The system of claim 2, wherein the report designer further comprises:
and the verification unit is used for carrying out authority verification on the current operation user.
4. The system of claim 2, wherein the report designer further comprises:
the data source determining unit is used for determining a data source according to each data set and determining a data source incidence relation;
the data source includes at least one of: the user-defined database, the report self-contained database and the background configuration data source.
5. The system of claim 2, wherein the report designer further comprises:
and the background setting unit is used for acquiring a background image according to a preset file acquisition path and setting the background of the report template according to the background image.
6. The system of claim 1, wherein the report maintenance module comprises:
the system comprises a template acquisition unit, a template storage unit and a report generation unit, wherein the template acquisition unit is used for determining at least one target report template according to a template storage position input by a user, and the template storage position comprises a target storage position and/or third-party connection;
the template name association unit is used for determining the report name corresponding to each target report template according to the name input by the user or a preset naming rule and associating the report names;
and the thumbnail determining unit is used for screening out thumbnails matched with the target report templates from the predetermined thumbnails according to the display types of the target report templates.
7. The system of claim 6, wherein the report maintenance module further comprises:
and the paging parameter determining unit is used for determining the paging parameters of the target report template when the template storage position is the target storage position, and the paging parameters are used for paging the report when the report is generated.
8. The system of claim 1, further comprising:
and the authority setting module is used for determining the user type associated with each target report form template.
9. The system of claim 8, wherein the report presentation module comprises:
the user type determining unit is used for determining a corresponding target user type according to the user information of the current login user;
the template screening unit is used for screening each target report template according to the type of the target user and determining an operable report template and a non-operable report template;
and the template display unit is used for displaying each operable report template and each inoperable report template according to a preset display mode.
10. The system of claim 9, further comprising:
the template determining module is used for determining at least one report template to be generated, and the report template to be generated is generated according to the selection operation of the current login user on each operable report template;
and the report generation module is used for inquiring data according to the inquiry condition and the report source mapping relation associated with the report template to be generated and generating a target report.
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