US 11,720,236 B1
Displaying reports in a content management system
Graham Gelwicks, San Francisco, CA (US); Peter Gassner, Pleasanton, CA (US); Jon Stone, Manteca, CA (US); and Shu-Shang Sam Wei, Danville, CA (US)
Assigned to Veeva Systems Inc., Pleasanton, CA (US)
Filed by Veeva Systems Inc., Pleasanton, CA (US)
Filed on Jan. 29, 2019, as Appl. No. 16/261,438.
Int. Cl. G06F 3/0484 (2022.01); G06T 11/20 (2006.01)
CPC G06F 3/0484 (2013.01) [G06T 11/206 (2013.01); G06T 2200/24 (2013.01)] 18 Claims
OG exemplary drawing
 
1. A method for generating a joined report in a content management system, the method comprising:
displaying a first report view creation user interface for defining a first content management system report view, wherein the first report view creation user interface comprises a first report type, and wherein the first report type stores information about a first table for a first content management system report view, a second table for a second report view, and how they are joined together, wherein the first content management system report view comprises information about a first document stored in the content management system, and wherein the first content management system report view is built on the first document and is used to generate the joined report;
displaying a user interface for adding a second report view to the joined report, wherein the user interface for adding the second report view comprises name of the second report view, a field to match the first content management system report view on, and a field to match the second report view on;
in response to an input on the first report view creation user interface, displaying a first report view definition user interface for defining the first content management system report view, wherein the first report view definition user interface comprises a first area for receiving a user selection of a criterion of how to group rows of the first content management system report view;
generating a preview of the first content management system report view in response to a request;
saving the definition of the first content management system report view; and
displaying a first report type configuration user interface, wherein the first report type configuration user interface comprises the first content management system report view and a description of the first report type.