| CPC G06Q 10/103 (2013.01) [G06F 3/0486 (2013.01); G06F 3/0483 (2013.01); G06F 21/6218 (2013.01); G06Q 10/0637 (2013.01); G06Q 10/101 (2013.01)] | 20 Claims |
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1. A system configured to provide user-generated reports configured for presentation within a graphical user interface of a collaboration environment, the system comprising:
one or more physical processors configured by machine-readable instructions to:
manage, by a server, electronically stored environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the server communicating with remotely located client computing platforms associated with the users over one or more network connections to provide access to the collaboration environment via a graphical user interface, the environment state information including records including values of parameters, the records including work unit records, project records, and objective records, the work unit records including values for work unit parameters associated with units of work managed, created, and/or assigned within the collaboration environment, the project records including values for project parameters associated with one or more projects managed within the collaboration environment, the objective records including values for objective parameters associated with business objectives within the collaboration environment, the records including a first record and a second record;
establish the one or more network connections between the server and the remotely located client computing platforms;
manage, by the server, template information defining templates for user-generated reports, the user-generated reports being configured for presentation within the graphical user interface of the collaboration environment, individual user-generated reports corresponding to multiple ones of the records, wherein individual templates include individual display portions showing individual sets of interface elements configured to display the values of one or more of the parameters of the multiple ones of the records and individual suggested content portions identifying individual sets of suggested records, the templates including a first template, the first template including a first interface element configured to display the values from a given record and a second interface element configured to display the values from another given record;
effectuate communication of user interface information from the server to the remotely located client computing platforms over the one or more network connections to cause the remotely located client computing platforms to present the individual templates within the graphical user interface of the collaboration environment, wherein the graphical user interface is configured to obtain user input into the individual templates to generate the user-generated reports;
obtain, by the server, input information conveying the user input into the templates to generate the user-generated reports, the user input into an individual template comprising drag-and-drop input that identifies the multiple ones of the records being reported on by selecting individual dynamic interface elements representing individual suggested records from an individual suggested content portion of the individual template and dropping the individual dynamic interface elements into an individual display portion of the individual template so that individual interface elements in the individual display portion take on individual values of the individual suggested records the input information obtained by the server conveying first user input from a first user into the first template to generate a first user-generated report, wherein the first user input comprises an instance of the drag-and-drop input that identifies the first record and specifies a first set of values in the first record are to be displayed in the first interface element, and further identifies the second record and specifies a second set of values in the second record are to be displayed in the second interface element;
cause, by the server and in response to obtaining the input information, the templates to take on the values of the one or more of the parameters of the multiple ones of the records being reported on to thereby generate the user-generated reports, including in response to the first user input, cause the first template to take on the first set of values of the first record and the second set of values of the second record to thereby generate the first user-generated report; and
effectuate communication of further user interface information from the server to the remotely located client computing platforms over the one or more network connections to cause the remotely located client computing platforms to display the user-generated reports within the graphical user interface of the collaboration environment, the individual user-generated reports including the individual sets of interface elements displaying the values of the one or more of the parameters of the multiple ones of the records, the first user-generated report displaying the first set of values in the first interface element and the second set of values in the second interface element.
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