US 12,135,934 B2
Methods and systems for dynamic report generation
Emil Werr, Wayne, NJ (US); Rafid A. Zane, Kendall Park, NJ (US); and Xiaocong Liu, Dix Hills, NY (US)
Assigned to KOHLBERG KRAVIS ROBERTS & CO. L.P., New York, NY (US)
Filed by KOHLBERG KRAVIS ROBERTS & CO. L.P., New York, NY (US)
Filed on May 18, 2022, as Appl. No. 17/747,035.
Prior Publication US 2023/0409819 A1, Dec. 21, 2023
Int. Cl. G06F 40/00 (2020.01); G06F 16/176 (2019.01); G06F 40/18 (2020.01); G06F 40/186 (2020.01)
CPC G06F 40/18 (2020.01) [G06F 16/1767 (2019.01); G06F 40/186 (2020.01)] 20 Claims
OG exemplary drawing
 
1. A method for dynamic report generation, the method comprising:
generating, by a processing device, a report template, the report template including one or more queries, each of the one or more queries defining calls to metadata of one or more external data stores, and wherein the each of the one or more queries includes an expression type, a binding identifier, an attribute identifier, one or more instructions, and one or more values;
customizing, by the processing device, one or more parameters of the one or more queries by an external input from a user;
generating, by the processing device, a template record for the report template, the template record identifying ownership of the report template;
storing, by the processing device, the generated report template in a report template repository; and
generating, by the processing device, based on the report template, a new report, the new report including one or more runtime parameters for each of the one or more queries of the report template, the one or more queries of the report template including the one or more parameters customized by the external input from the user, and wherein generating the new report includes:
converting, by the processing device, the one or more queries of the new report to an agnostic JSON language;
retrieving, by the processing device, based on the one or more queries of the converted new report, data from the one or more external data stores identified in each of the one or more queries;
applying, by the processing device, the one or more runtime parameters for the each of the one or more queries to the retrieved data from the one or more external data stores;
converting, by the processing device, the retrieved data from the one or external data stores with the one or more runtime paraments to the agnostic JSON language; and
generating, by the processing device, the new report based on an output format selected by the user.