Patent ID: 8380742
Filing Date: 2013-02-19
Classification: G06Q

Abstract:
1. A method of implementing a customer relationship management system that accesses a database system to create a report, the method comprising: selecting, from a plurality of reports associated with the customer relationship management system, a report to run; using a layout generator to generate a Report Definition Language Client (“RDLC”) file defining a layout for the selected report; using a code generator to generate a C# subclass containing report specific variables and triggers for the selected report; using a metadata generator to generate an XML metadata file describing basics of the selected report; reviewing the XML metadata file to determine whether a request form for a database system is needed, the XML metadata file specifying at least the data to retrieve and the request form allowing a filter to be selected; if the request form is not needed, running the selected report; if the request form is needed, creating the request form for the database system using the XML metadata file; selecting a filter for the selected report; determining, using the XML metadata file, tables in the database system needed to run the report; creating a database query; executing the database query on the database system to obtain report results; and using the RDLC file to create the selected report from the report results from the database query, wherein a reporting runtime built around the generated C# subclass binds together the report specific variables and the request form, such that when any change is made to the request form, the report specific variables are correspondingly updated.