Data mining and reporting

Details Data mining and reporting Data mining and reporting

2007-02-27

2007-02-27

Herndon, Heather R. (Department: 2176)

Data processing: presentation processing of document, operator i

Presentation processing of document

Layout

C715S252000, C715S252000

Reexamination Certificate

active

09738639

ABSTRACT:
An integrated system is described that allows a user to easily mine and report data maintained by a customer relationship management (CRM) application. In general, the system automates the process of creating electronic reports, such as an electronic worksheet, in a format that can be directly manipulated and viewed from spreadsheet application. In one embodiment, the report is automatically generated to include a pivot table for displaying the data. The system includes a database adapted to store the CRM data. First and second reporting modules execute within the CRM software application and the worksheet software application, respectively. The reporting modules cooperate in order to integrate CRM application and spreadsheet application, thereby automating the process of generating a worksheet based on the CRM database.

REFERENCES:
patent: 6411313 (2002-06-01), Conlon et al.
patent: 6519571 (2003-02-01), Guheen et al.
patent: 6626959 (2003-09-01), Moise et al.
patent: 6631497 (2003-10-01), Jamshidi et al.
Microsoft Excel 2000, screenshots and help printouts (showing PivotTable, database, OLAP, macros), copyright 1999.
Microsoft Access 2000, screenshots and help printouts (showing PivotTable, database,spreadsheets, macros), copyright 1999.
SalesPath Corporationhttp://www.salespath.com.

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