Method and system for displaying financial reports

US8276092B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Najeeb T. Narayanan · Bengaluru, IN
• Ravi Iyer · Portland, US

Key dates

• Filing date: Jan 31, 2008
• Grant date: Sep 25, 2012
• Expiry date: Oct 19, 2030

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A method for reporting financial data includes displaying a report of the financial data at a first level of granularity and a report slider. The report includes a first plurality of line items. The report slider includes a sliding module in a first position, The method detects a first movement of a sliding module on the report slider from the first to second position, and generates a first sub-report for a first line item of the first plurality of line items and a second sub-report for a second line item of the first plurality of line items based on the second position of the sliding module. The first line item and the second line item are selected in the report. The first sub-report and the second sub-report display financial data are at a second level of granularity. The method displays the first sub-report and the second sub-report with the report.