Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration

A non-transitory, computer-readable medium storing computer-readable instructions executable by a computer and configured to:

• receive, via a communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation from a repository, the repository storing a plurality of sets of test data and at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template;
• automatically, in response to receiving the request:
• generate a copy of the particular report template as a new report and store the new report as the identified report name;
• insert one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations;
• and
• store an updated version of the new report including the one or more generated visualizations and at least one annotation, wherein the at least one annotation is received from a user after the insertion of the one or more generated visualizations, and wherein each annotation is associated with and located at a location relative to a particular generated visualization;
• identify an indication triggering a regeneration of the updated version of the new report;
• automatically, in response to the indication:
• generate a copy of the updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name;
• remove each of the one or more visualizations generated for the updated version of the new report from the updated version of the new report, wherein removing each of the one or more visualizations does not affect the location or values of each of the at least one annotations from the updated version of the new report;
• regenerate each of the visualizations based on a current version of the set of test data;
• insert each of the regenerated visualizations into the regenerated new report at the respective location of the bookmark associated with the particular generated visualization, wherein each of the at least one annotations stored in the updated version of the new report remain unchanged after insertion of the corresponding regenerated visualization and at a same location relative to the regenerated visualization associated with the particular removed visualization;
• and
• store the regenerated new report including the regenerated visualizations and the at least one annotation;
• and
• transmit, via the communications module, a second signal comprising the regenerated new report to the device.

A computerized method performed by one or more processors, the method comprising:

• receiving, via a communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation from a repository, the repository storing a plurality of sets of test data and at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template;
• automatically, in response to receiving the request:
• generating a copy of the particular report template as a new report and store the new report as the identified report name;
• inserting one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations;
• and
• storing an updated version of the new report including the one or more generated visualizations and at least one annotation, wherein the at least one annotation is received from a user after the insertion of the one or more generated visualizations, and wherein each annotation is associated with and located at a location relative to a particular generated visualization;
• identifying an indication triggering a regeneration of the updated version of the new report;
• automatically, in response to the indication:
• generating a copy of the updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name;
• removing each of the one or more visualizations generated for the updated version of the new report from the updated version of the new report, wherein removing each of the one or more visualizations does not affect the location or values of each of the at least one annotations from the updated version of the new report;
• regenerating each of the visualizations based on a current version of the set of test data;
• inserting each of the regenerated visualizations into the regenerated new report at the respective location of the bookmark associated with the particular generated visualization, wherein each of the at least one annotations stored in the updated version of the new report remain unchanged after insertion of the corresponding regenerated visualization and at a same location relative to the regenerated visualization associated with the particular removed visualization;
• and
• storing the regenerated new report including the regenerated visualizations and the at least one annotation;
• and
• transmitting, via the communications module, a second signal comprising the regenerated new report to the device.