User interface having quick views and full views

A computer screen for displaying a full-view user interface having a window on the computer screen of a first user, comprising:

• a pane within the window for displaying a set of data;
• a first link within the window engageable to open a second pane for displaying a first subset of the set of data, the first subset selected based on a role of the first user, wherein the subset of data is imported into the user interface from an external file format;
• a first menu item within the window for allowing the first user to customize layout of the set of data;
• a second menu item within the window for allowing the first user to modify value of the subset of data by performing calculation on the subset of data;
• and
• a third menu item within the window configured to send the customized layout and the modified subset of data via email for view by a second user, wherein the full-view user interface is in data communication with an email server;
• wherein the second pane automatically appears within the window to display the subset of the set of data when the subset of data is determined to be relevant to a task the first user is presented with.

A method of providing a quick-view user interface, comprising:

• providing a window having a pane to a first user;
• selecting a subset from a set of data based on a role of the first user;
• displaying the subset of the set of data in the pane, wherein the subset of data is imported into the user interface from an external file format and the pane automatically appears to display the subset of data when the subset of data is determined to be relevant to a task the first user is presented with;
• allowing the first user to customize layout of the set of data;
• allowing the first user to modify value of the subset of data by performing calculation on the subset of data;
• and
• allowing the first user to send the customized layout and the modified subset of data via email for view by a second user, wherein the quick-view user interface is in data communication with an email server.

A method of providing a full-view user interface, comprising:

• providing a window to a first user;
• displaying a first pane showing a set of data in the window;
• displaying a first link engageable to open a second pane for displaying a subset of the set of data, the subset selected based on a role of the first user, wherein the subset of data is imported into the user interface from an external file format and the second pane automatically appears in the window to display the subset of data when the subset of data is determined to be relevant to a task the first user is presented with;
• allowing the first user to customize layout of the set of data;
• allowing the first user to modify value of the subset of data by performing calculation on the subset of data;
• and
• allowing the first user to send the customized layout and the modified subset of data via email for view by a second user, wherein the full-view user interface is in data communication with an email server.

A computer-readable physical medium other than a carrier wave comprising instructions written thereon, the execution of which causes a computer to provide:

• a window on a computer screen of a first user;
• a pane within the window for displaying, based on a role of the first user, a subset of data drawn from a set of data, wherein the subset of data is imported into the user interface from an external file format and the pane automatically appears within the window to display the subset of data when the subset of data is determined to be relevant to a task the first user is presented with;
• a first menu item within the window for allowing the first user to customize layout of the set of data;
• a second menu item within the window for allowing the first user to modify value of the subset of data by performing calculation on the subset of data;
• and
• a third menu item within the window configured to send the customized layout and the modified subset of data via email for view by a second user, wherein the window is in data communication with an email server.

A computer-readable physical medium other than a carrier wave comprising instructions written thereon, the execution of which causes a computer to provide:

• a window on a computer screen of a first user;
• a pane within the window for displaying a set of data;
• a first link within the window engageable to open a second pane for displaying a subset of the set of data, the subset selected based on a role of the first user, wherein the subset of data is imported into the user interface from an external file format and the second pane automatically appears within the window to display the subset of data when the subset of data is determined to be relevant to a task the first user is presented with;
• a first menu item within the window for allowing the first user to customize layout of the set of data;
• a second menu item within the window for allowing the first user to modify value of the subset of data by performing calculation on the subset of data;
• and
• a third menu item within the window configured to send the customized layout and the modified subset of data via email for view by a second user, wherein the window is in data communication with an email server.