1892 rfsa

[edit] Info

• mantis: 0001892: (Client Reports) Schedule report feature for client app (client can schedule report on their own)

[edit] Requirements

This feature is for the client application. To allow client users to be able to schedule their own reports and take the burden off of Jaguar Freight.

• Add functionality for client to schedule their reports.

• Make default for every "client" user the report scheduler for Main & In Transit reports
  • These 2 reports already exist on client application & should be available as a schedule report

• The internal application (main & in transit) current scheduled reports & client applications (main & in transit) scheduled reports need to be independent of each other
  • Meaning, if the internal application has an in transit report for client company A scheduled at 8am on Mondays & client company A, user Sam, schedules an in transit report for Mondays at 10am, the system should list the same information that was on 8ams report AND all new shipment information that was set within the last 2 hours. Basically the system should not look at all at the time the report was generated on the internal app

• Give visibility to the same client company users, the list of current scheduled Main & In Transit reports that are on both the internal & client application
  • Meaning if client company A has an in transit report scheduled on the internal application, any/all users that have, client company A set in their non jag user profile, will see that report - but they cannot edit - only Jag users can. So if the client user needs to update the report, they can ask a Jag user to make the changes.

• Upon disabling a client user, the system should automatically disable any scheduled reports that were set up by that client user

• Under Admin >> Client Companies, MO likes the section G - Report Scheduler - and would like to keep BUT has some changes requested:
  • Remove the Main & In transit reports from this list as these 2 reports are already available on the client application
  • Remove all others but keep only the daily reports listed below. This is to give internal users the ability to set any client company with the rights to view and schedule this type of report.

• Add Daily report to client application.
  • Daily - there are 2 types of daily reports, Daily EA & Daily, see below #Daily_Report.

• Filters & Output:
  • For Main & In transit - keep the same scheduling options as internal, keep same filters & output as it currently is on the client app.
  • For Daily - keep the same scheduling options, filters & output as it currently is on the internal app.

[edit] Daily Report

• Daily EA is used only for client users that have their client company set to 4 Pole in their Non Jag user profile.

• Daily - this report should be for all other client users.