Client Report Scheduler

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Contents 1 Info 1.1 Parent Mantis 1.2 Scope of this wiki 2 SOW 1 2.1 Solution 3 SOW 2 3.1 Impact on DB performance and speed 4 SOW 3 5 History 5.1 Links to Archived / Old specs 5.2 0003029: (Client Reports) Schedule report feature for client app (client can schedule report on their own) Tweaks 6 User Guide 6.1 User Guide Status 6.2 SOW covered 6.3 Jag User sets Client App Role with Report Scheduler Feature 6.4 Client User Report Scheduler Feature 6.5 Client User Adds Scheduled Report 6.6 Client Users list of Scheduled Reports

[edit] Info

[edit] Parent Mantis

• mantis 0001586: (* Reports/DR Scheduler)......................<parent>

[edit] Scope of this wiki

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.

This is related to Scheduled Reports.

[edit] SOW 1

Mantis: 1892 (Client Reports) Schedule report feature for client app (client can schedule report on their own)

Core requirements:

• Schedule report 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.

• Not all clients can schedule all reports

• Filters & Output - keep the same scheduling options, filters & output as it currently is on the internal app.

[edit] Solution

We need the following:

• 1) Add Report Scheduler Panel to Client App (same functionality as internal).
• 2) Add Admin section to Internal>Client App Admin so we can select what role can schedule reports (multiselect). Default: "client".
• 3) Add button or link to access Report Scheduler Panel from somewhere within the Client App reports menu Cybertrax > Reports.
• 4) Add options in Internal > Admin > Client Companies to:
  • Show/Hide Scheduler (default: hide)
  • Select what reports are available for scheduling.
    • Main & In Transit reports should be available as default schedule report for every "client" user in the Client App.
      • These 2 reports need to remove from the available list for scheduling since they are already available reports on the client application.
      • Also need to remove all other reports from the available list but keep only the daily reports listed below.
    • Add Daily report to client application:
      • 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.
    • Filters & Output:
      • For Main & InTransit - 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.
  • NOTE: Above choices we should be able to apply per individual company or by selecting a group of companies and apply (to save time).
• 5) Display scheduled reports by Client users here: Internal Home > Reports > Saved/Scheduled.
  • Add Disable/Enable functionality.
  • Add filter so we can see reports scheduled by client users and internal separately.
• 6) Upon disabling a client user, the system should automatically disable any scheduled reports that were set up by that client user

[edit] SOW 2

Mantis: 3029 (Client Reports) Schedule report feature for client app (client can schedule report on their own) Tweaks

Core requirements:

A few different change requests were asked for by Marc in Jun of 2011.

• Client Companies Filter:
  • Client company filter should be a default setting, according to whatever client companies that non jaguar user has set in their profile, including client company visibility rights.
    • Non Jag user should not have to set the client company

• Hide the Report Tags: Client Company AND Trucking Company, as these are not needed.
  • Default the Client Company Report Tag to be the same Client Company Name set in non jag users profile.

• Already Internal Scheduled Reports should be read only to the client user. For them to view the information that was already setup by Jag internal users and not allowing them to make any changes.

• Clearly define or separate the Jag Internal Scheduled Reports from the Client's Scheduled Reports.

[edit] Impact on DB performance and speed

TBD

[edit] SOW 3

Just a stub!!!

[edit] History

[edit] Links to Archived / Old specs

• See business requirements here:1892_rfsa

• See Design / Solution here: 1892_rfd

[edit] 0003029: (Client Reports) Schedule report feature for client app (client can schedule report on their own) Tweaks

• See #SOW 2

[edit] User Guide

[edit] User Guide Status

Up to date = No.

[edit] SOW covered

#SOW 1

[edit] Jag User sets Client App Role with Report Scheduler Feature

Admin > Client Application

Report Scheduler Tab

[edit] Client User Report Scheduler Feature

The Report Scheduler is found on the client applications Reports Menu

[edit] Client User Adds Scheduled Report

There are 2 default types of reports that a client user can schedule - Main & In Transit. Report Scheduler functionality is very similar to the internal apps and both the filter and output options remain the same

[edit] Client Users list of Scheduled Reports

List includes all Scheduled Reports, Internal & Client Application, for the Client Company