Scheduled Reports

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(Created page with 'Category:OpsReps File:Sheduled.Reports.JPG == Specs == This is a place in the system where reports can be scheduled (we assume the only place) gen1] Access will be rest…')
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[[Category:OpsReps]]
[[Category:OpsReps]]
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== Specs ==
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[[File:Sheduled.Reports.JPG]]
[[File:Sheduled.Reports.JPG]]
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== Specs ==
 
This is a place in the system where reports can be scheduled (we assume the only place)
This is a place in the system where reports can be scheduled (we assume the only place)
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     * Rep Class – parent report (InTransit, MainWizard, etc)
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     * Client (just a tag, not report filter)
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      Rep Class – parent report (InTransit, MainWizard, etc)
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     * Rep Instance Name
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     * Date created / modified
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     * Last Modified by
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      Client (just a tag, not report filter)
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      Rep Instance Name
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      Date created / modified
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      Last Modified by
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gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?
gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?
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     * Schedule params
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     * Recipients, cc, bcc
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      Schedule params
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      Recipients, cc, bcc
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Revision as of 20:54, 1 August 2009


Specs

File:Sheduled.Reports.JPG

This is a place in the system where reports can be scheduled (we assume the only place)

gen1] Access will be restricted (add this as item to user access table)

gen2a] It presents the following main fields


   * Rep Class – parent report (InTransit, MainWizard, etc)
   * Client (just a tag, not report filter)
   * Rep Instance Name
   * Date created / modified
   * Last Modified by

gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?

   * Schedule params
   * Recipients, cc, bcc


gen3] sorted by Rep Class then by Rep Instance then by Client

gen4] “client” here is not a report filter, it is a tag indicating for what client company this report is to be scheduled for (associated with)

gen5] it is possible to “delete” or “edit” or “add” new scheduled report

gen6] profile example: ...

Gen7] Discuss: UI above could be different. What is important is that we have “General Tab” as above with schedule, etc.

Plus we have access – link or tabs to edit specific report parameters.

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