Flexible Report 2579

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[[Category:Projects]]
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[[Category:RFD]]
== Info ==
== Info ==
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== BA Requirements ==
== BA Requirements ==
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=== BR: Make ALL CT fields available for output and filtering  ===
 +
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* make ALL CT fields available for output and filtering:
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** all [[CT]] fields
 +
** all [[Commodity]] fields
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** all [[Container]] fields
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** include the following non CT object/components
 +
***salesman
 +
***internal user groups
 +
***users offices
 +
 +
* should be done only for  [[CT based reports]]
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** scheduled reports
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** main
 +
 +
* How to group so many filters? Additional tabs? Groups on one tab?
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** suggest solution
 +
 +
* How to group or order them on Output Tab (Select From panel):
 +
** now they are not grouped / ordered and when we have a very long list this is an issue
 +
** now we need to select one at a time - this is too slow
 +
** please suggest alternative designs so we can choose
 +
 +
* Internal vs Client:
 +
** All fields should only be available for internal
 +
 +
* see also [[#Rules for labels]]
 +
 +
==== Options for Output ====
 +
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* Have output tab be a recap list, of all the checked filters
 +
 +
* Give option to move up, down & remove
 +
 +
* If no filters selected, default settings to:
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**shipper
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**consignee
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**qty
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**origin
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**destination
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**departure date
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**arrival date
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**PO
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**SKU
== SA Notes ==
== SA Notes ==
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=== Standard User Interface ===
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Report filters use [http://mantis.jaguarfreight.com/wiki/Reports_Filters#Boolean_Logic Boolean logic] and are [http://mantis.jaguarfreight.com/wiki/Reports_Filters#Multiselect multiselect].
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=== Output Fields ===
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Most fields are defined in respective business object wikis:
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* [[CT]]
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* [[Commodity]]
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* etc
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=== Make ALL CT fields available for output and filtering ===
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* Suggested to group all CT fields for filtering on the tabs that correspond to CT tabs:
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** '''General Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#General_Fields CT#GenTab]].
 +
** '''Commodity Fields''' - [[TBD]], presumably all fields on [[http://mantis.jaguarfreight.com/wiki/CT_bo#Containers_and_Commodities CT#ContTab]] of CT.
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** '''Export Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#Export_Fields CT#ExpTab]] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
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** '''Import Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#Import_Fields CT#ImpTab]] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
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** '''Date Fields''' - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
 +
** '''Non-CT Fields''' - [[TBD]]. Filter fields of report which don't are fields of CT, but related to it, ''for example'' Salesman.
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* Each filter field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.
 +
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=== Rules for labels ===
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* on Output tab - show [[Standard Long Label]]
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* on HTML View and Spreadsheet - show [[Standard Short Label]]
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=== Show Estimated Date if Actual Date is empty ===
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Sometimes we have only one column for given date instead of one for actual and one for estimated. In this case this logic is applied.
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=== Additional flexibility ===
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* 1) Option to display or not display CT # on output with hyperlink.
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* 2) Option to display all commodity lines for one CT or to display one line with summarized commodity.
== History ==
== History ==
-
0002579: [Flex Rep] Finalize Requirements and SA Notes sections
+
0002579: [Flex Rep] Finalize Requirements and SA Notes sections  
 +
[http://mantis.jaguarfreight.com/mantis/view.php?id=2579 2579]
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=== m1998 ===
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* http://mantis.jaguarfreight.com/mantis/view.php?id=1998
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'''last revision''' - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=11814
 +
 
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==== BA 1998 ====
 +
 
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* 1) Have all CT fields available on all CT reports - see [[#BR: Make ALL CT fields available for output and filtering]]
 +
* 2) Make report filters & output more flexible for every report [[#BR: Add more flexibility]]
 +
 
 +
==== SA 1998 ====
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* 1) Have all CT fields available on all CT reports - see [[#SD: Make ALL CT fields available for output and filtering]]
 +
* 2) Make report filters & output more flexible for every report [[#SD: Add more flexibility]]

Current revision as of 02:00, 12 January 2011


Contents

[edit] Info

  • 0002578 started [Flex Rep] .....<proj>

[edit] BA Requirements

[edit] BR: Make ALL CT fields available for output and filtering

  • make ALL CT fields available for output and filtering:
    • all CT fields
    • all Commodity fields
    • all Container fields
    • include the following non CT object/components
      • salesman
      • internal user groups
      • users offices
  • How to group so many filters? Additional tabs? Groups on one tab?
    • suggest solution
  • How to group or order them on Output Tab (Select From panel):
    • now they are not grouped / ordered and when we have a very long list this is an issue
    • now we need to select one at a time - this is too slow
    • please suggest alternative designs so we can choose
  • Internal vs Client:
    • All fields should only be available for internal

[edit] Options for Output

  • Have output tab be a recap list, of all the checked filters
  • Give option to move up, down & remove
  • If no filters selected, default settings to:
    • shipper
    • consignee
    • qty
    • origin
    • destination
    • departure date
    • arrival date
    • PO
    • SKU

[edit] SA Notes

[edit] Standard User Interface

Report filters use Boolean logic and are multiselect.

[edit] Output Fields

Most fields are defined in respective business object wikis:

[edit] Make ALL CT fields available for output and filtering

  • Suggested to group all CT fields for filtering on the tabs that correspond to CT tabs:
    • General Fields - TBD, presumably all fields of [CT#GenTab].
    • Commodity Fields - TBD, presumably all fields on [CT#ContTab] of CT.
    • Export Fields - TBD, presumably all fields of [CT#ExpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
    • Import Fields - TBD, presumably all fields of [CT#ImpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
    • Date Fields - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
    • Non-CT Fields - TBD. Filter fields of report which don't are fields of CT, but related to it, for example Salesman.
  • Each filter field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.

[edit] Rules for labels

[edit] Show Estimated Date if Actual Date is empty

Sometimes we have only one column for given date instead of one for actual and one for estimated. In this case this logic is applied.

[edit] Additional flexibility

  • 1) Option to display or not display CT # on output with hyperlink.
  • 2) Option to display all commodity lines for one CT or to display one line with summarized commodity.

[edit] History

0002579: [Flex Rep] Finalize Requirements and SA Notes sections 2579

[edit] m1998

last revision - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=11814

[edit] BA 1998

[edit] SA 1998

Retrieved from "https://wiki.jaguarfreight.com/Flexible_Report_2579"
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