2608 rfsa

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== Info ==
== Info ==
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* mantis:
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* mantis: [http://ct.jaguarfreight.com/mantis/view.php?id=2608 2608]
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This request is to add total flexibility to our current reporting functions.
== Requirements ==
== Requirements ==
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* Make ALL CT2 fields available for output and filtering
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* Allow for users to customize their reports.
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** all [[CT]] fields
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* Keep ALL current filtering and output options.
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** all [[Commodity]] fields
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** [[CT]] fields
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** all [[Container]] fields
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** [[Commodity]] fields
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** include the following non CT object/components
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** [[Container]] fields
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** include non CT object/components, for IE:
***salesman
***salesman
***internal user groups
***internal user groups
***users offices
***users offices
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* should be done only for [[CT based reports]]
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* Give user ability to add more CT fields and non CT objects/components to list of filters & output. 
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** scheduled reports
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** main
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* How to group so many filters? Additional tabs? Groups on one tab?
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* Ability to download into a spreadsheet.
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** suggest solution
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* How to group or order them on Output Tab (Select From panel):
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* Ability to schedule the report.
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** now they are not grouped / ordered and when we have a very long list this is an issue
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** now we need to select one at a time - this is too slow
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** please suggest alternative designs so we can choose
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* Internal vs Client:
* Internal vs Client:
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** All fields should only be available for internal
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** This type of report redesign should only be available for the internal application
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* see also [[#Rules for labels]]
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==== Options for Output ====
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* Have output tab be a recap list, of all the checked filters
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* Give option to move up, down & remove
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* see also [[Flexible_Report_2579#Rules_for_labels]]
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* 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
 
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Current revision as of 21:26, 28 February 2011


[edit] Info

This request is to add total flexibility to our current reporting functions.

[edit] Requirements

  • Allow for users to customize their reports.
  • Keep ALL current filtering and output options.
    • CT fields
    • Commodity fields
    • Container fields
    • include non CT object/components, for IE:
      • salesman
      • internal user groups
      • users offices
  • Give user ability to add more CT fields and non CT objects/components to list of filters & output.
  • Ability to download into a spreadsheet.
  • Ability to schedule the report.
  • Internal vs Client:
    • This type of report redesign should only be available for the internal application


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