DR for 9 existing Action Required internal reports

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Revision as of 23:41, 31 August 2011 (edit) Alex (Talk | contribs) (→Solution version 1) ← Older edit		Revision as of 23:43, 31 August 2011 (edit) (undo) Alex (Talk | contribs) (→Solution version 1) Newer edit →
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	[[File:DR past due 3.JPG|500px|thumb|left|Fig. 3]]		[[File:DR past due 3.JPG|500px|thumb|left|Fig. 3]]
-	'''How to create report:'''
-	Currently To create DR version for existing report you need:
-	* select existing report in Report Scheduler and open for edit	+	'''Functionality''':
-	* check "Dashboard" option (Fig. 1)	+
-	* in User profile for the user wishing to receive report check "Dashboard reports" (Fig. 2)	+
-	* this panel will appear on Dashboard (Fig. 3)	+
-	! Report will be shown only to users on Recipients list !	+	* (Level 1) This rep has level 1 that consists of label and counter (num of CTs).
		+	* (Level 2) TBD
		+	* (Level 3) Counter is a hyperlink. Click on hyperlink should open xls with past related existing report.
	'''Limitations''':		'''Limitations''':
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	'''DR reports implemented:'''		'''DR reports implemented:'''
		+	* Past Due
		+
		+	'''How to create DR:'''
		+
		+	Currently To create DR version for existing report you need:
		+
		+	* select existing report in Report Scheduler and open for edit
		+	* check "Dashboard" option (Fig. 1)
		+	* in User profile for the user wishing to receive report check "Dashboard reports" (Fig. 2)
		+	* this panel will appear on Dashboard (Fig. 3)
		+
		+	! Report will be shown only to users on Recipients list !
	</td><tr></table>		</td><tr></table>

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Revision as of 23:43, 31 August 2011

Contents 1 Intro 2 Requirements 2.1 List of Action required reports 2.1.1 Daily 2.1.2 Daily EA 2.1.3 Impending Arrivals/Departures 2.1.4 Impending Delivery/Collection 2.1.5 In Transit 2.1.6 Incomplete 2.1.7 Past Due 2.1.8 Previous Day Collection 2.1.9 Previous Day Delivery 3 Solution version 1 4 History 4.1 0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users 4.2 0003062 [Internal Dashboard Reports] Add remaining 9 existing internal reps to Dashboard

Intro

• parent: 0003034: (* DR/KPI) ....... <proj>

Requirements

[R1] We need to create DR version of the following existing 9 "action required" reports. See #List of reports.

[r2] (Level 1) This rep has level 1 that consists of label and counter (num of CTs).

[r3] (Level 2) TBD

[r4] (Level 3) Counter is a hyperlink. Click on hyperlink should open xls with past related existing report.

List of Action required reports

Daily

• Criteria (Logic): See Daily Report

Daily EA

• Criteria (Logic): See Daily - Elizabeth Arden

Impending Arrivals/Departures

• Criteria (Logic): See Impending Arrivals
• Criteria (Logic): See Impending Departure

Impending Delivery/Collection

• Criteria (Logic): See Impending Collection
• Criteria (Logic): See Impending Delivery

In Transit

• Criteria (Logic): See In Transit

Incomplete

• Criteria (Logic): SeeIncomplete

Past Due

• Criteria (Logic): See Past Due

Previous Day Collection

• Criteria (Logic): See Previous Day Collection

Previous Day Delivery

• Criteria (Logic): See Previous Day Delivery

Solution version 1

This is implemented!

Fig. 1 Fig. 2 Fig. 3 Functionality: (Level 1) This rep has level 1 that consists of label and counter (num of CTs). (Level 2) TBD (Level 3) Counter is a hyperlink. Click on hyperlink should open xls with past related existing report. Limitations: delivery method (email vs dashboard) is set per report instance not per user No level 2 Level 3 is xls and not HTML DR reports implemented: Past Due How to create DR: Currently To create DR version for existing report you need: select existing report in Report Scheduler and open for edit check "Dashboard" option (Fig. 1) in User profile for the user wishing to receive report check "Dashboard reports" (Fig. 2) this panel will appear on Dashboard (Fig. 3) ! Report will be shown only to users on Recipients list !

History

0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users

WU? No

0003062 [Internal Dashboard Reports] Add remaining 9 existing internal reps to Dashboard

WU? No