DR for 9 existing Action Required internal reports

From UG

(Difference between revisions)

Jump to: navigation, search

Revision as of 20:32, 13 September 2011

1 Intro
2 Requirements
- 2.1 List of Action required reports
3 Solution version 1
4 Solution version 2
5 History
- 5.1 0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users
- 5.2 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 !

Solution version 2

Add additional DRs for additional Action Required reports with same limited functionality as defined in #Solution version 1. That would be all DRs except "Past Due". See full list here: #List of Action required reports

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