DR for 9 existing Action Required internal reports
From UG
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==== Level 3 ==== | ==== Level 3 ==== | ||
- | Level 3 is to be added which is | + | Level 3 is to be added which is HTML version of reports with filters panel that allows user to re-generate report with a different set of filters. |
- | See mock ups below. | + | See mock ups for Level 3 below. |
[[File:In transit html.JPG]] | [[File:In transit html.JPG]] | ||
+ | |||
+ | Expanded state of Filters Panel: | ||
[[File:In transit filters panel.JPG]] | [[File:In transit filters panel.JPG]] | ||
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- | ''Req id = r7a: level2 options'' | + | ''Req id = r7a: level2 options'' |
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=== Filters === | === Filters === | ||
Revision as of 17:22, 29 September 2011
Contents |
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.
!!! Sea also: DR framework for Action Required reports.
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!
Functionality:
Limitations:
DR reports implemented:
How to create DR: Currently To create DR version for existing report you need:
! 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
Solution version 3
This version will add features to cover more requirements from DR_framework#List_grouped_per_function.
Layout/output
Level 2
Level 2 is to be added
Req id = r9: HTML ver
Level 3
Level 3 is to be added which is HTML version of reports with filters panel that allows user to re-generate report with a different set of filters.
See mock ups for Level 3 below.
Expanded state of Filters Panel:
Design above is ideal (filters panel below results has become almost a standard for level 2 DRs) but could be replaced with equivalent in functionality and usability.
System should remember previous state of filters.
Req id = r7a: level2 options
Filters
- r2a: extra filters
- r2b: filters are specific
- r2c: new filters list
- r14: exclusion filters
Administration
If time permits new improved version of Reports Schedule will be released:
- more columns and filters (example: reports assigned to)
- in one report instance one can set DR vs email option per user. Now it is per instance (all users can be set to receive DR or email)
- etc (related task: 0003163: (* Reports/DR Scheduler) Implement version 2 , Scheduled_Reports#Solution_version_2)
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