DR for 9 existing Action Required internal reports

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Revision as of 16:49, 31 October 2011

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.

!!! See : 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!

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

Solution version 3

This version will add features to cover more requirements from DR framework for Action Required reports.

Layout/output

Level 2

Req id = r7a: level2 options

Level 2 is to be added.

As defined by BA level 2 should show breakdown of one number shown on level 1.

Breakdown is expressed as a table. It is based on one parameter (default is defined in config).

Provider option to go from Level 1 directly to level3 (skip level 2).

Example 1.

If report is In Transit and Level 1 looks like:

In Transit for Star Team: 4

And if "level 2 parameter" is "Client company" then it could look like:

Space NK  2  
Nassau Candy 1
Artcraft Health 1
-----------------
All 4

Space NK, Nassau Candy, Artcraft Health are Client Companies.

Note: Number above is a hyperlink that leads to level 3.

User should be able to change parameter on this level.

Ver 3 Implementation Notes

Solution version 4

Level 3

Req id = r9: HTML ver

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.

One more AR added to the group

Make Billing Required Report to be a subject to all AR features developed and to be developed.

Add default CT visibility filters to Jag user profile

These "default CT visibility filters" will become default and will propagate into filters settings at the time of "scheduling report".

See Users#Default_CT_visibility_filters_for_Jaguar_role

Add default CT visibility filters to Jag user groups profile

These "default CT visibility filters" will become default and will propagate into filters settings at the time of "scheduling report".

See Users#Default_CT_visibility_filters_for_Jaguar_group

Ability to schedule AR reports for User Group vs Individual User vs User Group minus some users vs list of users

Options (in Report Scheduler):

User Group
- default CT visibility filters is pulled from User Group profile
Individual User
- default CT visibility filters is pulled from User profile
User Group minus some users
- default CT visibility filters is pulled from User Group profile
list of users
- default CT visibility filters are not used

Exclusion Filters

Ability to select all but several item from the list.

Suggested implementation:

All filter panels consist of "From list to list" widgets.
Add button "select all" to the above. This will move all items from left panel to 
the right. If user will have a desire to "select all but items A, B" he will:
  a) select all (this will move all to the right)
  b) select items A,B and move to the left

DR vs email option per user

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)

Solution version 5

Add actions

Add actions to level 3 panel. todo: send Marc a request for details.

Administration

If time permits new improved version of Reports Schedule will be released:

more columns and filters (example: reports assigned to)

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