Performance Report Publishing Tool
From UG
(Difference between revisions)
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*Additional notes: | *Additional notes: | ||
| - | :* provide Client Company option "Fiscal/Calendar Year" for Flashlight ([[#SOW 1 |SOW 1]]) | + | :* provide Client Company option "Fiscal/Calendar Year" for Flashlight ([[#SOW 1 "Fiscal / Calendar Year" option |SOW 1]]) |
:* implement "Publish Scoreboard" to select reports and format options (PDF/XLS) | :* implement "Publish Scoreboard" to select reports and format options (PDF/XLS) | ||
== Solution == | == Solution == | ||
| + | === Settings of Scoreboard report === | ||
=== Scoreboard report for Internal/Client App === | === Scoreboard report for Internal/Client App === | ||
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== SOWs == | == SOWs == | ||
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| - | mantis: [http://ct.jaguarfreight.com/mantis/view.php?id=4654 0004654] : "Fiscal / Calendar Year" option for KPI | + | === SOW 1 "Fiscal / Calendar Year" option === |
| + | <hr> | ||
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| + | '''mantis''': [http://ct.jaguarfreight.com/mantis/view.php?id=4654 '''0004654'''] : "Fiscal / Calendar Year" option for KPI | ||
==== Core requirements ==== | ==== Core requirements ==== | ||
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| - | === SOW 2 === | + | === SOW 2 Ports in Drill Down information === |
| + | <hr> | ||
| - | mantis: [http://ct.jaguarfreight.com/mantis/view.php?id=4752 0004751] : Add more criteria to Scorecard Report Builder | + | '''mantis''': [http://ct.jaguarfreight.com/mantis/view.php?id=4752 '''0004751'''] : Add more criteria to Scorecard Report Builder |
==== Core requirements ==== | ==== Core requirements ==== | ||
* Add on the the ‘port of origin’ and the ‘port of destination’ to the list of Drill Down Information/CT. | * Add on the the ‘port of origin’ and the ‘port of destination’ to the list of Drill Down Information/CT. | ||
| + | |||
| + | ==== Solution ==== | ||
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| + | *. | ||
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| + | <hr> | ||
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| + | === SOW 3 Additional options === | ||
| + | <hr> | ||
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| + | '''mantis''': [http://ct.jaguarfreight.com/mantis/view.php?id=4770 '''0004770'''] : Scorecard > Offer additional options | ||
| + | |||
| + | ==== Core requirements ==== | ||
| + | |||
| + | * Top 25 - Offer additional options (Top 3, 5, 10, etc) | ||
| + | * Offer additional ranking options (eg. KG, LB, CBM, CFT) | ||
| + | |||
| + | ==== Solution ==== | ||
| + | |||
| + | *. | ||
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| + | <hr> | ||
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| + | === SOW 4 Scheduling options === | ||
| + | <hr> | ||
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| + | '''mantis''': [http://ct.jaguarfreight.com/mantis/view.php?id=4771 '''0004771'''] : Scorecard > Enable scheduling options | ||
| + | |||
| + | ==== Core requirements ==== | ||
| + | |||
| + | * Enable scheduling options, eg “date of the month” (weekly or Quarterly reports) or “day of the week” (weekly reports) | ||
| + | :* Example: Send the report 5 days after the end of the reporting month/quarter/week | ||
==== Solution ==== | ==== Solution ==== | ||
*. | *. | ||
Current revision as of 11:19, 1 April 2015
Contents |
[edit] Info
- mantis: 0004650 : Performance Report Publishing Tool
[edit] Business Requirements
- Ability to generate regular reports about performance in Flashlight:
- Monthly Performance
- Monthly Variance from Previous Month
- YTD
- YTD - YoY Vairiance (vs previous Year)
- Additional notes:
- provide Client Company option "Fiscal/Calendar Year" for Flashlight (SOW 1)
- implement "Publish Scoreboard" to select reports and format options (PDF/XLS)
[edit] Solution
[edit] Settings of Scoreboard report
[edit] Scoreboard report for Internal/Client App
[edit] SOWs
[edit] SOW 1 "Fiscal / Calendar Year" option
mantis: 0004654 : "Fiscal / Calendar Year" option for KPI
[edit] Core requirements
- .
[edit] Solution
- .
[edit] SOW 2 Ports in Drill Down information
mantis: 0004751 : Add more criteria to Scorecard Report Builder
[edit] Core requirements
- Add on the the ‘port of origin’ and the ‘port of destination’ to the list of Drill Down Information/CT.
[edit] Solution
- .
[edit] SOW 3 Additional options
mantis: 0004770 : Scorecard > Offer additional options
[edit] Core requirements
- Top 25 - Offer additional options (Top 3, 5, 10, etc)
- Offer additional ranking options (eg. KG, LB, CBM, CFT)
[edit] Solution
- .
[edit] SOW 4 Scheduling options
mantis: 0004771 : Scorecard > Enable scheduling options
[edit] Core requirements
- Enable scheduling options, eg “date of the month” (weekly or Quarterly reports) or “day of the week” (weekly reports)
- Example: Send the report 5 days after the end of the reporting month/quarter/week
[edit] Solution
- .
