DRs on Client App

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(Created page with 'Category:DRs and KPIs == Info == This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client. == SOW 1 == mantis: '''0003…')
(→SOW 1 make sure client dashboard reports work)
 
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This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.
This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.
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== SOW 1 ==
+
== SOW 1 make sure client dashboard reports work ==
mantis: '''0003959''': [ASN 20 ph3] make sure client dashboard reports work
mantis: '''0003959''': [ASN 20 ph3] make sure client dashboard reports work
spec: see below
spec: see below
 +
 +
Preliminary Notes:
 +
* This functionality was implemented by sasha with out spec, see mantis 3367.
 +
* We need to review above now that we have spec and known bugs (such as level 3 does not work)
 +
 +
Requirements for this component:
 +
 +
* all existing DB Reports should be enabled for Client role (on Client App)
 +
 +
* "front end":
 +
** user should have same experience as on internal: level 1 (counter), level 2 (summary per parameter) (where exists), level 3 (list of records in HTML), level 4 (download to xls) (where exists)
 +
 +
=== Reps set by Ops users for Client ===
 +
 +
* Jag Ops lead will set up reports through Report Scheduler
 +
* steps: create instance, select appropriate list of users, select receive as a DB option
 +
 +
* client app user visibility:
 +
** will not be taken into account by system. Ops User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)
 +
 +
=== Reps set by Client user himself ===
 +
 +
* Client user will set up reports through Reports > Report Scheduler
 +
* there is a limited list of such reports
 +
* steps: create instance, select appropriate list of users, select receive as a DB option
 +
 +
NOTE: Filters to remove or to make read only(now they are open which is a bug):
 +
 +
* recipients = only current user,
 +
* cc = none,
 +
* bcc = none,
 +
* report for cient company = none,
 +
* report for trucking company = none
 +
 +
Client app user visibility:
 +
* will be taken into account by system.
 +
* filters from visibility should propagate and become read only in scheduler. For example:
 +
** if in visibility Client Company = ABC; Shippers = S1 and S2 then these filters in Reps Scheduler will be set and show up as read nay
 +
** these filters lists are the same except Client Company Group, in this case translate group into the List of Client companies
 +
 +
How to enable report sched  (implemented):
 +
 +
To give Client user possibility create scheduled/dashboard reports below steps should be done on internal app side:
 +
 +
*1) Tick check-box "Show scheduler" in "Part G. Report Scheduler" section of Client Company admin.
 +
*2) Client Company with enabled "Show scheduler" option has to be assigned for Client user in user admin.
 +
*3) "Dashboard reports" option has to enabled in Client User admin, "Dashboard configuration" tab.
 +
*4) "Enable Client's reports" option has to be enabled on "Saved/Scheduled Reports" form. (reports->Saved/Scheduled Reports)
 +
*5) "Select what role can schedule reports" option ahs to be set in Admin->Client application ->Admin, "Report scheduler" tab.
 +
 +
=== List of existing DB Reports ===
 +
 +
Reports that support dashboard:
 +
 +
* In Transit
 +
* Billing Required
 +
* GM Split
 +
* Daily EA
 +
* Daily
 +
* Impending Delivery/Collection
 +
* Impending Arrivals/Departures
 +
* Incomplete
 +
* Past Due
 +
* Pre-Alert Report
 +
* Previous Day Collection
 +
* Previous Day Delivery
 +
* Profit/Loss for Multiple CTs
 +
 +
Peports from list above that support level2:
 +
 +
* In Transit
 +
* Billing Required
 +
* GM Split
 +
* Daily EA
 +
* Daily
 +
* Impending Delivery/Collection
 +
* Impending Arrivals/Departures
 +
* Incomplete
 +
* Past Due
 +
* Previous Day Collection
 +
* Previous Day Delivery
 +
 +
== SOW 2 ==
 +
 +
== SOW 3 ==

Current revision as of 20:12, 5 February 2013


Contents

[edit] Info

This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.

[edit] SOW 1 make sure client dashboard reports work

mantis: 0003959: [ASN 20 ph3] make sure client dashboard reports work

spec: see below

Preliminary Notes:

  • This functionality was implemented by sasha with out spec, see mantis 3367.
  • We need to review above now that we have spec and known bugs (such as level 3 does not work)

Requirements for this component:

  • all existing DB Reports should be enabled for Client role (on Client App)
  • "front end":
    • user should have same experience as on internal: level 1 (counter), level 2 (summary per parameter) (where exists), level 3 (list of records in HTML), level 4 (download to xls) (where exists)

[edit] Reps set by Ops users for Client

  • Jag Ops lead will set up reports through Report Scheduler
  • steps: create instance, select appropriate list of users, select receive as a DB option
  • client app user visibility:
    • will not be taken into account by system. Ops User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)

[edit] Reps set by Client user himself

  • Client user will set up reports through Reports > Report Scheduler
  • there is a limited list of such reports
  • steps: create instance, select appropriate list of users, select receive as a DB option

NOTE: Filters to remove or to make read only(now they are open which is a bug):

  • recipients = only current user,
  • cc = none,
  • bcc = none,
  • report for cient company = none,
  • report for trucking company = none

Client app user visibility:

  • will be taken into account by system.
  • filters from visibility should propagate and become read only in scheduler. For example:
    • if in visibility Client Company = ABC; Shippers = S1 and S2 then these filters in Reps Scheduler will be set and show up as read nay
    • these filters lists are the same except Client Company Group, in this case translate group into the List of Client companies

How to enable report sched (implemented):

To give Client user possibility create scheduled/dashboard reports below steps should be done on internal app side:

  • 1) Tick check-box "Show scheduler" in "Part G. Report Scheduler" section of Client Company admin.
  • 2) Client Company with enabled "Show scheduler" option has to be assigned for Client user in user admin.
  • 3) "Dashboard reports" option has to enabled in Client User admin, "Dashboard configuration" tab.
  • 4) "Enable Client's reports" option has to be enabled on "Saved/Scheduled Reports" form. (reports->Saved/Scheduled Reports)
  • 5) "Select what role can schedule reports" option ahs to be set in Admin->Client application ->Admin, "Report scheduler" tab.

[edit] List of existing DB Reports

Reports that support dashboard:

  • In Transit
  • Billing Required
  • GM Split
  • Daily EA
  • Daily
  • Impending Delivery/Collection
  • Impending Arrivals/Departures
  • Incomplete
  • Past Due
  • Pre-Alert Report
  • Previous Day Collection
  • Previous Day Delivery
  • Profit/Loss for Multiple CTs

Peports from list above that support level2:

  • In Transit
  • Billing Required
  • GM Split
  • Daily EA
  • Daily
  • Impending Delivery/Collection
  • Impending Arrivals/Departures
  • Incomplete
  • Past Due
  • Previous Day Collection
  • Previous Day Delivery

[edit] SOW 2

[edit] SOW 3

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