Performance Report Publishing Tool

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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 ===
-
 
-
=== Settings of Scoreboard report ===
 
-
 
== SOWs ==
== SOWs ==
-
=== SOW 1 ===
 
-
mantis: [http://ct.jaguarfreight.com/mantis/view.php?id=4654 0004654] : "Fiscal / Calendar Year" option for KPI
+
=== SOW 1 "Fiscal / Calendar Year" option ===
 +
<hr>
 +
 
 +
'''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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<hr>
-
=== SOW 2 ===
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=== SOW 2 Ports in Drill Down information ===
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<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 ====
 +
 +
*.
 +
 +
 +
<hr>
 +
 +
=== SOW 3 Additional options ===
 +
<hr>
 +
 +
'''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 ====
 +
 +
*.
 +
 +
 +
<hr>
 +
 +
=== SOW 4 Scheduling options ===
 +
<hr>
 +
 +
'''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

  • .
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