Performance Report Publishing Tool

From UG

Revision as of 17:19, 20 February 2015 (edit) Andrei (Talk | contribs) ← Older edit		Current revision as of 11:19, 1 April 2015 (edit) (undo) Andrei (Talk | contribs)
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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 ==

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Current revision as of 11:19, 1 April 2015

Contents 1 Info 2 Business Requirements 3 Solution 3.1 Settings of Scoreboard report 3.2 Scoreboard report for Internal/Client App 4 SOWs 4.1 SOW 1 "Fiscal / Calendar Year" option 4.1.1 Core requirements 4.1.2 Solution 4.2 SOW 2 Ports in Drill Down information 4.2.1 Core requirements 4.2.2 Solution 4.3 SOW 3 Additional options 4.3.1 Core requirements 4.3.2 Solution 4.4 SOW 4 Scheduling options 4.4.1 Core requirements 4.4.2 Solution

[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

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mantis: 0004654 : "Fiscal / Calendar Year" option for KPI

[edit] Core requirements

• .

[edit] Solution

• .

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[edit] SOW 2 Ports in Drill Down information

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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

• .

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[edit] SOW 3 Additional options

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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

• .

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[edit] SOW 4 Scheduling options

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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

• .