Scheduled Reports
From UG
(Created page with 'Category:OpsReps File:Sheduled.Reports.JPG == Specs == This is a place in the system where reports can be scheduled (we assume the only place) gen1] Access will be rest…') |
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| + | == Specs == | ||
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[[File:Sheduled.Reports.JPG]] | [[File:Sheduled.Reports.JPG]] | ||
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This is a place in the system where reports can be scheduled (we assume the only place) | This is a place in the system where reports can be scheduled (we assume the only place) | ||
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| - | * | + | * Rep Class – parent report (InTransit, MainWizard, etc) |
| - | + | * Client (just a tag, not report filter) | |
| - | + | * Rep Instance Name | |
| - | * | + | * Date created / modified |
| - | + | * Last Modified by | |
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gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now? | gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now? | ||
| - | * | + | * Schedule params |
| - | + | * Recipients, cc, bcc | |
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Revision as of 20:54, 1 August 2009
Specs
This is a place in the system where reports can be scheduled (we assume the only place)
gen1] Access will be restricted (add this as item to user access table)
gen2a] It presents the following main fields
* Rep Class – parent report (InTransit, MainWizard, etc) * Client (just a tag, not report filter) * Rep Instance Name * Date created / modified * Last Modified by
gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?
* Schedule params * Recipients, cc, bcc
gen3] sorted by Rep Class then by Rep Instance then by Client
gen4] “client” here is not a report filter, it is a tag indicating for what client company this report is to be scheduled for (associated with)
gen5] it is possible to “delete” or “edit” or “add” new scheduled report
gen6] profile example: ...
Gen7] Discuss: UI above could be different. What is important is that we have “General Tab” as above with schedule, etc.
Plus we have access – link or tabs to edit specific report parameters.
