Internal Dashboard Reports (concepts and requirements) (OLD spec)

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Revision as of 21:04, 21 April 2011 (edit) Alex (Talk | contribs) ← Older edit		Revision as of 13:42, 22 April 2011 (edit) (undo) Tracie (Talk | contribs) Newer edit →
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	==  Business Analysis and Requirements ==		==  Business Analysis and Requirements ==
-	''To be written by BA. This section should cover Needs, Requirements, Background and Design Ideas. Also could include Glossary, existing business workflow, cases, etc''	+	Right now the operations staff receives a number of scheduled reports via email daily. Currently these reports are scheduled according to office (by assigning a region) and if it is inbound (import) or outbound (export). So the NY Import Department is receiving these reports listing ALL NY import shipments.  Marc has requested the following changes.
		+
		+	Add these reports to a Dashboard report.
		+	Dashboard should list the name of the report
		+	For Example:
		+	NY - Past Due Arrivals - General Import
		+	of
		+	NY - Past Due Arrivals - Coty
		+
		+	With live real time updates
	=== Glossary ===		=== Glossary ===

---

Revision as of 13:42, 22 April 2011

Contents 1 Info 2 Business Analysis and Requirements 2.1 Glossary 2.2 Summary 2.2.1 Core need 2.2.2 Core functionality 2.3 Details 2.3.1 General idea for Dashboard Report 2.3.2 Past Due Report Dashboard Report 2.3.3 Impending Arrivals Dashboard Report 3 Implementation Notes 3.1 Pre Implementation Architect Notes 3.2 Implementation Notes 3.3 Post Implementation Architect Notes

Info

Project Mantis: 0002488: [KPI]......... <proj>

Business Analysis and Requirements

Right now the operations staff receives a number of scheduled reports via email daily. Currently these reports are scheduled according to office (by assigning a region) and if it is inbound (import) or outbound (export). So the NY Import Department is receiving these reports listing ALL NY import shipments. Marc has requested the following changes.

Add these reports to a Dashboard report. Dashboard should list the name of the report

For Example:
NY - Past Due Arrivals - General Import 
of
NY - Past Due Arrivals - Coty

With live real time updates

Glossary

• Dashboard
• Dashboard Report

Summary

What are we trying to achieve? What are the main goals of this module?

Core need

To add a number of Dashboard reports for internal users.

Core functionality

• Take some existing reports and create Dashboards for them.
• Personalization. Make specific reports instances configurable in Admin. For example, Sue would see only in transit dashboard report for CTs for the client she handles. On the other hand John her manager would see in transit report for all clients (E0) that his team is managing.
• Easy management. Ability to map one report to a group of users.
• Extra filters. Might be required to add extra flexibility for report conditions.

NOTE: There is a similar component for internal reports / KPIs. See 0002932: [KPIs] ...... <proj>

Details

General idea for Dashboard Report

TBD

Past Due Report Dashboard Report

TBD

Impending Arrivals Dashboard Report

Implementation Notes

Pre Implementation Architect Notes

Written by Architect after previous section is completed.

Implementation Notes

To be written by Developer or BA by the time UAT is completed. Briefly defines what was implemented and how.

Post Implementation Architect Notes

Written by Architect after previous section is completed.