CT Records Report

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(Summary)
(Summary)
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* This report should appear on Saved/Scheduled Reports section (to run this report you have to schedule it).
* This report should appear on Saved/Scheduled Reports section (to run this report you have to schedule it).
** Report is sent to recipients on schedules via email.   
** Report is sent to recipients on schedules via email.   
 +
*** Usually user will schedule this report to generate result every quarter.
 +
*** For example, Schedule on April 1st --> Result is CT(s)# that are created from Jan 1st to March 31th.
 +
                Schedule on July 1 st --> Result is CT(s)# that are created from April 1st to June 30th.
* This report MUST include ALL new shipments records that are created since previous report.
* This report MUST include ALL new shipments records that are created since previous report.
* This report should appear Acc > Reports > CT Records Per Office.
* This report should appear Acc > Reports > CT Records Per Office.

Revision as of 18:52, 2 March 2010


Contents

Technical Specification

Summary

  • This report should appear on Saved/Scheduled Reports section (to run this report you have to schedule it).
    • Report is sent to recipients on schedules via email.
      • Usually user will schedule this report to generate result every quarter.
      • For example, Schedule on April 1st --> Result is CT(s)# that are created from Jan 1st to March 31th.
                Schedule on July 1 st --> Result is CT(s)# that are created from April 1st to June 30th.
  • This report MUST include ALL new shipments records that are created since previous report.
  • This report should appear Acc > Reports > CT Records Per Office.
  • Report shows date time stamp and how many records are found (number)per mode and per office

User Interface

From Scheduled Reports

See #Figure 1. CT Records Per Office (Schedule Menu)

See #Figure 2. General Filters Tab

See #Figure 3. Output Tab

From Acc Reports

See #Figure 4. Filters and Buttons

Filters

See #Filters and Filters Matching Logic.

Hard Coded Conditions

  • This report is used to identify how many shipments (CT's) has been created in the system by specific office during a given time frame (???Still need to know how to generate per schedule? all from the beginning to present OR from the last report
  • Report should use CT#Created On Date date field to identify when shipment is first created.

User Defined Conditions

  • See Figure 2 for general filters tab below
  • Date filter is from Date to Date calendar
  • Office filter is "multi select"
  • Office selected filters are connected by OR condition
    • For example: ((Office = New York) OR (Office = London))
  • Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
  • If none of the filters are selected, generate ALL results.


Filters and Filters Matching Logic

Output

  • Create output tab with list of output headings; in this case it is only for schedule report view
  • This output heading consists of ONLY CT#
  • Required default headings on the combo box
  • List of headings #Cell Definitions
  • See #Figure 5. SpreadSheet for output result (xls)

Cell Definitions

  • CT# with hyperlink to Internal App> CT# View Shipment
    • Mapped to CT#CT Num
    • Default on the combo box selected list
  • Fill in page with one CT per cell left to right then top to bottom
  • Fit page for printing

Sort By Definitions

  • Sort by CT# from the most recent CT# being on the Top left, and the oldest CT# being on the bottom right
  • Tab by alphabet order (Office(s))

Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is one tab PER office with total of CT# records
  • Spreadsheet each tab: Group by MOT
  • Spreadsheet consists of Header, Body, and footer
  • Header:
    • Report name
    • Date Time Stamp
    • Criteria (list of filter(s) selected)
    • Jaguar Logo
  • Body: (general info)
    • Consists of heading (CT#)and result in each cell
      • Cell: CT# with hyperlink
  • Footer
    • There is no footer

Special Cases

TBD

Figures

Figure 1. CT Records Per Office (Schedule Menu)

File:CTRecordsSchedules.JPG


Figure 2. General Filters Tab

File:GeneralTabCTrecords.JPG


Figure 3. Output Tab

File:OutputCTRecords.JPG


Figure 4. Filters and Buttons

File:CTrecordsACCMenu.JPG


Figure 5. SpreadSheet

File:CTrecordsPerOffice.JPG

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