Internal Dashboard Reports (concepts and requirements) (OLD spec)
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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'' | ''To be written by BA. This section should cover Needs, Requirements, Background and Design Ideas. Also could include Glossary, existing business workflow, cases, etc'' | ||
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| + | === Glossary === | ||
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| + | * [[cat#Dashboard | Dashboard]] | ||
| + | * [[cat#Dashboard Report | Dashboard Report]] | ||
=== Summary === | === Summary === | ||
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==== Core functionality ==== | ==== Core functionality ==== | ||
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| + | * 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. | ||
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| + | NOTE: There is a similar component for internal reports / KPIs. See 0002932: [KPIs] ...... <proj> | ||
=== Details === | === Details === | ||
Revision as of 21:04, 21 April 2011
Contents |
Info
Project Mantis: 0002488: [KPI]......... <proj>
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
Glossary
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.
