DR for 9 existing Action Required internal reports

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(Solution version 4)
(Add CT visibility filters to Jag user profile)
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Add actions to level 3 panel. todo: send Marc a request for details.
Add actions to level 3 panel. todo: send Marc a request for details.
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=== Add CT visibility filters to Jag user profile ===
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=== Add default CT visibility filters to Jag user and Jag user groups profile ===
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These filters will become default  
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These "default CT visibility filters" will become default for users and groups and will propagate into filters settings at the time of "scheduling report"
 +
 
 +
=== Ability to schedule AR reports for User Group vs Individual User vs User Group minus some users vs list of users ===
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Options (in Report Scheduler):
 +
 
 +
* User Group
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** default CT visibility filters is pulled from User Group profile
 +
* Individual User
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** default CT visibility filters is pulled from User profile
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* User Group minus some users
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** default CT visibility filters is pulled from User Group profile
 +
* list of users
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** default CT visibility filters are not used
=== Exclusion Filters ===
=== Exclusion Filters ===

Revision as of 17:02, 19 October 2011


Contents

Intro

  • parent: 0003034: (* DR/KPI) ....... <proj>

Requirements

[R1] We need to create DR version of the following existing 9 "action required" reports. See #List of reports.

!!! See : DR framework for Action Required reports.

List of Action required reports

Daily

Daily EA

Impending Arrivals/Departures

Impending Delivery/Collection

In Transit

Incomplete

Past Due

Previous Day Collection

Previous Day Delivery

Solution version 1

This is implemented!

Fig. 1
Fig. 2
Fig. 3


Functionality:

  • (Level 1) This rep has level 1 that consists of label and counter (num of CTs).
  • (Level 2) TBD
  • (Level 3) Counter is a hyperlink. Click on hyperlink should open xls with past related existing report.

Limitations:

  • delivery method (email vs dashboard) is set per report instance not per user
  • No level 2
  • Level 3 is xls and not HTML

DR reports implemented:

  • Past Due

How to create DR:

Currently To create DR version for existing report you need:

  • select existing report in Report Scheduler and open for edit
  • check "Dashboard" option (Fig. 1)
  • in User profile for the user wishing to receive report check "Dashboard reports" (Fig. 2)
  • this panel will appear on Dashboard (Fig. 3)

! Report will be shown only to users on Recipients list !

Solution version 2

Add additional DRs for additional Action Required reports with same limited functionality as defined in #Solution version 1. That would be all DRs except "Past Due". See full list here: #List of Action required reports

Solution version 3

This version will add features to cover more requirements from DR framework for Action Required reports.

Layout/output

Level 2

Req id = r7a: level2 options

Level 2 is to be added.

As defined by BA level 2 should show breakdown of one number shown on level 1.

Breakdown is expressed as a table. It is based on one parameter (default is defined in config).

Provider option to go from Level 1 directly to level3 (skip level 2).

Example 1.

If report is In Transit and Level 1 looks like:

In Transit for Star Team: 4

And if "level 2 parameter" is "Client company" then it could look like:

Space NK  2  
Nassau Candy 1
Artcraft Health 1
-----------------
All 4     

Space NK, Nassau Candy, Artcraft Health are Client Companies.

Note: Number above is a hyperlink that leads to level 3.

User should be able to change parameter on this level.

Level 3

Req id = r9: HTML ver

Level 3 is to be added which is HTML version of reports with filters panel that allows user to re-generate report with a different set of filters.

See mock ups for Level 3 below.

File:In transit html.JPG

Expanded state of Filters Panel:

File:In transit filters panel.JPG

Design above is ideal (filters panel below results has become almost a standard for level 2 DRs) but could be replaced with equivalent in functionality and usability.

System should remember previous state of filters.

See Also

See mantis notes in 3180 for Q&A!

Solution version 4

Add actions to level 3 panel. todo: send Marc a request for details.

Add default CT visibility filters to Jag user and Jag user groups profile

These "default CT visibility filters" will become default for users and groups and will propagate into filters settings at the time of "scheduling report"

Ability to schedule AR reports for User Group vs Individual User vs User Group minus some users vs list of users

Options (in Report Scheduler):

  • User Group
    • default CT visibility filters is pulled from User Group profile
  • Individual User
    • default CT visibility filters is pulled from User profile
  • User Group minus some users
    • default CT visibility filters is pulled from User Group profile
  • list of users
    • default CT visibility filters are not used

Exclusion Filters

Ability to select all but several item from the list.

Suggested implementation:

All filter panels consist of "From list to list" widgets.
Add button "select all" to the above. This will move all items from left panel to 
the right. If user will have a desire to "select all but items A, B" he will:
  a) select all (this will move all to the right)
  b) select items A,B and move to the left

Administration

If time permits new improved version of Reports Schedule will be released:

  • more columns and filters (example: reports assigned to)
  • in one report instance one can set DR vs email option per user. Now it is per instance (all users can be set to receive DR or email)
  • etc (related task: 0003163: (* Reports/DR Scheduler) Implement version 2 , Scheduled_Reports#Solution_version_2)

History

0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users

WU? No

0003062 [Internal Dashboard Reports] Add remaining 9 existing internal reps to Dashboard

WU? No

0003180: (* DR/KPI) (Action Required DRs) Create Version 3 that covers more required functionality

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