DRs on Client App
From UG
(Difference between revisions)
(→SOW 1 make sure client dashboard reports work) |
(→SOW 1 make sure client dashboard reports work) |
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* client app user visibility: | * client app user visibility: | ||
** will not be taken into account by system. User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ) | ** will not be taken into account by system. User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ) | ||
+ | |||
+ | === List of existing DB Reports === | ||
+ | |||
+ | Reports that support dashboard: | ||
+ | |||
+ | * In Transit | ||
+ | * Billing Required | ||
+ | * GM Split | ||
+ | * Daily EA | ||
+ | * Daily | ||
+ | * Impending Delivery/Collection | ||
+ | * Impending Arrivals/Departures | ||
+ | * Incomplete | ||
+ | * Past Due | ||
+ | * Pre-Alert Report | ||
+ | * Previous Day Collection | ||
+ | * Previous Day Delivery | ||
+ | * Profit/Loss for Multiple CTs | ||
+ | |||
+ | Peports from list above that support level2: | ||
+ | |||
+ | * In Transit | ||
+ | * Billing Required | ||
+ | * GM Split | ||
+ | * Daily EA | ||
+ | * Daily | ||
+ | * Impending Delivery/Collection | ||
+ | * Impending Arrivals/Departures | ||
+ | * Incomplete | ||
+ | * Past Due | ||
+ | * Previous Day Collection | ||
+ | * Previous Day Delivery | ||
== SOW 2 == | == SOW 2 == | ||
== SOW 3 == | == SOW 3 == |
Revision as of 17:46, 28 January 2013
Contents |
Info
This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.
SOW 1 make sure client dashboard reports work
mantis: 0003959: [ASN 20 ph3] make sure client dashboard reports work
spec: see below
Preliminary Notes:
- This functionality was implemented by sasha with out spec, see mantis 3367.
- We need to review above now that we have spec and known bugs (such as level 3 does not work)
Requirements for this component:
- all existing DB Reports should be enabled for Client, Shipper, Planner user roles
- "front end":
- user should have same experience as on internal: level 1 (counter), level 2 (summary per parameter) (where exists), level 3 (list of records in HTML), level 4 (download to xls) (where exists)
- "back end":
- Jag Ops lead will set up reports through Report Scheduler
- steps: create instance, select appropriate list of users, select receive as a DB option
- client app user visibility:
- will not be taken into account by system. User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)
List of existing DB Reports
Reports that support dashboard:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Pre-Alert Report
- Previous Day Collection
- Previous Day Delivery
- Profit/Loss for Multiple CTs
Peports from list above that support level2:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Previous Day Collection
- Previous Day Delivery