DRs on Client App

From UG

Revision as of 23:11, 3 February 2013

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 role (on Client App)

• "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

SOW 2

SOW 3