CT Records Report

From UG

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	[[Category: CT Records Per Office]]		[[Category: CT Records Per Office]]
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		+	== Technical Specification ==
		+	=== Summary ===
		+
		+	* 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 shows date time stamp and how many records are found (number)
		+	* This report is almost similar to [[Daily Report]], but the heading on the spreadsheet is different also with the extra fields
		+
		+	=== User Interface ===
		+	See [[#Figure 1. Schedule dropdown menu ]]
		+
		+	==== Filters ====
		+	All filters for user defined report conditions are on one tab - see [[#Figure 2. General Tab ]]
		+
		+	Also see [[#Filters and Filters Matching Logic]].
		+
		+
		+
		+	=== Hard Coded Conditions ===
		+
		+	* This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
		+
		+	* Report should use [[CT#Created On Date]] date field to identify when shipment was created.
		+
		+	=== User Defined Conditions ===
		+	* See Figure 2 for general filters tab below
		+	* All filters are "multi select"
		+	* Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
		+	* Filters consist of several groups
		+	* Every filter is connected by '''AND''' and sub selections inside each filter combo-box are connected by '''OR'''
		+	** For example: ((Client Companies = E.A. USA Domestic) '''OR'''(Client Companies = Elizabeth Arden)) '''AND''' ((Shippers = A-TESTCOMP - TestCity - test remark)'''OR'''(Shippers = ABC - HK - test))
		+	* If none of the filters are selected, generate ALL results.

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Revision as of 16:24, 26 February 2010

Contents 1 Technical Specification 1.1 Summary 1.2 User Interface 1.2.1 Filters 1.3 Hard Coded Conditions 1.4 User Defined Conditions

Technical Specification

Summary

• 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 shows date time stamp and how many records are found (number)
• This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

User Interface

See #Figure 1. Schedule dropdown menu

Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

Hard Coded Conditions

• This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

• Report should use CT#Created On Date date field to identify when shipment was created.

User Defined Conditions

• See Figure 2 for general filters tab below
• All filters are "multi select"
• Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
• Filters consist of several groups
• Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
  • For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
• If none of the filters are selected, generate ALL results.