Internal Dashboard Reports (concepts and requirements) (OLD spec)
From UG
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Info
Project Mantis: 0002488: [KPI]......... <proj>
Business Analysis and Requirements
Right now the operations staff receives a number of scheduled reports via email daily. Currently these reports are scheduled according to office (by assigning a region) and if it is inbound (import) or outbound (export). So the NY Import Department is receiving these reports listing ALL NY import shipments. Marc has requested the following changes.
Add these reports to a Dashboard report. Dashboard should list the name of the report
For Example: NY - Past Due Arrivals - General Import of NY - Past Due Arrivals - Coty
With live real time updates
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.
