CT Records Report
From UG
Contents |
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 Acc > Reports > CT Records Per Office.
- Report shows date time stamp and how many records are found (number)per mode and per office
User Interface
From Scheduled Reports
See #Figure 1. CT Records Per Office (Schedule Menu)
See #Figure 2. General Filters Tab
From Acc Reports
See #Figure 4. Filters and Buttons
Filters
See #Filters and Filters Matching Logic.
Hard Coded Conditions
- This report is used to identify how many shipments (CT's) has been created in the system by specific office during a given time frame (???Still need to know how to generate per schedule? all from the beginning to present OR from the last report
- 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
- Date filter is from Date to Date calendar
- Office filter is "multi select"
- Office selected filters are connected by OR condition
- For example: ((Office = New York) OR (Office = London))
- Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
- If none of the filters are selected, generate ALL results.
Filters and Filters Matching Logic
- Office#City
- This is a mandatory filter
- Allow user to select max to 10 client companies
- If user does not set this filter; leave it blank then clicks "Ok", warning error message pop-up displays "Please set Client Companies filter"
- If user selects some client companies filter more than 10 client companies then clicks "Ok", warning error message pop-up displays "List of Client companies can be selected less than or equal 10 client companies."
Figure 1. CT Records Per Office (Schedule Menu)
Figure 2. General Filters Tab
Figure 3. Output Tab
Figure 4. Filters and Buttons
Figure 5. SpreadSheet
