Internal Dashboard Reports (concepts and requirements) (OLD spec)
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Project Mantis: 0002488: [KPI]......... <proj>
Business Analysis and Requirements
Glossary
Summary
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, MOT (Ocean, Air, Trucking) if it is inbound (import) or outbound (export). So the NY Import Department is receiving these reports listing ALL NY import shipments - Ocean. The problem with this is that the users need to look through all of the scheduled reports they are receiving (which could contain a lot of shipments), to check on the only the ones they are responsible for (which could be only a couple of those shipments.
For Example Jeanine is the Coty Team Leader. Her team handles, import, export, ocean, air, and trucking. She needs to go through basically all of the emailed scheduled action required reports to monitor the teams shipments. Since her team is only handling one account, She only needs about 10% of the information she is receiving.
To improve on this Marc has requested these reports be personalized and added to dashboard reports.
Core need
To add a number of Dashboard reports for internal users and personalize the dashboards.
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 each member of 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
Controlling these reports
These reports should be controlled in Admin.
With the ability to disable dashboard and replace with emails again if necessary
Add these reports to a Dashboard report
Dashboard should have one column listing the name of the report
For Example: NY - Past Due Arrivals - Ocean - General Import of NY - Past Due Arrivals - Coty
Dashboard should have another column showing the total number of shipments count on this report.
- This number should be a hyperlink, that would open up a report. Depending on the report, it may have another level of drop down.
For Example NY - Past Due Arrivals - Ocean - General Import Total Shipments 4 after clicking the hyperlink, the next report would only list the client name and total number of shipments past due for that client. This number would also be a hyperlink. Space NK 2 Nassau Candy 1 Artcraft Health 1 After clicking the hyperlink, the next report would be an excel spreadsheet listing all the details of those shipments (including all the details that are currently on the "Past Due Arrivals - Ocean report")
Dashboard should provide real time updates Once the report is added to the dashboard, the system should no longer email the report to the operators.
- May need to add flexibility where you can select dashboard or email per user, if you are coping a Jaguar User in on a scheduled client report.
Personalization
We will need to add additional filters to existing scheduled reports.
- The filters that need to be added may be specific to the exact report.
For easier maintenance we should add the ability the include AND exclude specifics
For Example: User Group called NY EA Group: Rob(Team Leader) Stacy Tina Ana Etan Shannon Erin Rob decides to create a report for his team of shipments that arrived, but are not delivered. He does not want this report to be added to Ana's report because she is not currently handling any deliveries. He should be able to include the EA Group to this report and then exclude only Ana. *having this ability will make it easier, so Rob does not have to create a new group, assign it only to the other 6 in the group, or if in the future, he decides Ana should be on the group, he can just remove that single exclusion filter.
OR
John is the general imports team leader and he would like to see all NY general import arrivals. However he does not want any additional information, so he would like to exclude Coty and EA because these accounts are handled by a different team. He also would like to exclude Jamaica, as his team is no longer handling shipments into Jamaica. He should be able to set the filter to show all NY Imports by selecting Destination Region: North America - South America - Caribbean Excluding Country: Jamaica Client Company: ALL Excluding: Coty & EA By Offering this exclusion filter, it will enable John to Narrow down the report to his exact specifications without having to filter Clients one by one skipping over the two that he does not require (Currently have 1700 + Client Companies in the system) or assign two regions, plus the countries in the Caribbean one by one skipping over one country.
Specific Dashboard Reports
Daily
TBD
Impending Arrivals/Departures
TBD
Impending Delivery/Collection
TBD
In Transit
TBD
Incomplete
TBD
Past Due
TBD
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.
