DR for 9 existing Action Required internal reports

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Contents

Intro

  • parent: 0003034: (* DR/KPI) ....... <proj>

Requirements

[R1] We need to create DR version of the following existing 9 "action required" reports. See #List of reports.

!!! See : DR framework for Action Required reports.

List of Action required reports

Daily

Daily EA

Impending Arrivals/Departures

Impending Delivery/Collection

In Transit

Incomplete

Past Due

Previous Day Collection

Previous Day Delivery

Solution version 1

This is implemented!

Fig. 1
Fig. 2
Fig. 3


Functionality:

  • (Level 1) This rep has level 1 that consists of label and counter (num of CTs).
  • (Level 2) TBD
  • (Level 3) Counter is a hyperlink. Click on hyperlink should open xls with past related existing report.

Limitations:

  • delivery method (email vs dashboard) is set per report instance not per user
  • No level 2
  • Level 3 is xls and not HTML

DR reports implemented:

  • Past Due

How to create DR:

Currently To create DR version for existing report you need:

  • select existing report in Report Scheduler and open for edit
  • check "Dashboard" option (Fig. 1)
  • in User profile for the user wishing to receive report check "Dashboard reports" (Fig. 2)
  • this panel will appear on Dashboard (Fig. 3)

! Report will be shown only to users on Recipients list !

Solution version 2

Add additional DRs for additional Action Required reports with same limited functionality as defined in #Solution version 1. That would be all DRs except "Past Due". See full list here: #List of Action required reports

Solution version 3

This version will add features to cover more requirements from DR framework for Action Required reports.

Layout/output

Level 2

Req id = r7a: level2 options

Level 2 is to be added.

As defined by BA level 2 should show breakdown of one number shown on level 1.

Breakdown is expressed as a table or bar chart. It is based on one parameter (default is defined in config).

Example (parameter is Client company):

...


Level 3

Req id = r9: HTML ver

Level 3 is to be added which is HTML version of reports with filters panel that allows user to re-generate report with a different set of filters.

See mock ups for Level 3 below.

File:In transit html.JPG

Expanded state of Filters Panel:

File:In transit filters panel.JPG

Design above is ideal (filters panel below results has become almost a standard for level 2 DRs) but could be replaced with equivalent in functionality and usability.

System should remember previous state of filters.



Filters

  • r2a: extra filters
  • r2b: filters are specific
  • r2c: new filters list
  • r14: exclusion filters

Administration

If time permits new improved version of Reports Schedule will be released:

  • more columns and filters (example: reports assigned to)
  • in one report instance one can set DR vs email option per user. Now it is per instance (all users can be set to receive DR or email)
  • etc (related task: 0003163: (* Reports/DR Scheduler) Implement version 2 , Scheduled_Reports#Solution_version_2)

History

0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users

WU? No

0003062 [Internal Dashboard Reports] Add remaining 9 existing internal reps to Dashboard

WU? No

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