DR for 9 existing Action Required internal reports
From UG
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
- Criteria (Logic): See Daily Report
Daily EA
- Criteria (Logic): See Daily - Elizabeth Arden
Impending Arrivals/Departures
- Criteria (Logic): See Impending Arrivals
- Criteria (Logic): See Impending Departure
Impending Delivery/Collection
- Criteria (Logic): See Impending Collection
- Criteria (Logic): See Impending Delivery
In Transit
- Criteria (Logic): See In Transit
Incomplete
- Criteria (Logic): SeeIncomplete
Past Due
- Criteria (Logic): See Past Due
Previous Day Collection
- Criteria (Logic): See Previous Day Collection
Previous Day Delivery
- Criteria (Logic): See Previous Day Delivery
Solution version 1
This is implemented!
Functionality:
Limitations:
DR reports implemented:
How to create DR: Currently To create DR version for existing report you need:
! 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 1.
If report is In Transit and Level 1 looks like:
In Transit for Star Team: 4
And if "level 2 parameter" is "Client company" then it could look like:
Space NK 2 Nassau Candy 1 Artcraft Health 1
Space NK, Nassau Candy, Artcraft Health are Client Companies.
Note: Number above is a hyperlink that leads to level 3.
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.
Expanded state of Filters Panel:
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