DR for 9 existing Action Required internal reports

From UG

Contents 1 Intro 2 Requirements 2.1 List of Action required reports 2.1.1 Daily 2.1.2 Daily EA 2.1.3 Impending Arrivals/Departures 2.1.4 Impending Delivery/Collection 2.1.5 In Transit 2.1.6 Incomplete 2.1.7 Past Due 2.1.8 Previous Day Collection 2.1.9 Previous Day Delivery 3 Solution version 1 4 Solution version 2 5 Solution version 3 5.1 Layout/output 5.1.1 Level 2 5.1.2 Level 3 5.2 Filters 5.3 Administration 6 Solution version 4 7 History 7.1 0002412 [Internal Dash Reps] 1) Create "past due arrivals" DR 2) Add ability to define DR for specific group of users 7.2 0003062 [Internal Dashboard Reports] Add remaining 9 existing internal reps to Dashboard 7.3 0003180: (* DR/KPI) (Action Required DRs) Create Version 3 that covers more required functionality

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!

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. It is based on one parameter (default is defined in config).

Provider option to go from Level 1 directly to level3 (skip level 2).

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
-----------------
All 4     

Space NK, Nassau Candy, Artcraft Health are Client Companies.

Note: Number above is a hyperlink that leads to level 3.

User should be able to change parameter on this level.

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)

Solution version 4

Add actions to level 3 panel. todo: send Marc a request for details.

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

0003180: (* DR/KPI) (Action Required DRs) Create Version 3 that covers more required functionality