DRs on Client App
From UG
Contents |
Info
This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.
SOW 1 make sure client dashboard reports work
mantis: 0003959: [ASN 20 ph3] make sure client dashboard reports work
spec: see below
Preliminary Notes:
- This functionality was implemented by sasha with out spec, see mantis 3367.
- We need to review above now that we have spec and known bugs (such as level 3 does not work)
Requirements for this component:
- all existing DB Reports should be enabled for Client, Shipper, Planner user roles (on Client App)
- "front end":
- user should have same experience as on internal: level 1 (counter), level 2 (summary per parameter) (where exists), level 3 (list of records in HTML), level 4 (download to xls) (where exists)
- "back end":
- Jag Ops lead will set up reports through Report Scheduler
- steps: create instance, select appropriate list of users, select receive as a DB option
- client app user visibility:
- will not be taken into account by system. User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)
List of existing DB Reports
Reports that support dashboard:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Pre-Alert Report
- Previous Day Collection
- Previous Day Delivery
- Profit/Loss for Multiple CTs
Peports from list above that support level2:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Previous Day Collection
- Previous Day Delivery
