DRs on Client App

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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 role (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

SOW 2

SOW 3

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