DRs on Client App

From UG

Contents 1 Info 2 SOW 1 make sure client dashboard reports work 2.1 Reps set by Ops users for Client 2.2 Reps set by Client user himself 2.3 List of existing DB Reports 3 SOW 2 4 SOW 3

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 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)

Reps set by Ops users for Client

• 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. Ops User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)

Reps set by Client user himself

• Client user will set up reports through Reports > Report Scheduler
• there is a limited list of such reports
• steps: create instance, select appropriate list of users, select receive as a DB option

NOTE: Filters to remove or to make read only(now they are open which is a bug):

• recipients = only current user,
• cc = none,
• bcc = none,
• report for cient company = none,
• report for trucking company = none

Client app user visibility:

• will be taken into account by system.
• filters from visibility should propagate and become read only in scheduler. For example:
  • if in visibility Client Company = ABC; Shippers = S1 and S2 then these filters in Reps Scheduler will be set and show up as read nay
  • these filters lists are the same except Client Company Group, in this case translate group into the List of Client companies

How to enable report sched (implemented):

To give Client user possibility create scheduled/dashboard reports below steps should be done on internal app side:

• 1) Tick check-box "Show scheduler" in "Part G. Report Scheduler" section of Client Company admin.
• 2) Client Company with enabled "Show scheduler" option has to be assigned for Client user in user admin.
• 3) "Dashboard reports" option has to enabled in Client User admin, "Dashboard configuration" tab.
• 4) "Enable Client's reports" option has to be enabled on "Saved/Scheduled Reports" form. (reports->Saved/Scheduled Reports)
• 5) "Select what role can schedule reports" option ahs to be set in Admin->Client application ->Admin, "Report scheduler" tab.

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