Scheduled Reports

From UG

Contents 1 General Info 2 Business Needs and Requirements 2.1 Standard email greeting 2.2 Clause in the bottom: 3 Change Requests 3.1 Tweaks 0 3.2 Tweaks V.1.1.a 3.3 Tweaks V.1.1.b 3.3.1 Business Requirements 3.4 Tweaks V.1.1.c 3.5 SOW1 0001873(*ph1)(*Scheduled Reports Home) Separate reports into categories 3.6 SOW2 m1613 (Schedule Report) Wording on the body of the email for schedule report 3.7 SOW3 Add PnL for Multiple CTs report 3.8 SOW4 Remove inactive users from any scheduled reports (dropdown menu and current recipient lists) 3.9 SOW5 ASN statistic Report (ANA/TDS): Air/Ocean logics 3.9.1 For the Statistic Report 3.9.2 For the ANA Report 3.10 SOW6 Daily Report for "New ASNs" ---> Send only if there is at least 1 ASN shipment 3.10.1 Core Requirements 3.10.2 Solution 3.11 SOW7 [Report] Email/Dashboard --> Pre-Approved for AIR, pending Final Air Approval 3.11.1 Core Requirements 3.11.2 Solution 3.12 SOW8 Add "Clone" feature for the schedule report 3.12.1 Core Requirements 3.12.2 Solution 4 User Guide v1 4.1 Summary 4.2 User Interface 4.2.1 Saved/Scheduled Reports table 4.2.2 Add/Edit Report window 4.3 Special Cases 4.3.1 Body of message 4.4 Figures 4.4.1 Figure 1. Saved/Scheduled Reports table 4.4.2 Figure 2. Add/Edit Report window 5 User Guide v2 5.1 Internal version v1 5.2 Client version v1 5.3 More

General Info

• parent: 1586

Business Needs and Requirements

Standard email greeting

• Need standard email greeting for Daily, Daily EA and In-transit scheduled reports
• Note each mention of CyberTrax must have tm listed See: Superscript

Example # 1:

To: Client

From: Jaguar Freight Services

Please find attached your XXX report (XXX, being the name of the report) which for your convenience has been automatically generated from CyberTraxTM.

Thank you for your continued support.

Regards,

The Jaguar Freight Operations Team

---

Example # 2:

To: Trucker

From: Jaguar Freight Services

Attached is a list of current shipments for ZZZ (ZZZ, being the name of the client) which for your convenience has been automatically generated from CyberTraxTM.

These shipments require your attention as they are either: pending arrival into the port, pickup, and/or delivery.

Please do not hesitate to contact us should you have any questions or concerns.

Regards,

The Jaguar Freight Operations Team

---

Clause in the bottom:

In the bottom of all of these e-mails should be this clause:

Jaguar Freight does not provide cargo marine insurance unless specifically requested and confirmed in writing. Please ensure you have appropriate cover for all your domestic and international shipments.

Please note that all business is transacted subject to our general business terms and conditions, as indicated on our freight invoices and HB/L, a copy of which is also available upon request.

Change Requests

Tweaks 0

1) time set on reports must be GMT London time (display word "GMT")

3) CC, BCC fields are missing

4) REplace label "Client Company:" with "Report For Company:" . This will make it clear that it is not a filter.

Tweaks V.1.1.a

Note: Tw1)-Tw3) are Mantis 1268, tw4) is Mantis 1272 -- Tira 9:12 AM 2 Oct 2009 (UTC)

tw1) Schedule: Make time zone as a dropdown list and default based on Jaguar User Log in local time

tw2) Make Recipients: text box to dropdown list include a list of Client email (non-JG users) that depends on Report For Company dropdown selected. For example, if report for company filter is set to company X, Recipients dropdown list will be employees who work for company X --> Kostya said it is a tag, so this will be included for all the non-JG users list.

tw3) Make CC and BCC recipients: text box to dropdown list with combination list of Jaguar and Non-jaguar Users

tw4) Add Schedule option for Every __ hours with a dropdown list of 4, 18, 12, 16, and 24 hours

tw5) Allow user to manually type email lists on list box of emails for recipients -- Tira 4:12 AM 22 Oct 2009 (UTC)

tw6) CT# hyperlinks for client users -> link to view shipment on client interface, for internal users -> link to view shipment on Internal interface.

NOTE: manually typed email addresses (copied and pasted to combo box) -> anonymous: consider to have hyperlinks to view client interface. And if that user doesn't have client visibility, there is a warning pop-up message.

Tweaks V.1.1.b

Business Requirements

NOTE: this requirement is from Marc on Dec 15, 2009

Report class:

• Daily -->(JG & Non-JG users)
• Impending -->(JG users)
• Incomplete -->(JG users)
• In-Transit -->(JG & Non-JG users)
• Main -->(JG & Non-JG users)
• Past Due -->(JG users)
• Previous Day -->(JG & Non-JG users)

Recipients: , CC Recipients:, BCC Recipients:

• Drop down list (combine both JG and Non-JG users)
• text box (manually typed or copied and pasted email addresses:anonymous users are considered as client for some reports). Please see exception below

Report generated results with CT# hyperlinks

• If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
• If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.

Exception

• Reports that can be generated for both client and internal users are Daily, In-Transit, Main, and Previous Day.
• Reports that can only be generated for Internal users are Impending, Incomplete, and Past Due.
• Note: for Internal users reports, both dropdown list and text box for anonymous users (input for recipients, CC recipients, and BCC recipients are considered Internal users and the CT# hyperlinks must link to Edit shipment page on Ops> Internal interface

Tweaks V.1.1.c

1723

SOW1 0001873(*ph1)(*Scheduled Reports Home) Separate reports into categories

• http://mantis.jaguarfreight.com/mantis/view.php?id=1873
• spec updated? No
• Right now CT2 top menu has Reports > Saved/Scheduled
• We need to separate into several categories:
  • Reports > Saved/Scheduled > Daily and Main (Main, Daily, Daily EA)
  • Reports > Saved/Scheduled > In Transit (In Transit)
  • Reports > Saved/Scheduled > Internal (Impending, Incomplete, Past Due, Previous Day)
  • Reports > Saved/Scheduled > Statistical (CT Per office, Carrier Statistic, Client Statistic)

SOW2 m1613 (Schedule Report) Wording on the body of the email for schedule report

• 1613

BA See #Standard email greeting

SA

• There are 2 cases of recipients of scheduling report:
  • Report for Client company
  • Report for Trucking company
  • See #Standard email greeting Example 1 and 2
    • Example 1. Client = Report For Company (tag), XXX = name of Report Class
    • Example 2. Truck = Report For Truck Company (tag), ZZZ = name of Report for company
• create a tag list for Trucking company in order to schedule report for Truck company
• Report for Trucking company
  • widget: Listbox
  • Mapping: Pull lists from Admin> address book> Vendor> V3
  • Default: Blank
  • Addition tag: all
  • Required: No
  • Note: Tag only, this is not a mandatory field; it is used for scheduling report for trucking company
  • Additional Information
    • Report for company is a mandatory field
    • If Report For Client Company is selected and Report For Trucking Company is blank, this applies to Schedule report for client that uses body of email for Example 1 with Jaguar Freight standard signature and clause in the bottom of email body
    • If Report For Client Company and Report For Trucking Company are selected, this applies to Schedule report for Truck company that uses body of email for Example 2 with Jaguar Freight standard signature and clause in the bottom of email body
  • See Figure below

NOTE: These two types of body of email are applied to Daily, Daily EA, and In-transit report ONLY.

SOW3 Add PnL for Multiple CTs report

0003515: Add "P&L for Multiple CTs" to Report Scheduler

• Add this report to "Report Class" dropdown
• Access rights: give acces for all users who have user roles(with activated "Acc Home") in their profile
• Make this Rep class available in Report Scheduler only for users that have access to "Acc Reps" option under Users Roles Admin

Post Imp Note:

TBD

SOW4 Remove inactive users from any scheduled reports (dropdown menu and current recipient lists)

0004137: [Ops Reps] remove inactive users from any scheduled reports (dropdown menu and current recipient lists)

• Where: Recipients sections of "Add/Edit Report" window - Recipients, CC Recipients, BCC Recipients
• What:

• Drop-down menus of each section should contain only active users.
• Existing lists of recipients need to be cleaned from inactive users (one-time action for all scheduled reports).

• NOTES:

• Currently in Cybertrax, the user is inactive, if CT2 user profile is "archived" OR/AND has "non-active" status.
• This should be implemented for both Internal and Client Application.

Recipients Sections

Post Imp Note:

TBD

SOW5 ASN statistic Report (ANA/TDS): Air/Ocean logics

0004484: ASN statistic Report (ANA/TDS): Air/Ocean logics

For the Statistic Report

We need approved “AIR / OCEAN” - ASN’s (CT’s) to be listed in the ANA/ASN Reports, until:

• APPROVED:

• No condition > Pick up / Estimated Pick Up / Departure > All Empty

• ROUTED:

• ESTIMATED Pick up Date field is set
• ACTUAL Pick up Date field is empty

OR

• ESTIMATED Departure Date field is set
• ACTUAL Departure field is empty

• PICKED UP:

• ACTUAL Pick up Date field is set

OR

• ACTUAL Departure Date field is set

• REMOVE RECORDS FROM THE ASN REPORTS WHEN:

• Actual departure date field is set

OR

• Shipment is closed / delivered

For the ANA Report

We need approved “AIR / OCEAN” - ASN’s (CT’s) to be listed in the ANA/ASN Reports, until a CT is “routed”:

• ROUTED:

• ESTIMATED Pick up Date field is set

OR

• ESTIMATED Departure Date field is set

Post Imp Note:

TBD

SOW6 Daily Report for "New ASNs" ---> Send only if there is at least 1 ASN shipment

mantis: 4534 (phase: Stg, status: completed)

Core Requirements

• Send Daily Report for "New ASNs" only if there is at least 1 ASN shipment in the Report.
• Meaning that if there is "0" shipment, do not send email notification for that day.

Solution

• System provides an ability for selecting the option - send e-mail notification with "zero-shipments" Daily report to recipients or not.
• This can be managed with Send "empty" result checkbox that becomes visible in Edit window of scheduled Daily report if its E-mail notification is turned on.

Post Imp Note:

TBD

SOW7 [Report] Email/Dashboard --> Pre-Approved for AIR, pending Final Air Approval

mantis: 4536 (phase: Stg, status: completed)

Core Requirements

• Add new type of report/additional filter for scheduled ASN report.
• Send e-mail ONLY if there is at least 1 ASN shipment.

• Meaning that no need to send email if there is "0" ASN shipment.
• This can be an option as one of the filters if you think it makes sense.

Solution

• To select and show ASN records that pending final Air approval (pre-approved for Air) the new report type option added.

• Label is "Pending Air Approval".

• Option of sending empty result of report implemented with using "Send empty result" checkbox:

• in the same way as for mantis 4534 (see SOW 6 above).

Post Imp Note:

TBD

SOW8 Add "Clone" feature for the schedule report

mantis: 4519 (phase: Stg, status: completed)

Core Requirements

• Add "Clone" feature for the schedule reports.

Solution

• "Clone" feature provides an ability to create new scheduled report with using the settings of already existing one.
• Scheduled report can be cloned with the following steps:

• User is selecting "template" report for cloning with using checkbox in reports list of "Saved/Scheduled Reports" section.
• User is clicking "Clone" button.
• The new report is opening in Edit window with description supplemented by the right with " - clone" text.

• .

Post Imp Note:

TBD

User Guide v1

Summary

• Scheduled Reports feature is available from the main menu on the next path: "Reports -> Saved/Scheduled".
• CT2 Reports can be scheduled here for automatically sending to users.

User Interface

Saved/Scheduled Reports table

• Scheduled Reports are stored in the table where each row corresponds with one report. See Figure 1.
• As new report can be added as well each scheduled report can be edited or removed.
• It presents in the columns the following main fields:

• Report Class – parent report (InTransit, MainWizard, etc)
• Description - report instance name
• Client Company (just a tag, not report filter)
• Date, Time Created
• Date, Time Modified
• Last Modified By

• Scheduled Reports are sorted by Report Class then by Description then by Client Company.

Add/Edit Report window

• User can select report options and set parameters of its sending in the "Add/Edit Report" window. See Figure 2.

• REPORT TAGS

1) Report Class:

• Carriers Statistic
• Client Companies Statistic
• CTs Per Office
• Daily
• Daily EA
• Delivery Trailer
• Impending Arrival/Departure
• Impending Delivery/Collection
• In Transit
• Incomplete
• Main
• Past Due
• Pending Approval
• Previous Day
• Receiving
• Trucking Optimization

2) Description:

• textbox for entering of report instance name by user

3) Report For Client Company:

• “Client Company” here is not a report filter, it is a tag indicating for what client company this report is to be scheduled for (associated with)
• “Client Company” is a mandatory field
• Mapping: Admin> Client Companies> Client Companies
• Addition tag: "-all-"

4) Report For Trucking Company:

• “Trucking Company” here is not a report filter, it is used for scheduling report for trucking company
• “Trucking Company” is not a mandatory field
• Mapping: Admin > Address Book> Vendor> V3

• SHEDULE PARAMETERS

1) Schedule: from and to dateboxes. They define the duration of the schedule for this instance of the report.

• "Clear" button. Sets from datebox to current date and clears to datebox.

2) Type of sheduling:

• Hourly: on {(GMT -11:00) Pacific/Apia ... (GMT +14:00) Pacific/Kiritimati} every 1-24 hour(s)
• Daily: at {12 AM ... 11 PM} (GMT -11:00) Pacific/Apia ... (GMT +14:00) Pacific/Kiritimati every N day(s)
• Weekly: at {12 AM ... 11 PM, (GMT -11:00) Pacific/Apia ... (GMT +14:00) Pacific/Kiritimati} every N week(s) on Sun ... Sat
• Monthly: at {12 AM ... 11 PM, (GMT -11:00) Pacific/Apia ... (GMT +14:00) Pacific/Kiritimati}

• every N1 month(s) on N2 day
• or every N1 month(s) {First, Second, Third, Forth, Last} {Sun ... Sat}

• LISTS OF RECIPIENTS

1) Recipients:

2) CC Recipients:

3) BCC Recipients:

• REPORT OPTIONS

1) Type of Report (for Impending, Past Due and Previous Day)

2) General Filters Tab (for all reports, but with its own set of filters for each of them)

2a) Transportation/Date/Condition Filters Tab (only for Main report)

3) Virtual Group Filters Tab (if need)

4) Output Tab (excluding CTs Per Office)

Special Cases

Body of message

• Each scheduled report is sent to user (or group of users) as attached file to email message.
• Body of message contains standard email greeting, Jaguar Freight standard signature and special clause in the bottom.

• If Report For Client Company is selected and Report For Trucking Company is blank, this applies to Schedule report for Client Company that uses body of email for Example # 1 with Jaguar Freight standard signature and clause in the bottom of email body.
• If both Report For Client Company and Report For Trucking Company are selected, this applies to Schedule report for Trucking Company that uses body of email for Example # 2 with Jaguar Freight standard signature and clause in the bottom of email body.
• Example of full text of email body (for #2):

To: J & J CONTAINER - Jamaica

From: Jaguar Freight Services

Attached is a list of current shipments for Blair Corp which for your convenience has been automatically generated from CyberTraxTM.

These shipments require your attention as they are either: pending arrival into the port, pickup, and/or delivery.

Please do not hesitate to contact us should you have any questions or concerns.

Regards,

The Jaguar Freight Operations Team

Jaguar Freight does not provide cargo marine insurance unless specifically requested and confirmed in writing. Please ensure you have appropriate cover for all your domestic and international shipments.

Please note that all business is transacted subject to our general business terms and conditions, as indicated on our freight invoices and HB/L, a copy of which is also available upon request.

Figures

Figure 1. Saved/Scheduled Reports table

Figure 2. Add/Edit Report window

User Guide v2

Currently some(!) CT2 reports can be scheduled:

• from Internal App
• from Client App

Internal version v1

The following labels should be corrected:

• "Client's reports" label should be renamed into "Scheduled by client user"
• "Internal reports" label should be renamed into "Scheduled by Jaguar user"

Client version v1

The following wiki defines option to allow non jag users to schedule reports themselves / see scheduled reports: 1892_rfd.

More

• 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)