Performance Report Publishing Tool

From UG

Contents 1 Info 2 Business Requirements 3 Solution 3.1 Scoreboard report for Internal/Client App 3.2 Settings of Scoreboard report 4 SOWs 4.1 SOW 1 "Fiscal / Calendar Year" option 4.1.1 Core requirements 4.1.2 Solution 4.2 SOW 2 Ports in Drill Down information 4.2.1 Core requirements 4.2.2 Solution 4.3 SOW 3 Additional options 4.3.1 Core requirements 4.3.2 Solution 4.4 SOW 4 Scheduling options 4.4.1 Core requirements 4.4.2 Solution

Info

• mantis: 0004650 : Performance Report Publishing Tool

Business Requirements

• Ability to generate regular reports about performance in Flashlight:

• Monthly Performance
• Monthly Variance from Previous Month
• YTD
• YTD - YoY Vairiance (vs previous Year)

• Additional notes:

• provide Client Company option "Fiscal/Calendar Year" for Flashlight (SOW 1)
• implement "Publish Scoreboard" to select reports and format options (PDF/XLS)

Solution

Scoreboard report for Internal/Client App

Settings of Scoreboard report

SOWs

SOW 1 "Fiscal / Calendar Year" option

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mantis: 0004654 : "Fiscal / Calendar Year" option for KPI

Core requirements

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Solution

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SOW 2 Ports in Drill Down information

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mantis: 0004751 : Add more criteria to Scorecard Report Builder

Core requirements

• Add on the the ‘port of origin’ and the ‘port of destination’ to the list of Drill Down Information/CT.

Solution

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SOW 3 Additional options

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mantis: 0004770 : Scorecard > Offer additional options

Core requirements

• Top 25 - Offer additional options (Top 3, 5, 10, etc)
• Offer additional ranking options (eg. KG, LB, CBM, CFT)

Solution

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SOW 4 Scheduling options

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mantis: 0004771 : Scorecard > Enable scheduling options

Core requirements

• Enable scheduling options, eg “date of the month” (weekly or Quarterly reports) or “day of the week” (weekly reports)

• Example: Send the report 5 days after the end of the reporting month/quarter/week

Solution

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