Performance Report Publishing Tool
From UG
Contents |
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
Settings of Scoreboard report
Scoreboard report for Internal/Client App
SOWs
SOW 1 "Fiscal / Calendar Year" option
mantis: 0004654 : "Fiscal / Calendar Year" option for KPI
Core requirements
- .
Solution
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SOW 2 Ports in Drill Down information
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
- .
SOW 3 Additional options
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
- .
SOW 4 Scheduling options
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
- .