Performance Report Publishing Tool

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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

  • .



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

  • .
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