Performance Report Publishing Tool
From UG
Contents |
[edit] Info
- mantis: 0004650 : Performance Report Publishing Tool
[edit] 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)
[edit] Solution
[edit] Settings of Scoreboard report
[edit] Scoreboard report for Internal/Client App
[edit] SOWs
[edit] SOW 1 "Fiscal / Calendar Year" option
mantis: 0004654 : "Fiscal / Calendar Year" option for KPI
[edit] Core requirements
- .
[edit] Solution
- .
[edit] SOW 2 Ports in Drill Down information
mantis: 0004751 : Add more criteria to Scorecard Report Builder
[edit] Core requirements
- Add on the the ‘port of origin’ and the ‘port of destination’ to the list of Drill Down Information/CT.
[edit] Solution
- .
[edit] SOW 3 Additional options
mantis: 0004770 : Scorecard > Offer additional options
[edit] Core requirements
- Top 25 - Offer additional options (Top 3, 5, 10, etc)
- Offer additional ranking options (eg. KG, LB, CBM, CFT)
[edit] Solution
- .
[edit] SOW 4 Scheduling options
mantis: 0004771 : Scorecard > Enable scheduling options
[edit] 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
[edit] Solution
- .
