DRs on Client App
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This is about enabling for Client App users DB Reports that are available through Report Scheduler on Client.
SOW 1 make sure client dashboard reports work
mantis: 0003959: [ASN 20 ph3] make sure client dashboard reports work
spec: see below
Preliminary Notes:
- This functionality was implemented by sasha with out spec, see mantis 3367.
- We need to review above now that we have spec and known bugs (such as level 3 does not work)
Requirements for this component:
- all existing DB Reports should be enabled for Client role (on Client App)
- "front end":
- user should have same experience as on internal: level 1 (counter), level 2 (summary per parameter) (where exists), level 3 (list of records in HTML), level 4 (download to xls) (where exists)
Reps set by Ops users for Client
- Jag Ops lead will set up reports through Report Scheduler
- steps: create instance, select appropriate list of users, select receive as a DB option
- client app user visibility:
- will not be taken into account by system. Ops User who defines instance in Report Scheduler should set appropriate visibility rules (such as Client Company = XYZ)
Reps set by Client user himself
- Client user will set up reports through Reports > Report Scheduler
- there is a limited list of such reports
- steps: create instance, select appropriate list of users, select receive as a DB option
NOTE: Filters to remove or to make read only(now they are open which is a bug):
- recipients = only current user,
- cc = none,
- bcc = none,
- report for cient company = none,
- report for trucking company = none
Client app user visibility:
- will be taken into account by system.
- filters from visibility should propagate and become read only in scheduler. For example:
- if in visibility Client Company = ABC; Shippers = S1 and S2 then these filters in Reps Scheduler will be set and show up as read nay
- these filters lists are the same except Client Company Group, in this case translate group into the List of Client companies
How to enable report sched (implemented):
To give Client user possibility create scheduled/dashboard reports below steps should be done on internal app side:
- 1) Tick check-box "Show scheduler" in "Part G. Report Scheduler" section of Client Company admin.
- 2) Client Company with enabled "Show scheduler" option has to be assigned for Client user in user admin.
- 3) "Dashboard reports" option has to enabled in Client User admin, "Dashboard configuration" tab.
- 4) "Enable Client's reports" option has to be enabled on "Saved/Scheduled Reports" form. (reports->Saved/Scheduled Reports)
- 5) "Select what role can schedule reports" option ahs to be set in Admin->Client application ->Admin, "Report scheduler" tab.
List of existing DB Reports
Reports that support dashboard:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Pre-Alert Report
- Previous Day Collection
- Previous Day Delivery
- Profit/Loss for Multiple CTs
Peports from list above that support level2:
- In Transit
- Billing Required
- GM Split
- Daily EA
- Daily
- Impending Delivery/Collection
- Impending Arrivals/Departures
- Incomplete
- Past Due
- Previous Day Collection
- Previous Day Delivery