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@@@@@@@@@@@@@@@ ROADMAP STAGE 4 - REPORTING / DASHBOARD / KPI
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@@@@@@@@@@@@@@@ ROADMAP STAGE 4 - REPORTING / DASHBOARD / KPI
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REPORTING
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REPORTING
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Procedure:
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Procedure:
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read all cases related to this
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read notes in project including any related spec docs
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read notes in project including any related spec docs
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Look at existing reports in v7 and generalize them and the features provided that are used
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Look at existing reports in v7 and generalize them and the features provided that are used
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pdf, email, print, download
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pdf, email, print, download
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@@ -17,8 +16,13 @@ Procedure:
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grid filter options and filter name must be an available field for report designer
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grid filter options and filter name must be an available field for report designer
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probably need a filter summarizer widget that can also be used inside the UI at the top of grids as well
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probably need a filter summarizer widget that can also be used inside the UI at the top of grids as well
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logo field with choice of size to correspond to the logo route
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logo field with choice of size to correspond to the logo route
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labels wtf?
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notification needs to be able to generate reports and send them
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Schedule form reporting
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keep in mind, but ultimately it's probably a dedicated schedule thing
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test harness UI so can quickly test out things via widget list
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test harness UI so can quickly test out things via widget list
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research solutions online
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Once clear on needs, research solutions online
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This case has a lot of old research in it:
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This case has a lot of old research in it:
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https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3451
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https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3451
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look at commercial ones just to steal ideas
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look at commercial ones just to steal ideas
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@@ -198,7 +202,10 @@ todo: First of all triage the features to port over in the sanest order so not s
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Try to get scheduleable stuff early because schedule form will take some time
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Try to get scheduleable stuff early because schedule form will take some time
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todo: Schedule form
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todo: Schedule form
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- new gold standard is Google schedule so emulate that amap
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- This one is big but requires the data to be there so as soon as implement enough things that are scheduleable then do this
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- This one is big but requires the data to be there so as soon as implement enough things that are scheduleable then do this
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- printing / reporting
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todo: Notifications
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todo: Notifications
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Many are on hold until there are real objects to code against, now is the time to code them as the objects are added
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Many are on hold until there are real objects to code against, now is the time to code them as the objects are added
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