changes.mady.by.user Marcus Brändle
Saved on Mar 01, 2022
Saved on Dec 12, 2022
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Feature
Description
Order Entry
Provide UI’s for
simple ad-hoc report ordering
setting up stored (scheduled) reports orders
setting up (stored) batch orders (generating multiple productions/executions)
Monitor all executions started in current user session
Scheduled report orders will often be entered / amended as part of a workflow
Report scheduling is normally based on data availablility and configured by parameters like frequency, data availability levels etc.
Flexible support for Reporting Parameters
Support to enter report parameters
basic parameters like reportType, reportingDate, portfolioId, etc,
reportType
reportingDate
portfolioId
Helper-UI's to allow entering complex and solution-specific parameters like
“List of Segmentations”
“List of Return Types”
etc.
Batch Orders
UI support to manage batch orders
Support to run a full or partial batch order (as a test run)
Support to schedule and execute batch orders
Report Order Management
Show and filter all report executions
Show and filter all issues generated by report executions
Export issues to Excel
Report Ordering Workflows
See WF Workflowsfeature “WF Workflows”