Reporting: In-App Reports
(UXPROD-867)
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| Status: | Draft |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Reporting: In-App Reports |
| Type: | New Feature | Priority: | P4 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | acquisitions, dashboard, finances, invoices, orders | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Epic Link: | Reporting: In-App Reports | ||||||||
| Front End Estimate: | Medium < 5 days | ||||||||
| Back End Estimate: | Medium < 5 days | ||||||||
| Development Team: | Thunderjet | ||||||||
| Report Functional Area(s): |
Resource Management
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| PO Rank: | 57.7 | ||||||||
| Rank: Chicago (MVP Sum 2020): | R2 | ||||||||
| Rank: Cornell (Full Sum 2021): | R2 | ||||||||
| Rank: Duke (Full Sum 2021): | R2 | ||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||
| Rank: GBV (MVP Sum 2020): | R3 | ||||||||
| Rank: hbz (TBD): | R4 | ||||||||
| Rank: Lehigh (MVP Summer 2020): | R4 | ||||||||
| Rank: TAMU (MVP Jan 2021): | R2 | ||||||||
| Rank: U of AL (MVP Oct 2020): | R2 | ||||||||
| Description |
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Problem: The ability to quickly access summary information for a given set of records in a specific app. In order to inform daily operating activities. Proposed solution: A result summary widget that can be implement along side the Search and filter component and be configured to summarize information (Eg Total estimated price) based on fields in the records returned in the result list. Requirements: |
| Comments |
| Comment by Khalilah Gambrell [ 01/Mar/22 ] |
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Dennis Bridges - is this Dashboard worthy widget? |
| Comment by Dennis Bridges [ 04/Mar/22 ] |
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Khalilah Gambrell this was written long before the dashboard was created but I do think it could be replaced by/implemented as a dashboard widget. The use cases were very much related to reporting and the general idea was that a summary of totals would be displayed based on a list of records. Ie. for a list of funds how much money is expended vs encumbered etc. or for a list of orders how much is encumbered vs expended. |