Reporting: In-App Reports (UXPROD-867)

[UXPROD-1760] Search result summary widget Created: 03/Jun/19  Updated: 04/Mar/22

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:
Relates
relates to UIF-78 Fund search results summary widget Blocked
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
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   

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:
Widget can be accessed from a carrot menu in the header of the result list
Widget displays summary information for predefined fields based on a list of results
Calculations are made in real time



 Comments   
Comment by Khalilah Gambrell [ 01/Mar/22 ]

Dennis Bridges - is this Dashboard worthy widget? 

Comment by Dennis Bridges [ 04/Mar/22 ]

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.

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