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MarkeTrak Reporting Current RMS Reporting

This project aims to improve the MarkeTrak reporting system by adding a user-friendly GUI that allows users to easily select and execute reports. The backend system will generate CSV format results that will be posted to TML, with a URL link added to the report issue for easy access.

lroyster
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MarkeTrak Reporting Current RMS Reporting

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  1. MarkeTrak ReportingCurrent RMS Reporting

  2. Day to Day Issues - Summary

  3. Inadvertent Gains - Detail by State

  4. Cancel With Approval - Detail by State

  5. DEV LSE Issues - Summary

  6. MarkeTrak ReportingSample IAG Reporting with Current GUI Functionality

  7. IAG Submittal Counts By Month

  8. IAG Submittal Counts By Month

  9. IAG Vote Results

  10. MarkeTrak ReportingPhase II Reporting Enhancements - Requirement 17

  11. Requirement 17GUI Changes:Design process flow, similar to Bulk Insert’s, that will allow user to select, from a drop down list, a report to be executed. Once User selects the report, enters any report parms and hits submit, the report request will be passed to a backend systemBackend system will execute the report and generate results in a CSV format that will be written to a file and sent to MID/MIR for posting to TML. A URL link will be added to the Report Issue that will link to TML’s Report Explorer. This will be added to Bulk Insert alsoUser Impacts:If a user wants to view all rows of a report greater than 3,000 rows, the user should use the “Background Report” workflow type in MarkeTrak

  12. Background Report Workflow

  13. Background ReportSubmit Transition

  14. Background Report Report Selected State

  15. Background ReportProvide Parms Transition

  16. Background ReportSubmit Report Transition • Issue transitions to “Report Submitted” state • Report request written to report queue • Report Generator reviews report queue every ‘X’minutes, builds any report requests it finds • Once report complete: Report attached to Issue or Report Explorer Report Issue “closed” Report queue updated with stats • If errors encountered, they will be written to report results. Report Issue will still transition to “closed”.

  17. Report BackgroundWhat we need from you • Reports need to include: Report Title Report Description (detailed) Input Parms (max 8) Title Require/Optional Format Permitted Values SQL/screen shot (if possible) Calculations (if any performed on data) Output Fields expected in report

  18. Background ReportsAdditional Information Task Force Action Items: • Requested Report ‘Parms’ for initial release • Common calculations used on reports – ie Days Open, Days Since Last Transition, etc • Return initial input by next MTP2 Task Force Meeting

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