Report Ordering (Features)

Order Entry

• Provide UIs 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,

• Helper-UIs 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

Order Collections

• Order collections allow to immediately run a series of (single or batch) report orders for use cases like report re-productions, regression testing or load testing.

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 feature “WF Workflows”