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Target release | Released. | ||||||||
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Epic |
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Document status |
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Document owner | |||||||||
Designer | |||||||||
Tech lead | |||||||||
Technical writers | |||||||||
QA |
Objective
Report Builder is designed to allow clients to build and configure their own automated reports from the Convertr platform.
As each client has different data, and users are across different verticals - the development team can often be inundated with reporting requirements which are very specific to a single client which become complex and difficult to manage. The report builder would allow for complex reports to be configured, scheduled and available as a CSV download all from within the platform interface.
Success metrics
Goal | Metric |
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Client uptake | Clients are confident and comfortable building, generating and scheduling their own reports from the platform. |
Reduce strain on development resources | See a reduction in custom reports being requested by clients. |
Milestones
Requirements
Requirement | User Story | Importance | Jira Issue | Notes |
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Requirement | User Story | Importance | Jira Issue | Notes | |||||||||||||||
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| 1 | Chose key data to be available in my report | As a report builder user I should be able to choose all data which is available on any lead within the system.aturally |
| Original request |
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| 2 | Customise order of my report | As a user of the report builder, I should be bale to drag and drop the fields I require and order them into an order I am happy with. |
| Original request |
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| 3 | Customise columns of the report | As a user of the report builder, once I have chosen my fields to report on, i should be able to set the names of the columns for the generated file. |
| Original request |
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| 4 | Report Builder must only be available to users who have access to unmasked lead data. | As a Super Admin, Admin or Agency user I would expect to be able to see all the data of the report builder which is unmasked. For all other users the report builder shouldn’t be available. |
| Original request |
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| 5 | Set filtering criteria | As a user of the report builder, once I have chosen my fields I wish to report on, I should be able to set criteria to filter the data. I would expect to be able to perform filters on the data itself (for example filter by |
| Original request |
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| 6 | Set grouping functionality | As a user of the report builder, I should be able to add grouping capabilities to the report. This would be useful if I wanted to see how many leads I have in a campaign for example. I would expect to set some basic MySQL functions on a column (such as |
| Original request |
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| 7 | Delivery of report | As a user of the report builder, I would expect to be able to download the report on demand. I would also like to be able to schedule the delivery of the report on a recurring schedule. I would like to be notified when my report is generated and then be able to download it from the Exports tab within the platform |
| Original request |
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| 8 | Private and public reports | As a user of the report builder, I would like to be able to have reports that only my user can see, but also like to be able to share the report settings with the rest of my enterprise. If my report is set to public then other users should be able to “import” my report and use it as their own. |
| Original request |
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| 9 | FTP & Email deliver to non-users | As a user of the report builder, I would like to be able to send reports to non-platform users so they do not have to log into the platform to get the download. I would also like to have the choice of being able to send the file to an FTP/SFTP/FTPS server. |
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User interaction and design
Open Questions
Question | Answer | Date Answered |
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