Report generation
Closed this issue · 5 comments
There could be a feature that generates reports either in spreadsheet or PDF format.
Need to decide what data should be included and how it will be presented.
After discussion CSV is the preferred format.
@duckbytes I think I'll run with this as a next issue. I have a few questions about it first
- Where do we want to include the export button. Will it be on the main task board
- What exact data do we want to export
- Will this be on demand only or do we want to store generated reports in a bucket. If we do store them then we can create a new page to render available reports in a grid
Thank you @c-macn !
I have more plans for reporting like choosing between nicely formatted PDF and CSV, being able to select more filters on what data to include and saving reports online that can be downloaded again later. With a separate dashboard.
At the moment the only requirement from the charity is to have a simple data dump CSV that can be downloaded and emailed. This is fine for a first release.
An export button on the dashboard should work well for this case.
Our current spreadsheet records:
- caller name
- caller telephone
- priority
- items
- collect from
- deliver to
- "bike allocated" (referred to as riderResponsibility in the schema, but we could start using "Rider role" on the front end as a better name?)
- rider name
- handover group (not currently recorded, but may be put in to a comment or attached to location, I'll check with the charity)
- time collected
- time delivered
- time rider home
- comments
Some requirements:
Any private address should be stripped and just noted as "private address". On the backend this means any Location where listed is 0.
Filtering to a date range. In general shifts are only either 2 days or 3 days so it should be fine to just have selectable presets instead of fine grained date control.
There could also be a way to choose between counting all tasks assigned to the logged in user or all tasks on the system (data from either the TaskAssignee table or Task table).
There was a meeting last night where they were going to discuss and get back to me about any extra requirements. I'll let you know when I hear from them.
Hi @c-macn
I was the one at the meeting but there was nothing much to add to the above from the meeting.
You should add Time of Call to the list and I would say that the csv format would be the most useful, certainly initially anyway. Then we can format our own reports from that.
A coord or rider should be able to run a report but it should only have data for that coord or rider. The ability for a coord to run a report is essential. It might be that we format a pdf report for a rider and that could wait for another release. An Admin should be able to filter by a single user or include all users. Obviously all should be able to filter by date - I would suggest the default for the start date should be Now-7 days and the end date should be Now.