[116] in Tooltime

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Compilation of HD Database reporting requirements

daemon@ATHENA.MIT.EDU (Peter Lee)
Wed May 29 09:46:41 1996

Reply-To: plee@MIT.EDU
From: Peter Lee <plee@MIT.EDU>
To: tooltime@MIT.EDU
Date: Wed, 29 May 96 09:47:16 -0400


Harold:
------

Management reporting needs can best be defined as having the capability to
do ad hoc summary reporting.  This needs to include the following features:

1) Select a subset of cases based on the contents of any field or
combination of fields.
Example: STATUS='CLOSED' AND OPEN_DATE > JULY 1, 1996

2) Report a count of the various entries in fields with predefined values.
Example: HARDWARE breakdown
         Macintosh 892
         PC        278
         UNIX/VMS  123
         Other      42          

3) Compute intervals between dates.
EXAMPLE: INTERVAL = CLOSED_DATE - OPEN_DATE

4) Report basic statistical data for numeric fields - range, minimum,
maximum, mean, median, mode.

5) If items 1 through 4 are not available in a single reporting product,
it's absolutely essential that item 1 is available with the ability to
export selected cases in a common format (tab, comma delimited, etc.) where
each log will correspond to a single exported "record."

Pete:
----

1) A formatted single-case print out of the complete log for use by the 
consultants, and a part of work report to clients.  Needs to include:

    - Log info block: log number, status, etc
    - Primary and secondary client info
    - Client hardware and software context info
    - Fields in status form
    - Summary field
    - Complete History field
    - Fields in Housecall tab form
    - Complete Housecall Summary
    - Fields in Net install form
    - Complete Install Description

2) The complete log as in 1) in ASCII text that is paste-able into another 
text-based application such as e-mail program or a telnet session.

3) A tabular list of cases of ad-hoc interest.  Fields to include:

    - Log number
    - Log status
    - Received date
    - Primary client name, phone
    - Machine type
    - Software
    - Summary

4) A statistics report summarizing cases for a specifiable period:
a week, a month, etc.  Data should be exportable to another application.
Needs to include numbers of cases:

    - By log status
    - By received date
    - By day of the week
    - By time ranges (hourly)
    - By hardware
    - By operating system
    - By software category (Topic)
    - By software
    - By call queue, method

Joanne (Housecall):
------------------

1) A formatted single-case print out for use in the field and on the bench, and a 
part of work report to clients.  Needs to include:

    - Log info block: log number, status, etc
    - Primary and secondary client info
    - Client hardware and software context info
    - Fields in status form
    - Summary field
    - Fields in Housecall tab form
    - Complete Housecall History field
    - Complete History field

2) A tabular report listing Housecall cases for the week.  Needs to include:

    - Log number
    - Log status
    - Client name
    - Machine type
    - Length of service
    - On/off site
    - Bill total

3) A statistics report summarizing Housecall cases for a specifiable period:
a week, a month, etc.  Needs to include:

    - Table by case type: platform (Mac, PC), VIP etc
    - # cases for each case type
    - Hours total for each case type
    - $ total for each case type

Cynthia (NetInstall):
--------------------

1) A formatted single-case print out for dispatching runners and a 
part of billing report to clients.  Needs to include:

    - Log info block: log number, status, etc
    - Primary and secondary client info
    - Client hardware and software context info
    - Summary field
    - Complete history field
    - Fields in status form
    - Fields in Net install form
    - Complete Install Description
    
2) A tabular summary of currently open Net install cases (Category = Net install
and Status <> Closed and Status <> Cancel).  Needs to include:

    - Log number
    - Log status
    - Date
    - Client name
    - Drop location and summary fields
    
3) Same report as 2) but selecting recently closed cases with specifiable closing
date range.

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