[116] in Tooltime
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:
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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:
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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.