Goal of this is to create a report which can be used by both CartonCloud, and the individual tenants see how "automated" they are, this will allow us to promote parsers / integrations backed with real data - plus will enable them to see where they are inefficient. High levels of integrations also make the product enormously more sticky, so anything we can drive from Manual Entry to Automated Entry will positively impact churn.
I believe this should be done outside of the BI tool as it provides value directly to CartonCloud.
This initially will come just from reporting on the source_id of consignments / sale orders / purchase orders. here's an example of what we can currently pull out of the database in a very simple query. By default the report should show data from the last week, but also needs to allow the user to filter "from" and "to" dates (default form to pre-filling the dates so 1 week ago --> today, inclusive).
In addition, have one more filter which is "type", this should be a multi-select with options:
Consignments, Sale Orders, Purchase Orders
By default when loading this screen, put all 3 into the filter (so it's acting like ALL).
The % Automated column is calculated as:
(Email + FTP + API + Web Upload + Automated (Unknown) + From Sale Order) / (ALL)
Note: From Sale Order is not a source_id currently but can be determined by looking at whether a consignment has a sale_order_id. If so, put it into this column as it is technically automated from the sale order.
This report should be available to Super Users from within Administration:
And should display in a datatable view with sortable columns.
The figures within the report should be clickable, and this should jump us into the actual tenancy where we can drill-down into the data to see which customers are automated and which ones are not, this is simply a link to take us to the report from their side, the same as a tenant clicking into the report from here. Also the date filters should be passed across to the tenants-page so we jump straight into the same dataset.
In addition, have a "totals" row at the bottom of the list of tenants.
Similarly to the tenant page, provide "from", "to" and "type" filters which default to the last week worth of data. The tenants view will again be a datatable but will break-down the information by customer, again column-sortable with % Automated calculated in the same way - plus a totals row at the bottom.
At the top of the page (above the datatable), have a big high level statistic, note this style was taken from "Fuel Levy" page. (https://app.cartoncloud.com.au/CartonCloud_Demo/FuelPriceHistories).
Another idea is to have a message in here:
Report Layout: (replace divide by 0 errors with 0%).
To further promote "getting automated" to our tenants, on the main dashboard, add a new chart which provides the last 4 weeks of automated statistics, clicking on the lines should take the user into the report and pre-fill the "from" and "to" filters accordingly. The graph on the dashboard should be based on the combination of Sale Orders, Consignments and Purchase Orders.
Default to this chart being turned on for admin & customer users so it draws attention. We want customers to be aware that things can be automated.
Technical information:
Look at UpdateShell->exportSourceConsignmentReport for an example of how the reports can be generated in a high-performance way.
Cache the graph data like we do for other dashboard widgets.
