Reporting & Analytics
Reporting & Analytics - 3 items delivered in v0.25
What Was Delivered
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Reporting Suite: When doing a report for Engineering, Permit Expected, Developer Approval. Include an column that says "Actual" in the result. Formula to come up with the Actual value is:
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Actual Date = Received Date - Ordered Date
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SLA Date = Ordered Date + (weeks * 5)
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SLA Diff = SLA Date - Actual Date Get the SLA and associated dates from the Entity.
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REports - new report please Can we have a report that shows all Projects that have had the status of Ordering Commenced, with ordering status dates and the outstanding RFIs.
Technical Notes
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Create a report which lists any project that has RFI Items in the following statuses:
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Pending
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Incomplete
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Basically anthing that is not done.
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The specified date range will be around the project.createdAt (where project.createdAt BETWEEN Date 1 and Date 2)
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Fields in the report should be as follows:
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Client
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FTS Consultant
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Client Job No
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Property Address
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Date Created
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Status
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RFI Item
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RFI Item Status
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Building Permit Status
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DA Status
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R&C Status
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Energy Status
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Engineering Status
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Planning Status
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Action
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VIew
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RFI Status Report: Only display RFI items from projects that have Project.CommenceOrderingOption = "Yes"
Impact
Improved reporting accuracy and expanded analytical capabilities, supporting better data-driven decision-making.