Reporting & Analytics

What Was Delivered

• New report required for Customer and User Technical Implementation:

• Create a new report called “Customer Project Report”.

• On the report, list all the projects with the following fields:

• Client

• FTS Consultant

• Customer Contact

• Client Job Number

• Property Address

• BP Expected Date

• Commence Ordering Date

• Item / Service: List of ALL ProjectOrder entities associated with the project. (For example: - Building Permit: Pending - Engineering Order: Pending - Energy Order: Pending - Planning Order: Rejected

• Project Notes: List of ALL Project Notes entities associated with the project. (display all notes, but mark the is internal notes with (internal). For example: - [2024-06-10] Subject (internal) - projectNote.message - [2024-06-09] Subject - projectNote.message - [2024-06-08] Subject - projectNote.message

• Customer Project report - 2 changes please See image ## Impact

Improved reporting accuracy and expanded analytical capabilities, supporting better data-driven decision-making.