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Ability to make ad-hoc queries against the database, define custom reports and add add such reports to application menu system without requiring programmer involvement or without requiring a software release (see notes from 4/12/2018 below). This feature is meant to support ad hoc needs that arise time to time and can not wait for next development/deployment cycle.
The scope will also cover the metabase reports. Prior to starting on this work, we will want to confirm with a BA on frequency of using these reports to support in the prioritization.
Status in eLMIS: Implemented.
Status in OpenLMIS: Implemented with Tableau.
Priority: High priority for Tanzania, Zanzibar, Zambia
Users have many ad hoc data needs for upcoming meetings/presentations and information request from MoH or funder. A flexible mechanism is needed for a trained user to run ad hoc reports.
Basic SQL query training is given to the admin/super user. eLMIS database schema is available with the user. Users knows how to assign roles and which specific role to assign to others who wants to be able to run these ad hoc reports
# | Title | User Story | Label | Importance | Notes | JIRA Tickets |
---|---|---|---|---|---|---|
1 | Custom reports | As an administrator I want to be able to define custom reports with parameters defined for report filtering | Custom reports | Must have | ||
2 | Custom reports | As an administrator I want to be able to add users to custom reports role | Custom reports | Must have | ||
3 | Custom reports | As a user I want to be able to select custom reports from menu option, to be able to set filtering parameter and view output in HTML and be able to download the underlying data in CSV/Excel format | Custom reports | Must have | ||
4 | Custom reports | As a user/supervisor/admin I need to be able to get Annual consumption figures | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 1: Annual Consumption by Facility | |
5 | Custom reports | As a user/supervisor/admin I need to be able to get Consumption by product category | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 2: Consumption by Product Category | |
6 | Custom reports | As a user/supervisor/admin I need to be able to get a List of users by role/type | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 3: List of users by role/type | |
7 | Custom reports | As a user/supervisor/admin I need to be able to get Top Expired Products | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 4: Top Expired Products | |
8 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Facilities where a specific product is expiring in large numbers | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 5: List of Facilities where a specific product is expiring in large numbers | |
9 | Custom reports | As a user/supervisor/admin I need to be able to get a Count of facilities reported, by facility type | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 6: Count of facilities reported, by facility type | |
10 | Custom reports | As a user/supervisor/admin I need to be able to get a list of Top 100 Ordered products | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 7: Consumption by Product Category | |
11 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Products being carried by different types of facilities | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 8: Products being carried by different types of facilities | |
12 | Custom reports | As a user/supervisor/admin I need to be able to get a List of R&R Reporting by types of facilities | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 9: R&R Reporting by types of facilities | |
13 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Count of total R&Rs submitted by programs | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 10: Count of total R&Rs submitted by programs | |
14 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Patients on ARV Regimens | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 11: Patients on ARV Regimens | |
15 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Patients on ARV Regimens, by Facility | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 12: Patients on ARV Regimens, by Facility | |
16 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Regular Vs Emergency R&Rs | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 13: Regular Vs Emergency R&Rs | |
17 | Custom reports | As a user/supervisor/admin I need to be able to get a List of R&Rs being initiated by facility, user and timestamp | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 14: R&Rs being initiated by facility, user and timestamp | |
18 | Custom reports | As a user/supervisor/admin I need to be able to get a List of users by role/type | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 15: R&R by workflow status | |
19 | Custom reports | As a user/supervisor/admin I need to be able to get a List of R&Rs by reporting groups | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 16: R&Rs by reporting groups | |
20 | Custom reports | As a user/supervisor/admin I need to be able to get a List of R&R by program and reporting group | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 17: R&R by program and reporting group | |
21 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Top 100 stocked out products | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 18: Top 100 stocked out products | |
22 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Losses and Adjustments by Facility | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 19: Losses and Adjustments by Facility | |
23 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Current stock on hand by location | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 20: Current stock on hand by location | |
24 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Top R&R Approvers | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 21: Top R&R Approvers | |
25 | Custom reports | As a user/supervisor/admin I need to be able to get a List of Top R&R Initiators | Custom reports | Must have- TZ, ZnZ, ZM | See Figure 22: Top R&R Initiators | |
Figure 1: Annual Consumption by Facility
Figure 2: Consumption by Product Category
Figure 3: List of users by role/type
Figure 4: Top Expired Products
Figure 5: List of Facilities where a specific product is expiring in large numbers
Figures 6: Count of facilities reported, by facility type
Figure 7: Top 100 Ordered products
Figure 8: Products being carried by different types of facilities
Figure 9: R&R Reporting by types of facilities
Figure 10: Count of total R&Rs submitted by programs
Figure 11: Patients on ARV Regimens
Figure 12: Patients on ARV Regimens, by Facility
Figure 13: Regular Vs Emergency R&Rs
Figure 14: R&Rs being initiated by facility, user and timestamp
Figure 15: R&R by workflow status
Figure 16: R&Rs by reporting groups
Figure 17: R&R by program and reporting group
Figure 18: Top 100 stocked out products
Figure 19: Losses and Adjustments by Facility
Figure 20: Current stock on hand by location
Figure 21: Top R&R Approvers
Figure 22: Top R&R Initiators
Identify initial dependencies that are on the critical path for this functionality and may affect the delivery time and serving of business goals. Include links to stories.
Description | Link |
---|---|
Name of story or release | Link to JIRA |
Initial communication between stakeholders and the development team to help understand scope and estimates.
Below is a list of questions to be addressed as a result of this requirements document:
# | Question | Outcome | Status |
---|---|---|---|
1 | How important is it for users to be able to create cutom reports within OpenLMIS instead through a third party BI tool? Need to understand if OpenLMIS wants to put the resources behind building out ad hoc reporting or use other approaches. |