Reporting - Logistics Summary report

Target release
Epic	Reporting - Summary
Document status	drafted
Priority	HIGH
eLMIS Status	Implemented
OpenLMIS Status	Not Implemented
PATH
OpenLMIS	@Mary Jo Kochendorfer (Deactivated)
JSI	@Ashraf Islam (Unlicensed)

Goals/Scope

Displays stock movement of product(s) in the selected period. Facility view show stock movement at individual facility level, Aggregated view show aggregated data by product over selected filters

Status in eLMIS: Implemented.

Status in OpenLMIS: Not implemented within OpenLMIS, can be created in Tableau

Priority: High priority for Tanzania, Zanzibar, Zambia

Background

Use:

District and up to see health of supply chain, looking at the key data elements (look at SOH, closing balance, adjustments)
- District will be 1 row per product, disaggregated will have each facility, 1 row per product

The Summary report’s facility view shows:

facility code
facility name
facility type
product code
product name
opening balance
receipts
consumption
adjustment
closing balance
reorder amount

District view shows:

product code
product name
opening balance
receipts
consumption
adjustment
closing balance
reorder amount

Parameters:

program
schedule
year
period (which can be an A / B / C quarter period)
Adjustment Type
Geographic Zone (district, region, country)
Facility Type
Facility
Product Type
Product

Assumptions

In this story user means or one of the following, Health Facility incharge, DMO, Community and Regional Management Team (C/RHMT), Logistics officer/Advisors, Senior level decision maker, M&E officer/Advisor etc

User Stories

#	Title	User Story	Label	Importance	Notes	JIRA Tickets

#	Title	User Story	Label	Importance
1	View aggregated data over selected filter	As a user, I need to be able select filter and aggregate logistic data over selected filter.	Reports	Must have for TZ, ZnZ, and ZM
2	View disaggregated data over selected filter	As a user, I need to be able select filters and view logistic data at facility level	Reports	Must have for TZ, ZnZ, and ZM
3	Export reports to Excel	As a user, I need to be able to export all reports and analysis reporting results into Excel so that I can process the data more and analyze it in Excel	Reports	Must have for TZ, ZnZ, and ZM
4	Print reports with headings and logs	As a user, I need to be able to print reports with customized headings and logos so that I can file the report for future references.	Reports	Must have for TZ, ZnZ, and ZM

Diagrams

Dependencies

Description	Link

Description	Link

Open Questions

Below is a list of questions to be addressed as a result of this requirements document:

	Question	Outcome	Status

	Question	Outcome	Status
1