Overview
This document explains the Reports Functionality in RedSky and the steps and processes to be followed. Reports can bring companies recognizable business benefits and provide decision and analytical support to users. Through communication on its most important sustainability issues, a company’s report becomes a reliable source of information for its stakeholders. By transparently describing its biggest challenges, reporting underpins stakeholder engagement and represents the company’s values in action.
Here are few steps involved in order to view/ manage the Reports Management in RedSky. In RedSky there are four forms of Reporting:
Reports
Forms
Data extracts
SQL extracts
Management Information
Management Information: The Menu allows users to run data extracts and run forms and reports to provide decision and analytical support to users. The extract functionality of the system is very powerful as it extracts data to Excel directly and supports managers familiar with Excel functions such as filters, pivots, grouping, etc. This is very powerful.
Mgmt. Info --> Reports: To run formatted reports to be used by different users and functions. We provide reports for operational, financial, sales, payroll, etc. And many have selection parameters and can be designed for output into CSV, XLS, HTML, or PDF. Following is the list of reports:
For example, the Container Log Exp report has the following output, containing the information of work tickets:
Mgmt. Info --> Forms: Are similar to reports except they are heavily formatted and are normally assigned for a specific SO#, work ticket #, claims #, etc. Some examples are invoices, Instructions to Forwarders, Work Tickets, etc; forms are normally formatted for PDF or Word. Following is the list of forms:
For example, Invoice Form has the following output:
Mgmt. Info --> Data Extract: Provides ad-hoc query and data extraction. Users can select from different search parameters including dates and also select different output fields for output into Excel. This function tremendously reduces the need for designing multiple reports and gives the users flexibility to query data directly. In addition, users can save their queries and optionally schedule them for back-end execution and the output will be emailed to the user as an Excel attachment. Following is the interface for data extracts:
For e.g.: We can get monthly tonnage reports using this functionality. Suppose we want the previous month's tonnage report for International jobs received from different Booking agents.
To get such a report we need to enter certain parameters like:
1. Orders having Job type equals to “International”
2. Date range as the previous month
3. Fetch ->Dynamic Financial services report
We can get selected data that can be formatted for customized reports.
Similarly, we can use data extract to get multiple reports.
Mgmt. Info --> SQL Extract: System Admin can create canned queries which are available in this menu for execution by limited users. These queries are either complex or are required by a limited set of users so no special Extract is designed. The queries are output into Excel and can also be emailed on a daily basis. Following is the list of available SQL extracts:
Administration
The administration menus allow the System Administrator to configure various control and setup values for RedSky. These include setting up global details of the application, such as partner details, contracts, and current users, which are used while processing and completing the move management tasks. Various crucial functions like Define to Do Rules, Role Access, and Menu Permission are also performed through this module.
Reports: To register new reports and forms that have been uploaded to the server. Each report can be limited to different output formats and can be restricted by user roles.
Following is the interface for adding reports, containing the accessibility count of each report (number of times it has been fetched for analysis purposes).
