Reporting - Discussion 03/10/2017

• No reporting is done now within Intrepid
  • there is still a need to keep in mind functional equivalence
• All data from TIS is fed into data warehouse on a regular basis (every 5 min sync, intraday)
• We can divide reporting into 4 sets scenarios that users will understand
• all users can bulk import data << THIS IS NOT REPORTING, for example, bulk import of placement data
• AD-HOC: all users export of daily data & bespoke BI reports
• MANDATORY / STANDARD: compliance led mandatory reports via data delivery into Data Warehouse
• DASHBOARDS: Dashboards that can be consulted on a daily basis by management level Admins

Ad-Hoc / Bespoke Reports

• ad-hoc reporting should be completed via SSRS/Tableau
• allow users to access SRSS from TIS, rather than specify reports within TIS
• stock list of reports - organised by component
• bespoke reports can be made via regional teams on an ad-hoc basis
• SSRS has very specific requirements around parameters

Mandatory & Standard Reports

• standard reports - can be provided via a linked button on the UI to the SSRS tool
  • Provide a list of reports that can be easily requested within the tool
• TIS team need to know what these reports are so they can be produced in advance of TIS launch by the appropriate team(s)

Dashboards

• These are not MVP and may or may not be useful to teams

Conclusion

• Access to SSRS is to be defined as part of change process - can be managed by centrallised teams and accessed granted no an individual basis (for standard reports)
• No Reporting in the Admin UI
• all standard reports will be provided via SSS export facility
• all ad-hoc reports via SSRS
• TIS export data from SSRS (deep link)
• Dashboards are not MVP, aside from data quality
• possibly usable via tableau linkage