Reporting

Page Contents:

Description
Scope
User Journey
Scenarios
Field Validation
Related JIRA ticket links
For Discussion & Assumptions
Agreed Next Steps

Description

The ability to extract data from TIS and to use extracted data for analysis

Component: TIS-646

Scope

Access Reporting Tool

View Dashboard (TBC)

See here for discussion notes

User Journey

JIRA Tickets

https://hee-tis.atlassian.net/secure/RapidBoard.jspa?rapidView=13&projectKey=TIS&view=planning&selectedIssue=TIS-646&quickFilter=69&selectedVersion=11700

Discussion & Assumptions

#	Question	Comment	Owner
1	Confirmation that there is nothing currently delivered by Intrepid? Joanne Watson (Unlicensed) - My understanding is that there are Standard reports and availability of Report Builder within Intrepid. Not 100% sure, but have previously heard of Power BI tool also. Can you please confirm?	Yes and No The Report Builder function should work but doesn't. There are standard reports in V10 but they work with varying degrees of accuracy and Report Builder doesn't work for local offices who need to produce/extract data. The Power BI tool I believe is the LaSE tool	Joanne Watson (Unlicensed)
2	What’s the expectation from a delivery perspective?	See here Local offices may have different expectations
3	should reports be customisable or standard?	Both; but accessible in different ways by different user sets (outside of TIS)
4	There are currently Standard Reports available in Intrepid. Is there an expectation that the proposed reporting solution that will be available to access within TIS would have those standard reports available? If so, who will be responsible for delivering those if not the TIS team?		Joanne Watson (Unlicensed)
5	What are the MVP reporting requirements?	Depends if MVP is what they can currently do or what the end users could do if the system worked as it should	Joanne Watson (Unlicensed)
6	Which of the Local teams uses reporting?	Appears to be the following: HETV, HEW, HEYH, HENW, & HENE.	Joanne Watson (Unlicensed)
7	What reports are run on report builder? Who runs those reports? How often/When are they run?	A vast range - differing in complexity. All staff can run them and they are run daily, weekly, monthly etc.	Joanne Watson (Unlicensed)
8	Do we need to deliver those report definitions that are currently available on Report Builder onto the proposed reporting solution within TIS? Who will be responsible for creating/delivering those if not the TIS team?	Some, will need to speak to SMLs from local offices to agreed with reports are needed. Suspect these maybe some of the reports produced via SSRS	Joanne Watson (Unlicensed)
9	Reading through what's available so far, it appears like SQL Server Reporting Services (SSRS) is the proposed solution. How will access be given to this tool? separate authentication?	No idea - need Ray's input for this	Joanne Watson (Unlicensed)
10	There is also mention of Data Warehousesing project which I have limited knowledge of. What's the objective of it and it is part of TIS requirements?	Again, need a call with Ray to	Joanne Watson (Unlicensed)

Agreed Next Steps

Obtain sample list of standard reports (AP)
Arrange configuration of standard reports within SSRS (RH)
Write up scenarios in detail
Specify field validation changes & rules
Refine stories to reflect user journey, scenarios and field validation
validate with SMLs