Advanced Reporting Capabilities
Arif Kazi
Context
Infonetica team has received numerous customer requests to enhance the reporting engine of Ethics RM, making it one of the most highly sought-after features. This document outlines the solution design for the Advanced Reporting – 2 feature, which involves a complete overhaul of the current module
Objective: Overhaul the current reporting engine to enable advanced reporting capabilities, focusing on data extraction, UI improvements, and faster performance.
Older Dashboard Screens
Scope
Data Extraction:
Report on system fields, custom fields, form submission data, unsubmitted forms, and aggregated data.
Include event times, custom data, metadata, user roles, API reporting functionalities, and URLs to applications.
Provide calculated results to eliminate the need for external spreadsheet analysis.
UI:
Improve field selection with search functionality and better navigation.
Allow multi-field filtering, more filter options (e.g., “Equals”), and vertical display with drag-and-drop field reordering.
Enable easy customization of field names in reports.
Output Formats & Scheduling:
Support CSV, JSON, and PDF formats (PDF generation can be scheduled).
Reports should include project details, form status, user roles, and expiration dates.
Key Customer Pain Points:
Inability to report on custom fields, aggregated values, and unsubmitted forms.
Complex and inefficient UI with issues in field selection and filtering.
Slow report generation affecting system performance.
Customer Use Cases:
Aggregated Data: Count applications by type, faculty, committee; track animal numbers, meetings, and meeting dates.
Time-Related Data: Measure time taken for application reviews, approvals, and resubmissions.
Annual Report Compliance: Track app submission and resubmission counts.
Multi-Center: Monitor applications per institution, their status, and approaching expiry dates.
Solutions
Future Scope:
Reporting dashboards for visual data representation.
Applicant-side reporting and alerts for submission-based notifications.
Scalability to support the future needs of the system (e.g., grants reporting, token support).
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Posted Jan 11, 2025
The case study focuses on the Infonetica team's solution design for the Advanced Reporting – 2 feature, which overhauls the reporting engine of Ethics RM based
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