e Form  C ustom  R eport
Introduction <ul><li>Digité’s eForm Reports Framework (ECR) offers the power and flexibility to create complex custom repo...
ECR Advantages <ul><ul><li>Does not require DB schema training, Application training is sufficient.  </li></ul></ul><ul><u...
ECR Advantages …. continued <ul><ul><li>Data security is built in so there can be no unauthorized  access  to  data. </li>...
Representation of Digité ECR flow
Configuration Steps <ul><li>Custom ECR tabs can be added to an existing or new eForm that can be then configured separatel...
ECR Configuration Window
Generating ECRs <ul><li>Create a new instance of the ECR eForm. </li></ul><ul><li>Feed in all the mandatory parameters lik...
Generating ECRs
Commonly used ECRs <ul><li>Comprehensive project status reports (weekly/monthly/quarterly) with editing ability, workflow,...
Sample ECRs
Sample ECRs ….continued
Sample ECRs- Print Output
<ul><li>ECR module supports important functions from Organization administration and reporting view points, within Digité ...
<ul><li>ECR is packaged as a separate license and is currently not part of Digité OOB offering. </li></ul><ul><li>For tryi...
Thank You Presenter- Vinay Jain email ID: vjain@digite.com
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Digite eForm Custom Reporting Framework

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  • ECR is the acronym for eForm Custom Report built on eForm framework, which is developed to cater primarily to complex reporting requirements with zero or minimal coding.
  • Admin/Configuration of ECR should have good understanding of Digité constructs like eForms, tasks, efforts, defects, traceability and their inter-relationships. Thus, it is a domain aware framework. Data fetch for various cases can be done using configuration without any coding.
  • Understands the Digité entity relationships and automatically fetches the data in a optimized fashion and the Digité security model
  • ECR segments can be embedded in a tree view EForm for large, complex status reports with many sections or a tabbed view EForm, to simply capture grid kind of data consisting of simple calculations.
  • Since the design is based on eForms, Standard facilities available to all eForms like role-based CRUD access, tab level security, printing, versioning, version diff, base-lining, eForm plug-in support and approval workflows are available OOB. Integration with Digité dashboard is by mapping ECR cells to metrics. Built-in functions are provided for commonly used formulas and it also supports various Graphs, Tables, Row column, Grouping/Sub Grouping.
  • Speaker notes missing..or will u be showing configuration practically?
  • Here are few of the more widely used functionalities which are possible through ECR
  • Digit é
  • Digite eForm Custom Reporting Framework

    1. 1. e Form C ustom R eport
    2. 2. Introduction <ul><li>Digité’s eForm Reports Framework (ECR) offers the power and flexibility to create complex custom reports by configuration. With ECR, business users can easily configure reports on their own to meet their changing business needs. </li></ul>
    3. 3. ECR Advantages <ul><ul><li>Does not require DB schema training, Application training is sufficient. </li></ul></ul><ul><ul><li>Horizontal scalability with minimal load on the DB which leverages Digité project filters and item filters for data filtering and grouping. </li></ul></ul><ul><li>Project Managers can configure ECR reports at organization level, user level, program level, project level, and even levels below a project i.e. a Release, Work Package, and Iteration. </li></ul><ul><ul><li>Can be configured as part of process template configuration. Thus, different life-cycles can have different reports configured. Calculated Columns can be configured without any coding . </li></ul></ul>
    4. 4. ECR Advantages …. continued <ul><ul><li>Data security is built in so there can be no unauthorized access to data. </li></ul></ul><ul><ul><li>Past reports can be base-lined and saved in the system and recalled as and when required. </li></ul></ul><ul><ul><li>ECR supports capturing of report input parameters like Report Start Date/Report End Date, Editable Column to capture Comments, etc. </li></ul></ul><ul><ul><li>ECR also supports trending based on data-points of past reports. Line, Bar, Pie, Stacked Bar charts, and even RAG indicators. </li></ul></ul><ul><ul><li>Reports can be generated real-time, printed in RTF, PDF, and Excel formats thus removing dependency on a Nightly Scheduler. </li></ul></ul><ul><ul><li>It does not require setup and maintenance of any OLAP DB and transfer of data from OLTP to OLAP via ETL. </li></ul></ul><ul><ul><li>Literals are added and updated continually into the literals library for new features. </li></ul></ul>
    5. 5. Representation of Digité ECR flow
    6. 6. Configuration Steps <ul><li>Custom ECR tabs can be added to an existing or new eForm that can be then configured separately which works for both tree and tabbed view eForms. </li></ul><ul><li>Configure a new eForm if required at Org/PT/Project level. </li></ul><ul><li>Add ECR segments to the eForm. </li></ul><ul><li>Configure the ECR segment. </li></ul><ul><ul><li>Add one or more sections of available types (Generic/List of Items). </li></ul></ul><ul><ul><li>Configure the section. </li></ul></ul><ul><ul><li>Configure rows. </li></ul></ul><ul><ul><li>Configure Columns. </li></ul></ul><ul><ul><li>Specify Literals/formulas for calculated columns, RAG indicators. </li></ul></ul>
    7. 7. ECR Configuration Window
    8. 8. Generating ECRs <ul><li>Create a new instance of the ECR eForm. </li></ul><ul><li>Feed in all the mandatory parameters like Report Start Date, Report End Date, etc. </li></ul><ul><li>Generate all or some sections of the ECR report. </li></ul><ul><li>Provide values in editable column, if necessary </li></ul><ul><li>Save the report instance. The report instance will be visible in the eForm listing. </li></ul><ul><li>Delete the report instance, if not required. </li></ul>
    9. 9. Generating ECRs
    10. 10. Commonly used ECRs <ul><li>Comprehensive project status reports (weekly/monthly/quarterly) with editing ability, workflow, base-lining, trending </li></ul><ul><li>Project/Release/Sprint level metrics with roll-up to program/org levels </li></ul><ul><li>Project/Resource loading, capacity vs. demand reports at various levels </li></ul><ul><li>Revenue forecasting at various levels </li></ul><ul><li>SLA compliance reports </li></ul><ul><li>Development of Estimation models </li></ul><ul><li>Vendor Performance Comparison reports </li></ul><ul><li>Endless Possibilities…. </li></ul>
    11. 11. Sample ECRs
    12. 12. Sample ECRs ….continued
    13. 13. Sample ECRs- Print Output
    14. 14. <ul><li>ECR module supports important functions from Organization administration and reporting view points, within Digité enterprise. </li></ul><ul><li>Digité’s eForm Reports Framework (ECR) enables creation of powerful custom reports and their deployment. </li></ul><ul><li>Digité ECR report is a collection of different eForm Segments where the eForm Segment contains one or more ECR tables made up of rows and columns, which can be configured in different ways to achieve the desired output. </li></ul><ul><li>These modules assist Digité functional /implementation consultants, customer core team members and advanced business users who wish to configure ECR reports. </li></ul>Summary
    15. 15. <ul><li>ECR is packaged as a separate license and is currently not part of Digité OOB offering. </li></ul><ul><li>For trying out the ECR capabilities or modeling any specific reporting requirements, please contact our sales team or vjain@digite.com </li></ul><ul><li>For Licensing details, please contact Digité Sales team [email_address] </li></ul>Licensing
    16. 16. Thank You Presenter- Vinay Jain email ID: vjain@digite.com
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