Dms Batch Reporting

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Overview of Batch Reporting System in DMS.

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Dms Batch Reporting

  1. 1. Batch Reporting A Closer look at what is Batch Reporting?
  2. 2. Introduction <ul><li>To have a better understanding of how Batch Reporting works in DMS. </li></ul><ul><li>Kai Leung Liu, Sr. Oracle Architect Consultant, Kaitech, Inc. </li></ul>
  3. 3. Topics of Discussion <ul><li>What is Batch Reports? </li></ul><ul><li>What types of Batch Reports do we support? </li></ul><ul><li>What is Batch Reports made of? </li></ul><ul><li>What is Card and Mail Reports? </li></ul><ul><li>What is Card and Mail made of? </li></ul><ul><li>How does Batch Report integrate with DMS Reporting? </li></ul>
  4. 4. What is Batch Reports? <ul><li>Batch Report are reports run thru a queue process that may run anytime or nightly jobs. </li></ul><ul><li>Batch Report are submitted by user parameters and Query needed by the report. </li></ul><ul><li>Batch Report will be spooled or email after its finished. </li></ul>
  5. 5. What types of Batch Reports do we support? <ul><li>Batch Report support two main type of reports: </li></ul><ul><ul><li>Oracle Reports </li></ul></ul><ul><ul><li>Procedure Process </li></ul></ul><ul><li>Batch Supports: Cards, Mailing, Procedures, Extracts, and Reports. </li></ul><ul><li>Examples: Mail Special, Phonation, WP1, and Phone List. </li></ul>
  6. 6. Sorting Architecture
  7. 7. What is Batch Reports made of? <ul><li>The components have several parts: </li></ul><ul><ul><li>Packages: </li></ul></ul><ul><ul><ul><li>CMN_QUERY_REPORT_PKG </li></ul></ul></ul><ul><ul><ul><li>CMN_PROCESS_QUEUE_PKG </li></ul></ul></ul><ul><ul><li>Object Library: </li></ul></ul><ul><ul><ul><li>OL_SRC_BATCH_TEMPLATE.olb </li></ul></ul></ul><ul><ul><li>Table: CMN_PROCESS_NAME – (Procedures Entries) </li></ul></ul><ul><ul><li>Report Template: </li></ul></ul><ul><ul><ul><li>form_batch_report_landscape.tdf </li></ul></ul></ul><ul><ul><ul><li>form_batch_report_portait.tdf </li></ul></ul></ul><ul><li>Used in all DMS Batch Reports for Parameters Forms and Reports. </li></ul>
  8. 8. What is Card and Mail Reports? <ul><li>The DMS has specific Card reports and Mailing 3 up cards. </li></ul><ul><li>The business needed are: </li></ul><ul><ul><li>Combine Spouses </li></ul></ul><ul><ul><li>1 per Household </li></ul></ul><ul><ul><li>Substitute Address </li></ul></ul><ul><ul><li>Solicitation Mailing </li></ul></ul><ul><ul><li>2 or 3 up Cards </li></ul></ul><ul><ul><li>etc… </li></ul></ul><ul><li>The main difference between Mail and Card reports is Mail eliminates Donor with no addresses. </li></ul><ul><li>Integrated with our Query to filter our Donor to finite list based on criteria’s. </li></ul>
  9. 9. What is Card and Mail made of? <ul><li>The components has several parts are: </li></ul><ul><ul><li>Packages: CMN_BATCH_CARD_PKG </li></ul></ul><ul><ul><li>Object Library: OL_SRC_MAIL_CARD_TEMPLATE.olb </li></ul></ul><ul><ul><li>Tables: RPT_SORT_RESULT, TEMP TABLES for processing. </li></ul></ul><ul><li>Used in all DMS Card and Mail reports. </li></ul>
  10. 10. How does Batch Report integrate with DMS? <ul><li>Batch Reports are submitted from the On-Line system. </li></ul><ul><li>Query population build are used in Batch Reports. </li></ul><ul><li>Parameter screens setup user options for Batch Reports. </li></ul><ul><li>Batch Report are setup thru our security and report interface. </li></ul>
  11. 11. Real Life <ul><li>Batch Report as submitted daily for anytime or nightly jobs. </li></ul><ul><li>User defining their Query and using it in Batch Report give them a lot of flexibly and powerful reporting. </li></ul><ul><li>Their card reports are a big part of events run by JUF. </li></ul><ul><li>Batch Report can be emailed directly to the User. </li></ul>
  12. 12. What This Means <ul><li>Batch Report is core functionality for our DMS system to provide the needs of the user community. </li></ul><ul><li>Remember Batch Reports Provide: </li></ul><ul><ul><li>Card Reports </li></ul></ul><ul><ul><li>Mail Special Extracts </li></ul></ul><ul><ul><li>Extract Reports </li></ul></ul><ul><ul><li>Procedure Processes </li></ul></ul><ul><ul><li>Defined Oracle Reports </li></ul></ul>
  13. 13. Next Steps <ul><li>Review the Tech docs for Sorting Card report docs. </li></ul><ul><li>Answer Questions? </li></ul><ul><li>Next Lecture is DMS Email? </li></ul>

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