07. Orders Report: Calendar
- Georgios Vasilakos (Unlicensed)
Analytics
Report Identity
Code | ODPRODREPORDERTIME |
|---|---|
Name | Order Time Report (Multi Make) |
Filename | OneDealer_OrderTime_EN_v1.4 |
Description | Orders Report: Calendar |
Business Case | 30062 |
Resource Code | OD0003968 |
Parameters
Description | Field (U_IDMS_ParamName) | Provided by UI | Values | Default Value |
|---|---|---|---|---|
Date from | PDateFrom | YES | ||
Date to | PDateTo | YES | ||
Make Code | PMakeCode | YES | ||
Opportunity Type | POpportunityTypeCode |
| ||
Families | PListOfFamilies | YES | ||
Branches | PListOfRangeBranches | YES |
Report Layout
Report Calculation Logic
Header (green section)
| Field | Description |
|---|---|
| Report Name | Order Reports Calendar |
| Make | Selected "Make" from the parameters |
| Opportunity Type | Selected "Opportunity Type" from the parameters |
| Dealership (Range) | Selected Branches from the parameters |
Period | Date from - Date to selected from the parameters |
Body (red section)
Report column | U_IDMS_EventTypeCode (values) | Workflow Transition/State |
|---|---|---|
Sale | CurrentWeekNewCarSales | * Transition IN → Sign Order |
* Transition IN: the record that will be considered by the event, is created when the user selects the relevant transition and saves.
** State IN: the record that will be considered by the event, is created when closing the activity of the STATE, during the selection of the next activity in the STATE (transition)
Description
The report Orders Report: Calendar filters Leads/Opportunities that went through the “Order” workflow step according to the initial parameter provided:
- UI parameters
- Period (based on the Lead/Opportunity “Update Date”)
- Make Code (according to user dimensions permissions)
- Opportunity Type
- Families
- Branch (according to user dimensions permissions)
and displays them in a “day & time” order.
Fields considered from table "@IDMS_EVNTRESULT"
- Dates: "U_IDMS_EventDate" field
- EntityType: "U_IDMS_EntityType" field with the “IDMS_Lead” value set
- Entity: "U_IDMS_EntityCode" field
- MakeCode: "U_IDMS_Prop1Code" field
- BranchCode: "U_IDMS_Prop2Code" field
- CompanyCode: "U_IDMS_Prop3Code" field
- Location: "U_IDMS_Prop5Code" field
- EventType: "U_IDMS_EventTypeCode" field
- SalesAdvisor: "U_IDMS_Prop6Code" field
- BusinessPartner: "U_IDMS_CardCode"
- VOI: "U_IDMS_VOICode"
- Source: “U_IDMS_InquirySource” field
- Channel: “U_IDMS_InquiryChannelCode” field