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Efficient Scheduled Reporting Tool for Enhanced Data Analysis

BurrellesLuce Production Tracker 3.8 enables the extension of current report functionalities by allowing scheduled generation and distribution of reports as CSV files. Reports can be tailored by location, department, employee status, reader level, and type. The tool offers options for daily, weekly, monthly, quarterly, and yearly reporting, with end-of-period reports running on the first Sunday after the close of the period. Multiple recipients can be included, all with @burrellesLuce.com addresses for security. Reports are emailed directly without storage, ensuring confidentiality. System performance is optimized by disallowing certain report parameter combinations. Additional customization can be done using Excel formatting.

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Efficient Scheduled Reporting Tool for Enhanced Data Analysis

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  1. BurrellesLuce Production Tracker 3.8

  2. Scheduled Reporting • Extend current Reports functionality to run reports on schedule • Provides CSV files similar to current output to file functions • Uses email distribution lists maintained in Exchange

  3. Creating Reports • Location, Department, Employee Status, Reader Level and Reader type are unchanged • Works same as on screen reports

  4. Creating Reports • Frequency is how often this report runs • All reports except daily run off hours Sunday morning • Daily reports run after midnight and are current through yesterday, as usual

  5. Creating Reports • Period is the date range for this report • Period can be day, week, month, quarter or year • EOM, EOQ and EOY reports run first Sunday after close of the period

  6. Creating Reports • Screen reports provide a menu to further filter by bucket (Group) • Batch report can’t do that, so you must choose one bucket per report • Multiple buckets means multiple reports

  7. Creating Reports • Reports are emailed and not stored • Multiple recipients must be built to a dist list on Exchange • All addresses must end in @burrellesLuce.com for security reasons

  8. Creating Reports • Reports must have a unique name up to 20 characters • Report parameters must not match an existing report

  9. Not every combination is allowed so system performance is not compromised Frequency/Period Choices

  10. The Output • The report format is really basic • You need to apply formatting with Excel

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