[Feature] Develop Reporting Page

[patrickm02L]

Description

broken out of #16762

Build out a new Reporting page to enhance data visualization and access for users

[patrickm02L]

4/17/24 Planning

If this is something that we're replicating from PEP it's relatively straight forward.

[dianamartin]

4/24/24

From this comment

• [x] Create reporting functionality for SMS to filter activities.

  Created Advanced Search for CSR Issues. Haven't done one for Activities, but I can.

• [x] Build enforcement services reports to show SRs created and impoundments done by officers.

[dianamartin]

5/9/2024

5/8/24

Shavyvonne messaged the group chat to Christine to provide what her reporting needs are

Good afternoon Christine, don't forget to let Diana and Patrick know what type of reports you would like to collect from the new Micro-Mobility SR.

Christine emailed us

Hello, The following picture is what +we were keeping track of.

Currently we impound based on criteria:

Immediately

• ADA space/ ramp
• Neighborhoods – On private property
• Travel Lane & Bike Lane
• Broken / Damaged Units
• Completely blocking mobility – includes multiple units from different companies as well.

After 1 hour

• Partially Blocking Mobility

After 2 hours

• Tow Away Zone
• Fallen / Knocked Over
• Unauthorized areas

So looking at the Micro-Modal for the report I would say:

• [ ] Officer #
• [ ] Date / Time / Location
• [ ] Company
• [ ] # of Units
• [ ] Unit ID’s
• [ ] Impound reason

Reference

[dianamartin]

5/9/2024

Update Object, Added New Field

• [x] Added Impound Reason - Activity to csr_activity table
• [x] Added Impound Reason to PEO Activity form on SR Details page
• [x] Update record rule to update CSR Issue if impoundment
  • If Impoundment Reason is filled out on the activity level, it rolls up to the parent CSR level
• [x] Updated all email notifications to include Impoundment Reason

Update "Reports | Service Requests"

• [x] Allowed expanded records on "# of Units Impounded - Service Request"
• [x] Removed "Impoundment Activities Created"

  bc of adding that record rule that rolled up the impoundment numbers to the parent SR

Created a new page "Advanced Search"

• [x] Moved the Searching table to that page to prevent page performance overload

[dianamartin]

Issues to address

• "Created By Officer" isn't populating bc we're using the logged in account
• [ ] Export Officer table
• [ ] Export Accounts table?
• [ ] Will need to import the officer radio numbers into the "accounts" table
• [ ] Create a new display name for "PEO Officer Name"