Orange County NC Website
Browse       Search
DocuSign Envelope ID: 1CCA18DC-6CC1-428C-A15D-5173EE24B471 <br /> 4�1���� �1��11 Understanding the EnerGov <br /> ,110 pip <br /> 411 Custom Report Request Form <br /> The following describes each item on the EnerGov Custom Report Form: <br /> General Information <br /> ❖ Client Name—Name of the project client. <br /> ❖ Report Requestor/Point of Contact—Name of original customer or Tyler source of report requirements. <br /> ❖ Request Date—The date the request form is filled out. <br /> ❖ EnerGov Module—Check the box for the module for which the report is being developed. <br /> ❖ Requested Completion Date—The date the report has been promised to the customer. <br /> ❖ Priority—The importance of the report to the client(high priorities will be completed first). <br /> ❖ Report Name—The name the report is to be called (will be used for the RPT and SQL file names). <br /> ❖ Report Type—Whether the report is a batch-style report or single case document. <br /> ❖ Report Description/Business Need-Describe the purpose or use of the report. <br /> ❖ Request Type—Whether request is based on,or modification to,an existing report or a new report. <br /> ❖ Based On Or Similar To Existing Standard or Custom Report—Identify an existing report that should be used as a <br /> starting point for further development. <br /> ❖ Report Target—Indicate if this report is for EnerGov use, internal Client use,or will be delivered to end Customers. <br /> Format Design <br /> ❖ Report Style—Whether the report style is a listing format(table), Letter(to be mailed), Form(completed or to be <br /> filled out),Certificate(such as license or permit), Dashboard (summary analysis of data)or Exact(identical to the <br /> sample report). <br /> ❖ Report Orientation—Whether the report page orientation is Portrait or Landscape. <br /> ❖ Report Output—Whether report is intended to be read (Print/PDF)or exported (Excel/CSV). <br /> ❖ Paper Type—Select the type of paper the report will be printed on (letter, legal, ledger, pre-printed form,or other <br /> paper size). If selecting other, please identify in Additional Notes. <br /> ❖ Include Print Date/Time—Select whether to include the print date and/or time in the report header/footer and to <br /> justify it center, left or right. <br /> ❖ Include Page Numbers—Select whether to include Page Number and or Page Total in the report header/footer <br /> and to justify it center, left or right. <br /> ❖ Date/Time Formats—Select the default style of date and time to be used in the report. <br /> ❖ Default Font Information—If the default font size, style and color not specified:Times New Roman, 10pt, Black. <br /> Technical Design <br /> ❖ Identify Attached Specification/Sample Documents-List the file names of additional requirements specifications <br /> or sample documents. <br /> ❖ Primary SQL Stored Procedure—The name of any existing stored procedure to be used for the report. <br /> ❖ EnerGov Parameter—Indicate if the key report parameter is a date range,an EnerGov Module ID or other field. <br /> ❖ Record Selection Inclusion/Exclusion Filter Or Parameters—List any filters to include or exclude records, in <br /> addition to any EnerGov Parameter,that should be applied to the data record selection or SQL Stored Procedure. <br /> If the filter is to be a user-prompted parameter, indicate whether the user will enter a value,select from a list of <br /> static values,or select from a dynamic list of values. If more than three, please list in Notes For Developer. <br /> ❖ How The Report Is To Be Sorted or Grouped—List any primary,secondary or tertiary sorting. Note if the report <br /> should be grouped by the sort value. If any group summary totals and/or if more than three sort/group levels are <br /> required, please list in Notes For Developer. <br /> Additional Details <br /> ❖ Notes for Developer—Any additional information that will aid in the design and development of the report. <br /> ❖ QA Instructions/Test Case Scenarios—Special testing information to facilitate report testing and validation. <br /> ❖ Client Services Notes—Any additional comments about the report for the Implementation Team. <br /> ❖ Client Notes—Any additional comments about the report for the client. <br /> Copyright©2014 Tyler Technologies EnerGov Custom Crystal Reports Request Form 20140311 <br />