Reporting Wish list
I’ll call it the invoice scenario because just about every organisation needs to send bulk invoices- messaging etc to remind people that their trial, service, bill etc is up for renewal.
Not all of this is strictly reporting but:
Not so much a wish list but a request to consider the following and how it could be implemented in ISD based on a real life scenario that would be common to many developers and applications.
In my case insurance premiums with multiple premiums for different types of policies covering multiple properties for a single client or account manager with multiple clients.
With the final objective being to have sent a printed or emailed named and dated pdf to each client for each policy – invoice on a single email
An account manager receiving pdf copies of all the invoices for all the clients and properties in a single email rather than being flooded with 10s of emails each invoice run
The ability to record back to the database when an invoice has been successfully printed – emailed
The ability to save a copy of the pdf as sent into a filesystem / document manager
A copy of the text including labels in to an invoice field etc excluding images
Good handling of multiple text blocks
Something like telerik does for hiding and grouping cells such as address blocks
See their invoice video demo
In addition usually with this sort of thing goes a covering letter to suit the service-s to be included which should be highly personalised with lots of place holders and graphs - pictures etc to encourage client to part with the money.
The ability for office staff to easily modify content without having access to a developer on a Friday afternoon.
Looking at several reporting packages to do this for some it is relatively easy for others it is a pain
Nobody does it simply
The requirements as I see it
A good text editor that can handle place holders ckeditor Java v4 may be. Not the asp.net version used in ISD
Either a report builder (cut down version of ISD ?) how would you manage that ? All the good reporting products have it free or low cost.
The ability to handle boxes and placeholders with style and grace curved corners anybody with about resorting to messy images
Love to hear some more discussion and hear peoples pain points which they think ISD could remove
ISD has a lot right for example if you look at teleriks reporting demo using Adventureworks you would see that ISD would build 80% without even blinking
And the balance is mainly layout stuff and dealing with the graphs.Gerard