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Change of a reporting software

Project duration: 2 months

Brief description

The reporting tool used by the client, which is used here for fund reporting, is replaced by another one. The new reporting software requires a different data supply. Logics that are implemented in the existing reports cannot be directly transferred either. The tasks of the PTA are to convert the database queries and functions so that they can be processed by the new software. In addition, the processing within the reports must be precisely documented so that they can be implemented in the new reports.

Supplement

The Actuate Report Designer is replaced by WebFocus. The Actuate reports were originally created by the PTA. Since the reporting software is to be replaced after many years of use, the PTA is asked to assist in the conversion of the reports. The structure, how the determined data (Oracle database) is transferred to the report, must be adapted. Since the creation of the new reports will be taken over by another service provider, it must be precisely documented how the reports work, since the content should be exact and the structure should be as similar as possible to that of the existing reports. For this purpose, a document structure (Word, Excel) is created, through which it is possible to navigate easily and clearly. Examples are added to the individual processing points.

Subject description

Preparatory work for the replacement of the reporting tool used. The main part of the work was to convert the underlying database queries so that they could be used by the new reporting software. And the detailed description of the previous reporting logics so that they can be transferred 1:1.

Overview

Project period01.04.2017 - 31.05.2017

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