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Improve Customer - Addresses Report #11155

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lin-d-hop opened this issue Jul 4, 2023 · 2 comments · Fixed by #11185
Closed

Improve Customer - Addresses Report #11155

lin-d-hop opened this issue Jul 4, 2023 · 2 comments · Fixed by #11185
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@jibees
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CA Selected to be done by the Canadian active instance FR Selected to be done by the French active instance papercut Labels papercuts after they've moved from the "Papercuts prioritized" column UK Selected to be done by the UK active instance US Selected to be done by the US active instance

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@lin-d-hop
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lin-d-hop commented Jul 4, 2023 •
edited

Description

Please can we adjust the filter

  • Add date filters like in Orders & Fulfilments reports
  • Change name of 'Distributor' filter to 'Hub'
  • Remove the 'Supplier' filter

Please can we add the following columns to the end of the Customers - Mailing List Address report:

  • Orders Count: number of orders for the customer, where filters are true
  • Orders Total: total amount spent at the shop for the customer, where filters are true
  • Last order: date of the last order, where filters are true.

Additionally can we rename this report to 'Customers'.

As a final step on this issue please remove the Mailing List report.

Clearly this is more than a papercut :( However since 4 instances chose this, let's just do it.

Acceptance Criteria & Tests

  1. Three additional columns - Orders Count, Orders Total, Last Order
  2. All new columns should display based on filters. In the case that only one order matches the filters, count=1, total=order total and last order = order date. In the case that no orders match the filters for the customer, that customer is not shown.
  3. Date filters are added
  4. Supplier filter removed
  5. Distributor filter changed to Hub
  6. Report renamed to Customers
  7. Mailing List report removed
  8. Specs updated and added
  9. Translations on all fields.
@lin-d-hop lin-d-hop added UK Selected to be done by the UK active instance FR Selected to be done by the French active instance US Selected to be done by the US active instance CA Selected to be done by the Canadian active instance papercut Labels papercuts after they've moved from the "Papercuts prioritized" column labels Jul 4, 2023
@jibees
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jibees commented Jul 7, 2023 •
edited

@lin-d-hop

Add date filters like in Orders & Fulfilments reports
Change name of 'Distributor' filter to 'Hub'
Remove the 'Supplier' filter

Should we change the Customers/Mailing List as well ? They both use the same filters for now.

EDIT:

As a final step on this issue please remove the Mailing List report.

The answer is YES then. Please read the issue with attention jb ;)

@jibees jibees self-assigned this Jul 7, 2023
@jibees jibees mentioned this issue Jul 10, 2023
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@drummer83 drummer83 mentioned this issue Jul 13, 2023
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@NiftyGaloot
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Can we also add the zipcode or post code to the report?

@drummer83 drummer83 reopened this Sep 25, 2023
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CA Selected to be done by the Canadian active instance FR Selected to be done by the French active instance papercut Labels papercuts after they've moved from the "Papercuts prioritized" column UK Selected to be done by the UK active instance US Selected to be done by the US active instance
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@jibees @drummer83 @lin-d-hop @NiftyGaloot