Multiple Exercise custom report

[NormaJAC]

Background

There is a desire for a custom report that can be run across multiple exercises; similar to what is on the Live exercises page, but with more flexibility over which fields can be included.

User Story

As an admin, I would like a multiple exercise custom report that spans live and archived exercises so that I can run a report of selected fields across all exercises.

Feature(s) Description

• On a separate page, create a new custom report with two separate dropdown menus: one for exercises and one for fields, otherwise the behaviour should mimic the behaviour of the recently updated custom report, i.e. exercises/fields appear below dropdown when selected and can be removed by clicking on them; a generate button generates the data selected on screen; a download button allows that data to be selected
• https://miro.com/app/board/uXjVKkzmszw=/

• Add new text at the top of the page: 'Select the exercises you would like to include from the first dropdown menu. Choose the fields you wish to include in your custom report from the second dropdown menu and click generate to produce your report on screen. Download the report when you are satisfied with the content.'
• The user should be able to select both live and archived exercises
• In this report, at least one exercise and at least one field must be selected to enable the Generate button
• Add a link above My favourites in the Live exercises menu - the new link is 'MEC report'
• The only fields that are included as default are 'Exercise reference number' and Candidate reference number
• The download should include data from all the exercises selected and include all of the fields selected for each candidate in each exercise.
• If a selected field does not exist in one of the chosen exercises, 'No data' should be returned in the relevant cell

Acceptance Criteria

It's done when...

• the user can select both live and archived exercises from the dropdown and generate a custom report with the chosen fields from the selected exercises by clicking the Generate button
• the admin clicks on the Download button, the report is downloaded as a file for further analysis or sharing
• the admin can change the fields or exercises, update the custom report settings and generate a new report with the updated criteria

Definition of Done

• User stories/acceptance criteria met
• Internal reviews passed (feedback actioned)
• User testing passed
• Relevant technical documentation updated
• User guidance updated
• Deployed and merged without errors

User Testing Steps

Specify for users what is being tested (but not how to test it.)

Feature Champion

Sean

[NormaJAC]

Custom report Q&A with Warren
Q Is there a filter based on the exercise type as above i.e. legal etc?
A The custom report currently only works per exercise - not across multiple exercises - therefore if I understand your question then the answer is no. The fields that can be included in the report are from the applications, not from the exercise

Q Is the custom report exercise specific i.e. if it's a legal exercise, the fields will only relate to legal questions. If it's non-legal, the fields will relate to non-legal exercise questions?
A It should be exercise-specific, that would make sense, but I’m not sure if that’s actually the case. We’re in the same boat on that one - i.e. would need to compare two exercises (legal vs non-legal) and spot the difference

[nickaddy]

Hey team! Please add your planning poker estimate with Zenhub @drieJAC @HalcyonJAC @tomlovesgithub @warrensearle