Introduction

The report is designed to present information about Test Drives planned or executed during the requested time frame.

The analysis encompasses selected branches accessible to the user (dimension permissions).

Report Identity

Code

aOeV4v_fo0COoZuu5VNyBQ

Name

Test-Drive Planner

Filename

Test-Drive Planner.trdx

Description

Test-Drive Planner

Resource Code

OD0013534

Procedure Name

IDMS_RPT_TESTDRIVEPLANNER_SP

Procedure Type

Stored Procedure

Parameters

DescriptionField (U_IDMS_ParamName)U_IDMS_Entity

Provided by UI

ValuesDefault ValueMandatory
Date fromDateFrom
YES

YES
Date ToDateTo
YES

YES
Vehicle License PlateVehicleLicensePlate
YES

NO
Vehicle VINVehicleVIN
YES

NO
Vehicle ModelVehicleModel
YES

NO

The above parameters can be found in the @IDSM_TR_PARAMETER table (filtered by U_IDMS_ReportCode).

Report Layout 

Report Calculation Logic 

Headers (highlighted with green)

FieldDescription
Report NameThe standard Name of the report. 
Date TimeShow the report execution date (day of the week, month, date, time)
User NameName of the User who executed a report
Date PeriodSelected "Period of time" from the parameters
License Plate

Selected "License Plate" based on manual input.

Field type: String

If not selected then bring data about all Vehicles' License Plates.

VIN

Selected "VIN" based on manual input.

Field type: String

If not selected then the report includes all vehicles.

Model

Selected "Model" based on manual input.

Field type: String

If not selected then the report includes all models.

Body (purple section)

Report Column

U_IDMS_EventTypeCode (values)

Workflow Transition/State

Description

Start Date

--Shows Start Day of Test Drive

End Date

--Shows End Day of Test Drive
Status--

Shows Test Drive status: 

  • Active ( TD planned)
  • Closed (TD completed and/or End day passed)
Vehicle--Shows model of TD Vehicle
License Plate--Shows License plate of TD Vehicle
VIN--Shows VIN of TD Vehicle
Contact Person--Shows the Last and First Name of CP from the Lead/Opp within which TD executes.
Advisor--Shows Sales Advisor assigned to the Lead/Opp within which TD executes.
TD Location--Shows the Location to which TD Vehicle belongs

Description:

The report TEST DRIVE PLANNER filters License Plates, Vehicles' VINs, and Models according to values imputed in the Report Parameter fields. The main filters are the period. The report finds all relevant data about Reservations in  "IDMS_RSV_DETAILVIEW" table within the selected period.

  • UI parameters
    • Period (based on the TestDriveStartDate and TestDriveEndDate)
    • Vehicle License Plate (based on the VehicleLicensePlate)
    • Vehicle VIN (based on VehicleVIN)
    • Vehicle Model (based on ModelCode and ModelDescription)

Fields considered from table "@IDMS_EVNTRESULT"

n/a

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