Orders & Workflow Reporting

Understanding Data Views - Consolidated vs Real-time

Consolidated views

• Consolidated views are data views that are periodically normalized (or “crunched”) and made available for reporting.

• This crunch process is scheduled to occur once per day, but the frequency can be increased on a case-by-case basis. These allow for larger amounts of data and apply more complex queries than real-time views (which are simpler).

• Custom fields are available in these views. In addition to the standard set.

• Enterprise customers who have significant data should use these views, in most cases, for performance reasons.

Real-time views

• Real-time views are data views that are live queried from the TapOrders system.

• These data views are more dynamic in nature, and thus may perform more slowly and include limited ability to join across data sets (such as line items with orders or flights with tasks). These types of joined data views are only available in consolidated versions.

• Real-time views are up to the minute and are helpful for monitoring real-time activities (like task assignments).

• Custom fields are NOT available in these views. Only the standard set of fields is available.

Orders Data Views

Orders, Line Items, and Flights Reports

• Orders (consolidated):

  • Basic crunched Order report

  • Includes any Order standard fields (list here)

  • Includes any custom fields marked with “Show in Dashboards” from the Client form and Order form(s)

• Line Items (consolidated): 

  • Basic crunched Line Item report

  • Includes any Line Item standard fields (list here)

  • Includes any custom fields marked with “Show in Dashboards” from the Client form, Order form(s), and Product Forms

• Flights (consolidated): 

  • Basic crunched Flight report

  • Includes any Flight standard fields (list here)

  • Includes any custom fields marked with “Show in Dashboards” from the Client form, Order form(s), Product Forms, and Flight Forms

Tasks Reports

• Orders with Tasks (consolidated):

  • Task report for Order-level Tasks

  • Includes any Order and Task standard fields (list here)

  • Selection criteria for dates and filtering are based on Order attributes

  • Includes any custom fields marked with “Show in Dashboards” from the Client form and Order form(s)

• Line Items with Tasks (consolidated): 

  • Task report for Line Item-level Tasks

  • Includes any Line Item and Task standard fields (list here)

  • Selection criteria for dates and filtering are based on Line Item attributes

  • Includes any custom fields marked with “Show in Dashboards” from the Client form, Order form(s), and Product Forms

• Flights with Tasks (consolidated): 

  • Task report for Flight-level Tasks

  • Includes any Flight and Task standard fields (list here)

  • Includes any custom fields marked with “Show in Dashboards” from the Client form, Order form(s), Product Forms, and Flight Forms

• Billing Report (consolidated): 

  • If a customer is pushing Goals from TapOrders, this report will use the link between the TapOrders Line Item or Flight and the Goal, to display both the TapAnalytics performance data and the TapOrders booked data.

Real-time Reports (mirror old Orders & Workflow Built-In Reporting)

• Orders (real-time): Deprecated - Orders (real-time)

  • Real-time Orders report

  • Limited with filtering, grouping, and by performance on large databases

  • Includes only Order-level standard fields (list here)

• Line Items (real-time):  Deprecated - Line Items (real-time)

  • Real-time Line Items report

  • Limited with filtering, grouping, and by performance on large databases

  • Includes only Line Item-level standard fields (list here)

• Tasks (real-time): Deprecated - Tasks (real-time)

  • Real-time Task report

  • Limited with filtering, grouping, and by performance on large databases

  • Includes only Task-level standard fields (list here)

• Orders with Line Items (real-time): Deprecated - Orders with Line Items (real-time)

  • Real-time Line Items report with some Orders data

  • Limited with filtering, grouping, and by performance on large databases

  • Includes only Line Item-level and some Order-level standard fields (list here)

Old Reports (renamed Dec 2022) - DO NOT USE

• Tasks with Flights (consolidated) - rename to Deprecated - Tasks with Flights 

• Tasks with Line Items (consolidated)  - rename to Deprecated - Tasks with Line Items

• Tasks with Orders (consolidated) - rename to Deprecated - Tasks with Orders