🥯
Everything
  • Best Practices and Guidelines
    • ChatGPT Prompts
    • Documentation Guideline
    • GitBook Spaces
    • GitHub Guideline
    • Internal Usage
  • Tools
    • End to End Order Flow
      • Order Creation
      • Order Import
      • Order Brokering
      • Order Fulfillment
      • Order Fulfillment Notification
    • Git
      • How to Create Issue on Git
    • Jira
      • Feature Request on Jira
    • Launchpad
      • Fulfillment
        • Stuck Orders in Fulfillment App
      • Job Manager
        • Check Job Frequencies
        • Job Runtime Error
        • Mismatch Time Zone
    • Napita
      • Glossary
      • Schedule Processors
      • View and Manage Processors
      • Flow Definitions
      • Verify Processor Properties
      • Bulletins
      • Data Provenance
      • Troubleshooting
        • Data Export Errors
        • Queue Errors
        • Fetch Put SFTP Retry
    • Netsuite
      • Managing Saved Searches
    • Ofbiz
      • Orders
        • Multicurrency Sales Orders
        • POS Order Refresh Failure
        • Pre-Order Catalog Sync
        • Reindex Order after Solr Down Time
      • Products
        • Product Duplication
      • Inventory
        • Add New Variance Reason
      • Data Manager Configuration
        • Create a Job Using Data Manager Configuration
        • SFTP Issue
    • Shopify
      • How to Access Shopify POS APP
      • How to Create Draft Order in Shopify
    • Tathya
      • Database Configuration
        • Additional Settings
      • Charts Creation
        • Selecting Database & Schema
        • View & Save Chart
        • Charts Access
        • Create Multiple Charts
        • LogInsight Charts
      • Understanding Dashboards
        • Configuring Dashboards
        • Dashboards Access
        • Dashboard Options
        • Dashboard Customizations
        • Link Configuration
        • Set Multi-Day Filters
      • Configuring Alerts & Reports
        • Creating Alerts
        • Creating Reports
        • Alternate Interfaces to Schedule Reports
      • Creating Roles
        • List & Modify Roles
      • Creating User
        • Creating LDAP Account
        • Tathya Authentication
        • Listing User in Tathya
        • User Permissions
      • Troubleshoting
        • Reporting Discrepancies
        • Tathya login Issue
      • How to
        • How to Create User on Tathya
        • How to Create Alpha Role on Tathya
        • How to Request for the Report
  • Client Communication
    • Templated Replies
    • Ticket and Release Mangemnet
  • Monitoring
    • Sanity Checklist
    • System Monitoring Guide
  • Hotwax Deployment & Versions
    • HotWax Commerce Deployment
    • Launch Machine
    • Update OMS Version
    • Rollback OMS Version
    • Optional Plugins
Powered by GitBook
On this page
  • Approach
  • Client Request
  • Client Communication
  • Ticket Creation
  • Assigning the Task
  • Creating Charts and Reports
  • Response
Edit on GitHub
Export as PDF
  1. Tools
  2. Tathya
  3. How to

How to Request for the Report

Clients at Hotwax Commerce request reports through Jira or Slack. We gather requirements, create a task in ClickUp, and assign it to the appropriate team member. The final report is then delivered to the client, ensuring a smooth and efficient process.

Approach

Client Request

  • Clients initiate report requests through Jira or Slack. This step begins the process of obtaining a customized report, ensuring the client's request is logged and tracked.

Client Communication

  • Interact with the client to clarify their requirements, ensuring that the report meets the client's specific needs. Collect all necessary details related to the requested report. This ensures all relevant data is considered in the report creation process.

Ticket Creation

  • Log in to ClickUp and open the Hotwax Commerce Workspace.

  • Select the Project Management Space.

  • Navigate to the OMS Folder and then to the Report list.

  • Create a ticket in the Report list section in ClickUp.

Assigning the Task

  • Assign the tickets to the appropriate team member with all gathered requirements and add the relevant details in the description.

Creating Charts and Reports

Response

  • Attach the URL of the report or chart to the ticket in ClickUp and close the ticket.

  • Deliver the desired result to the client via Jira or Slack. This completes the request process and ensures the client receives the required report.

PreviousHow to Create Alpha Role on TathyaNextTemplated Replies

Last updated 10 months ago

Read the Tathya user manual to learn how to create and as per the client’s requirements.

charts
reports