Use this article to learn how to submit queries and adjustments to your tRS Insights Portal and identify what types of tasks may need approval to complete.
About
The tRS Insights portal is a browser based, templated analysis and reporting solution designed to provide fast, easy and interactive access to your data, organised around common business issues. Currently the platform is managed by tRS on your behalf so any changes to the pages, tiles or selections will need to go through the Support Desk.
What are the types of requests?
Request fall under two types:
- Tickets
- Projects
- Tickets:
These are minor adjustments to pages and tiles that when combined together can be implemented in under 30-60 minutes. Some examples include:- Changes to global selections (such as Product 1, 2, 3, 4)
- Changes to page filters and portal inclusions/exclusions
- Heading or title or labelling changes
- Hiding (deleting) pages
- Changes to users and security settings
- Publishing your automated email reports to links into your portal
- Projects:
These are a collection of minor adjustments that when combined are greater than an hour or major customisation. Some examples include:- Page duplication and modification
- Adding, modifying and deleting tiles or components from a duplicated page
- Custom built menus and navigation
- Custom built pages
- Custom training for your users on your portal and on your data
How to submit a request?
All request will need to be emailed to support@theretailscore.com
Below are some tips to follow when submitting a request
- Copy the URL of the page(s) you need to edit
- List out the changes required
- If a new page or tile is required, please provide the pivot table with the data you want displayed and filters you need to apply
Please note: that if the measure or attribute is not available in your tRS database then this will need to be added first and may require approval.
How long to requests take to implement?
The time to turn around requests will vary on the size of the task. Tickets will typically be turned around within 5 working days where as Projects may take upto 10-15 working days pending on their complexity.
A good tip: if you need a new page built, please nominate a starting page from the existing template that can be copied and provide a supporting pivot table(s) connected to your tRS database that shows the selections and filters required.
- speed up the build process,
- improve the accuracy and
- reduce the costs
What is the basic process?
Here are the steps to get adjustments pushed through to your tRS Insights Portal
- Submit your request to support@theretailscore.com and remember to attach the actual excel pivots (ie/ the Excel Workbook) where possible, supporting screen shots with notes and the reference page URL
- tRS Support Desk will review the work and categorise it into a Ticket or a Project or come back to you for more information (if required).
- Tickets will get assigned and scheduled and once completed, you will be notified via email to either sign off on the change in a test environment or that the change has been pushed to your production portal and therefore 'live'.
- Projects will require approval so the work can be assigned and scheduled for completion. An approval form will be sent to you and the designated approver(s) associated with your account.