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Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 8/6/2014 3:04 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2419
Template/Type: Other Documentation
Title/Caption: Note - On the Balance Sheet
Start Date: 12/5/2008
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
Ideas about the balance sheet and how we provide the tools but we let the users make the final call.
Very similar to the B.S. round 1, we need to pull back everything we can for the users. We also need to leave some flexibility into the tool or builder.
Options on round 1 that are pretty cool:
- Pulls back data into a giant form
- Items may be added/edited/combined/shown/hidden/etc.
- All refreshed are done on the form page. The actual report page is just changes and data from the form. No calcs are done on the actual report page. All it does (the report) is bring the data (form) forward and format it.
Options on round 2 that would make it cool:
- Local java script to help with calcs
- Allow for sort # to be changed on the fly
- Button for show/save as pdf
- Maybe when we save as a pdf, allow them to save a physical copy online and that becomes the history or archived copy.
o This could make the database table really small – just record the date, the pdf name and loc, and the name of balance sheet. Let the users browse their saved and archived copies at any time.
o Small server load. All we do is pull up a saved pdf and show it. We don’t even car what it has on it. No calcs, no drill-downs, no look back on the database. It is what it is…