From: Joe Fulmer
Sent: Wednesday, April 7, 2021 10:04 AM
To: Kaylee Charlton ; Lauren Davis
Cc: Cheryl Weatherford ; Greg Statt ; Wanda Lane ; Jeremy Washington ; Dan DeTorrice
Subject: ImpactTracker and SpendSummary filter adds and format changes
* The recent addition of global filters to ImpactTracker is profound.
Now, by selecting the focus of your investigation on the front page....the entire report becomes laser focused with no messing around.
Today, two clicks and we could focus on DVT - Arjo at Southcoast. It was clunky at best before.
We do need to add a feature to remove all filters, including text boxes, so it's easy for a user to clear the decks without reloading the entire tool
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* The new formatting at the transaction level is much improved, so the user can see the most relevant data without scrolling.
It's painful Microsoft will not add column freeze. Kaylee, the invoice number can be important, but most of the folks we are working with are in Supply Chain, not Accounts Payable....so also adding PO# to the visible columns could be important.
I'd suggest that for many users, showing the EA price and quantity can be confusing. It's the right thing to show however....I recommend we move the PO number, PO Line, UOM, EA/UOM and UOM price columns so they are the next viewable columns when a user scrolls, and exports. This puts all the most relevant columns together, whether visible or not.
Kaylee, I am happy to work on this with you.
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All the best,
Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com
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