Reporting App

Purpose: Compile closure packs for completed installations and generate periodic (weekly/monthly) reports for OEMs.

Responsibilities

  • Assemble closure packs from survey reports, installation reports, media, and sign-offs

  • Track closure pack submission status and OEM response

  • Generate weekly reports with lead/survey/installation counts

  • Generate monthly reports with aggregate metrics (revenue, average install time, SLA compliance)

  • Track report submission and OEM acknowledgment

Dependencies

  • leads — Lead reference in closure pack

  • surveys — SurveyReport included in closure pack

  • installations — InstallationReport included in closure pack

  • accounts — OEM Reporting staff, OEM users

Key Models

  • ClosurePack — Bundles all artifacts for a completed installation: survey report, installation report, confirmation call status. Submitted to OEM with status tracking.

  • WeeklyReport — Aggregate report for a specific OEM covering one week: leads received, surveys completed, installations completed, closure packs submitted.

  • MonthlyReport — Extended monthly aggregate: includes revenue, average installation time, SLA compliance rate.

  • ReportSubmission — Tracks the act of submitting any report type to an OEM, with acknowledgment tracking.

Business Rules

  • A closure pack can only be compiled after the installation is closed and the post-installation confirmation call is completed.

  • Closure packs must include both survey and installation reports.

  • Weekly reports are auto-generated every Monday for the prior week.

  • Monthly reports are auto-generated on the 1st of each month.

  • OEM Reporting staff can manually trigger report generation.

  • Reports that are not acknowledged by the OEM within 7 days are flagged for follow-up.