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Re: Viewing Reports in Self-Service App WAS [Re: APIs for self service App]


Saksham, you can access the reports with below mentioned API,

//DomainName/api/v1/self/runreports/{reportName}

Example,

//DomainName/api/v1/self/runreports/Client%20Listing?R_officeId=1

Currently it's not documented in the API doc. I will add it ASAP.

Regards,

*Shruthi M R*
Senior Software Engineer - Conflux Technologies
shruthi@xxxxxxxxxxxxxxxxxxxxxxx | Skype: Shruthi Rajaram | Mobile:
+91-8277012716

On Thu, Jul 26, 2018 at 5:52 PM, Shruthi M R <
shruthi@xxxxxxxxxxxxxxxxxxxxxxx> wrote:

> Hi Ed,
>
> Yes, In general (not from code's perspective) by looking at the existing
> reports, we can say reports are designed for management.
>
> However, from codes perspective, *reports can be viewed by anyone who has
> appropriate permission.*
>
> And also, *reports API for self service user is available but not
> documented yet.* I am not sure about the reason behind not documenting.
>
> And yes, we can create required reports and and assign appropriate
> permissions to the user and user can access the same.
>
> I will test the api once and  if it's working as per requirement then I
> will update the API document ASAP.
>
> Regards,
>
> *Shruthi M R*
> Senior Software Engineer - Conflux Technologies
> shruthi@xxxxxxxxxxxxxxxxxxxxxxx | Skype: Shruthi Rajaram | Mobile:
> +91-8277012716
>
> On Wed, Jul 25, 2018 at 7:38 PM, Ed Cable <edcable@xxxxxxxxx> wrote:
>
>> Shruthi,
>>
>> I wanted to follow up on one particular point of this email for Saksham
>> as he's needing additional use cases to implement for Mifos Mobile:
>>
>> 2.  Support for viewing reports  - I believe this is done for management.
>>> correct me if I am wrong.
>>>
>>
>> These are for individual level customer reports that would be designed so
>> customers can download view account histories, etc.
>>
>>
>> Do we have the necessary APIs in place for self-service users to view
>> reports? Is it now just a matter of designing and creating the respective
>> individual level reports that would be accessible.
>>
>> If so, Saksham - the savings and loan account statements in Mifos X are
>> two reports that are ready to be used and should be accessible from the
>> Mifos Mobile app.
>>
>>
>> On Fri, Jul 20, 2018 at 6:00 AM Ed Cable <edcable@xxxxxxxxx> wrote:
>>
>>> See replies inline. But in short these are all operations/actions that a
>>> customer would potentially want to do via a self-service operation.
>>>
>>> On Fri, Jul 20, 2018 at 5:38 AM Shruthi M R <
>>> shruthi@xxxxxxxxxxxxxxxxxxxxxxx> wrote:
>>>
>>>> Hi Saksham/Ankit,
>>>>
>>>> I am working on api's for self service app. Can you please clarify why
>>>> below API's are required,
>>>>
>>>> 1.  Support for adding guarantors
>>>>
>>>
>>> Some MFIs might want to permit their customers to add guarantors in via
>>> the self-service channels.
>>>
>>>> 2.  Support for viewing reports  - I believe this is done for
>>>> management. correct me if I am wrong.
>>>>
>>>
>>> These are for individual level customer reports that would be designed
>>> so customers can download view account histories, etc.
>>>
>>>> 3. Support for surveys
>>>>
>>>
>>> Customers should be able to self-submit surveys that an MFI request via
>>> self-service app
>>>
>>>> 4. Support for Applying new Shares Account - I am not completely sure
>>>> about this as it requires a savings account to be linked with shares
>>>> account.
>>>>
>>>
>>> We would want the ability for someone to apply for new shares just like
>>> they could a loan or savings account.
>>>
>>>> Once its confirmed I will add APIs.
>>>>
>>>> Thank You,
>>>>
>>>> *Shruthi M R*
>>>> Senior Software Engineer - Conflux Technologies
>>>> shruthi@xxxxxxxxxxxxxxxxxxxxxxx | Skype: Shruthi Rajaram | Mobile:
>>>> +91-8277012716
>>>>
>>>
>>>
>>> --
>>> *Ed Cable*
>>> President/CEO, Mifos Initiative
>>> edcable@xxxxxxxxx | Skype: edcable | Mobile: +1.484.477.8649
>>>
>>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>>
>>>
>>
>> --
>> *Ed Cable*
>> President/CEO, Mifos Initiative
>> edcable@xxxxxxxxx | Skype: edcable | Mobile: +1.484.477.8649
>>
>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>
>>
>


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