1. A dashboard “SDR External reporting Dashboard” should be built to display the Email sent report. This is to verify if email is been sent to client or not.
2. This will not capture the email delivery success/Failure.
3. Dashboard should show current week report and also historic data based on the search.
4. An email report with PDF attachment should be sent to these DL’s every Monday EOD – after the Recons are run. *someemail
5. Layout of dashboard and Email report should be same as below.
6. Search criteria should have – Recon Portal ID, COB Date range, LEI and Status.
7. Possible “Email Not sent” Scenarios are given in the sample dashboard.
8. All other functionalities of a dashboard should be available for user.
Recon
Portal id Asset Class COB Date LEI Contact Email Status Comments
Credit 8/31/2020 LEI1 Contact Email1 Successfully Sent
Credit 8/31/2020 LEI2 Contact Email2 Not Sent Email not valid
Credit 8/31/2020 LEI3 Not Sent Email not Configured
Rates 8/31/2020 LEI4 Contact Email4 Successfully Sent
Rates 8/31/2020 LEI5 Contact Email5 Successfully Sent
Rates 8/31/2020 LEI6 Contact Email6 Not Sent Attachment exceeded 20 MB limit
Hi sir am interested in you task. I read the description and found myself eligible for the task to do with my 4 years development experience. Quality work and client satisfaction is my first moto. Give me chance prove my self. We can discuss in private chat.