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πŸ—‚οΈ Master Report Catalog

Catalog Rule

Report Title is the primary key. Every report maps to exactly one ID, one email group, one schedule and one owner β€” no orphan reports, no hardcoded recipients.

Inventory: 6 email-distributed reports (RPT) Β· 4 automated GAS snapshots (GAS) Β· 6 dashboards (DASH) = 16 catalogued deliverables.

0. How to Read This Catalog

Field Meaning
ID Stable reference used in links, logs and the KPI framework
Cadence Generation frequency + send time (Asia/Yangon)
Audience Email group (TO) + oversight (CC)
Source das-db tables or etl_test warehouse objects
Status βœ… Production Β· 🚧 In build Β· πŸ“‹ Planned Β· ⚠️ Needs fix

1. Catalog at a Glance

ID Title Type Cadence Audience Status
RPT-001 Daily Sales Report Email Daily 08:00 Sales Management βœ…
RPT-002 Weekly Sales Performance Email Mon 09:00 Sales Management βœ…
RPT-003 Monthly Sales Report Email Monthly 10:00 Management βœ…
RPT-004 Customer Analysis Report Email Fri 09:00 CRM Team βœ…
RPT-005 Inventory Report Email Daily 08:30 Operations Team βœ…
RPT-006 Finance Summary Report Email Monthly Finance Team 🚧
GAS-01 M-Kitchen Master Data Snapshot GAS Mon 04:00 Cell A2 group βœ…
GAS-02 M-Trading Master Data Snapshot GAS Mon 04:00 Cell D2 group βœ…
GAS-03 M-Kitchen Product Pricelist GAS Mon 04:00 Cell J2 group βœ…
GAS-04 MK β†’ M-Express Deliveries Snapshot GAS Monthly Cell G2 group ⚠️
DASH-01 Executive Dashboard Dashboard Live Leadership 🚧
DASH-02 KR Monitoring Board Dashboard Live HODs πŸ“‹
DASH-03 ESG Dashboard Dashboard Monthly Sustainability πŸ“‹
DASH-04 SLA ↔ KRs Sync Board Dashboard Live Management πŸ“‹
DASH-05 Product Performance Dashboard Live Sales/Ops 🚧
DASH-06 Delivery Operations Dashboard Live M-Express πŸ“‹

2. Email-Distributed Reports (RPT)

RPT-001 β€” Daily Sales Report

Field Value
Email group Sales Management
TO sales.manager@ Β· sales.team@ Β· regional.manager@company.com
CC bi.team@company.com
Schedule Daily Β· 08:00
Source etl_test.agg_product_sales β‹ˆ fact_saless
Content Revenue, gross profit, margin % by BU & category; vs-target delta
Owner BI Lead

RPT-002 β€” Weekly Sales Performance

Field Value
Email group Sales Management
TO sales.manager@ Β· regional.manager@company.com
CC bi.team@ Β· management@company.com
Schedule Every Monday Β· 09:00
Source fact_saless (weekly aggregate)
Content WoW trend, top/bottom 10 SKUs, cross-BU share, K-SZ-03 & K-MK-02 inputs

RPT-003 β€” Monthly Sales Report

Field Value
Email group Management
TO management@ Β· finance.manager@ Β· sales.director@company.com
CC bi.team@company.com
Schedule Monthly Β· 10:00 (1st working day)
Source fact_saless + agg_product_sales (monthly rollup)
Content BU P&L inputs, channel split (B2B/Corp/B2C), OKR-1 progress vs Lakhs targets

RPT-004 β€” Customer Analysis Report

Field Value
Email group CRM Team
Schedule Every Friday Β· 09:00
Source das-db.customers β‹ˆ sales_invoices β‹ˆ customer_payments
Content ABC classes, churn flags, identified-customer % (K-SZ-02), payment-on-time (K-MK-01)

RPT-005 β€” Inventory Report

Field Value
Email group Operations Team
Schedule Daily Β· 08:30
Source das-db.stock_summaries β‹ˆ stock_summary_daily_balances
Content Current stock, stock shortage % (K-MF-01), ageing buckets (K-SZ-01), FEFO expiry alerts (30/60/90 d)

RPT-006 β€” Finance Summary Report

Field Value
Email group Finance Team
Schedule Monthly (by 15th, per K-FN-01 SLA)
Source das-db.account_transactions β‹ˆ banking_transactions β‹ˆ bills
Content Revenue & financial summary, AP/AR exposure, unreconciled bank items
Status 🚧 Wiring to warehouse finance fact (Epic 3 scope)

3. Automated GAS Snapshots (GAS)

Shared platform

All four run on Google Apps Script (V8, Asia/Yangon), connect via JDBC to das-db @ DigitalOcean (db-distribution-accounting-…ondigitalocean.com:25060), write a data tab, export CSV and email it. Recipients are read from the shared config sheet 17Bxua…hz_o β€” never hardcoded. Full runbook: Report Automation (GAS).

GAS-01 β€” M-Kitchen Master Data Snapshot

Config Value
Trigger Weekly Β· Monday 04:00–05:00 (createWeeklyTrigger)
Filename 'W'ww/yy 'M-Kitchen Master Data Snapshot'
Drive folder 1ADhJd5JlN5Z3gHn7j4heX5O_4f65wSSm
Recipients cell A2 Β· DB user kmkyaw
BU scope M-Kitchen (84093770-29ad-4e8e-9da1-babe583c0d69)

Content & logic: active goods (nature='G', sellable/purchasable) with MasterdataAlert flags β€” Confirm shelf life (<30 d), Confirm brand name, No batch tracking, No expiry date tracking β€” 3-level categories, account names (purchase/sales/inventory), and Source resolution: Kit β†’ M-Trading β†’ Repacking β†’ M-Kitchen via purchased_sku cross-BU joins.

GAS-02 β€” M-Trading Master Data Snapshot

Config Value
Trigger Weekly Β· Monday 04:00
Filename 'W'ww/yy 'M-Trading Master Data Snapshot'
Drive folder 1KNwNKApqaaKWj9LUjY7nwikQ3A9nXt6z
Recipients cell D2 Β· DB user thansoeaung
BU scope M-Trading Food (7ef7c6c0-b59d-4be9-960c-7fa573038642)

Same master-data health logic as GAS-01; Source = Kit vs Supplier.

GAS-03 β€” M-Kitchen Product Pricelist

Config Value
Trigger Weekly Β· Monday 04:00
Filename 'W'ww/yy 'M-Kitchen Product Pricelist'
Drive folder 1WY4Thfn7-PYs-W1Mp8enLgrskPQR-Saa
Recipients cell J2 Β· DB user thansoeaung

Content & logic (CTE chain): LatestPO β†’ BaseData β†’ SupplierSKULookup β†’ SurveyAverages (30-day market survey: Retail / Street / B2B) β†’ PriceCalculation β†’ FinalCalculations. Outputs conversion rates, purchasing vs last-PO price, delivery cost (weight Γ— 300), Catalogue/Corp/B2B prices, margins & discounts, and Price_Alert flags:

Alert Meaning
Purchasing price increased Calculated purchasing > last PO price
Negative margin Lowest price < total cost
Catalogue price not configured Sellable but catalogue = 1
No PO price known / No purchasing price Missing cost evidence

GAS-04 β€” MK β†’ M-Express Deliveries Snapshot

Config Value
Trigger Monthly β€” manual trigger ⚠️ (add createMonthlyTrigger, see runbook 6.2)
Filename [MMM] 'M-Kitchen --> M-Express Deliveries Master Data Snapshot'
Drive folder 1rla_QZmXl6P6lV_2neApaaJY6QyF5T1o
Recipients cell G2 Β· DB user thansoeaung

Content: per invoice β€” order_number, invoice_number, InvoiceMonth, DeliveryMethod, TotalQty, InvoiceTotalWeight (= Ξ£ detail_qty Γ— weight). Feeds delivery KPIs K-ME-01…03.

4. Dashboards (DASH)

DASH-01 β€” Executive Dashboard

Group revenue, margin, OKR progress (Lakhs), cross-BU heat map. Looker Studio Β· Power BI.

DASH-02 β€” KR Monitoring Board

27 KPIs from OKR & KPI Framework with Fail/Target traffic lights; Monday 2 pm publication (K-BI-01).

DASH-03 β€” ESG Dashboard

Sustainability metrics: bicycle %, women shares, reusable packaging, tier-3 coverage, agent income.

DASH-04 β€” SLA ↔ KRs Sync Board

SLA master sheet vs measured KRs β€” the Epic 4 executive deliverable.

DASH-05 β€” Product Performance

SKU velocity, margin waterfalls, pricelist alerts (GAS-03), ABC classes.

DASH-06 β€” Delivery Operations

On-time delivery (K-ME-01), weight per invoice (GAS-04), returns & retries.

5. Distribution Architecture

graph LR
    subgraph "SOURCES"
        DB[(das-db)]
        DW[(etl_test)]
    end
    subgraph "GENERATION"
        G[GAS cron Β· Mon 04:00]
        P[Python cron Β· daily]
        L[Looker / Power BI]
    end
    subgraph "DISTRIBUTION"
        CS[Config sheet<br/>A2Β·D2Β·G2Β·J2]
        M[MailApp / SMTP]
        DV[Drive archive<br/>Www/yy snapshots]
    end
    DB --> G
    DW --> P
    DW --> L
    G --> CS
    P --> CS
    CS --> M
    G --> DV
    M --> U[Stakeholder groups]

6. Recipient Governance

Script / Report Config cell Change procedure
GAS-01 A2 Edit config sheet β†’ effective next run
GAS-02 D2 Same
GAS-04 G2 Same
GAS-03 J2 Same
RPT-001…006 dim_report_email_map Email Distribution 5

No hardcoded recipients

Adding a person = editing the config sheet / mapping table, not editing code. All changes are logged and reviewed at the monthly data-quality meeting.

7. Adding a New Report (Procedure)

  1. Reserve the next ID (RPT-007, GAS-05, DASH-07) and define the title (primary key).
  2. Register recipients (TO/CC) in the config sheet or dim_report_email_map.
  3. Implement generation (SQL view / GAS project / dashboard) and schedule.
  4. Add the row to this catalog before first distribution.
  5. Announce via Announcements; tag the ticket report-request.

8. Naming & Retention

  • Files: Www/yy <Report Title> (weekly) Β· [MMM] <Report Title> (monthly)
  • Archive: Drive folders per report; retain 24 months, then move to cold storage
  • Subjects: Weekly Data Update: <filename> (GAS standard)

9. Cross-Mapping to KPIs & OKRs

Report Feeds KPI Supports OKR
RPT-001/002/003 K-SZ-03, K-MK-02 SZ-OKR1 Β· MK-OKR1
RPT-004 K-SZ-02, K-MK-01 CRM quality
RPT-005 K-MF-01, K-SZ-01 MT-OKR1
GAS-01/02 Master-data health BI-OKR2
GAS-03 Pricing/margin KRs MK-OKR1
GAS-04 K-ME-01…03 ME-OKR1/2
DASH-02/04 All 27 KPIs BI-OKR1

Library Index Β· Email Distribution Β· Report Automation Β· OKR & KPI Framework