Standard Report - Conversion Status

Overview

Updated 07/13/2021

Report Description

This report pulls information related to active clients in implementation and will be used by the conversion team and Project Managers to know the status of the project. It displays what items have been completed and what is remaining. This report is emailed to the individual PMs and conversion team every Tuesday at 7:00 a.m. Central time.

Parameters

Parameter Name	Options	Explanation
PM Name	Free-text (Example: Dana.Senn, Jerry.Olson, Joel.Lunde, etc.)	Project Manager User Name of the Customer User having system name as “Implementor” Filters the report per Project Manager

Report Fields

Field Name	Explanation
Customer Name	Displays the name of the customer
Customer Status	Displays the status of the customer
Project Manager	Displays the name of the Project Manager – the main person dealing with the implementation User Name of the Customer User having system name as “Implementor”
Conversion Resource	Displays the name of the Conversion Resource – who did the conversion User Name of the Customer User having system name as “CreditAnalyst”
Conversion Resource Support	Displays the name of the Conversion Resource Support – who gives support to the conversion resource User Name of the Customer User having system name as “ConversionSupport”
Live Date	Displays the live conversion date Customer Date having system name “EstimatedLiveDate” If the Live Date is missing, then the label - Live Date is displayed in RED Displays this date in RED, if this has been changed within last 7 days.
Adjusted times	Displays the count of how many times Dates has been changed since the Initial conversion date
Parallel Date	Displays the parallel conversion date Customer Date having system name “EstimatedParallelDate” If the Parallel Date is missing, then the label - Parallel Date is displayed in RED
Message	Displays the message with Action Type - Live Date Update
Files /DBs Used	Displays the value from the Customer Order Extra having system name “DBs/Filestobeconvertedfrom”
Filter Criteria	Displays the value from the Customer Order Extra having system name “FilterCriteria”
Section: Initial Conversion	Displays all the items that are in the value-list of Customer Order Extra having system name “Initial Conversion Phases” [Customer >> Extra >> Category : Conversion >> Label : Initial Phases – Mark the ones that have been completed] In the report only those items are checked which are marked in the above mentioned Customer – Extra section If initial conversion date is passed the current date, then displays the ones that are unchecked in RED If initial conversion date is missing, then the label Initial Conversion is displayed in RED
Section: Parallel Conversion	Displays all the items that are in the value-list of Customer Order Extra having system name “Parallel Conversion Phases” [Customer >> Extra >> Category : Conversion >> Label : Parallel Phases – Mark the ones that have been completed] In the report only those items are checked which are marked in the above mentioned Customer – Extra section If parallel conversion date is passed the current date, then displays the ones that are unchecked in RED If parallel conversion date is missing, then the label Parallel Conversion is displayed in RED
Section: Live Conversion	Displays all the items that are in the value-list of Customer Order Extra having system name “Live Conversion Phases” [Customer >> Extra >> Category : Conversion >> Label : Live Phases – Mark the ones that have been completed] In the report only those items are checked which are marked in the above mentioned Customer – Extra section If live conversion date is passed the current date, then displays the ones that are unchecked in RED If live conversion date is missing, then the label Live Conversion is displayed in RED

**This report pulls only those customers having status like “Active – Implementation”

**Section: Live Conversion’s items – Data Received, Database Study, Conversion Estimate, Show Stopper Mapping Sent, General Mapping Sent, Conversion, Show Stopper Mapping Received, General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

**Section: Parallel Conversion’s items – Data Received, Show Stopper Mapping Sent, General Mapping Sent, Conversion, Show Stopper Mapping Received, General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

**Section: Live Conversion’s items – Data Received, Show Stopper + General Mapping Sent, Conversion, Show Stopper + General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

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