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Reports Workflow

Manage Marketplace Preflight Reports through a visual kanban board with status tracking and automated transitions.

Overview

The Report Kanban provides a visual interface for managing marketplace listing reports as they move through the review and delivery workflow.

stateDiagram-v2
    [*] --> Draft: Create Report
    Draft --> Ready: Complete Review
    Ready --> Draft: Needs Revision
    Ready --> Sent: Deliver to Partner
    Ready --> Error: Delivery Failed
    Error --> Ready: Fix Issue
    Sent --> [*]: Complete

Status States

Status Color Description Next States
Draft Blue Report in progress, not yet reviewed Ready
Ready Green Review complete, ready to send Draft, Sent, Error
Sent Purple Delivered to partner -
Error Red Delivery failed, needs attention Ready

Using the Kanban Board

URL: /dashboard/user/marketplace/reports/kanban

From other views: - Marketing Dashboard → Click "View Kanban" in Reports section - Partner Dashboard → Click "View All Reports" link - Listings List → Click report count badge

Drag & Drop

  1. Click and hold a report card
  2. Drag to the target status column
  3. Release to move the report

The system validates transitions — you cannot drag a Draft directly to Sent.

Card Information

Each kanban card displays:

  • Report ID — Unique identifier (e.g., RPT-001)
  • Partner Name — Associated partner
  • Listing Name — AWS Marketplace listing
  • Overall Score — 0-100 health score
  • High Severity Issues — Count of critical problems
  • PDF Link — Download generated report

Quick Actions

Buttons on each card allow immediate status transitions:

  • Draft card → "Mark Ready" button
  • Ready card → "Send" and "Needs Revision" buttons
  • Error card → "Retry" button

Drill-Down Navigation

Click any element to drill down:

Click Target Navigates To
Partner Name Partner Dashboard for that listing
Listing Name Partner Dashboard for that listing
Report ID Report detail modal (coming soon)
PDF Link Opens PDF in new tab

From the Kanban, you can navigate up:

Kanban → Partner Dashboard → Marketing Dashboard
           ↓                    ↓
       Per-listing view    Aggregate metrics

Report Lifecycle

1. Draft Phase

Reports start in Draft when:

  • Created manually via "New Report" button
  • Auto-generated by scheduled analysis
  • Imported from Bedrock KB analysis

Actions available: - Edit report content - Run additional analysis - Add/remove sections - Update scores

2. Ready Phase

Move to Ready when:

  • All sections are complete
  • Scores are finalized
  • Partner contact info verified

Validation checks: - Overall score must be set (0-100) - At least one section score required - Partner email or contact method specified

3. Sent Phase

Move to Sent after:

  • Email successfully delivered
  • PDF uploaded to partner portal
  • Webhook notification confirmed

Data locked: Sent reports cannot be edited. Create a follow-up report instead.

4. Error Phase

Reports move to Error when:

  • Email delivery fails
  • PDF generation errors
  • Partner portal API returns error
  • Manual error flag set

Recovery: 1. Review error message on card 2. Fix underlying issue 3. Transition back to Ready 4. Retry delivery

Report Scoring

Overall Score Calculation

The overall score is a weighted average of section scores:

Overall = (Usability × 0.20) + (Performance × 0.25) +
          (Security × 0.25) + (Content × 0.15) + (Visuals × 0.15)

Score Interpretation

Range Status Action
80-100 Excellent Minor optimizations only
60-79 Good Address medium-priority issues
40-59 Needs Work Significant improvements required
0-39 Critical Urgent remediation needed

Issue Severity

Issues are ranked by severity:

  • High — Blocking issues (broken links, security gaps)
  • Medium — Impactful but not critical (slow load time, unclear CTAs)
  • Low — Nice-to-have improvements (minor copy edits)

Creating Reports

Manual Creation

  1. Click New Report button
  2. Select listing from dropdown
  3. Enter initial overall score (optional)
  4. Click Create Report

The report starts in Draft status.

Auto-Generated Reports

With Bedrock KB integration (Enterprise plan):

  1. Schedule analysis frequency (weekly, monthly)
  2. System automatically runs listing analysis
  3. Reports created in Draft with AI-populated scores
  4. Review and transition to Ready

API Access

Update Report Status

POST /dashboard/user/marketplace/reports/{id}/status
Content-Type: application/json

{
  "status": "ready"
}

Response

{
  "success": true,
  "report": {
    "id": 1,
    "report_id": "RPT-001",
    "status": "ready",
    "overall_score": 78,
    "updated_at": "2024-01-15T10:30:00Z"
  }
}