4W_REPORTING.md

DRIMS 4W Reporting

The 4W Report is a standard humanitarian coordination tool that answers four key questions about relief operations: Who is doing What, Where, and When.

Overview

flowchart LR
    subgraph "4W Dimensions"
        WHO[Who<br/>Organizations]
        WHAT[What<br/>Clusters/Items]
        WHERE[Where<br/>Areas]
        WHEN[When<br/>Dates]
    end

    subgraph "Data Sources"
        REQ[Requests]
        DON[Donations]
        DIS[Dispatches]
    end

    REQ --> WHO
    REQ --> WHAT
    REQ --> WHERE
    REQ --> WHEN
    DON --> WHO
    DIS --> WHERE

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4W Dimensions in DRIMS

Dimension	Field	Description
Who	requester_id / cluster_id.partner_id	Organization requesting or providing assistance
What	cluster_id / product categories	Type of assistance (OCHA cluster or item category)
Where	destination_area_id	Geographic location of distribution
When	date_requested / date_needed	Time period of the operation

Accessing the 4W Report

Via Menu

DRIMS > Reports > 4W Report

Via Wizard

The 4W Report Wizard allows filtering before generating the report:

1. Select Incident (required)
2. Set Date Range (optional)
3. Filter by Clusters/Sectors (optional)
4. Filter by Area (optional)
5. Choose status filters:
   • Include Planned/Pending
   • Include Completed
6. Click Generate Report

Report Output

The wizard generates a pivot view with:

Default Grouping

• Rows: Destination Area (Where)
• Columns: Requester (Who)
• Measures: Total items, Total value

Available Views

View	Purpose
Pivot	Tabular cross-reference of dimensions
Graph	Visual charts for presentations

Wizard Model

Model: spp.drims.report.4w.wizard

Fields

Field	Type	Description
incident_id	Many2one	Required - Filter by incident
date_from	Date	Start of date range
date_to	Date	End of date range
cluster_ids	Many2many	Filter by humanitarian clusters
area_id	Many2one	Filter by geographic area (uses hierarchy)
include_planned	Boolean	Include draft/pending/approved requests
include_completed	Boolean	Include dispatched/delivered requests

Integration with OCHA Clusters

Each request can be tagged with an OCHA/IASC humanitarian cluster:

flowchart TD
    REQ[Request] --> CL[Cluster Field]
    CL --> FS[Food Security]
    CL --> HE[Health]
    CL --> WA[WASH]
    CL --> SH[Shelter]
    CL --> PR[Protection]
    CL --> ED[Education]

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See COORDINATION.md for the full list of OCHA clusters.

Example Use Cases

Cluster Coordination Meeting

Generate report showing:

• All requests grouped by cluster
• Filter to specific incident
• Include both planned and completed

wizard = env['spp.drims.report.4w.wizard'].create({
    'incident_id': incident.id,
    'include_planned': True,
    'include_completed': True,
})
action = wizard.generate_report()

Weekly Operations Review

Generate report showing:

• Requests from the past 7 days
• Grouped by area and status

from datetime import date, timedelta

wizard = env['spp.drims.report.4w.wizard'].create({
    'incident_id': incident.id,
    'date_from': date.today() - timedelta(days=7),
    'date_to': date.today(),
})
action = wizard.generate_report()

District-Level Report

Generate report for a specific district:

wizard = env['spp.drims.report.4w.wizard'].create({
    'incident_id': incident.id,
    'area_id': colombo_district.id,  # Includes all sub-areas
})
action = wizard.generate_report()

Extending the 4W Report

Adding Custom Measures

To add custom measures to the pivot view, extend views/report_4w_wizard_views.xml:

<field name="affected_population" type="measure"/>
<field name="total_value" type="measure"/>

Custom Filters

Add filters to the search view for additional dimensions:

<filter
  name="priority_high"
  string="High Priority"
  domain="[('priority_id.code', '=', 'high')]"
/>

Exporting Reports

The pivot view supports:

• Excel Export - Download as XLSX
• PDF Print - Generate printable PDF
• Copy/Paste - Select cells for external use

Best Practices

For Coordination Meetings

1. Generate report before meeting
2. Group by cluster for sector leads
3. Include both planned and completed
4. Filter to relevant time period

For Donor Reporting

1. Filter to donor's funded clusters
2. Include completed operations only
3. Export as Excel for detailed analysis

For Government Briefings

1. Group by area (district/province)
2. Show totals and percentages
3. Use graph view for visual impact

Related Documentation

• COORDINATION.md - OCHA clusters and coordination modes
• WORKFLOWS.md - Request workflow states
• DASHBOARDS.md - Real-time KPIs