Custom Reports

Custom Reports

Reports allow you to view the data associated with the end of the Demand, Inventory, and S&OP processes. You can view system created Official reports or create Custom reports. 

There is a 100000 limit to the creation of custom reports.
 



  1. To start creating a custom report, select a Data Source from under the Data Sources section of the Custom Reports tab's Home tab. You can use the search bar to drill down through a large list of Data Sources.





  1. By default all data source items will be selected for the custom report. You can customize the report by unchecking and moving items in the Settings tab of the side drawer, and Filtering selected items. You can also toggle on or off Pivot mode. 

Data Source Items include: 



  1. Selecting and reorganizing items and filtering data will update the data in the grid in real time. 



  1. Click the Filter tab to launch the Filtering drawer to have access to the Add Filter button.








  1. Click Create Report and type a name for the report. Click save to save the custom report. 




  1. The Custom Report is now saved and opened as its own separate tab in the Custom Reports tab. 
  2. Going back to the Home tab we can see the Custom Report saved under the Quick Access section.




  1. And now that the custom report is saved, the Create Button is now an Update Report button. Whenever you want to save any changes to the custom report, click Update Report. 





Pivot Mode

To view a flattened data set without any subtotal levels while maintaining the paging functionality, enable Pivot mode in Settings, then enable Flat View in the Pivot Settings under Layout Settings.  A new option should be added to load the flattened data set without any subtotal levels while maintaining the paging functionality.















Right-Click Menu

Right-click the Report grid to access the right-click menu. 





Open in S&OP and Open in Collaboration

Right-clicking data in the Report grid and selecting Open in S&OP or Open in Collaboration will launch a separate tab with that data in a Planning Worksheet or in Collaboration.






Add Conditional Formatting

Right-click a column to have access the Add Conditional Formatting options. 




Click the +New Condition button to open the options for creating a new conditional format. 




Click Save to create the Conditional Format. 




Right-click the same column to access the Edit Conditional Formatting option. 






Export to CSV, Excel, and PDF

Right-click the report grid and hover the mouse pointer over Export, then select CSV Export, Excel Export, or PDF Export to export the report.






  1. When exporting, two popup toaster notifications will show: Export Report to File Started, and then Report Ready for Download. Click your notifications bell to view the notification showing the file and the download button.









  1. Click the Download button to save the exported file.











Official Reports and their Selectable Data


Item Detail

  1. Scenario
  2. Location Code
  3. Location Description
  4. Item Code
  5. Item Description
  6. Item Group Code
  7. Item Group Description
  8. Vendor
  9. UOM
  10. Inventory Target
  11. Dollars on Hand
  12. Cost Of Goods Sold
  13. Total Lead Time For Purchase
  14. Qty Shipped Last 30 Days
  15. Qty Shipped Last 90 Days
  16. Qty Shipped Last 180 Days
  17. Days of Supply
  18. Qty On Hand
  19. Qty Allocated
  20. Total Qty Pending From Vendor

Monthly Demand

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Customer Code
  7. Customer Description
  8. Date
  9. Quantity
  10. UOM
  11. Item Group Code
  12. Item Group Description
  13. Item Family Code
  14. Item Family Description
  15. Location Country Code 
  16. Location Country Description
  17. Location Region Code
  18. Location Region Description
  19. Customer Parent Code
  20. Customer Parent Description
  21. Customer Country Code
  22. Customer Country Description
  23. Customer Region Code
  24. Customer Region Description
  25. Sales Split
  26. Variability Split
  27. Trend Split

Monthly Inventory Projection

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Date Quantity
  7. Item Group Code
  8. Item Group Description
  9. Item Family Code
  10. Item Family Description
  11. Location Country Code
  12. Location Country Description
  13. Location Region Code
  14. Location Region Description
  15. Sales Split
  16. Variability Split
  17. Trend Split

Monthly Production Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Lead Time
  7. Order Date
  8. Date
  9. Quantity
  10. UOM
  11. Production Cost
  12. Currency
  13. Production Type
  14. Manufacturing Method Code
  15. Item Group Code
  16. Item Group Description
  17. Item Family Code
  18. Item Family Description
  19. Location Country Code
  20. Location Country Description
  21. Location Region Code
  22. Location Region Description
  23. Sales Split
  24. Variability Split
  25. Trend Split

Monthly Purchase Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Vendor Code
  7. Vendor Description
  8. Lead time
  9. Order Date
  10. Date
  11. Quantity
  12. UOM
  13. Production Cost
  14. Currency
  15. Contract Name
  16. Contract Status
  17. Purchase Type
  18. Item Group Code
  19. Item Group Description
  20. Item Family Code
  21. Item Family Description
  22. Location Country Code
  23. Location Country Description
  24. Location Region Code
  25. Location Region Description
  26. Sales Split
  27. Variability Split
  28. Trend Split

Monthly Transfer Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Source Location Code
  5. Source Location Description
  6. Destination Location Code
  7. Destination Location Description
  8. Ship Date
  9. Delivery Date
  10. Quantity
  11. UOM
  12. Transfer Cost
  13. Currency
  14. Transfer Type
  15. Transport Route Code
  16. Vehicle Type Code
  17. Item Group Code
  18. Item Group Description
  19. Item Family Code
  20. Item Family Description
  21. Sales Split
  22. Variability Split
  23. Trend Split
  24. Source Location Country Code
  25. Source Location Country Description
  26. Source Location Region Code
  27. Source Location Region Description
  28. Destination Location Country Code 
  29. Destination Location Country Description
  30. Destination Location Region Code
  31. Destination Location Region Description

Monthly Vendor Contracts

  1. Contract Name
  2. Vendor Code
  3. Vendor Description
  4. Item Code
  5. Item Description
  6. Location Code
  7. Location Description
  8. Date
  9. Contract Volume
  10. Remaining Contract Volume
  11. Contract Excess
  12. Contract Shortage
  13. Assigned PO's
  14. UOM
  15. Status
  16. Item Group Code
  17. Item Group Description
  18. Item Family Code
  19. Item Family Description
  20. Location Country Code 
  21. Location Country Description
  22. Location Region Code
  23. Location Region Description
  24. Sales Split
  25. Variability Split
  26. Trend Split

Weekly Demand Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Customer Code
  7. Customer Description
  8. Date
  9. Week Number
  10. Week Number Month
  11. Week Number Year
  12. Quantity
  13. UOM
  14. Item Group Code
  15. Item Group Description
  16. Item Family Code
  17. Item Family Description
  18. Location Country Code
  19. Location Country Description
  20. Location Region Code
  21. Location Region Description
  22. Customer Parent Code
  23. Customer Parent Description
  24. Customer Country Code
  25. Customer Country Description
  26. Customer Region Code
  27. Customer Region Description
  28. Sales Split
  29. Variability Split
  30. Trend Split

Weekly Inventory Projection

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Date
  7. Week Number
  8. Week Number Month
  9. Week Number Year
  10. Quantity
  11. Item Group Code
  12. Item Group Description
  13. Location Country Code
  14. Location Country Description
  15. Location Region Code
  16. Location Region Description
  17. Sales Split
  18. Variability Split
  19. Trend Split

Weekly Production Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Lead Time
  7. Order Date
  8. Date
  9. Week Number
  10. Week Number Month
  11. Week Number Year
  12. Quantity
  13. UOM
  14. Production Cost
  15. Currency
  16. Item Group Code
  17. Item Group Description
  18. Item Family Code
  19. Item Family Description
  20. Location Country Code
  21. Location Country Description
  22. Location Region Code
  23. Location Region Description
  24. Sales Split
  25. Variability Split
  26. Trend Split

Weekly Purchase Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Vendor Code
  7. Vendor Description
  8. Lead Time
  9. Order Date
  10. Date
  11. Week Number
  12. Week Number Month
  13. Week Number Year
  14. Quantity
  15. UOM
  16. Production Cost
  17. Currency
  18. Contract Name
  19. Contract Status
  20. Purchase Type
  21. Item Group Code
  22. Item Group Description
  23. Item Family Code
  24. Item Family Description
  25. Location Country Code
  26. Location Country Description
  27. Location Region Code
  28. Location Region Description
  29. Sales Split
  30. Variability Split
  31. Trend Split

Weekly Transfer Plan

  1. Scenario
  2. Item Code
  3. Item Description
  4. Source Location Code
  5. Source Location Description
  6. Destination Location Code
  7. Destination Location Description
  8. Ship Date
  9. Delivery Date
  10. Week Number
  11. Week Number Month
  12. Week Number Year
  13. Quantity
  14. UOM
  15. Transfer Cost
  16. Currency
  17. Transfer Type
  18. Transport Route Code
  19. Vehicle Type Code
  20. Item Group Code
  21. Item Group Description
  22. Item Family Code
  23. Item Family Description
  24. Sales Split
  25. Variability Split
  26. Trend Split
  27. Source Location Country Code
  28. Source Location Country Description
  29. Source Location Region Code
  30. Source Location Region Description
  31. Destination Location Country Code
  32. Destination Location Country Description
  33. Destination Location Region Code
  34. Destination Location Region Description

Weekly Vendor Contracts

  1. Contract Name
  2. Vendor Name
  3. Vendor Description
  4. Item Code
  5. Item Description
  6. Location Code
  7. Location Description
  8. Date
  9. Contract Volume
  10. Remaining Contract Volume
  11. Contract Excess
  12. Contract Shortage
  13. Assigned PO's
  14. Unassigned PO's
  15. UOM
  16. Status
  17. Item Group Code
  18. Item Group Description
  19. Item Family Code
  20. Item Family Description
  21. Location Country Code
  22. Location Country Description
  23. Location Region Code
  24. Location Region Description
  25. Sales Split
  26. Variability Split
  27. Trend Split

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