Summary
This article walks through the tabs on the report card screen.
Column Description
Details
The most recent report card is displayed on the Details tab. Metrics that surpass a certain threshold are colored red to draw your attention to areas for improvement. A new report card can be built on command by pushing the Build Report Card button in the upper right corner. Settings for the frequency of new report cards and warning thresholds can be found on the Global Report Card Settings screen
Below is a brief description on each of the section in the report card
- Overview- This section contains company-wide balances for various metrics
- Revenue- This section contains revenue in different time frames
- Service Level- This section contains various service levels for your items
- Supply- This section contains data related to open POs
- Sales- This section contains data related to open sales orders
- Alerts- This section contains number of existing alerts and user interaction with alerts
- Feature Use- This section contains feature use for all users in the last 30 days
- Inventory Performance- This section contains inventory position data across your whole item catalog. All percentages are out of number of active item-sites
- Overrides- This section contains number of overrides to highlight where some cleanup may be necessary
- Record Counts- This section shows how much data is being pulled from the ERP and other data sources
- Data Quality- This section shows where data cleanup may be required either in the ERP or in the data extracts
- System Stats- This section contains data refresh performance times by step
Grid
The Grid tab contains all report cards within the Max Report Card Days (configurable in Global Data Settings) to help you compare how metrics and usage change over time. By default we save 2 years worth of report cards. There also exists the option to right click an old report card to load in the main Details tab