Chapter 8: Reporting & Analytics

 Understand how to use Standard reports

 Understand how to Export List pages to Microsoft Excel
 Understand the Auto-report
 Understand exporting to Microsoft Excel from Inquiry screens
 Understand ABC classifications
 Understand the Where-used report and Change BOM item
 Produce the Inventory ‘On-hand’ report
Understand how to use Standard reports

 Use the Select button to limit results

 Use the Destination button to direct output
Understand how to Export List pages to
Microsoft Excel

 Use the Export to Excel button to export List page results to a formatted
Excel sheet
 Creates an unlinked report
 Work with Excel tools to refine the report
Understand the Auto-report

 Available for most forms under the File menu

 Prints a pre-defined report when a Standard report is not available
Understand exporting to Microsoft Excel from
Inquiry screens

 Available for most Inquiry forms under the File menu

 Exports an Excel list when the Export to Microsoft Excel button is not
available
Understand ABC classifications

 Used to measure an Item’s importance based on four models

 Value
 Margin
 Revenue
 Carrying cost
 Based on the assumption that 80% of an organizations revenue comes from
20% of its items.
 Is maintained in the Detail forms for Released products
 Is used as a Baseline for comparison with the ABC Classification report
Understand the Where-used report and
Change BOM item

 Is accessible both in Product information management and Inventory

management
 Displays which BOMs contain the components Items identified for the report
 Used in conjunction with the Change BOM item function to replace BOM
components with different Items
Produce the Inventory ‘On-hand’ report

 Can be accessed in Inventory management under Common, Inquires and

Reports
 Can also be access in Product information for Released products
 Use the Dimension display to add product dimensions to the view