In Depth with Reports. Kirsten Roberts

Transcription

1 In Depth with Reports Kirsten Roberts

2 Vistex Reporting Overview Vistex Reports allows users to: Easily create detailed reports Monitor progress towards goals Guide business decisions Create reports without scripting or programming language

3 How Do I Run a Report? Methods for Running a Report Transaction Codes Report Workbench What Applications? Billbacks Chargebacks Sales Incentive Purchase Rebate Sales Rebate How Do I See Reports? GUI Trans. Code Report Workbench Web Report Workbench Launchpad Fiori

4 Report Workbench The Vistex Report Workbench is a management tool to create, edit, manage and execute reports. Core Reports Turnaround Activity Metrics Composite

5 Report Workbench Key Features Some of the key features include: Flexible selection criteria Variants Interactive Charts Formulas Authorization control Calendar based execution Connections between related reports User definable charts and graphs One click execution

6 Core Reports Delivered static reports for common tasks: Agreement Postings Aging Transmission Frequency IP Balances List of

7 Agreement Posting Summary Report The agreements posting report shows all downstream SOUP CONTRACT activities for an agreement. SOUP CONTRACT SOUP CONTRACT CHICKEN CONTRACT SOUP CONTRACT SNACK CONTRACT (/N/IRM/IPXXAP) *This report is available in all apps BB, CB, IA

8 List of Reports The list reports provide a quick way to view claims and IP documents with predefined columns and filters. (/N/IRM/IPXX05)

9 Aging Aging reports categorize open documents into different buckets based on time and status. (/N/IRM/IPXXAG) *This report is available in all apps BB, CB, IA

10 IP Balances The IP balances report provides a checkbook view of transactions broken out by time period. (/N/IRM/IPGXX) *This report is available in all apps BB, CB, IA

11 Turnaround Reports Turnaround reports compare planned and actual dates. Agreement Request Approval 5 Days Claim Reconciliation 10 Days Agreement Renewal Notification 45 Days

12 Report Workbench The Vistex Report Workbench is a management tool that is used to create, edit, manage and execute reports. This feature provides a single place to access all reports for an application. (/N/IRM/IPRPM)

13 Creating a Report in the Workbench 1. Create the report 2. Select the desired Grouping Criteria 3. Determine what you want to evaluate 4. Identify the time frame for the report 5. Set up your charts 6. Select the filters you want to use

14 Composite Reports Composite reports allows the user to create/display composite information based on characteristics, participation attributes and key figures.

15 Metrics Report Flexible definition of total amounts and/or quantities.

16 Activity Reports Activity reports display the number of times that a particular event happens or is met within a specific time period.

17 BI/BW Reporting Vistex has delivered extractors, cubes and content for SAP BW.

18 Enterprise Reporting Business Intelligence / Business Warehouse Crystal Reports Business Objects Explorer / Dashboard Lumira Business Objects Cloud

19 Crystal Reports Native integration for formatted visualization.

20 Business Objects Explorer/Dashboard Direct integration within Vistex or BI cubes.

21 Lumira Full access for more visualization.

22 Vizi Analyzing millions of transactions at the speed of thought Visibility. Visualized your way. ACTIVE INTERACTIVE PROACTIVE

23 ViZi Reports

24 Q&A

25 VISTAS App & Twitter REMINDERS: Download your VISTAS app now EVENT CODE: VISTAS2016 Follow us on twitter #VISTAS2016 Earn points and achievements for exploring the app! Everyone wins by playing, but only a few earn the right to be top of the leaderboard. To help us serve you better and improve VISTAS more, please fill out the survey after the event.

26 Thank you! Kirsten Roberts