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Standard/Canvas Reports

Disclaimer: Reports shown in this article may look slightly different or may not be available in your application as each client has unique configurations. If you see items that might benefit your organization or you don’t currently have access to these reports, please contact your Customer Success Manager.

Exceedra has several standard reports to help with promotion lifecycle with regards to workflow, promotions, terms, accruals, claims and more. These are pre-defined so that you don’t have to rebuild the reports each time but allowing you to filter the data that so it is relevant to the task you’re wanting to complete.

 

To navigate to the standard reports, use the following instructions:

Each report has its own filter options and an option to export the data into excel. The larger the set of data selected the longer it will take to return the results – keep your filters to the data you want to see.

Account Plan

The Account Plan Drill Report is a standard report that provides a detailed breakdown of all financial activity within the boundaries of the filters selected.

 

It can be split into two main sections; the Manufacturer drill; detailing manufacturer financial activity against shipment volumes (Sales In) and when enabled; retailer financial activity against consumption volumes (Sales Out).

Measure Details

The entire system uses measures to calculate ROI, accruals and other features throughout the system. If you find that a calculation does not look right, this is a useful report to identify what is the measure set for a customer, product, and date range. The filters available are as follows:

 

  • Scenario – What scenario that the measure to show for
  • Dates – range of dates you wish to see the measure for
  • Customer – what customers to view
  • Product – what products to view
  • Type – Category type of measure or attribute
  • Selector – The actual measure filtered based on the type
  • Missing Values – If enabled, it will only show customers/products that have no measure loaded
  • Missing Values with Volumes – If enabled, it will only show customers/products that have no measure loaded and has no forecast volume entered in volume planning

User Roles

Shows a report of what roles has been assigned to users as of the time of running the report. Important for auditing purposes.

 

Options to filter on:

  • Users – what users to filter on. Select all if you want to see the users that are assigned to roles
  • Roles – User security roles assigned

Claims Dashboard

Provides an overview on the status of claims, how many require management and how old are the claims.

Event Checkbook

List of all events accruals including forecasted, actuals, adjustments, claims and balance.

 

Options to filter on:

  • Dates – range of events
  • Event Types – what type of events to filter on
  • Customer – what customers to view
  • Product – what products to view
  • Text Search – filter based on event code

(Un)Matched Invoices

List of all claims that are matched or unmatched in the system.

 

Options for filtering:

  • Dates – range of claims
  • Customer – what customers to view
  • Claim Type – type of claim to filter on

AGEING CLAIMS

List of all claims that have not been approved and how old they are. Helps users decide what claims to focus on.

 

Options for filtering:

  • Customer – what customers to view

Change Log

Audit report of changes that have been made within by who, when and what was changed. Very useful tool for trying to determine why numbers of changed or determine why data was received late.

 

Options for filtering:

  • Dates – range of dates you wish to see the measure for
  • Customer – what customers to view
  • Product – what products to view
  • Change Selector – what module the changes have been made in
  • Type of Change – what measure, attribute or status of the module that you want to filter on
  • Item – list of all the objects to filter on based on the change selector
  • Nature of Change
  • Created – when the object was created
  • Changed – if the value was changed after it was created
  • Removed – If the value was removed after it was created
  • User Selector – who made the change. Select all if you want to find all the changes

Integration Report

The integration report allows users to view data loads into the system to identify any rejected rows. Great for understanding why data might be missing such as product, customers, sales or pricing to name a few. The report also displays the reason why the file has errors to help with understanding what to do next.

For more information or assistance, please contact [email protected].