Standard Reporting

Audience: All users in Logicbroker.

In this article, you will find information related to Standard Reporting. The sections within this article are outlined below:

Overview

Logicbroker offers Standard Reporting on the platform to all users. The out-of-the-box reporting is used for monitoring documents and providing a detailed view of all of your documents, counts, and Gross Merchandise Value (GMV). Reports and charts can be filtered, moved, and resized according to your preferences. To access this feature, navigate to the left-hand side toolbar and click on Reports and select Standard from the dropdown.

The default Standard Reporting provides users with a set of charts and reports. This includes an order count bar chart, GMV donut, and a list of common counts for monitoring your data. You can edit the default or create your own new reports and charts (outlined below).

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By clicking on the number in the tile, you will be taken to a filtered page with a list of all the documents. After adding your tiles or charts, you can always re-shape, move and organize your dashboard to provide a monitoring view that fits your business needs.

Actions

New Report – this will provide users with the ability to create new reports (tiles). By clicking this button, an edit screen will appear where you can make configurations for the report.

New Chart - this will provide users with the ability to create new charts. By clicking this button, an edit screen will appear where you can make configurations for the chart.

Reset to Default – this will restore your default configuration and remove any changes you have made.

Export Configuration – reports are created and saved on an individual level and are not automatically shared with other users in the company, by using the export configuration button, users are able to export the reports and charts they have created to share with colleagues.

Import Configuration – when a report is shared with other users, clicking on the import configuration is where the file that was exported should be submitted. Once complete, the user should have the same reports and charts as the person who exported their configuration.

Reports (Tiles)

Reports, also known as tiles, are used to show a count of your documents based on filtered conditions.

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Report (Tile) Terminology

Title - this is the name that appears on the tile.

Color – this is the color in which the tile will appear, you can color code these to easily distinguish what is being captured.

Filter – this determines what data is being showcased on the tile. There are various options, shown below, and users are able to add as many filters as they would like. When applying filters, users can add conditions using the options: greater than, less than, or is not.

Document Type - Available options include Order, Acknowledgement, Shipment, Invoice, and Return.

Status* - this is the status description, typical order statuses include Ready to Acknowledge, Ready to Ship, Ready to Invoice, and Complete.

Status Code* – this is the code associated with the status, typical order status codes are 150 (Ready to Acknowledge), 500 (Ready to Ship), and 600 (Ready to Invoice).

Sender - this is the sender’s Company ID. Your partner's Company ID can be found by navigating to the Suppliers or Retailers page.

Receiver - this is the receiver's Company ID. Your partner's Company ID can be found by navigating to the Suppliers or Retailers page.

Datethis is the date of the document.

Status Change Date - Date the status was last changed for that document.

System – the System of how the document was received. This includes Portal, Workflow, CustomXML, CSV, External API, EDI, and other system names.

*For more information on document statuses and status codes, please click here

Charts

Charts can be created to showcase data such as order counts, quantity and GMV totals. You can create a Line, Bar, or Pie chart for your data and set a time interval to provide a visual picture of your data.

 

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Chart Terminology

Title - this is the name that appears on the chart.

Chart Type – this is the way in which the data will appear, users can select from a line graph, bar graph, or pie chart.

Value Field – this determines what you are trying to view on the chart I.e., a count of new documents. All value options are listed below.

  • New Count - this is the number of documents that have been received based on the time interval set
  • Failure Countthis is the number of documents that have failed based on the time interval set.
  • Complete Count – this is the number of documents completed based on the time interval set. That is documents that have been fully shipped and/or invoiced
  • Duplicate Countthis is the number of documents that have been marked as duplicates in the time interval set.
  • Total Amount - Aggregated Invoice total $ amount provided on all invoices given the interval set.
  • Subtotal - Aggregated (Quantity * Price) for all line items provided on your orders given the interval set.
  • Total Quantity - Aggregated Quantity for all orders given the interval set

Interval (Days) - this allows users to select the time period for the data they would like to showcase on their chart, I.e. last 30 days.

Filter - this determines what data is being showcased on the tile. There are various options, shown below, and users are able to add multiple filters.

Document Type – this would be the type of document(s) that is being used in the chart. This should always be provided when creating a chart.

Sender - this is the sender’s Company ID. Your partner's Company ID can be found by navigating to the Suppliers or Retailers page.

Receiver - this is the receiver's Company ID. Your partner's Company ID can be found by navigating to the Suppliers or Retailers page.

 

 

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