Show TOC

Function documentationReport Types Locate this document in the navigation structure

 

The Reports component has five templates you can work with. Each template explores your business data in a different way to give you different perspectives on your data. Use the templates to present critical data in visually meaningful and insightful formats. Choose a report type based on the questions you want to answer.

Report Type

Description

Answers These Questions

Ranking

Highlights areas of the business that are performing well and flags potential problems by ranking dimension members in ascending or descending order based on a performance measure. Can also include cumulative percentages.

  • What are my top or bottom performers for the designated time frame?

  • Are my top or bottom performers performing consistently, or have they fluctuated since the last period?

  • What is the percentage of a best and worst performer's contribution to the total business result?

  • Are my top or bottom performers in one area also top or bottom performers in other areas of the business?

  • Do dimension members follow the 80/20 rule, where 20% of the members account for 80% of the activity?

Navigator

Provides ad hoc reporting of multiple dimensions and metrics in a flexible layout. Explore the drivers of progress against goals, slice and dice performance data, and answer specific, in-depth questions unique to your business.

  • How can I review multiple dimensions and metrics across and down a page?

  • How can I explore my business in a flexible ad hoc manner?

Exceptions

Provides a high-level view of under-performers and over-performers. Calculates the variances and percentage variances in the data and colors the data above and below expectations.

  • How has performance changed over time and how does this relate to my expectations?

  • How can I sift through similar types of information to get a true reading of performance?

  • How can I quickly flag increases and decreases in information?

  • How can I find exceptions in members, metrics, or time frames and apply the exceptions to view any outliers in the data?

Contributions

Pages up to three dimensions down the table. Calculates members' percentage contribution to the total result within a page.

  • What percentage do my top dimension members contribute to the total sum of all dimension members on a page?

  • How do the values of one row compare to all the values in the row on a particular page?

Trend and Forecast

Identifies trends in a certain area of your business, and performs forecasts based on those trends.

  • Which products are showing consistent sales increases?

  • What will be the likely demand for a particular product next month?