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Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

reports

Table of Contents

6.8. Reports

The Report tab enables you to generate a number of different reports. Those reflect historical, current, and projected data on both demand forecasting and inventory planning activities.

There are various types of reports. Each type designed to light up a certain side of planning.

Streamline has powerful tools for creating custom reports. On one hand, you can show a defined set of items by apply filters to any report type. On the other hand, you are able to select which columns of reports to show. Besides that, you can aggregate the filtered result by rows and/or columns and make your own overrides to custom reports even at an aggregated level.

There are also several report types that are archived. These are:

It means that Streamline automatically stores the last generated forecasts for each data aggregation period in the project archive. That enables you to go back to a particular period in the past and see what was the data of the mentioned reports at that time.

The Report tab includes (see figure below):

  • tab area displaying the All items report, and (optionally) your custom reports;
  • a toolbar containing controls to customize currently active report; and
  • a table displaying report's data.

Tab Area

By default, the tab area shows the All items tab and the New filter button. The All items tab is a report showing all planning items (no filters applied) for the report type selected in the Report control of the toolbar.

The New filter button opens the Filter dialog. It is used to create a custom report based on the selected report type and filtering criteria specified in the Filter dialog. As soon as you configure the filter, Streamline creates a new report based on it and adds it to the set of tabs as a newly created tab.

Toolbar

The toolbar holds buttons and controls that are used to customize the currently active report. The exception is the Show columns control; it shows/hides columns for all your reports at once. The toolbar changes depending on the selected report type and displays the controls that apply to this type. Below we list toolbar's elements that are common for any report type (see figure below).

  • Search toolbar is used to search for a particular phrase in the Item code and Description columns of the currently active report. The search is not case-sensitive and searches for the substring in a string. To start the search or find the next occurrence, press Enter, or F3, or click on the search icon.
  • Report drop-down is used to set up the report type for the currently active report. All report types fall under three categories:

Below, we show report types and the categories they belong to.

  • Aggregate by drop-down allows you to group rows of the active report by one or several columns. These are:
  • Item code, Location, Channel
  • <item category>, <location category>, <info field>. The specific names for these columns are imported from your datasource.
  • DC, Supplier
  • ABC analysis
  • All
  • Export report button exports the currently active report to a newly created Excel file.
  • Show columns button opens a check-box menu where each item represents a column of the report header section that can be shown/hidden by toggling it (see figure below). As we said, this shows/hides columns for all of your custom reports in the Reports tab.

Below, we list all of the report types and give a description for each of them.

Report type Description
Projections reports
Final forecast This report shows the statistical forecasts including your manual forecast overrides
Forecast overrides This report indicates only your forecast overrides. It is useful when you need to export those to Excel.
Ordering plan This report displays the ordering plan for your inventory in quantity or value
Projected revenue This report indicates expected revenues based on the current/future adjusted selling prices
Projected sales price This report shows future selling prices based on the current prices or their manual overrides. In the case of seasonal price forecasting, it shows the generated forecasts.
Projected inventory This report shows expected inventory levels calculated based on the ordering plan. Those can be represented in quantity or value.
Projected write-offs This report indicates expected write-off amount/value based on the imported batches' expiration dates
Projected stockouts This report shows the expected stockout amounts for each period in the future
Historical reports
Forecast error This report evaluates forecast error/accuracy by comparing actual data to the forecasts generated in the past
Historical revenue This report shows the revenue obtained during each period in the past based on the item price or transaction revenue
Historical stock on hand This report displays on-hand at the end of each period in the past. It includes the current on-hand as well.
Historical stockout days This report shows the number of days you had run out of stock for each period in the past. The current period is also included in this report.
Historical turnover This report indicates the turnover of every planning item for each period in the past
Current state reports
KPIs This report shows important indicators of the current project performance including inventory turnover, turn-earn index, gross margin, and others

Table

Each report contains a table. The table is divided into two sections, a header section and a data section (see figure below).

The header section is not changed whatever report type is selected. It provides characteristics and descriptive information about planning items that can be used to filter a particular set of items. The data section displays the report content.

The table below describes the columns of the header section.

Column Description
Approval status Indicates the forecast approval status for each planning item
Item code The code for the item
Location (Optional) The name/code of the warehouse/store where the item code is stocked
Channel (Optional) The channel, the item code is sold through
DC (Optional) The name of the distribution center that supplies the Item code to the Location
<Item category> (Optional) The category, the item code belongs to. It is imported from the data source. The name of the imported item category is shown in the column header.
<Location category> (Optional) The category, the location belongs to. It is imported from the data source. The name of the imported location category is shown in the column header.
<Info field> (Optional) A custom item characteristic imported through the item info field from the data source. The name of the characteristic is displayed in the header of the column.
Description (Optional) The description for the item code
Location description (Optional) The description for the location
Supplier (Optional) The supplier for the planning item
Model type Indicates the model type used to generate forecasts for the planning item
Model quality

Shows the model accuracy calculated using the formula:

Quality = {1/n}*sum{i=1}{n}{(1 - delim{|}{{M_i - A_i}/A_i}{|})},

where:

  • Mi and Ai, i = 1, …, n are the model response and the corresponding actual sales for i-th period;
  • n is the number of priods or time points in the learning set; these are shown in blue in the Plot.

If a period doesn't have sales (Ai = 0), the term in the sum is substituted by zero.

ABC analysis Shows the result of ABC analysis

The report table is sortable by any column and even by an ordered set of columns.


Next: Historical Reports

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reports.txt · Last modified: 2019/10/17 15:33 by admin