in depth with reports - vistex,...

In Depth with Reports

Kirsten Roberts

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

Vistex Reporting Overview

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

The Vistex Report Workbench is a management tool to create, edit, manage and execute reports.

Report Workbench

Core Reports Turnaround

Activity Metrics

Composite

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

Report Workbench – Key Features

Delivered static reports for common tasks: • Agreement Postings • Aging • Transmission Frequency • IP Balances • “List of”

Core Reports

The agreements posting report shows all downstream activities for an agreement. (/N/IRM/IPXXAP) *This report is available in all apps BB, CB, IA

Agreement Posting Summary Report

SOUP CONTRACT

SOUP CONTRACT CHICKEN CONTRACT

SOUP CONTRACT SNACK CONTRACT

SOUP CONTRACT

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

“List of” Reports

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

Aging

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

IP Balances

Turnaround reports compare planned and actual dates.

Turnaround Reports

Agreement Request Approval 5 Days

Claim Reconciliation 10 Days Agreement Renewal

Notification 45 Days

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)

Report Workbench

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

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

Composite Reports

• Flexible definition of total amounts and/or quantities.

Metrics Report

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

Activity Reports

Vistex has delivered extractors, cubes and content for SAP BW.

BI/BW Reporting

Enterprise Reporting

Business Intelligence / Business Warehouse

Crystal Reports

Business Objects Explorer / Dashboard

Lumira

Business Objects Cloud

Crystal Reports

Native integration for formatted visualization.

Business Objects Explorer/Dashboard

Direct integration within Vistex or BI cubes.

Lumira

Full access for more visualization.

Analyzing millions of transactions at the speed of thought

Vizi

Visibility. Visualized your way.

ACTIVE INTERACTIVE PROACTIVE

ViZi Reports

Q&A

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Thank you!

Kirsten Roberts