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In Depth with Reports
Kirsten Roberts
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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
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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
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The Vistex Report Workbench is a management tool to create, edit, manage and execute reports.
Report Workbench
Core Reports Turnaround
Activity Metrics
Composite
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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
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Delivered static reports for common tasks: • Agreement Postings • Aging • Transmission Frequency • IP Balances • “List of”
Core Reports
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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
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The list reports provide a quick way to view claims and IP documents with predefined columns and filters. (/N/IRM/IPXX05)
“List of” Reports
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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
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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
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Turnaround reports compare planned and actual dates.
Turnaround Reports
Agreement Request Approval 5 Days
Claim Reconciliation 10 Days Agreement Renewal
Notification 45 Days
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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
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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
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Composite reports allows the user to create/display composite information based on characteristics, participation attributes and key figures.
Composite Reports
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• Flexible definition of total amounts and/or quantities.
Metrics Report
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Activity reports display the number of times that a particular event happens or is met within a specific time period.
Activity Reports
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Vistex has delivered extractors, cubes and content for SAP BW.
BI/BW Reporting
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Enterprise Reporting
Business Intelligence / Business Warehouse
Crystal Reports
Business Objects Explorer / Dashboard
Lumira
Business Objects Cloud
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Crystal Reports
Native integration for formatted visualization.
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Business Objects Explorer/Dashboard
Direct integration within Vistex or BI cubes.
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Lumira
Full access for more visualization.
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Analyzing millions of transactions at the speed of thought
Vizi
Visibility. Visualized your way.
ACTIVE INTERACTIVE PROACTIVE
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ViZi Reports
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Q&A
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VISTAS App & Twitter
Download your VISTAS app now EVENT CODE: VISTAS2016
#VISTAS2016 Follow us on twitter
REMINDERS:
Earn points and achievements for exploring the app! Everyone wins by playing, but only a few earn the right to be top of the leaderboard.
To help us serve you better and improve VISTAS more, please fill out the survey after the event.
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Thank you!
Kirsten Roberts