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What reports do the different excel icons in Demand and Supply Planning generate?

Each level of the planning hierarchy includes excel reports that can be downloaded to help facilitate planning. These reports are run either before or after a plan has been updated.

Click the Excel Button to Open the Report Pop-Up

Click the Excel Button to Open the Report Pop-Up

DemandCaster Demand and Supply Plan Item Detail View

The pop-up represents the reports available at the item level. Click on any of the reports downloads the associated reports. The description of each report is listed in top-down order:

  1. Supply Plan: The Supply plan detail for the planned items.
  2. Next Fiscal Year Demand Plan: Downloads the Next Fiscal Year Demand Plan for the entire item that has been generated either statistically or over written as a user defined forecast at the current hierarchical level.
  3. Rolling 12 Month Demand Plan: Downloads the Rolling 12 month demand plan for the entire item that has been generated either statistically or over written as a user defined forecast at the current hierarchical level.
  4. Rolling 12 Month Context Demand Plan: Downloads the demand plan for the context item (i.e. the demand plan of a specific item for a specific customer) that has been generated either statistically or over written as a user defined forecast at the current hierarchical level. This report may be edited and then altered to allow it to be re-uploaded to DemandCaster as described in the Downloaded, Editing, and Re-Uploading a Demand Plan article.
  5. Download UI Detail: Downloads the table data as shown in the interface.

Each hierarchical level above the item level includes reports 4 and 5 only.

DemandCaster Demand and Supply Plan Item Detail View

Download UI Detail - Additional Options

When clicking on the UI Detail excel button, a pop-up opens up to allow the user to select the level to download in the excel report.

Download UI Detail - Additional Options
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