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Introduction to Custom Reporting

Custom reporting is a unique feature of DemandCaster. It provides users the ability to design and then download, email, or post their own reports on demand or on a schedule via automation with the latest data in DemandCaster. You may also use the custom report function to design and deliver reports using templates as documented in the article Introduction to Custom Report Templates.

These reports may be used to present planning data to management, analyze data outside of DemandCaster, transform and reload data back to DemandCaster, post data to other data sources such as back to your ERP or other web-sites. There are multiple use cases available.

This is a very long article since we cover all the different basic report types and data entities. Pivot Grids, Hierarchical Grids, and Templates are covered in separate articles.

The supply plan base entity as well as the forecast window base entitiy provide a vertical structure (one bucket is one row) while the S&OP base entity displays the data via the multi-column fields (one item is one row).

Please note that after starting a report you may cancel the report from the report progress page. In order to not slow down the report creation, the period available for canceling the report are every 30 seconds.

Custom Reports

  1. To access Custom Reports click on Reports in the top level menu
  2. Click on Custom reports to open custom reports
  3. The view provides a list of previously created reports
  4. To create a new report click "Add new"

Report View

The report view also provides the following options for existing reports:

  1. Clicking on the Copy link copies an existing report to form the basis for a new report
  2. Clicking on the History icon opens up an archived list of the specific report
  3. Clicking on the Download icon downloads the current report.
  4. Clicking on the Edit icon opens the options to edit the current report
  5. Clicking on the Delete icon deletes the current report. Deleted reports are not recoverable.

Structure

When creating a new custom report, there are six options that must be considered:

  1. Which Base Entity to choose? Base entity is the primary data set that will be the base data used to create the report. There are currently 9 base entities available from the drop down. Some of the base entities present data in different formats that will be covered in Base Entity detail below.
    1. Product
    2. Planner Action
    3. Customer Order
    4. Vendor Order
    5. Forecast Window
    6. S&OP
    7. Supply Plan
    8. 4-P Planning
    9. Shop Orders
  2. What Report Type will be created: The type of report that will be created.
    1. Basic: Is a simple columnar report with each column a selected field in DemandCaster and each row the unique entity such as an item.
    2. Template: Same as basic however a user may add calculated fields, macro's, conditional formatting and other excel based options. The template is uploaded and used when outputting the report. An overview of Templates is covered in the article Introduction to Custom Report Templates.
    3. Pivot Grid: Presents data as a pivot table within DemandCaster.
    4. Hierarchical Grid (when S&OP is enabled): Presents S&OP and 4-P base entities as drill down hierarchies within DemandCaster.
  3. What Download Type: The output type. The choices are excel, text, and csv.
  4. Will any Filter be applied to the selected data? Will the report use all the possible active entities or a filtered set of data. In addition, when the S&OP entity is selected, you may generate the report with the or without the context enabled.
  5. Plan Type: This value changes based on the entity chosen as described further in this article.
  6. Read Only: By checking this option, it prevents other users from editing your reports

Additional Options When Selecting Data Elements

When selecting a data element, if an icon appears in the Edit column, clicking on the icon provides additional data selection options related to the specific entity.

Product Base Entity

The report base entity is based on all the item related fields including those produced as part of each analytic and forecasting. In addition, the report may output all the planning settings and options applied to each item in the Forecast Options section of the data.

In the Product Base Entity, the following selection options are provided in the main tab:

  • Row Type: SKU or Item. A SKU is an item in a location if DRP option is enabled. An Item is total across all location or the item itself if DRP is not enabled.
  • Filter Type: You may select all items or a few items via the filter tab. Filter Criteria filters the data based on the drop down selection. Selected items allow for selecting specific items individually.
  • Requirement Plan Type: Last Generated or Requirement Review. Last Generated is from the day to day requirement planning process. Requirement Review is from the S&OP process if the S&OP add-on is enabled.

Filter Tab

There are two filter options:

  • Filter Criteria: Use the drop downs and buttons to filter the selection
  • Selected Items: Select specific items by clicking the check box

Data Tab

  1. Product and Analytics sections provide data that is uploaded as well as settings and calculations related to the different analytics.
  2. The Forecast entity under the Requirement Plan presents time phased item / location based for forecast and requirement planning data from the day to day requirement planning process.
  3. Forecast options are all forecast and planning related settings and values
  4. The S&OP entities (with S&OP add-on) are the demand and supply plans from the S&OP process.

Clicking on each data set entity opens the data selection table related to specific entity.

Sample Output

All time phased forecast, requirement plan, demand plan, and supply plan data are presented horizontally as shown in the spreadsheet image below from the product entity as well as the S&OP and Supply Plan base entities.

Planner Action Base Entity

The report data entities are based on the same fields as the Product Base Entity with the addition of planner action data set The selection options are nearly the same as the Product Base Entity with the difference being the Planner action is always based on SKU's (item/location if DRP option added).

Data Tab

Planner Action Entity Data Fields are the same as the Product entity with the addition of the Planner Action / Suggested Orders data fields to the Product Base Entity data fields.

Sample Output

A sample of the output generated from the Suggested Order / Planner Action data set is shown below.

Customer Order Base Entity

The report is based on the available fields from customer orders in addition to all the product related fields. The data selection options includes the addition of the Customer Orders data group.

The report is based on all the item and planner action related fields including those produced as part of each analytic and forecasting. In addition, the report may output all the planning settings and options applied to each item in the Forecast Options section of the data.

In the Planner Action Base Entity, the following selection options are provided:

  • Filter Type: You may select all items or a few items via the filter tab. The basis for the filter is the planner action view.
  • Requirement Plan Type: Last Generated or Requirement Review. Last Generated is from the day to day requirement planning process. Requirement Review is from the S&OP process if the S&OP add-on is enabled.

Planner Action Entity Data Fields add the planner action data fields to the Product Base Entity data fields.

The Forecast entity under the Requirement Plan presents item / location based for forecasts from the day to day requirement planning process.

The S&OP entities (with S&OP add-on) are the demand and supply plans from the S&OP process.

A sample of the output generated from the Suggested Order / Planner Action data set is shown below.

Vendor Orders Base Entity

Same as the customer orders but uses vendor orders as the basis. The data selection options includes the addition of the Vendor Order data group.

Shop Orders Base Entity

Same as the customer and vendor orders but uses shop/production orders as the basis. The data selection options includes the addition of the Shop Order data group.

Forecast Window Base Entity

When selecting the forecast window as the base entity, the options in the Main tab changes to include the following:

  1. Bucket Types: How the history and forecasted should be bucketed. Options are months or weeks.
  2. Horizon: How long of a forecast horizon should be generated. Options are Lead Time, Order Horizon, or Planning Horizon.
  3. Additional Buckets: The number of additional forecasting buckets to include above the horizons selected in option 2.
  4. Show Overall Data: Applicable to DRP. Instead of showing location specific forecasts, you may choose to show overall item forecast data.

Planner Action Entity Data Fields add the planner action data fields to the Product Base Entity data fields.

The Forecast entity under the Requirement Plan presents item / location based for forecasts from the day to day requirement planning process.

The S&OP entities (with S&OP add-on) are the demand and supply plans from the S&OP process.

A sample of the output generated from the Forecast Base Entity data set is shown below. the difference between the forecast values presented here versus the other entities is that the time phased data is presented vertically not horizontally. This structure supports pushing forecast or order data to an ERP or other data warehouse using text or csv as the output type.

S&OP Base Entity - Basic Report Type

If S&OP is enabled, the  base entity presents additional options in the Main tab. When the Basic report type is chosen, the user will also be asked to select the planning hierarchy level to create the report. Any level within the product hierarchy includes the additional choice of running the report as a context view (i.e. item / customer) or non-context type - node (the item as a whole).

S&OP Base Entity - Basic Report Type

S&OP Base Entity - Basic Report Type Data

The data available in this report is all the demand and supply plan data resulting from the S&OP process.

S&OP Base Entity - Basic Report Type Data

4-P Plan Base Entity

The 4-P hierarchical grid report type is identical to the S&OP base entity option.

The basic report type only includes the 4-P data for reporting purposes.

4-P Plan Base Entity

Lot Control Base Entity

Lot Control (if enabled) presents the data found in the Lot Control table used for lot expiration planning. The Main tab of the entity includes planning horizon and additional week paramaters found in the Forecast Window base entity as we all a filter to show only items that are ask of expirng during the stated horizon.

Lot Control Base Entity

Lot Control Entity - Data

The report is based on the available fields available in the lot control view in addition to all product related fields. The data selection options includes the addition of the Lot Control data group.

Lot Control Entity - Data
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