You can create one specific report or several simultaneously. Once the report(s) has been created, you can analyse the output from a number of different angles, all accessible from various locations and include:
- View details
- Drill down to:
- subordinate information
- different periods ((if the selection range for the report covers a number of periods) and even different periods for different years (if such was defined on the Selections page when defining the report).
Note: The way the windows behave when you view details and drill down is dependent on the PA report settings you have defined. Although you might previously have defined these settings, you can always change the behaviour while viewing the report. See Define the report settings to be valid for all Profitability Analysis reports or Define the report settings to be valid for a specific Profitability Analysis report for instructions.
- View the report in the following different graphical formats:
- Bar graph
- Pie chart
- Linear format.
- Filter data per column which means you have the possibility to only view the data that you feel is relevant.
- View critical information (via colour coding) in columns, if you assigned any visual settings for this information.
Note: Although you might previously have defined the visual settings, you can always change or apply new ones while viewing the report. See Define the visual settings for columns in a Profitability Analysis report for instructions.
- View Item details within the Item browser in IBS Analyser (if this key is a part of the report). This possibility exists in all places in IBS Analyser where you see Item. You simply right click on an item line and then drill down to the level of information you want to view for the item. (See Item enquiry in IBS Analyser for a description of the type of information you can browse)
- View Customer details within the Customer browser in IBS Analyser (if this key is part of the report) This possibility exists in all places in IBS Analyser where you see Customer. You simply right click on a customer line and then drill down to the level of information you want to view for the customer. (See Customer and supplier enquiry in IBS Analyser for a description of the type of information you can browse).
- View Profitability details (if such have been calculated for the report) within the report and also from any location within IBS Analyser where you see Item / Customer. If no details exist, you can back update this information within the Item file and/or Customer file in IBS Enterprise (depending on the first key sorted in the report) and then view the details. Once the back update has been done, you can also do an advanced selection in IBS Analyser on, for example, Profit order ranking, which will enable you to view the most profitable versus least profitable items and/or customers.
Note: When viewing the report you can use the bottom tool bar of icons to perform specific functions, (e.g., view graphical information for a column, print, create a html page and send as email, export data to the applicable spreadsheet program, show totals for a column, etc). You can also create a new table view. These are standard functions for all tables within a window in IBS Analyser. See About working with tables in IBS Analyser.
Related topics
- Create the Profitability Analysis report
- View the output of the Profitability Analysis report
- Filter the data in a Profitability Analysis report
- Update profitability values for item/customer in IBS Enterprise
- View profitability details
- View the most profitable/least profitable items/customers in IBS Analyser
- About report settings for Profitability Analysis reports
- Enquiry routines for objects in IBS Analyser
- Standard features in IBS Analyser