30.01.2023 - Standard Reporting Upgrade - Release 2.1

Overview

Version 2.1 of Standard Reporting contains a new set of reports for Standard Transactions, Client and Product reports located within Facility Management. These reports are identifiable by the version number in the report header, being v2.1

A number of improvements have been made including: 

  • Refinement of pricing fields 
  • Standard data field naming convention  
  • A new site totals report 

Pricing Field Changes

The original Standard Reports utilised a range of financial metrics (data fields). Refinement of these fields has been made in version 2.1 of the Standard Reports to improve usability of the reports.

New fields and a change to the naming of existing fields are implemented in v2.1 of the reports. In addition, new tables have been created to group pricing fields into unit pricing, transaction pricing or general pricing.

The result of these changes provides for the following pricing fields in use within the standard report suite:

The tables below includes an outline of the new and updated fields under each pricing category.

 

Pricing General

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Unit Pricing

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Transaction Pricing

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Data Field Naming

Naming of column titles in the standard reports have been refined for consistency. Standard naming conventions have been implemented as per below (excludes change to data financial data fields discussed above):

  • Qty fields changed to 'Quantity' where applicable
  • #s -- tickets/transactions. These are all still prefixed with #, but as Transactions and not Tickets.
    # Tickets (Distinct) is a new measure that measures exact ticket numbers, and does not count additional items on the ticket etc.
  • 'Inc' fields (including) have been changed to Incl where applicable - typically the pricing fields.

The tables below outline the fields contained within each standard report and offer a comparison between the existing and new v2.1 reports.

 

Client Reports

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Product Reports

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Transaction Reports

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New Site Totals Dashboard

A new report has been added within the Transaction Report tile to provide users with a simple dashboard style report to review site tonnage totals by products.