Follow

Reports By Persona

Summary

Below is a list of reports along with a small summary of what each report does.  Each one is broken down by Orchestrated Personas so feel free to click the link that closest resembles your role at the Brewery/Distillery to skip forward to that section:

 

OBeer_-_Peter_-_Inventory.png

Peter the Inventory Guy

 

OBeer_-_Sal_-_Sales.png

Sal the Sales Guy

 

OBeer_-_Penny_-_Accounting.png

Penny the Accountant

 

OBeer_-_Bill_-_Owner.png

Bill the Owner

 

 

The Reports

 

OBeer_-_Peter_-_Inventory.png

Peter The Inventory Guy

 

 

Inventory > Inventory Reports

 

Inventory in Warehouse Report - this report is most commonly used to quickly pull all current inventory levels for items.  You can filter by item code, vendor, item group, location and/or warehouses.

Note: make sure you toggle "Hide Items with No Quantity in Stock" otherwise the report will display all warehouses an item is available for even if quantities are zero.
http://support.orchestrated.com/hc/en-us/articles/206419018

 

Inventory Audit Report – most commonly pulled via Item Master Data (right click option) to find out where specific items are deficient/where unexplained quantities came from.  The report quickly displays all increases/decreases in inventory.
http://support.orchestrated.com/hc/en-us/articles/207137357

 

Batch Transaction Report – shows a list of batches for items.  You can filter by item numbers, dates, batch numbers, warehouses, business partners or documents (e.g. Goods Receipt POs)
- Most useful for showing what batches you currently have in stock
http://support.orchestrated.com/hc/en-us/articles/207127597%20

 

 

Inventory > Inventory Reports > Orchestrated Reports

Available to Promise - this is a great report to determine the specific reasons there are commitments or orders placed on an item.  By drilling in, you're able to see the purchase orders, sales orders, and production orders which are causing the supply/demand changes.
http://support.orchestrated.com/hc/en-us/articles/206430668

 

Future Inventory Status Analysis – shows the supply and demand of inventory 3 weeks (21 days) in to the future to give user an idea of what they will need to order and when. 

http://support.orchestrated.com/hc/en-us/articles/207138237

 

Quick Raw Inventory Report – Nicknamed “MRP Lite”, this report is used to give the user an idea of deficiencies that can be found in their supply and demand.  Many clients find this useful in order  to trouble shoot

Note: this does noes not generate recommendations or use forecasts like MRP, it only relies on existing data already in the system to show deficiencies.

 

 

 

 

 

OBeer_-_Sal_-_Sales.png

Sal the Sales Guy

 

Orchestrated > Sales Reports:

 

Sales Analysis

This is an SAP (System) generated report with some very basic but powerful information for the end user.  The report can be ran using one of three tabs: Customers, Items, and Sales Employees:

Customers report displays - Customer code/name, # open inv, invoice total, gross profit, GP%, Total $ in open inv

Items report displays - Item no/desc, quantity, sales amt, gross profit, GP%

Employees report displays - Employee name, AR Inv, Total $ A/R inv, Gross Profit, GP %, Total $ open inv

 

Orchestrated > Sales Reports > Orchestrated Sales Reports:

Item Sales Analysis (similar to above but in crystal reports)

Doc #, date, item name, qty in units/barrels, sale amt, cost amt, gross profit amt/%
http://support.orchestrated.com/hc/en-us/articles/206430528

 

Regional Sales Summary - Units and $ sold per BP by Country and State
http://support.orchestrated.com/hc/en-us/articles/206430558

 

Sales by Brand & Measure - Brand sales by date range with units, volume sold (in $) and revenue/volume
http://support.orchestrated.com/hc/en-us/articles/207138047

 

Taxable Shipment Details by State - this report is most commonly used to gather the taxable shipment data for the state(s) our clients must pay excise taxes in.
http://support.orchestrated.com/hc/en-us/articles/207137817

  

Customer Sales Analysis

Customer sort first, then by item group and qty, units and $amt display.  Also, % of total sales displays
http://support.orchestrated.com/hc/en-us/articles/206430518

 

Sales Analysis Dashboard - 6 page snapshot of sales
http://support.orchestrated.com/hc/en-us/articles/207138037

 

 

 

 OBeer_-_Penny_-_Accounting.png

Penny the Accountant

 

Overview of Financial Reports:
http://support.orchestrated.com/hc/en-us/sections/201128897

The link above would be a great place to start to see links for more information about all of the most commonly used financial reports in Orchestrated.  To give some more information about specific ones, read more below.

 

 

Financials > Financial Reports > Accounting > Aging

Customer Receivables Aging - Simple aging report showing you the outstanding A/R Invoices for customers.  User can drill in to any invoice by clicking the gold arrow next to each invoice number.  Easy to export to Excel by clicking the excel icon in the upper left corner.

 

Vendor Liabilities Aging - Simple aging report showing you the outstanding A/P Invoices for vendors.  User can drill in to any invoice by clicking the gold arrow next to each invoice number.  Easy to export to Excel by clicking the excel icon in the upper left corner.

 

 

Financials > Financial Reports > Financial 

Balance Sheet

Trial Balance

Profit & Loss

These are the financial reports produced by SAP and are easily exportable to Excel.

 

 

Financials > Financial Reports > Orchestrated Reports  

Balance Sheet

Trial Balance

Profit & Loss

The Orchestrated versions of the Profit and Loss and Balance Sheet reports also include the ability to compare to budgets and prior year data.  

 

Statement of Cash Flows - This report shows the net change in balance sheet accounts over a given date range divided into 3 standard sections; operations, investing and financing.
http://support.orchestrated.com/hc/en-us/articles/206414868

WIP Variance GL Analysis Report – Displays variances for all production orders in units and dollar amounts for selected items
http://support.orchestrated.com/hc/en-us/articles/222763807-WIP-Variance-GL-Analysis-Report

 

Financials > Financial Reports > Orchestrated Reports > Quick Reports

Quick Reports – Quick Reports were created to mimic Quickbook Reports for customers most familiar with the layout/display offered by these reports. There are two types each of Balance Sheet, Profit & Loss reports (standard and reports comparing to their budgets).  There's also a Trial Balance and Working Trial Balance Quick Report as well as Statement of Cash Flows. 

 

 

 

OBeer_-_Bill_-_Owner.png

Bill the Owner

 

Finance:

All Financial Reports listed above would most likely be of interest, especially the "bread and butter" of financial statements: Balance Sheet, P & L, and Trial Balance.

 

Dashboards are also very common among owners in order to get a quick overview of their business operations:

Production Dashboard – 4 page snapshot displaying multiple production KPIs and statistics across the production facility.

Sales Analysis Dashboard - 6 page snapshot of sales
http://support.orchestrated.com/hc/en-us/articles/207138037

Financial Overview Dashboard - 
http://support.orchestrated.com/hc/en-us/articles/207123507

WIP Variance GL Analysis Report – Displays variances for all production orders in units and dollar amounts for selected items
http://support.orchestrated.com/hc/en-us/articles/222763807-WIP-Variance-GL-Analysis-Report

 

 

Version 4.5.1.0

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments