Working with Interactive Reports for Order Capture

This chapter provides an overview of PeopleSoft CRM interactive reports and discusses how to:

Set up interactive reports for Order Capture.
Use interactive reports for Order Capture.

Understanding CRM Interactive Reports

PeopleSoft CRM interactive reports are dynamic and interactive analytic reports. Interactive reports enable you to view and organize data in a wide variety of ways, which provides a more intensive overview of your collaborative selling activity.

You can better manage your sales solution activities by using interactive reports for Order Capture.

In Order Capture interactive reports, you can move around data elements on a report and instantly view the report using different dimensions. You can filter interactive reports data by selecting a single value for any dimension. You can also limit the interactive report so that it displays orders or quotes for one customer only. Looking at reports from different angles and perspectives affords an opportunity to gather valuable information about your business.

Interactive reports can be saved, exported to Microsoft Excel, or printed as hard copies. While you can be interactive with interactive reports by moving around data elements (dimensions), the changes that you make on the reports do not affect the PeopleSoft CRM database where the data originated.

Order Capture Interactive Reports

CRM Order Capture delivers four interactive reports:

Order Revenue (for a single business unit).
Order Metrics (for a single business unit).
Enterprise Order Revenue (for all business units).
Enterprise Order Metrics (for all business units).

Enterprise reports can analyze data across the enterprise or by specific business unit. Regular reports are restricted to individual business units. Depending upon the role assigned, users have access to either the two enterprise interactive reports or the two regular interactive reports.

Note. If a user has access to the two enterprise interactive reports, then that user can view analytics for specific business units as well as the entire enterprise.

Access to interactive reports in Order Capture is determined by user role. It is therefore possible to restrict access to enterprise-wide interactive report information. Review the following table for a list of interactive reports that can be launched by each predefined Order Capture role:

Role	Enterprise Order Revenue	Enterprise Order Metrics	Order Revenue for Single Business Unit	Order Metrics for Single Business Unit
OCADMIN	No	No	No	No
OCMGR	Yes	Yes	Yes	Yes
OCREP	No	No	No	No

Setup for Interactive Reports for Order Capture

The four interactive reports for Order Capture are set up from within the Analytics Installation Options component. Setup is detailed in PeopleSoft Enterprise Components for CRM 9 PeopleBook.

Setup includes specifying the model definition, query definition, and data source definition for each of the following:

CR_RO_ORD_METRICS_BU (Order Metrics for a single business unit).
CR_RO_ORD_REVENUE_BU (Order Revenue for a single business unit).
CR_RO_ORD_METRICS (Enterprise Order Metrics for all business units).
CR_RO_ORD_REVENUE (Enterprise Order Revenue for all business units).

Note. The Query Definition page does not require any changes during installation. However, the Model Definitions page requires updates at installation before you can run an Order Capture interactive report. Use the Model Definitions page to define the interactive reports server name as well as other locations that the runtime uses to launch interactive reports.

Using Interactive Reports for Order Capture

This section provides an overview of the delivered Order Capture interactive reports.

When you access a interactive report directly from the menu navigation, a run control page appears. Enter the report criteria on this page. Default values for all fields are based on the run control that you last used; if you do not need to change the criteria, one click takes you to the interactive report. Alternatively, you can select a different run control (which updates the default values for the other fields), or you can directly edit the criteria fields.

Profiles are stored by user, which means that users who repeatedly use the same criteria can enter that criteria once. The run control criteria (all fields except the run control name) are shared across all Order Capture interactive reports. This means that when a run control is created while running a single Order Capture interactive report, it is still available for all other interactive reports.

Dimensions

Interactive Reports are a combination of Dimensions and Data Cubes. Dimensions are static categories by which you group data, whereas the data cubes show the actual statistics. You can personalize the look of a interactive report by dragging and dropping the dimensions. Following are the available dimensions for Order Capture interactive reports:

Currency	Choose the type of currency. You can view only a single currency at a time from within an interactive report. All orders and quotes are captured in the base currency. To see all orders or quotes that were captured in U.S. dollars, select USD as the currency, and the orders will be converted into U.S. dollars. To see all of the orders and quotes captured in euros, select Euros as the currency.
Business Unit	Select all business units, or choose a specific business unit.
Source	Select all capture sources, or select a single capture source such as Phone.
Months	Select the month for which you want to view data. To view all of the data, select All Months.
Region	Select the geographic region. This is the region associated with the Sold To customer. This may not be defined for all orders and quotes, so a unique selection of Not Specified is used to show the data associated with orders and quotes without a region defined for the Sold To customer.
Capture Type	Select either All Captures, Order, or Quote. To view orders only, select Order. To view quotes only, select Quotes. Select All Capture Types to see both orders and quotes.
Capture Status	Select the status of the orders or quotes, for example, All, Canceled, Hold, Open, or Pending.

Pages Used to Run Interactive Reports for Order Capture

Page Name	Object Name	Navigation	Usage
Order Revenue	CR_RO_ORD_REVENUE_BU	Orders and Quotes, Interactive Reports, Order Revenue	Launch the Order Revenue interactive report and view revenue information for a specific business unit.
Order Metrics	CR_RO_ORD_METRICS_BU	Orders and Quotes, Interactive Reports, Order Metrics	Launch the Order Metrics interactive report and view metrics for a specific business unit.
Enterprise Order Revenue	CR_RO_ORD_REVENUE	Orders and Quotes, Interactive Reports, Enterprise Order Revenue	Launch the Enterprise Order Revenue interactive report. You can select values and adjust dimensions to give an overall view of the enterprise. You can also view revenue information by business unit.
Enterprise Order Metrics	CR_RO_ORD_METRICS	Orders and Quotes, Interactive Reports, Enterprise Order Metrics	Launch the Enterprise Order Metrics interactive report. You can select values and adjust dimensions to give an overall view of the enterprise. You can also view metrics by business unit.

Using the Order Revenue Interactive Report

Access the Order Revenue page.

Note. Use the run control criteria of Start Date and End Date to access this interactive report.

Note. The data elements (cubes) on this page are common to both Enterprise Order Revenue (for multiple business units) and Order Revenue for a single business unit.

Number of Quotes/Orders	Displays the total number of orders and quotes captured by the system for the dimensions currently selected.
Order/Quote Revenue	Displays the total value of the captures, in the selected currency for the dimensions currently selected.
Quotes Converted to Orders	Displays the total number of quotes converted to orders for the dimensions currently selected.
% Quotes Converted to Orders	Displays the total number of quotes converted to orders divided by the total number of quotes for the dimensions currently selected.

Using the Order Metrics Interactive Report

Access the Order Metrics page.

Note. Use the run control criteria of Start Date and End Date to access this interactive report.

Note. The following data elements (cubes) are common to both the Enterprise Order Metrics interactive report (for multiple business units) and Order Metrics interactive report (for a single business unit).

Number of Orders/Quotes	Displays the total number of orders and quotes captured by the system for the dimensions currently selected.
Average Revenue per Order/Quote	Displays the average price of captured orders: the cumulative total revenue amount of all captures divided by the cumulative number of captures for the current dimensions.
Average Discount per Order/Quote	Displays the average discount applied to your orders. The average discount per capture is the cumulative total price minus the cumulative net price divided by the cumulative number of captures for the current dimensions.
Average Lines per Order/Quote	Displays the average lines per capture: the cumulative total of all capture lines divided by the cumulative number of captures for selected dimensions.

Using the Enterprise Order Revenue Interactive Report

Access the Enterprise Order Revenue page.

Note. Use the run control criteria of Start Date and End Date to access this interactive report.

The Enterprise Order Revenue interactive report offers the same view as the Order Revenue interactive report, but the Enterprise Order Revenue interactive report shows the data across all business units.

Using the Enterprise Order Metrics Interactive Report

Access the Enterprise Order Metrics page.

Note. Use the run control criteria of Start Date and End Date to access this interactive report.

The Enterprise Order Metrics interactive report offers the same view as the Order Metrics interactive report, but the Enterprise Order Metrics interactive report shows the data across all business units.