Use the reports in Integrated Operational Planning to track changes in key metrics and assumptions and to monitor the occurrence of certain exceptions. For example, you can use an Impact report to view the revenue impact of plan changes over time; you could use a Forecast report to track changes in plan revenue; and you can use a Shortage report to review parts and product shortages that led to broken constraints.
You can review reports by using the base data in Integrated Operational Planning or by using the data in a scenario, and you can refresh reports to display the latest base data or scenario data.
If a report depends on base data, it includes approved plan changes committed to the database. A report that depends on a scenario includes plan changes in an analysis that may be in progress. Scenario data is separate from the base data until plan changes are committed.
To review a report:
In the navigation panel, click Review Reports and select a report.
If prompted, select whether to run the report against base data in Integrated Operational Planning or against a scenario.
Some reports can be run only against base data or only against scenario data. In these cases, you will not be prompted to select an option.
If you are running the report against a scenario, select a scenario and click OK.
You can run reports only against scenarios in the In Progress or Submitted state. If the window is empty, no scenarios exist in these states.
Optional. Select filters to narrow the range of displayed data.
If no filters are defined, the report includes all data ranges; for example, data for all products, all locations, or all time periods.
Some reports enable you to submit changes to the database. The submission process may take time to complete. Do not close Excel until the submission process is complete.