The following is a partial list of reports generated in Fusion Applications dashboards.
Table 13.
Oracle Business Intelligence Product | Dashboard | Analysis | Description |
|---|---|---|---|
Oracle Financial Analytics | Employee Expenses | Expense Filing Cycle Time | Displays three gauges measuring the time it takes to file, approve and reimburse an expense report |
Financial Analytics | Employee Expenses | Total Expenses Trend | Graphical representation of trend graph across the organization for a given time period. Comparison between current period and previous period |
Financial Analytics | Employee Expenses | Expenses Exposure | Displays the Total Outstanding Expenses by Month |
Financial Analytics | Employee Expenses | Top Cost Centers by Expenses | Displays Top 10 Cost Centers Total Expense , Year Ago Expense and directional change |
Financial Analytics | Employee Expenses | Top Employee Organization by Expenses | Displays Top Employee Organizations Total Expense , Year Ago Expense and directional change |
Financial Analytics | Employee Expenses | Expenses by Category | Displays expense amount and % of total by expense category for a configurable time period |
Financial Analytics | Employee Expenses | Top Business Unit by Expenses | Compares the Top 10 Operating Unit Total Expenses with the Year Ago Total Expenses |
Financial Analytics | Employee Expenses | Corporate Card Transactions Key Performance Indicators | Provides line manager with an indicator of the total outstanding card transactions over 30 days |
Financial Analytics | Employee Expenses | Top Spenders | Displays the top employee spenders' names, expense amount, and % of Total for the current year. Drill down to expense by employee and category is provided. |
Financial Analytics | Employee Expenses | Expenses by Time Period | Display the expense amount by Year/Quarter with ability to filter by Employee |
Financial Analytics | Employee Expenses | Top Employee Expense Violators | Display top employee violators' names, violation count, most violated policy, and amount. Provide ability to drill down to see amount per violation type for each top violator. |
Financial Analytics | Employee Expenses | Expense Reports Filed Late by Employee | Displays the number of Expense Reports Filed Late and The Average Filing Cycle time by Employee. |
Financial Analytics | Employee Expenses | Recent Employee Expense Reports | Displays the 15 most recent Expense reports submitted for a Team. |
Financial Analytics | Employee Expenses | Top Cost Center by Expenses | Display the top 10 cost centers with the most expense amounts, cost center owner name, category, amount, and % of total. |
Financial Analytics | Employee Expenses | Average Expense Cycle Times by Cost Center | Compares the Number of Expense Reports and associated Cycle Times by Cost Center. |
Financial Analytics | Employee Expenses | Expense vs. Budget Indicator | KPI provides cost center owner with the Expense vs. Budget ratio for better monitoring of expenses and preventing budget overruns |
Financial Analytics | Employee Expenses | Open Expense Reports by Cost Center | Shows all of the open Expense Reports by Cost Center. |
Financial Analytics | Employee Expenses | Expense Reports Filed Late by Cost Center | This report is useful to use to quickly identify those expense reports that have been submitted after the 1 week expense report processing acceptance period and not eligible for reimbursement. |
Financial Analytics | Employee Expenses | Cost Center Year over Year Comparison | Compares the top 15 Cost Centers Total Expense vs. The Prior Year Total Expense. |
Financial Analytics | Employee Expenses | Spend by Merchant | Provides the expense manager with the amount spent per merchant. This information is useful when company wants to negotiate better rate with the merchant. Display expenses and % of total by merchant name and category |
Financial Analytics | Employee Expenses | Average Expenses by Category | Provide average expense amount for each category by business unit to help expense policy manager build smarter policy limit. Drill down to see location-based average expense amount. |
Financial Analytics | Employee Expenses | Outstanding Corporate Card Transactions Aging by Payables Business Unit | Outstanding Corporate Card Transactions Aging shown by Payables Business Unit. The ability to drill further into employee transactions is provided |
Financial Analytics | Employee Expenses | Outstanding Corporate Card Transactions Aging by Expense Category | Outstanding Corporate Card Transactions Aging by Expense Category. The ability to drill further into employee transactions is provided. |
Financial Analytics | Employee Expenses | Expense Report Submissions by Day of Week | Displays the Number of Expense Reports Filed and Associated Expense for each day of the week for a given month. |
Financial Analytics | Employee Expenses | Expense Report Submissions by Week of Quarter | Displays The Number of Expense Reports Filed and Associated Expense for each week of the Quarter. |
Financial Analytics | Fixed Assets | Acquisitions by Book | From this report the asset managers can find out acquisitions by asset book in a current period and compare that information with the previous periods |
Financial Analytics | Fixed Assets | Acquisitions by Top 10 Categories | This report let asset managers look at the acquisitions by top 10 category with an ability to drill to the asset level information as needed |
Financial Analytics | Fixed Assets | Depreciation by Book | From this report the asset managers can find out depreciations by asset book in a current period and compare that information with the previous periods |
Financial Analytics | Fixed Assets | Asset Retirements by Book | From this report the asset managers can find out retirements by asset book in a current period and compare that information with the previous periods |
Financial Analytics | Fixed Assets | Retirements by Top 10 Categories | This report let asset managers look at the retirements by top 10 category with an ability to drill to the asset level information as needed |
Financial Analytics | Fixed Assets | Gain or Loss on Retirements Trend | This report can be used to get insight into gain or loss due a retirement of an asset |
Financial Analytics | General Ledger | Cash Flow Summary | Displays an overview of the components of cash flow over the last four Fiscal Quarters. |
Financial Analytics | General Ledger | Total Expenses Trend | Provides expense and cumulative expense amount by fiscal period over time. |
Financial Analytics | General Ledger | Operating Cycle & Cash Cycle | Displays how many days of cash are locked up in various components such as accounts receivable and inventory. The review of these individual components makes it easier to find the reason for increases or decreases in working capital. |
Financial Analytics | General Ledger | Expenses by Category | Displays an overview of expenses by GL Account Category. |
Financial Analytics | General Ledger | Net Working Capital Summary | Provides a summary of the current assets, liabilities and working capital metrics over trailing four fiscal quarters. |
Financial Analytics | General Ledger | Top 10 Cost Centers by Expenses | Provides the top ten cost centers by expense amount and contribution to expense total. |
Financial Analytics | General Ledger | Monthly Balance Sheet | Displays the balance sheet by month for the current fiscal quarter. Balance sheet reports shed light on the different components that constitute the assets and liabilities of an organization. |
Financial Analytics | General Ledger | Quarterly Balance Sheet | Displays the balance sheet by quarter for the current month and past few fiscal quarters. Balance sheet reports shed light on the different components that constitute the assets and liabilities of an organization. |
Financial Analytics | General Ledger | Monthly Cash Flow | Displays the cash flow by month for the current fiscal quarter. This analysis will provide information on: 1) A firm’s ability to generate cash from operations 2) Trends in the flow of cash relating to investing and financing decisions 3) Management decisions regarding financial policy (leverage), dividend policy, and investment for growth. |
Financial Analytics | General Ledger | Quarterly Cash Flow | Displays the cash flow by quarter for the current month and past few fiscal quarters. This analysis will provide information on: 1) A firm’s ability to generate cash from operations 2) Trends in the flow of cash relating to investing and financing decisions 3) Management decisions regarding financial policy (leverage), dividend policy, and investment for growth. |
Financial Analytics | General Ledger | Budget vs Actual: Current and YTD Total Operating Expenses | Displays Total Operating (TO) Expenses budget, actual, variance, and variance amount YTD to help track quarterly variances and trends. Total Operating Expenses components are Sales & Marketing, R & D, and Other Operating Expenses. |
Financial Analytics | General Ledger | Budget vs Actual: Revenue and Total Operating Expenses | Displays budget, actual and variance information for revenue and total operating (TO) expenses quarterly tracking. The variance of revenue less total operating expenses YTD metric provides trending information to assist with the monitoring of business operations. Total Operating Expenses components are Sales & Marketing, R & D, and Other Operating Expenses. |
Financial Analytics | General Ledger | Top 10 Categories by Expense Variance | Displays the top 10 GL Account categories based on Expense Variance to assist with the enforcement of budgetary compliance. |
Financial Analytics | General Ledger | Top 10 Cost Centers by Expense Variance | Displays the top 10 Cost Centers based on Expense Variance to assist with expense monitoring and control. Access to a detailed GL account listing by cost center is provided to help identify businesses areas outside of budgetary compliance. |
Financial Analytics | General Ledger | Budget vs. Actual: GL Account by Cost Center | Provides each GL Account's expense, budget and variance amount for the selected cost center, in order to assist with expense monitoring and control. Displays information in both a chart and table format for easier navigation. |
Financial Analytics | General Ledger | Net Working Capital | Displays the net working capital by quarter for the last four fiscal quarters. |
Financial Analytics | General Ledger | Gross Margin vs. Cash Margin | Displays the gross and cash gross margin percentages by fiscal month. An increase in cash collections faster than sales reduces working capital requirements. Similarly if cash inputs (due to inventory and payables) as a % to COGS decreases, then it indicates that inventory is managed better or firm has received better credit terms from the supplier. The cash gross margin will lead gross margin if working capital is managed efficiently. |
Financial Analytics | General Ledger | Payables Turnover | Displays the AP and AP turnover by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Receivables Turnover | Displays the AR and AR turnover by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Inventory Turnover | Displays the inventory and inventory turnover by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Long-Term Assets Turnover | The long-term asset turnover ratio measures the efficiency of (long-term) capital investment. A higher turnover means that the company is more efficient. |
Financial Analytics | General Ledger | Total Assets Turnover | Displays the total assets and total asset turnover by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Short-Term Liquidity (Current Ratio) | Displays the current ratio and current liabilities by month for the trailing twelve fiscal months. This helps evaluate whether the firm is liquid enough to meet all its liabilities. While a high current ratio is considered to be safe, this could conflict with efficient usage of working capital. So there are two objectives: the firm should be liquid enough and the firm should conserve cash through better working capital mgmt. |
Financial Analytics | General Ledger | Short-Term Liquidity (Quick Ratio) | Displays the quick ratio and CA less inventories by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Days Cash in Hand | Displays the days cash in hand and cash by month for the trailing twelve fiscal months. Days Cash in Hand is another measure of short-term liquidity. It provides intuitive feel for a firm’s liquidity. However this is more conservative than some of the other ratios such as current, quick and cash ratios. |
Financial Analytics | General Ledger | Cash Ratio (Cash to CL) | Displays the cash to current liabilities and cash by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Capital Expenditure Coverage | Displays the capital expenditure ratio and additions to PPE by month for the trailing twelve fiscal months. This report evaluates whether internal cash generation is enough to fund the capital expenditure requirements of the firm. Rapid growth of a firm is often accompanied by increases in capital expenditures and negative free cash flows, resulting in liquidity problems. |
Financial Analytics | General Ledger | Debt To Equity | Displays the debt to equity and total shareholder funds by month for the trailing twelve fiscal months. Debt-to-equity ratios examine the firm’s capital structure and, indirectly, its ability to meet current debt obligations. |
Financial Analytics | General Ledger | Interest Coverage | Displays the times interest earned and interest expense by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Debt Coverage | Displays operating cash flow and long term debt by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Debt To Asset | Displays the debt to asset ratio and long term debt by month for the trailing twelve fiscal months. |
Financial Analytics | General Ledger | Total Liabilities Composition | Provides the composition of the liabilities for the current fiscal quarter. |
Financial Analytics | General Ledger | GL Account Balance | Displays GL Account balance for all GL Accounts in a searchable interface. |
Financial Analytics | General Ledger | Trial Balance | Provides list of accounts in general ledger and their debit and credit balances at a specified date. Enables drill down to journal line entries, which allows drill across to AP and AR transaction details. |
Financial Analytics | Payables | DPO Gauge Balance | Displays the number of Days Payable Outstanding for the current fiscal quarter. DPO indicates how long a company is taking to pay its trade creditors |
Financial Analytics | Payables | % AP Overdue Gauge | Displays the percentage of accounts payable overdue for the current fiscal quarter. Overdue amounts are Supplier balances that are past payment due date. If the overdue balance as a % to AP balance is high, this could indicate problems with the supplier. There could be a dispute with the supplier. If it is not resolved, then the vendor might stop supply, which could disrupt production |
Financial Analytics | Payables | Payables Snapshot | Displays a snapshot of the key performance indicators in payables for the current fiscal quarter |
Financial Analytics | Payables | Invoice Transactions Efficiency | Displays the AP average invoice amount and count by fiscal period for the trailing 12 fiscal periods. Using this report AP Manager can quickly see how well the AP processing staff is performing |
Financial Analytics | Payables | Payment Performance | Displays the AP average supplier payment days and weighted days in payments by trailing four fiscal quarters |
Financial Analytics | Payables | AP Aging Report | Displays the AP aging buckets and relative % vs. total |
Financial Analytics | Payables | DPO Monthly Trend | Displays the days payable outstanding by period for the trailing 12 fiscal periods |
Financial Analytics | Payables | Top 10 Suppliers by AP | Displays the top 10 suppliers by the AP balance for the current fiscal quarter. This report will help users target suppliers with most outstanding balance. |
Financial Analytics | Payables | AP Aging by Supplier Group | Displays the AP aging by the supplier account group for the current fiscal quarter |
Financial Analytics | Payables | AP Payments Due Aging | Displays the AP payments due aging for the current fiscal quarter |
Financial Analytics | Payables | AP Payments Overdue Aging Report | Display the AP payments overdue aging for the current fiscal quarter. Overdue amounts are Supplier balances that are past payment due date. If the overdue balance as a % to AP balance is high, this could indicate problems with the supplier. There could be a dispute with the supplier. If it is not resolved, then the vendor might stop supply, which could disrupt production. |
Financial Analytics | Payables | Invoice Transactions Efficiency | Displays the AP average invoice amount and count by period for the current fiscal quarter |
Financial Analytics | Payables | Top 10 Suppliers by # of Invoices | Displays the top 10 suppliers by the number of invoices for the current fiscal quarter |
Financial Analytics | Payables | Staff Productivity Report | Displays the invoice amount, count and average amount by user name for the current fiscal quarter |
Financial Analytics | Payables | Number of Adjustments | Displays the number of adjustments by month for the current fiscal quarter |
Financial Analytics | Payables | Payment Performance | Displays the average supplier payment days, times paid before date and time paid after date by month for the trailing 12 fiscal months |
Financial Analytics | Payables | Top 10 Suppliers with lowest average payment days | Displays the top by suppliers by lowest average payment days for the trailing four fiscal quarters |
Financial Analytics | Payables | Top 10 Payments by Suppliers | Displays the top 10 suppliers by total payment amount and the number of times paid before and after the due date |
Financial Analytics | Payables | Top 10 Suppliers by Paid Before Due Count | Display the top 10 suppliers by the number of times paid before the due date |
Financial Analytics | Payables | DPO Monthly Trend by Supplier | Displays the days payable outstanding and AP balance for a specific supplier or group of suppliers by month for the trailing 12 fiscal months |
Financial Analytics | Payables | AP Aging Report by Supplier | Displays the AP Aging for the trailing four fiscal quarters for a particular supplier or group of suppliers |
Financial Analytics | Payables | AP Payments Due Aging by Supplier | Displays the AP Aging by quarter for the trailing four fiscal quarters for a particular supplier or group of suppliers |
Financial Analytics | Payables | AP Payments Overdue Aging Report by Supplier | Displays the AP overdue aging by quarter for the trailing four fiscal quarters for a particular supplier or group of suppliers. Overdue amounts are Supplier balances that are past payment due date. If the overdue balance as a % to AP balance is high, this could indicate problems with the supplier. There could be a dispute with the supplier. If it is not resolved, then the vendor might stop supply, which could disrupt production. |
Financial Analytics | Payables | Payment Performance by Supplier | Displays the average supplier payment days and weighted days in payments for a particular supplier or group of suppliers |
Financial Analytics | Payables | AP Payments Due in Payment Month (By Supplier) | Displays the outstanding invoice amount and percent of total by fiscal period |
Financial Analytics | Payables | AP Holds by Hold Type | This report will give the holds that are currently applied to all the current invoices for every hold type |
Financial Analytics | Payables | Top 10 Suppliers by Discount Offered | Displays the top 10 suppliers by discount offered |
Financial Analytics | Payables | AP Payments Due on Hold Aging Report | Displays the AP payments due on hold aging for the current fiscal quarter |
Financial Analytics | Payables | AP Payments Overdue on Hold Aging Report | Displays the AP payments overdue on hold aging for the current fiscal quarter |
Financial Analytics | Payables | Open Invoice Details | Displays the details of invoices |
Financial Analytics | Payables | AP Transaction Details | Displays the details of invoices |
Financial Analytics | Payables | Profitability Returns | Displays monthly profitability returns for the current fiscal quarter based on profitability ratios. |
Financial Analytics | Payables | Profit & Loss Summary - Quarterly | Displays a summary view of the profit and loss by quarter. Profit and loss reports shed light on your profitability by identifying the different components that constitute your total operating cost and profit. P & L reports are available for an analysis date, a range of months, quarters and year to date. |
Financial Analytics | Payables | Cost Breakdown | Displays the percentages of the cost ratios for the current fiscal quarter. |
Financial Analytics | Payables | Product Category Gross Margin | Displays the gross margins by product for the current fiscal quarter. This report helps to identify underperforming products by comparing Product Gross Margin with the overall Company Gross Margin (Internal Benchmark). |
Financial Analytics | Profitability | Customer Category Gross Margin | Displays the gross margins by customer category for the current fiscal quarter. |
Financial Analytics | Profitability | Profit & Loss by Period | Displays the profit and loss by fiscal period for the current fiscal quarter. Profit and loss reports shed light on your profitability by identifying the different components that constitute your total operating cost and profit. P &L reports are available for an analysis date, a range of periods, quarters and the year to date. |
Financial Analytics | Profitability | Profit & Loss by Quarter | Displays the profit and loss by quarter for the trailing four fiscal quarters. Profit and loss reports shed light on your profitability by identifying the different components that constitute your total operating cost and profit. P & L reports are available for an analysis date, a range of periods, quarters and the year to date. |
Financial Analytics | Profitability | Profitability Returns Trend | Displays the ROE, ROA and ROCE profitability ratios by month for the trailing 12 fiscal months. |
Financial Analytics | Profitability | Key Cost Ratio Trends | Displays the cost ratios by month for the trailing 12 fiscal months. |
Financial Analytics | Profitability | Return on Assets Drivers | Displays the ROA, EBIT and total assets by month for the trailing 12 fiscal months. |
Financial Analytics | Profitability | Return on Equity Drivers | Displays ROE, net income and total shareholder funds by month for the trailing 12 fiscal months. |
Financial Analytics | Profitability | Revenue Trend | Displays the group and cumulative revenue amounts by fiscal period for the trailing four fiscal quarters. |
Financial Analytics | Profitability | Revenue Performance by Product Category | Displays the revenue amount and percent of total by quarter and product for the trailing four fiscal quarters. |
Financial Analytics | Profitability | Top 10 Products by Revenue | Displays the top ten revenue amounts and percent of total by product for current fiscal year. |
Financial Analytics | Profitability | Top 10 Customers by Revenue | Displays the top 10 customers by revenue amount for the current fiscal year. |
Financial Analytics | Profitability | Revenue Performance by Products and Customers | Displays the revenue amount by quarter by customer and product for the trailing four fiscal quarters. |
Financial Analytics | Profitability | Profitability by Product Category | Displays the revenue amount by quarter by customer and product for the trailing four fiscal quarters. |
Financial Analytics | Profitability | Product Profitability Statement | Displays the product profitability by quarter for the current fiscal year. |
Financial Analytics | Profitability | Top 10 Revenue Contributing Products with Margins | Displays the top 10 products by revenue amount and gross margin for the current fiscal year |
Financial Analytics | Profitability | Direct vs Allocated Expenses for Products | Displays the allocated and direct cost lines by product for the current fiscal year. |
Financial Analytics | Profitability | 10 Lowest Margin Products by Operating Profit | Displays the lowest products by operating profit percentage for the current fiscal year. |
Financial Analytics | Profitability | Profitability by Customer Category | Displays the revenue amount, gross profit and operating profit by customer category for the current fiscal year. |
Financial Analytics | Profitability | Customer Profitability Statement | Displays the revenue and expenses by quarter for the current fiscal year. |
Financial Analytics | Profitability | Top 10 Customers by Operating Profit | Displays the revenue and operating profit of the top 10 customers by operating profit for the current fiscal year. |
Financial Analytics | Profitability | Direct vs Allocated Expenses for Customers | Displays the allocated and direct costs by customer category for the current fiscal year. |
Financial Analytics | Profitability | Top 10 Customers by Expenses | Displays the revenue amount and expenses of the top 10 customers by expenses for the current fiscal year. |
Financial Analytics | Project Invoices | AR Payments Due Aging Report | Displays the AR payments due aging for the current fiscal quarter by project |
Financial Analytics | Project Invoices | AR Payments Overdue Aging Report | Displays the AR payments overdue aging for the current fiscal quarter by project |
Financial Analytics | Receivables | DSO Gauge | A measure of the average number of days that a company takes to collect revenue after a sale has been made. A low DSO number means that it takes a company fewer days to collect its accounts receivable. A high DSO number shows that a company is selling its product to customers on credit and taking longer to collect money |
Financial Analytics | Receivables | % AR Overdue Gauge | Displays the percentage of accounts receivable overdue for the current fiscal quarter. |
Financial Analytics | Receivables | Receivables Key Performance Indicators | Overview status on key Receivables KPIs. Drill on values to navigate to further detail. |
Financial Analytics | Receivables | Invoice Transaction Efficiency | One of the goals of receivables manager is to reduce the transaction costs since it takes the same amount of processing to enter a $1 Million Voucher and a $1 Voucher. Keeping track of No. of invoices and average invoice amount per transaction is important. The no. of invoices may increase in relation to the growth of the business, but the average invoice amount per transaction should not decline. |
Financial Analytics | Receivables | Payment Performance | This provides a overview trending analysis of key performance indicators for measuring the effectiveness of collection activity. |
Financial Analytics | Receivables | Aging Report | Current Aging Customer Balances at the company and industry level. The Aging is based off of the Invoice Dates. |
Financial Analytics | Receivables | DSO Monthly Trend | DSO is an important measure for Receivables manager to keep track of. Trend provides insight if it is increasing or decreasing over a period of time. DSO is an integral part of Cash Conversion Cycle. |
Financial Analytics | Receivables | AR Aging by Customer Category | Current Aging Customer Balances at the company and industry level. The Aging is based off of the Invoice Dates. |
Financial Analytics | Receivables | Top 10 Customers by AR Balance | Displays the AR balance and DSO for the top 10 customers by AR balance for the current fiscal quarter |
Financial Analytics | Receivables | AR Payments Due Aging Report | Displays the AR due aging for the trailing four fiscal quarters. This report help identifies customers who have payments coming up in near future. If these customers can be notified before the next payment is due, corporate cash flow is less likely to be negatively impacted. |
Financial Analytics | Receivables | AR Payments Overdue Aging Report | Displays the AR overdue aging for the trailing four fiscal quarters. Overdue amounts indicate that customers failed to pay some of the money owed on time. If the overdue balance to total outstanding balance is high, then the firm should be cautious in selling more to those customers. Also the firm should take aggressive steps to collect the money |
Financial Analytics | Receivables | Top 10 Customers by Payments Due in Current Quarter | This helps gain visibility into customers with largest payments due in the current quarter, especially valuable in month-end and quarter-end activities. |
Financial Analytics | Receivables | Top 10 Customers by Overdue Balances | Monitor top 10 overdue balances by customer. Overdue amounts indicate that customers failed to pay some of the money owed on time. If the overdue balance to total outstanding balance is high, then the firm should be cautious in selling more to those customers. Also the firm should take aggressive steps to collect the money. |
Financial Analytics | Receivables | AR Payments Due in Payment Month | Displays the invoice amount, due amount and overdue amount by month |
Financial Analytics | Receivables | Top 10 Customers by # of Invoices | This report will help focus on top customers for invoice consolidation and reduce the amount of efforts to process transactions. |
Financial Analytics | Receivables | Invoice Management Efficiency | Displays the invoice count, amount and average amount by staff for the current fiscal year |
Financial Analytics | Receivables | Number of Adjustments | Displays the AR debit and credit memo counts and amounts by month and quarter for the trailing four fiscal quarters |
Financial Analytics | Receivables | Invoice Transaction Efficiency | Displays the average invoice amount and count by month for the trailing 12 fiscal periods |
Financial Analytics | Receivables | Payment Performance | Displays the average payment days and weighted payment days by month |
Financial Analytics | Receivables | Invoice Amount vs Payment Amount | Displays the payment amount and invoice percentage by month for a fiscal year |
Financial Analytics | Receivables | Top 10 Customers by Payments | Displays the top 10 customer's AR total payment amount by customer name for the trailing four fiscal quarters |
Financial Analytics | Receivables | Top 10 Customers by Average Payment Days | Displays the top 10 customer's average payment days, weighted days and number of times paid before and after the due date for a fiscal year |
Financial Analytics | Receivables | AR Due Aging Report | Displays the AR due aging by quarter for the trailing four fiscal quarters for a customer or group of customers. Also provides a breakout of AR due aging by customer. |
Financial Analytics | Receivables | AR Overdue Aging Report Trend Details | Displays the AR overdue aging by quarter for the trailing four fiscal quarters. Also provides a breakout of AR overdue aging for a customer or group of customers. |
Financial Analytics | Receivables | DSO Quarterly | Displays the AR balance and days sales outstanding by quarter for the trailing 4 fiscal quarters for a customer or group of customers |
Financial Analytics | Receivables | Open Invoice | Displays the details of all open invoices |
Oracle Financial Analytics | Receivables | Invoice Transaction Details | Displays the details of all invoice transactions |
Oracle Human Resources Analytics | Absence and Accrual | Absence KPI | View Absence key metrics, absence rate, total # of days absent, average absence duration, average absence days per total employees. |
Human Resources Analytics | Absence and Accrual | Accrual KPI | An KPI report that monitors accrual balance, accrual liability amount, average accrual balance |
Human Resources Analytics | Absence and Accrual | Absence Top 5 | Top 5 Absence Days by Organization, location, job & absence type. |
Human Resources Analytics | Absence and Accrual | Accrual Balance Trend | Quarterly trend analysis on accrual hours taken, accrual balance hours and accrual liability. A link is provided to drill to employees' accrual history. |
Human Resources Analytics | Absence and Accrual | Accrual Balance | Compare accrual balance hours and accrual liability by supervisor hierarchy. Groups with higher than average accrual balances are highlighted. |
Human Resources Analytics | Absence and Accrual | Leave Accrual Balance Overview | Analyzing workforce costs including accrual liability, regular pay and overtime spend. This report is built in the Payroll subject area. |
Human Resources Analytics | Absence and Accrual | Absence Trend by Category | View employee absence trend over time by absence category or type |
Human Resources Analytics | Absence and Accrual | Absences by Absence Type | View Absence Days by Absence Type in an organization. |
Human Resources Analytics | Absence and Accrual | Working Days Lost | View employees' absence days by organization; metrics included employee headcount, absence days, and average days lost per employee. |
Human Resources Analytics | Absence and Accrual | Absence Total Days | Compare Absence days with the organizational average. |
Human Resources Analytics | Absence and Accrual | Absence Calendar | Daily Absence Calendar |
Human Resources Analytics | Compensation | Monthly Compensation Trend | Display monthly payroll trend including regular pay, overtime, commission and bonus pay components. |
Human Resources Analytics | Compensation | Total Compensation by Country | Analyze total payroll spend by country including regular pay, overtime, bonus and commission. |
Human Resources Analytics | Compensation | Compression within Grades | Assesses employee salary differentials within a grade or between grades by comparing employees' average and median base salary with the pay grade mid-point |
Human Resources Analytics | Compensation | Performance Base Salary Analysis | Analyze salary distribution by performance band within a pay grade to help monitor if there is pay differentiation for performance. Metrics calculate the total, average, max/min base salary, median base salary and base salary standard deviation. |
Human Resources Analytics | Compensation | Departmental Compensation and Performance Analysis | Shows average base salary , headcount, tenure, and mean performance rating for all departments. Page selector offers ability to see the table for different pay grades. |
Human Resources Analytics | Fusion Embedded Content | Workforce Trend | Monitor workforce staffing level by analyzing headcount and headcount gain and loss trend in a 3-year period. The report provides a link to drill to detailed headcount movement activity to better understand the net effect of headcount gain and loss from new hires, terminations or internal transfers. |
Human Resources Analytics | Fusion Embedded Content | Turnover Trend | Analyze employee voluntary and involuntary turnover in a three year trend. The report provides a link to drill to view turnover details by supervisor. |
Human Resources Analytics | Retention | Turnover KPI | Voluntary and involuntary turnover KPIs. |
Human Resources Analytics | Retention | Top Performer Voluntary Turnover KPI | Top performer Voluntary Turnover Rate compared to Prior Period |
Human Resources Analytics | Retention | Top Voluntary Turnover | Top 3 Voluntary Turnover by job, geography, performance band (Voluntary Turnover % in Top 3) |
Human Resources Analytics | Retention | Turnover Trend (Employee, Supervisor & High Performers) | This report compares management and high performer turnover with that of the employees. |
Human Resources Analytics | Retention | Voluntary Turnover Reason | A radar diagram outlines employees' voluntary turnover reason |
Human Resources Analytics | Retention | Turnover Distribution by Job | Shows the top 10 jobs with the highest employee turnover. |
Human Resources Analytics | Retention | Turnover Distribution by Supervisor | Show employee voluntary termination distribution by supervisor hierarchy |
Human Resources Analytics | Retention | Top Performer Voluntary Turnover | View Top performer Voluntary Turnover Rate by organization, supervisor, geography and job. |
Human Resources Analytics | Retention | Top Performer Turnover | Monthly top performer attrition for the year |
Human Resources Analytics | Retention | At Risk Top Performers | A list of current top performing employees who may be at risk of turnover due to lack of promotion of low pay compared to peers |
Human Resources Analytics | Retention | Voluntary Turnover 3-Year Trend | Monthly voluntary turnover in the past 3 years. |
Human Resources Analytics | Retention | Turnover 3-Year Trend Average | Monthly average turnover over 3 year period |
Human Resources Analytics | Workforce Deployment | Headcount KPI | View employee & contingent headcount growth. |
Human Resources Analytics | Workforce Deployment | Turnover KPI | Voluntary & Involuntary turnover KPIs. |
Human Resources Analytics | Workforce Deployment | Span of Control KPI | View manager, supervisor ratio and supervisor span of control. |
Human Resources Analytics | Workforce Deployment | Staffing Level | View headcount and FTE distribution by geography, and organization. |
Human Resources Analytics | Workforce Deployment | Organizational Headcount Movement | View headcount movement (hires, transfers, promotions and terminations) by line of business |
Human Resources Analytics | Workforce Deployment | Headcount Demographics | View employee headcount distribution by ethnicity, age band, education level etc. |
Human Resources Analytics | Workforce Deployment | Job Demographics | View headcount distribution by length of service, high potential & performance band. |
Human Resources Analytics | Workforce Deployment | Organizational Growth Rate | Shows employee headcount by line of business and headcount growth % by qtr |
Human Resources Analytics | Workforce Deployment | Positional Demographic Trend | Shows how demographics of specific positions and jobs are changing over past year |
Human Resources Analytics | Workforce Development | Headcount Demographic Trend | Analyzes headcount, hire, termination and promotion demographic trend by gender, ethnicity, citizenship, highest educational level. |
Human Resources Analytics | Workforce Development | Employee Performance Overview | An overview of employee & supervisor performance distribution. |
Human Resources Analytics | Workforce Development | Employee Performance 3-Year Trend | A radar chart displaying how the organizational performance have moved over the past 3 years. |
Human Resources Analytics | Workforce Development | Employee Performance by Supervisor Hierarchy | View Employee Performance by Supervisor Hierarchy |
Human Resources Analytics | Workforce Development | Employee Performance by Organization | View employee performance distribution by job, location, length of service in an organization. |
Human Resources Analytics | Workforce Development | Supervisor Headcount Trend | This report shows how supervisor headcount and average span of control trend over years. |
Human Resources Analytics | Workforce Development | Supervisor Performance Trend | Show Supervisor Performance Trend |
Human Resources Analytics | Workforce Development | Turnover Trend (Employee, Supervisor & High Performers) | This report compares management and high performer turnover with that of the employees. |
Human Resources Analytics | Workforce Development | Under-Performing Supervisors | Under-performing supervisors (performance band <50%) |
Human Resources Analytics | Workforce Development | Top 3 Transfer-Ins | This report shows the top 3 transfer-Ins by organization, location, supervisor. |
Human Resources Analytics | Workforce Development | Top 3 Transfer-Outs | This report shows the top 3 transfer-outs by organization, location, supervisor, job and grade. |
Human Resources Analytics | Workforce Development | Employee Transfer Summary | This report shows an organization summary of employee transfers including where they transfer from and transfer to. |
Human Resources Analytics | Workforce Development | Employee Time in Service | This report shows employees' average length of time in a job, grade and organization. |
Human Resources Analytics | Workforce Development | Top Performers by Organization | Compare percentage of high performers by organization. |
Human Resources Analytics | Workforce Development | Top Performer Turnover | Monthly top performer attrition for the year. |
Human Resources Analytics | Workforce Development | Employee Performance and Compa-Ratio | A report analyzing the correlation of employee performance and their Compa Ratio (mean and median) |
Human Resources Analytics | Workforce Development | Chronic Under-Performers | This report shows chronic under-performers (consistently below average performance rating) in the past 2 years. |
Human Resources Analytics | Workforce Development | Poor Performers Performance Development | This report evaluate how last year's poor performers' performance have changed - no performance change, performance improved, moved to high performers. |
Human Resources Analytics | Workforce Development | Under-Performing Supervisors | Under-performing supervisors (performance band <50%) |
Human Resources Analytics | Workforce Development | Poor Performers Terminations & Transfers | This report shows poor performers (performance rating below average) who have been terminated or transferred in the year. |
Human Resources Analytics | Workforce Effectiveness | Employee Productivity | Displays trend of Revenue per employee and cost per employee over past year |
Human Resources Analytics | Workforce Effectiveness | Organizational Growth Rate | Shows employee headcount by line of business and headcount growth % by qtr |
Oracle Human Resources Analytics | Workforce Effectiveness | Supervisor Span of Control | Monitor supervisor span of control trend over 3 years; span of control monitors the number of employees per supervisor. |
Oracle Marketing Analytics | Customer Insight (B2B) | Over Promoted Accounts | This report groups contacts based on how many times they have been promoted to. It then drills into how much revenue has been generated from each group. This kind of analysis provides information to the marketer on the diminishing returns of every promoting again and again to customers. |
Marketing Analytics | Customer Insight (B2B) | Promotion Frequency Analysis of Accounts | This report informs on how customers respond to spacing between promotions and provides guidance on whether which customers feel comfortable with what level of promotion spacing. The report first groups based on whether they promoted every week, two weeks and so on. If you drill down on a group, let's say the group of people who were promoted twice a week, this group of people are split into three buckets based on their responsiveness into high, medium and low. The report then allows the user to drill again into either the high medium or low group of responders to see how much revenue they have generated over some quarters. This allows marketers to assess the sensitivity of their customers in responding to frequent promotions. The report is highly useful in figuring out which customers need to be contacted with promotions and at what frequency. |
Marketing Analytics | Customer Insight (B2B) | Overlap of Campaigns with Other Campaigns by Account | This report shows how many common contacts exist between two campaigns. The analysis can be done by different campaign types and can also be extended for campaign divisions. To effectively use this report if using with Siebel Marketing, populate the campaigns and run the ETL to update the Data Warehouse and run this report to see which divisions and campaigns are promoting to the same customers with potentially conflicting or unrelated messages. Such a use can provide guidance to perform enterprise contact planning. |
Marketing Analytics | Customer Insight (B2B) | Account Responses and Orders | Account Responses and Orders |
Marketing Analytics | Customer Insight (B2B) | Account Attrition | Account Attrition |
Marketing Analytics | Customer Insight (B2B) | Account Status | This report is part of set of reports in the Customer Insight (B2B) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Account Status = "Platinum" and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the accounts filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2B) | Account Type | This report is part of set of reports in the Customer Insight (B2B) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Account Type = "Reseller" and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the accounts filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2B) | Account Industries | This report is part of set of reports in the Customer Insight (B2B) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Industry Name = "Commercial Banking" and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the accounts filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2B) | Account Geography | This report is part of set of reports in the Customer Insight (B2B) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Account Geography = "USA" and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the accounts filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2C) | Customers in Overlapping Campaigns | This report shows how many common contacts exist between two campaigns. The analysis can be done by different campaign types and can also be extended for campaign divisions. To effectively use this report if using with Siebel Marketing, populate the campaigns and run the ETL to update the Data Warehouse and run this report to see which divisions and campaigns are promoting to the same customers with potentially conflicting or unrelated messages. Such a use can provide guidance to perform enterprise contact planning. |
Marketing Analytics | Customer Insight (B2C) | Over and Under Promoted Customers | This report groups contacts based on how many times they have been promoted to. It then drills into how much revenue has been generated from each group. This kind of analysis provides information to the marketer on the diminishing returns of every promoting again and again to customers. |
Marketing Analytics | Customer Insight (B2C) | # of New Contacts | # of New Contacts in the quarter |
Marketing Analytics | Customer Insight (B2C) | Contact Profile over Time | The report profiles the # of contacts and orders over time along with # of responses and orders |
Marketing Analytics | Customer Insight (B2C) | Contact Attrition | Contact Attrition in the quarter |
Marketing Analytics | Customer Insight (B2C) | Number of Customer Interactions | This graph shows the trend of interactions with customers over time. The inbound interactions include inbound e-mail and phone calls including campaign responses. |
Marketing Analytics | Customer Insight (B2C) | Education | This report is part of set of reports in the Customer Insight (B2C) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Education = "Graduate" and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the people filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2C) | Gender | This report is part of set of reports in the Customer Insight (B2C) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Gender = M and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the people filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2C) | Age Range | This report is part of set of reports in the Customer Insight (B2C) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Age Range = 16-25 and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the people filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2C) | Geography | This report is part of set of reports in the Customer Insight (B2C) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Geography as USA and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the people filtered rather than the entire customer base. |
Marketing Analytics | Customer Insight (B2C) | Marital Status | This report is part of set of reports in the Customer Insight (B2C) dashboards which allows to be filtered by the dashboard filters. Drilling into it will select the group you choose on any of the reports and use the group to filter the next set of reports. For example If you pick Marital Status = M and Value as some value from the drop down and drilled, the entire customer base would be filtered by the two criteria and the demographic distribution and the rest of the reports on the dashboard will be shown for the people filtered rather than the entire customer base. |
Marketing Analytics | Leads | Lead Generation Trend | Analyzes the leads generated, quality and the trend by month |
Marketing Analytics | Leads | Lead Measures Year to Year | Compares the main KPIs associated to the leads, YoY |
Marketing Analytics | Leads | Lead Conversion Trend | Analyzes the lead conversion, opportunity revenue and total order revenue associated to the lead |
Marketing Analytics | Leads | Top 5 Marketing Sources | Top 5 programs/campaigns/events based on lead quality and conversion |
Marketing Analytics | Leads | Leads By Customer Segments | Analyzes the customer segments based on leads generated and how they are progressing through the life cycle |
Marketing Analytics | Leads | Product Leads | Analyzes the prospect and current customer leads by products |
Marketing Analytics | Leads | Channel Effectiveness | What are the main marketing channels bringing in the leads |
Marketing Analytics | Leads | Lead Status | Shows what stage the lead is in its life cycle |
Marketing Analytics | Leads | Leads - Prospects & Current Customers | Leads generated and conversion trend grouped by prospects and current customers |
Marketing Analytics | Leads | Lead Age Analysis | Analyzes the lead age trend by partner |
Marketing Analytics | Leads | Leads Rejected | Analyze the reason that the leads are getting rejected by the sales force |
Marketing Analytics | Leads | Leads Untouched | Leads not assigned to anyone yet |
Marketing Analytics | Leads | Leads Retired | Analyze the reason that the leads are getting retired by the sales force |
Marketing Analytics | Leads | Lead Quality and Conversion | How the conversion ratio is among different quality leads |
Marketing Analytics | Leads | Lead to Order by Campaign Type | Lead to Order at a glance, by its campaign source |
Marketing Analytics | Leads | Campaign Effectiveness | Analyze how effective the campaign is, based on the opportunity revenue and total order revenue |
Marketing Analytics | Performance | Campaign Trends | This report shows the trend of activities related to Campaigns. This report can be used to look at the outflow of campaign messeges and the inflow of incoming responses and business (leads/opportunities/orders). The time trend is important to analyze to begin analysis into campaign success and failure. |
Marketing Analytics | Performance | Campaign Pipeline | This report shows the pipeline for a campaign, all the way from # of Individuals Loaded to # of Contacts who ordered. A similar analysis can be done for Accounts instead of individuals |
Marketing Analytics | Performance | Campaign Response Rate | This Report shows the Response Rate |
Marketing Analytics | Performance | Segment and Campaign Metrics | This report allows a marketer to analyze a marketing segment and using the column selectors choose a metric (fact) that they want to analyze. For example a marketer can analyze Responses from a segment and then be able to split it by different campaign names or Campaign types etc. |
Marketing Analytics | Performance | Campaign Summary | This report shows key metrics for all programs running in a summarized manner. The report can be restricted by a specific program name or types of programs |
Marketing Analytics | Performance | Responses by Response Type | Responses by Response Type |
Oracle Marketing Analytics | Performance | Responses Channel Analyses | This report informs the marketer as to which channels are preferred by customers the most when they respond and which offer channels elicit the most response |
Oracle Procurement and Spend Analytics | Performance | Opportunity Expected Vs. Closed Revenue for selected Campaign | Opportunity Expected Vs. Closed Revenue for selected Program |
Procurement and Spend Analytics | Performance | Opportunity Revenue by Sales Stage selected for selected Campaign and Sales Method | Opportunity Revenue by Sales Stage for selected Program and Sales Method |
Procurement and Spend Analytics | Employee Expenses | Expense Filing Cycle Time | Displays three gauges measuring the time it takes to file, approve and reimburse an expense report |
Procurement and Spend Analytics | Employee Expenses | Total Expenses Trend | Graphical representation of trend graph across the organization for a given time period. Comparison between current period and previous period |
Procurement and Spend Analytics | Employee Expenses | Expenses Exposure | Displays the Total Outstanding Expenses by Month |
Procurement and Spend Analytics | Employee Expenses | Top Cost Centers by Expenses | Displays Top 10 Cost Centers Total Expense , Year Ago Expense and directional change. |
Procurement and Spend Analytics | Employee Expenses | Top Employee Organization by Expenses | Displays Top Employee Organizations Total Expense , Year Ago Expense and directional change. |
Procurement and Spend Analytics | Employee Expenses | Expenses by Category | Displays expense amount and % of total by expense category for a configurable time period |
Procurement and Spend Analytics | Employee Expenses | Top Business Unit by Expenses | Compares the Top 10 Operating Unit Total Expenses with the Year Ago Total Expenses |
Procurement and Spend Analytics | Employee Expenses | Corporate Card Transactions Key Performance Indicators | Provides line manager with an indicator of the total outstanding card transactions over 30 days |
Procurement and Spend Analytics | Employee Expenses | Top Spenders | Displays the top employee spenders' names, expense amount, and % of Total for the current year. Drill down to expense by employee and category is provided. |
Procurement and Spend Analytics | Employee Expenses | Expenses by Time Period | Display the expense amount by Year/Quarter with ability to filter by Employee |
Procurement and Spend Analytics | Employee Expenses | Top Employee Expense Violators | Display top employee violators' names, violation count, most violated policy, and amount. Provide ability to drill down to see amount per violation type for each top violator. |
Procurement and Spend Analytics | Employee Expenses | Expense Reports Filed Late by Employee | Displays the number of Expense Reports Filed Late and The Average Filing Cycle time by Employee. |
Procurement and Spend Analytics | Employee Expenses | Recent Employee Expense Reports | Displays the 15 most recent Expense reports submitted for a Team. |
Procurement and Spend Analytics | Employee Expenses | Top Cost Center by Expenses | Display the top 10 cost centers with the most expense amounts, cost center owner name, category, amount, and % of total. |
Procurement and Spend Analytics | Employee Expenses | Average Expense Cycle Times by Cost Center | Compares the Number of Expense Reports and associated Cycle Times by Cost Center. |
Procurement and Spend Analytics | Employee Expenses | Cost Center Year over Year Comparison | Compares the top 15 Cost Centers Total Expense vs. The Prior Year Total Expense. |
Procurement and Spend Analytics | Employee Expenses | Open Expense Reports by Cost Center | Shows all of the open Expense Reports by Cost Center. |
Procurement and Spend Analytics | Employee Expenses | Expense Reports Filed Late by Cost Center | This report is useful to use to quickly identify those expense reports that have been submitted after the 1 week expense report processing acceptance period and not eligible for reimbursement. |
Procurement and Spend Analytics | Employee Expenses | Spend by Merchant | Provides the expense manager with the amount spent per merchant. This information is useful when company wants to negotiate better rate with the merchant. Display expenses and % of total by merchant name and category |
Procurement and Spend Analytics | Employee Expenses | Average Expenses by Category | Provide average expense amount for each category by business unit to help expense policy manager build smarter policy limit. Drill down to see location-based average expense amount. |
Procurement and Spend Analytics | Employee Expenses | Outstanding Corporate Card Transactions Aging by Payables Business Unit | Outstanding Corporate Card Transactions Aging shown by Payables Business Unit. The ability to drill further into employee transactions is provided |
Procurement and Spend Analytics | Employee Expenses | Outstanding Corporate Card Transactions Aging by Expense Category | Outstanding Corporate Card Transactions Aging by Expense Category. The ability to drill further into employee transactions is provided. |
Procurement and Spend Analytics | Employee Expenses | Expense Report Submissions by Day of Week | Displays The Number of Expense Reports Filed and Associated Expense for each day of the week for a given month. |
Procurement and Spend Analytics | Employee Expenses | Expense Report Submissions by Week of Quarter | Displays The Number of Expense Reports Filed and Associated Expense for each week of the Quarter. |
Procurement and Spend Analytics | Procurement | Total Spend Trend | Displays the total Spend trend by Quarter satisfying the filter criteria. |
Procurement and Spend Analytics | Procurement | Total Spend Year over Year Trend | Displays the year over year changes in Spend by Quarter satisfying the report filter criteria. |
Procurement and Spend Analytics | Procurement Performance | PO KPI | Provides overview of PO KPIs such as PO Amount, Non-Agreement Rate, Contract Leakage Rate, PO input Ratio, and so forth. |
Procurement and Spend Analytics | Procurement Performance | Cycle Line Based KPI | Provides overview of Cycle Lines based KPIs such as Received Amount, Received On Time, % Received On time and % rejected etc. |
Procurement and Spend Analytics | Procurement Performance | PO Amount Trend | Displays the year over year changes in PO Amount. |
Procurement and Spend Analytics | Procurement Performance | Trailing 12-month Trend of Requisition Lines Fulfilled Past Expected Date | Displays the Trend of Requisition Lines fulfilled past expected date. This report enables users to evaluate if requisitions are being filled on time |
Procurement and Spend Analytics | Procurement Performance | Non-Agreement Rate and Agreement Leakage Rate Trend | Displays the Trailing 12-month trend for Non-agreement rate and Agreement leakage rate. |
Procurement and Spend Analytics | Procurement Performance | PO Amount, Non-Agreement Amount and Leakage Amount Trend | Displays the Trailing 12-month trend of PO amount, non-agreement amount, and agreement leakage amount. This report can be used to identify rogue buying and its impact. |
Procurement and Spend Analytics | Procurement Performance | Requisition Line Status Report | This report provide details to identify the requisition lines that require immediate attention. |
Procurement and Spend Analytics | Procurement Performance | Outstanding POs by Purchase Organization | This report provides the details to identify the PO's that are outstanding. |
Procurement and Spend Analytics | Procurement Performance | Top 20 Outstanding Quantities by Purchasing org and Purchase Category | Displays the Top 20 Outstanding Quantities by Purchasing org and Purchase Category. |
Procurement and Spend Analytics | Procurement Performance | Requisition Lines by Status by Purchasing Organization | Displays the Requisition Lines by status by Purchase Organization. |
Procurement and Spend Analytics | Procurement Performance | Requisition Amount by Status by Purchasing Organization | Displays the Requisition Amount by Status by Purchasing Organization. This report can be used to determine the amount of requisitions by stages of requisition |
Procurement and Spend Analytics | Procurement Performance | Requisition Processing Age by Purchasing Organization | Displays the Requisition Processing Age by Purchasing Organization.This report can be used to analyze how fast requisitions are being processed by the purchasing organizations |
Procurement and Spend Analytics | Procurement Performance | Past Expected Date Requisition Processing by Purchasing Organization | Displays the Past Expected Date Requisition Processing by Purchase Organization. This report can be used to identify the requisition lines that are late. |
Procurement and Spend Analytics | Procurement Performance | Manual Requisition Processing by Purchasing Organization | Displays the Manual Requisition Processing by Procurement organization. This report can be used to identify the percent of requisitions that are processed manually. |
Procurement and Spend Analytics | Procurement Performance | Requisition Fulfillment Rate by Purchasing Organization | Displays the Requisition Fulfillment Rate by Purchase Organization. This report can be used to determine if purchasing organizations are keeping up with procurement deadlines. |
Procurement and Spend Analytics | Procurement Performance | PO Amount Compared to Year Ago by Purchasing Organization | Displays the PO Amount Compared to Year Ago by Purchasing Organization. |
Procurement and Spend Analytics | Procurement Performance | PO Input Ratio by Purchasing Organization | Displays the PO Input Ratio by Purchasing Organization. This report can be used to assess the number of the PO's that are generated through requisitions. |
Procurement and Spend Analytics | Procurement Performance | Monthly Trend of Non-Agreement Amounts Compared to Year ago | Displays the Monthly Trend of Non-Agreement Amounts Compared to Year ago |
Procurement and Spend Analytics | Procurement Performance | Non-Agreement Purchase by Purchase Organization by Purchase Category | Displays the Non-Agreement Purchase by Purchase Organization by Purchase Category. This report can be used to identify purchasing organizations and commodities that have caused contract leakage. |
Procurement and Spend Analytics | Procurement Performance | Change in PO Amount Compared to Year Ago by Item Category | Displays the Change in PO Amount Compared to Year Ago by Item Category. |
Procurement and Spend Analytics | Procurement Performance | Non-Agreement rate and Leakage Rate by Purchase Organization | Displays the Non-Agreement Rate and Leakage Rate by Purchase Organization. This report can be used to identify the leakage rate. |
Procurement and Spend Analytics | Procurement Performance | Non-Agreement rate and Leakage Rate by Item Category | Displays the Non-Agreement Rate and Leakage Rate by Item Category. This report can be used to identify the items that are most frequently bought outside of available purchase agreements. |
Procurement and Spend Analytics | Procurement Performance | Non-Agreement rate and Leakage Amount by Purchase Organization | Displays the Non-Agreement rate and Leakage Amount by Purchase Organization. This report can be used to identify the purchasing organizations that are not using available purchasing contracts. |
Procurement and Spend Analytics | Procurement Performance | On-time receipt performance by purchase organization | Displays the % distribution of on-time receipt performance by purchase organization. This report can be used to identify the organizations that are not receiving goods/services on time. |
Procurement and Spend Analytics | Procurement Performance | On-time Receipt Performance by quantity by Purchase Organization | Displays the on-time receipt quantity by purchase organization. This report can be used to identify the organizations that are not receiving goods/services on time. |
Procurement and Spend Analytics | Procurement Performance | Top 10 Late Receipt Performing Purchase Organization | This report identifies the top 10 purchase organizations that have the late on-time receipt performance. |
Procurement and Spend Analytics | Procurement Performance | Top 10 Late Receipt Performance by Procurement Product Category | Displays the top 10 procurement product categories with on-time delivery delinquency. |
Procurement and Spend Analytics | Procurement Performance | Unprocessed Requisition Line Status Report | This report helps you to identify the bottleneck stages in requisition processing. |
Procurement and Spend Analytics | Procurement Performance | Project Commitments Summary | Displays the Summary of Commitments by Project. This report includes aggregated amount from all Open Requisitions, all Open Purchase Orders and all Open Purchase Invoices satisfying the report filter criteria. |
Procurement and Spend Analytics | Procurement Performance | Project Commitments Details | Displays the all the open POs, open PRs, and open Invoices by Project satisfying the report filter criteria. |
Procurement and Spend Analytics | Procurement Performance | All Purchase Requisitions by Project | Displays the summary of requisition amount, number of requisitions for all the requisitions by project satisfying the filter criteria. |
Procurement and Spend Analytics | Procurement Performance | All Purchase Orders by Project | Displays the Summary of Purchase Order Amount and number of POs for all the Purchase Order transactions by Project satisfying the report filter criteria. |
Procurement and Spend Analytics | Procurement Performance | All Invoices by Project | Displays the Summary of Invoices Amount, number invoices, Open Invoices and paid invoices by Project satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Total Spend, Total Payables Leakage, Off-Contract Spend and Contract Leakage Gauges | Displays the Key Performance Indicators such as Total Spend, Off-Contract Spend, Contract-Leakage and Payables Leakage satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend by Top Categories | Displays Total Spend and Total Spend % for Top 10 categories and aggregated spend for the remaining categories into "Other Categories", segment. This report is not drillable. Please use guided navigation links to view details or trend. |
Procurement and Spend Analytics | Spend Analyzer | Spend by Top Suppliers | Displays Total Spend and Total Spend % for Top 10 Suppliers, and aggregated Spend for the remaining Suppliers into, "Other Suppliers", segment satisfying the report filter criteria.This report is not drillable and follow the guided navigation links to view further details |
Procurement and Spend Analytics | Spend Analyzer | Savings Potential by Top 10 Items | Displays Savings Potential and Savings Potential % and Invoice Price details for the top 10 items. Supports analysis of spend where an organization is buying the same item from multiple suppliers at different prices. Savings Potential by Item (including multiple Business Units and Cost Centers) represents the potential savings opportunity to the company if the organization were to always purchase the item from the supplier with the lowest price, or renegotiate contracts with the higher cost suppliers to the price offered by the lowest cost supplier. |
Procurement and Spend Analytics | Spend Analyzer | Top Categories by Supplier Count | Displays the Spend by Top Level Category and the number of the suppliers from whom these categories are sourced from, for the top categories by sorting on supplier count. |
Procurement and Spend Analytics | Spend Analyzer | Spend Trend by Top Categories | Displays the sequential Spend trend by quarter for the top categories satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Off-Contract Spend by Top Categories | Displays the Spend, PO Matched Spend, Off-Contract Spend, and Off-Contract Spend Rate as percentage of PO Matched Spend for Top Categories satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend Year Over Year Trend by Top Categories | Displays the year over year changes in Spend for the Top 10 Categories satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Contract Leakage by Top Categories | Displays the Spend, PO Matched Spend, Contract Leakage Amount, and Contract Leakage Rate as percentage of PO matched Spend for Top 10 Categories satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend Composition by Top Categories | Displays the spend and the breakdown of spend into on-contract spend, off-contract spend, contract leakage, PO not required spend, and payables leakage by the top level category satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Invoice Price Variance by Item | Displays the invoice price variance, invoice price variance %, and associated dimension counts by the item dimension. |
Procurement and Spend Analytics | Spend Analyzer | Spend Trend by Top Suppliers | Displays the Spend Trend by Quarter for Top Suppliers satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Off-Contract Spend by Top Suppliers | Displays the Spend, PO Matched Spend, Off-Contract Spend, Off-contract Spend rate as percentage of PO Matched Spend for Top Suppliers satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend Year Over Year Trend by Top Suppliers | Displays year over year changes in Spend for Top 10 Suppliers satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Contract Leakage by Top Suppliers | Displays the Spend, PO Matched Spend, Contract Leakage Amount and Contract Leakage Rate for Top 10 Suppliers satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Top 10 Savings Potential by Supplier and Item | Displays the Top 10 savings potential, savings potential % and Invoice Price details, by the supplier and item .Supports analysis of spend where multiple business units within an organization are buying the same item from the same supplier at different prices. Savings Potential by Supplier and Item represents the potential savings opportunity to the organization if they were to align all contracts with that supplier to the price offered in the contract with the lowest price. |
Procurement and Spend Analytics | Spend Analyzer | Spend by Top Business Units | Displays, Total Spend and Total Spend % for Top Business Unites, and aggregated spend for the remaining Business Units into "Others", segment. This report is not drillable. Please use guided navigation links to view details for all Business Units. |
Procurement and Spend Analytics | Spend Analyzer | Spend Trend by Top Business Units | Displays the Spend Trend for top 10 Business Units. |
Procurement and Spend Analytics | Spend Analyzer | Off-Contract Spend by Top Business Units | Displays the Spend, PO Matched Spend, Off-Contract Spend and Off-Contract Spend Rate as percentage of PO Matched Spend for Top Business Units satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend by Top Cost Centers | Displays, Total Spend and Total Spend % for Top Cost Centers, and aggregated spend for the remaining Cost Centers into "Others", segment. This report is not drillable. Please use guided navigation link to view details for all cost centers. |
Procurement and Spend Analytics | Spend Analyzer | Spend Year Over Year Trend by Top Business Units | Displays the year over year changes in Spend for the Top 10 Business Units |
Procurement and Spend Analytics | Spend Analyzer | Contract Leakage by Top Business Units | Displays the Spend, PO Matched Spend, Contract Leakage Amount and Contract Leakage Rate as percentage of PO Matched Spend for top Business Units satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Contract Compliance - Year Over Year Performance Trend by Organization | Displays year over year changes in Off-Contract Amount and Contract Leakage Amount by Business Unit, Cost Center, Buying Location and Buyer satisfying the report filter criteria. Negative changes represent the improvement in performance and the difference between Off-Contract Spend and Contract Leakage represents the need for new contracts. |
Procurement and Spend Analytics | Spend Analyzer | Spend Details by Item | Displays Spend, Invoice Price and Contract compliance details for the item satisfying the report filter criteria. |
Procurement and Spend Analytics | Spend Analyzer | Spend Trend by Item | Displays the sequential trend, and year over changes for the spend by item satisfying the report filter criteria. This report support the analysis of spend for a given item that includes how the spend is changing in co-relation to price and quantity changes. |
Procurement and Spend Analytics | Spend Analyzer | Spend Composition by Category | Displays the spend and the breakdown of spend into on-contract spend, off-contract spend, contract leakage, PO not required spend, and Payables Leakage by the top level category satisfying the report filter criteria. |
Procurement and Spend Analytics | Supplier Performance | Supplier Performance Key Metrics - 1 | Supplier Performance Key Metrics for Overview dashboard page. |
Procurement and Spend Analytics | Supplier Performance | Supplier Scorecard - Top 20 Performing Suppliers | This report details the performance of the organization's supplier base in terms of adherence to quality, scheduled delivery performance, lead time, and the overall score that is computed for each Supplier. |
Procurement and Spend Analytics | Supplier Performance | Current Total Supplier Base | Review the current supplier base in its entirety, by product type or by purchasing organization. This provides insights for opportunities to either reduce or expand the supplier base. |
Procurement and Spend Analytics | Supplier Performance | Supplier Performance Trends | This report enables analyses of supplier performance across multiple metrics over time. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Rejection Rates By Supplier | This report details the top 10 suppliers with the highest product rejection rates. This report is useful to identify potentially problematic suppliers whose products have consistently high quality issues. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Off-Contract Spend by Supplier | Displays the top 10 Off- Contract Spend by supplier satisfying the report filter criteria. |
Procurement and Spend Analytics | Supplier Performance | Bottom 10 Received On Time Rates By Supplier | This report details those suppliers that have the 10 worst received on time rates. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Rejection Rates By Supplier | This report details the top 10 suppliers with the highest product rejection rates. This report is useful to identify potentially problematic suppliers whose products have consistently high quality issues. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Order Acceptance Rates By Purchasing Organization | This reports shows the purchasing organizations with best order acceptance rates. |
Procurement and Spend Analytics | Supplier Performance | Top 10 On Time Performance By Supplier | This report details suppliers who have the best PO on-time delivery rate. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Late Purchase Order Deliveries | This report details the purchase orders with the 10 most late receipt quantities. This information is listed by receiving plant or supplier and is useful to identify potential disruptions to an organization's business process due to the lack of required resources. |
Procurement and Spend Analytics | Supplier Performance | Top 5 Products That Have Been Delivered Early By Supplier | This report details the top 5 products that were delivered early, as well as the suppliers responsible for these products. This report will tell us any problematic issues in the supply chain such as the build up of inventories in a location. |
Procurement and Spend Analytics | Supplier Performance | Invoice Price Variance (IPV) by Top Products | Displays invoice price variance in percentage by top products satisfying the filter criteria. |
Procurement and Spend Analytics | Supplier Performance | Invoice Price Performance by Top Suppliers | Displays the comparison of invoice price performance for top 10 suppliers for satisfying the filter criteria. |
Procurement and Spend Analytics | Supplier Performance | PO and Receipt Amount Comparison by Top 20 Suppliers | Displays year over year changes for PO Amount and Receipt Amount by To 20 Suppliers |
Procurement and Spend Analytics | Supplier Performance | Purchase Order to Purchase Receipt Variance | This report details the variance between what was committed to be purchased by a given Purchasing Organization through and what was actually received from the Supplier for all the closed purchase orders. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Outstanding Payments To Suppliers | This report details the suppliers that have the top 10 outstanding invoice amounts. |
Procurement and Spend Analytics | Supplier Performance | Supplier Payment Analysis | This report analyzes past payments to suppliers, and the number of payments made with and without invoices. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Payment Amounts By Purchasing Organization | This report shows the 10 highest supplier payment amounts by Purchasing Organization. |
Procurement and Spend Analytics | Supplier Performance | Top 10 Aging Outstanding Balances By Supplier | This reports shows top 10 suppliers with outstanding balance in bucketed time frames. |
Procurement and Spend Analytics | Supplier Performance | AP Aging Analysis | This report provides details of supplier payment aging analysis. |
Procurement and Spend Analytics | Supplier Performance | Supplier Payment Trends | This report enables analyses of supplier payment performance across multiple metrics over time. |
Oracle Procurement and Spend Analytics | Supplier Performance | Top 10 Numbers Of Supplier Payments | This report details the suppliers with 10 highest numbers of payments. |
Oracle Project Analytics | Non Profit Organization | ITD Performance (Forecast, Budget and Actual) by Organization | Displays the Budget, Forecast, Actual amounts for Cost by Organization |
Project Analytics | Non Profit Organization | Projects in Progress | Displays all the projects that are in progress. This report provides all the approved and active projects by Organization, by Project Type, by Project Class satisfying the report filter criteria.This metric is computed from the cost fact table and the projects with no cost transaction will not appear in this report. |
Project Analytics | Non Profit Organization | ITD Cost Variance % by Quarter by Organization | Displays cost variance percent since inception by quarter and organization |
Project Analytics | Non Profit Organization | Capitalizable Cost by Organization | Displays the Capitalizable Cost and Expenses by Organization satisfying the filter criteria |
Project Analytics | Non Profit Organization | Cost Performance by Organization | Displays the Cost, % Cost expended, % Cost Variance, Forecast Cost amounts by Organization in a bubble chart. Bubble size represents the Forecast Cost. Only Approved and Active projects are included in the analysis. |
Project Analytics | Non Profit Organization | Funding Summary by Organization | Displays the funding amount, backlog amount, customer and contract details by Organization |
Project Analytics | Non Profit Organization | Actual Cost by Organization by Financial Resource | Displays Total Cost, Raw Cost, Burden Cost, Capitalizable Cost, Billable Cost, Non-Billable Cost by Project Organization, Project Class, Project Type, Expenditure Category satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Cumulative Cost Variance by Top Projects | Displays the Inception-to-Date amounts for cost, budget, cost variance by Top Projects satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Cumulative Cost Variance by Top Resources | Displays the Inception-to-Date amounts for cost, budget, cost variance by Top Resources satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Cost Trend by Fiscal Period | Displays the comparison of Forecast Cost, Current Budget Cost, Actual Cost Trend by Fiscal Period for a project or projects satisfying the report criteria. |
Project Analytics | Non Profit Organization | Cost Budget Accuracy by Organization | Displays Cost Budget Accuracy in comparison with Actual and Forecast amounts by Project satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Cost Budget Trend by Fiscal Period | Displays Current and Forecast amount trends for Cost, satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Cost Budget Changes by Project | Displays Original and Current Budget details for the Cost by Organization satisfying the report criteria. |
Project Analytics | Non Profit Organization | Cost Budget YTD and ITD Details by Resource | Displays year-to-date and Inception-to-date cost budget details by Organization, Project, and Expenditure Category, satisfying the report filter criteria |
Project Analytics | Non Profit Organization | Billing by Organization | Displays the Billing and Cost by Project Organization, Revenue Category, and Program satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Billing Details by Organization | Displays the overview of Billing for an organization or organizations satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Unbillable Details by Organization | Displays the overview of Unbillable details for an organization or organizations satisfying the report filter criteria. |
Project Analytics | Non Profit Organization | Billing Trend by Fiscal Period | Displays the Billing Amount Trend by GL Period for a project or projects satisfying the report criteria. |
Project Analytics | Project Executive | ITD Performance (Forecast, Budget and Actual) by Quarter by Organization | Displays the Budget, Forecast, Actual amounts for Revenue, Cost, Margin, Margin % by Organization by Quarter |
Project Analytics | Project Executive | Margin % Change Over Previous Quarter by Organization | Displays Margin Percent Change over previous quarter per Organization. Uses GL Calendar hierarchy column. |
Project Analytics | Project Executive | Profitability Summary by Organization | Displays the Revenue, Cost, Margin and Margin % amounts by Organization in a bubble chart. Bubble size represents Margin %. Only Approved and Active projects are included in the analysis. |
Project Analytics | Project Executive | Cost Performance by Organization | Displays the Cost, % Cost expended, % Cost Variance, Forecast Cost amounts by Organization in a bubble chart. Bubble size represents the Forecast Cost. Only Approved and Active projects are included in the analysis. |
Project Analytics | Project Executive | Actual Profitability by Organization, Project Class, Project Type | Displays the quarter over quarter changes in Revenue, Cost, Margin and Margin % for the selected project organizations satisfying the report filter criteria |
Project Analytics | Project Executive | Forecast Profitability by Organization, Project Class, Project Type | Displays the Forecast Amounts (Estimate At Completion) for Revenue, Cost, Margin and Margin % for the selected project organizations satisfying the report filter criteria. |
Project Analytics | Project Executive | Profitability by Top Job Codes | Displays the Profitability (Margin, Margin %) by top job codes satisfying the report filter criteria. |
Project Analytics | Project Executive | Actual Profitability Trend and Distribution by Fiscal Period | Displays trend and distribution for Actual Revenue, Actual Cost, Actual Margin and Actual Margin % by Fiscal Period for the project satisfying the report criteria. |
Project Analytics | Project Executive | Profitability by Top Customers | Displays the Profitability (Margin, Margin %) by top customers satisfying the report filter criteria. |
Project Analytics | Project Executive | Margin Change Quarter Over Quarter Trend by Organization | Displays the Quarter over Quarter changes in Margin and Margin % by Project Organization satisfying the report criteria. |
Project Analytics | Project Executive | Profitability Details by Project Organization | Displays the Budget, Forecast, Actual amounts for Revenue, Cost, Margin, Margin % by Project Organization |
Project Analytics | Project Executive | Actual Cost by Organization by Financial Resource | Displays Total Cost, Raw Cost, Burden Cost, Capitalizable Cost, Billable Cost, Non-Billable Cost by Project Organization, Project Class, Project Type, Expenditure Category satisfying the report filter criteria. |
Project Analytics | Project Executive | Cumulative Cost Variance by Top Projects | Displays the Inception-to-Date amounts for cost, budget, cost variance by Top Projects satisfying the report filter criteria. |
Project Analytics | Project Executive | Actual Total Cost, Billable Cost Trend by Fiscal Quarter | Displays Total Cost, Billable Cost, and Non-Billable Cost by Fiscal Quarter satisfying the report filter criteria |
Project Analytics | Project Executive | Cost Trend by Fiscal Period | Displays the comparison of Forecast Cost, Current Budget Cost, Actual Cost Trend by Fiscal Period for a project or projects satisfying the report criteria. |
Project Analytics | Project Executive | Cost Budget PTD (Fiscal Period) and ITD Details by Resource | Displays period-to-date and Inception-to-date cost budget details by Project, Expenditure Category and Job, satisfying the report filter criteria |
Project Analytics | Project Executive | Revenue by Customer, Organization and Revenue Category | Displays the Revenue by Project Organization, Customer, Revenue Category, and Program satisfying the report filter criteria. |
Project Analytics | Project Executive | Revenue Trend by Fiscal Period | Displays the comparison of Actual Revenue Amount, Budget Revenue Amount, Forecast Revenue Amount, Bill Amount Trend by GL Period for a project or projects satisfying the report criteria. |
Project Analytics | Project Executive | ITD Actual Revenue Details by Organization | Displays inception-to-date Revenue and inception-to-date Bill amount by Project Organization, by Customer satisfying the report filter criteria. |
Project Analytics | Project Executive | Remaining Funding Amount by Organization for Active Projects | Funding remaining (also termed as backlog) by Organization on projects that have been Active or Approved.This report only includes records with remaining funding amount greater than zero. |
Project Analytics | Project Executive | Own Revenue % of Organization Revenue | Displays in a gauge the organization own revenue as a percentage of the organization's total revenue |
Project Analytics | Project Executive | Own Revenue Trend vs Prior Year | Displays the organization's own revenue as a percentage of the organization's total revenue, compared to last year's, per period |
Project Analytics | Project Executive | Own Cost Trend vs Prior Year | Displays the organization's own cost as a percentage of the organization's total cost, compared to last year's, per period |
Project Analytics | Project Executive | Revenue Source by Organization | Displays the Organization Internal Revenue in, Organization Retained Revenue and Total Project Revenue |
Project Analytics | Project Executive | Cost Source by Organization | Displays the Organization Own Cost, Internal Cost In, Retained Cost - B & L and Total Organization Cost |
Project Analytics | Project Executive | Cross Charge Profitability Overview | Displays the total cost, revenue and margin considering cross charges, at the organization, project and resource levels. |
Project Analytics | Project Management | Gauges | Displays ITD Margin %, ITD Cost Variance %, ITD Forecast Variance %, ITD Revenue Variance %, ITD Forecast Revenue % satisfying the filter criteria |
Project Analytics | Project Management | My Projects | Displays the list of approved projects with current cost budget, inception-to-date actual cost and estimate to complete (ETC) cost amounts. |
Project Analytics | Project Management | Project Financial Performance Overview | Displays overview of Revenue, Cost, Margin and Margin % for inception-to-date, period-to-date and at completion satisfying the filter criteria |
Project Analytics | Project Management | Margin % Trend | Displays the Cumulative Margin % Trend and Margin % Trend satisfying the report filter criteria. |
Project Analytics | Project Management | Cost Trend | Displays the Cumulative Cost Trend and Cost Trend satisfying the report filter criteria. |
Project Analytics | Project Management | Effort | Displays the summary of Forecast, Budget, Actual numbers for the Effort for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | Cost | Display the summary of Forecast, Budget, Actual numbers for the Cost for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | Revenue | Displays summary of Forecast, Budget and Actual numbers for the revenue for the project or Projects satisfying the report filter criteria. |
Project Analytics | Project Management | Billability | Displays the overview of Billability for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | Billing | Displays the overview of Billing for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | ITD Performance (Forecast, Budget and Actual) by Quarter | Displays the Budget, Forecast, Actual, and variance amounts for Revenue, Cost, Margin, Margin % by Project by Quarter |
Project Analytics | Project Management | Cumulative Revenue Trend by Quarter by Project | Displays the Revenue, ITD Revenue Amounts by Fiscal Quarter, by Project satisfying the report filter criteria |
Project Analytics | Project Management | Revenue Quarter Over Quarter Trend by Project | Displays the quarter over quarter changes in Revenue by Project satisfying the report filter criteria. |
Project Analytics | Project Management | Cumulative Cost Trend by Quarter by Project | Displays the Cost, ITD Cost Amounts by Fiscal Quarter, by Project satisfying the report filter criteria |
Project Analytics | Project Management | Cost Quarter Over Quarter Trend by Project | Displays the quarter over quarter changes in cost by project satisfying the report filter criteria. |
Project Analytics | Project Management | Cumulative Billing Trend by Quarter by Project | Displays Inception-to-date Invoice amount by project by quarter satisfying the report filter criteria. |
Project Analytics | Project Management | Billing Trend by Quarter by Project | Displays the Invoice Amount by Quarter by project satisfying the report filter criteria. |
Project Analytics | Project Management | Funding Summary by Project | Displays total funding, and customer and contract details |
Project Analytics | Project Management | Budget Accuracy by Project | Displays Cost and Revenue Budget Accuracy in comparison with Actual and Forecast amounts by Project satisfying the report filter criteria. |
Project Analytics | Project Management | Budget Changes by Project | Displays Original and Current Budget details for the Revenue, Cost, Margin and Margin % by Project satisfying the report criteria. |
Project Analytics | Project Management | Budget Trend by GL Period | Displays Current and Forecast amount trends for Revenue, Cost, Margin and Margin % satisfying the report filter criteria. |
Project Analytics | Project Management | Cost Budget PTD (Fiscal Period) and ITD Details by Resource | Displays period-to-date and Inception-to-date cost budget details by Project, Expenditure Category and Job, satisfying the report filter criteria |
Project Analytics | Project Management | Actual Cost by Project, Financial Resource | Displays Cost, Capitalizable Cost, Billable Cost by Project, Expenditure Class, Expenditure Category and Resource Type (Expenditure Type) |
Project Analytics | Project Management | Actual Cost Distribution by Job Name | Displays the Burdened Cost distribution by Job Code satisfying the report filter criteria. |
Project Analytics | Project Management | Actual Cost Distribution by Employee | Displays the Burdened Cost details by Incurred by person for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | Cost Trend by Fiscal Period | Displays the comparison of Forecast Cost, Current Budget Cost, Actual Cost Trend by Fiscal Period for a project or projects satisfying the report criteria. |
Project Analytics | Project Management | Actual Total Cost, Equipment Cost and Labor Cost by Project | Displays Actual Total Cost, Equipment Cost, and People Cost by Fiscal Quarter satisfying the report filter criteria. |
Project Analytics | Project Management | Revenue by Project, Financial Resource | Displays Revenue by Project, Revenue Category, Top Task, Resource Type (Expenditure Type) |
Project Analytics | Project Management | Revenue Distribution by Employee | Displays the Revenue details by Incurred by person for a project or projects satisfying the report filter criteria. |
Project Analytics | Project Management | Revenue Distribution by Job Name | Displays the revenue distribution details by job name, by project, satisfying the report filter criteria |
Project Analytics | Project Management | Revenue Trend by Fiscal Period | Displays the comparison of Actual Revenue Amount, Budget Revenue Amount, Forecast Revenue Amount, Bill Amount Trend by GL Period for a project or projects satisfying the report criteria. |
Project Analytics | Project Management | ITD Actual Revenue Details by Project | Displays inception-to-date Revenue and inception-to-date Bill amount by Revenue Category, by Project, by Customer satisfying the report filter criteria. |
Project Analytics | Project Management | Actual Profitability by Project, Revenue Category | Displays the quarter over quarter changes in Revenue, Cost, Margin and Margin % for the selected projects satisfying the report filter criteria. |
Project Analytics | Project Management | Forecast Profitability by Project, Revenue Category | Displays the Forecast Amounts (Estimate At Completion) for Revenue, Cost, Margin and Margin % for the selected projects satisfying the report filter criteria. |
Project Analytics | Project Management | Actual Profitability Trend and Distribution by Fiscal Period | Displays trend and distribution for Actual Revenue, Actual Cost, Actual Margin and Actual Margin % by Fiscal Period for the project satisfying the report criteria. |
Project Analytics | Project Management | Margin Change Quarter Over Quarter Trend by Fiscal Quarter | Displays the aggregated Quarter over Quarter changes in Margin and Margin % for all Projects satisfying the report criteria. |
Project Analytics | Project Management | Profitability Details By Project | Displays the Project, Customer and Profitability details for each task satisfying the report filter criteria. |
Project Analytics | Project Management | Funding Summary by Customer by Project by Top Task | Displays funding amount by customer by project and by top task satisfying the report filter criteria. |
Project Analytics | Project Management | Remaining Funding Amount for Active Projects | Funding remaining (also termed as backlog) on projects that have been Active or Approved.This report only includes records with remaining funding amount greater than zero. |
Project Analytics | Project Management | Funding Details by Customer by Project by Top Task | Displays the funding amount and backlog amount by project and by top task satisfying the report filter criteria. |
Project Analytics | Project Management | Lost Funding Amount for Closed Projects | Funding remaining (also termed as backlog) on projects that have been closed.This report only includes records with remaining funding amount greater than zero. |
Project Analytics | Project Management | Billing Summary by Project by Customer | Displays the details of contract amount, approved invoice amount and number of approved invoices satisfying the report filter criteria |
Project Analytics | Project Management | Project Cost Transaction Details | Displays the project transaction details such as expenditure item date, Expenditure Organization, Incurred by Person, Qty, UOM, Work Type, Resource Type, Expenditure Category and cost breakdown by date. |
Project Analytics | Project Management | Project Revenue Transaction Details | Displays the project transaction details such as expenditure item date, Project Organization, Incurred by Person, Work Type, Resource Type, Expenditure Category and Revenue by date. |
Project Analytics | Project Management | Budget Transactions by Project | Displays Original Cost Budget, Current Cost Budget, Original Revenue Budget and Current Revenue Budget transaction details. |
Project Analytics | Project Management | Project Cross Charge Revenue Details | Displays the total project revenue including the project's own revenue and retained revenue |
Project Analytics | Project Management | Cumulative Project Cross Charge Revenue Details | Displays the total project ITD revenue including the project's ITD own revenue and the ITD retained revenue |
Project Analytics | Project Management | Project Cross Charge Cost Details | Displays the total project cost including the project's own cost and the total internal cost in |
Oracle Project Analytics | Project Management | Cumulative Project Cross Charge Cost Details | Displays the total project cost ITD including the project's own cost ITD and the total internal cost in ITD |
Oracle Sales Analytics | Demand Generation | New Opportunities by Month | This report displays the number of new opportunities as well as the opportunity revenue created by month |
Sales Analytics | Demand Generation | Opportunity Revenue By Source | This report displays the number of opportunities created by top campaigns |
Sales Analytics | Demand Generation | Average Sales Cycle by Source | This report shows the opportunity revenue created by campaign |
Sales Analytics | Pipeline | Top New Opportunities | This table displays the Top 10 new deals |
Oracle Sales Analytics | Pipeline | Top Current Quarter Opportunities | This table displays the Top 10 deals |
Oracle Supply Chain and Order Management Analytics | Inventory | Inventory Key Metrics | This report provides overview of Inventory Key Metrics for the selected criterion from the inventory balances subject area |
Supply Chain and Order Management Analytics | Inventory | Top 10 Days Inventory Outstanding | Top 10 Days Inventory Outstanding by Product Type or Plant Location or Inventory Org |
Supply Chain and Order Management Analytics | Inventory | Days Inventory Outstanding by Inventory Organization | This report gives the Days Inventory Outstanding information by Inventory Organization |
Supply Chain and Order Management Analytics | Order Management | Top Customers by Order Size | This report provides visibility to customers that order the largest amount on average. |
Supply Chain and Order Management Analytics | Order Management | Top Customers by Discount | This report provides visibility to customers that receive the largest discount amount. |
Oracle Supply Chain and Order Management Analytics | Order Management | Top Customers by Cancellations | This report provides visibility to customers that submit the largest amount of cancellations. |