Shipium Reporting Configuration
Reporting Options Menu
Regardless of which Shipium Report Application you are using or what data you want to look at, the Reporting Options Menu is where your search for insight begins. Located at the top of the screen on every reporting page, the Reporting Options will show you the currently set options for the current report as well as having a button to enable you to re-configure things as your needs for viewing and analyzing the data change.
For the example above, you can see the set values for several common report options, labeled as "Reporting Options".
- Report Start Date and Report End Date – These values define the range of time which the report in question will cover.
- Aggregated By – In reports which aggregate data within some set of values (for instance, Aggregated By Day within a week's worth of data), you will have the option to set how the data is aggregated.
- Selected FCs – In reports which are based on data that may change from one fulfillment center (FC) to another, you can select which FC or FCs the report is filtering in or out.
Reporting Options Menu
When you want to produce a report with a particular set of configuration values, you will start by clicking on the button labeled "Change Reporting Options", which will bring open a dialog as you see above, enabling you to set the options for this report.
We will go into some common option types below.
Setting a Date Range
Almost any report that you are going to run is going to be relevant for a particular snapshot in time. This might be today so far, yesterday, the week to date or any number of other potential options. Broadly, date range options break down into two broad categories: Pre-defined and Custom. In most cases, you can just choose one of the pre-defined options for your use case.
However, if you scroll to the bottom of the Select Date Range menu, you will find an option titled "Custom Range". This option will let you choose a specific date range for those cases in which you need something other than the pre-defined options, such as when you are investigating a particular timeframe in the past.
Setting Aggregation Level
Another common option that you can set for reports is defining the Aggregation Level. In short, what this means is defining how the data points in your report will be rolled up. Do you want one data point per day within your defined date range? Per week? Per month? Aggregation level is where you will define the level of aggregation for line graphs, bar charts, and other point-per-time period chart types.
Setting Fulfillment Center(s)
One final common way that you may want to filter your data is by fulfillment center. Perhaps you would like to look at the order-to-deliver performance for a particular warehouse in your network because you are trying to understand how each FC is performing. Or maybe you are investigating what appears to be a network-wide degradation for a particular metric and you are trying to determine if it was across all FCs or specific to a particular FC – this filter will enable you to dig into that at the level you need.
Updated about 3 years ago