Power Users have the capability to create custom reports, defining the attributes and metrics included in the analysis. Dashboard & Alert Users do not have this capability.
There are three report structures available to create from:
💡 When building a new report in Performance Analytics, all attributes, metrics, and reporting periods will be based off of the filter selections made on the Prompt screen before running the report (E.g., Calendar, Time, Retailers/Customers, Common Currency and any additional filter selections).
Check out the Next Steps section below for additional information including live webinar sign up and Performance Analytics course content on custom report building.
To-Date Analysis
(Outlined in the screenshot below) reports are typically used for more of a current pulse of business. The data is rolled up to a user-specified end date.
The metrics in To-Date reports can usually be presented as Week To-Date (WTD), Month-To-Date (MTD), Quarter To-Date (QTD), Season To-Date (STD), and Year-To-Date (YTD) with Last Year (LY), Variance (VAR), and Same-Store (SS) options for each time-frame.
Totals Analysis
(Outlined in the screenshot below) reports gather and present the data in a user-specified window of time. Perhaps you only want to see a total by a category or for a specific campaign, simply click on the Totals Analysis report option and it will only show the total for the chosen period of time selected.
The metrics in Totals Analysis reports can be shown as This Year (TY), Last Year (LY), Variance (VAR), and Same-Store (SS) in the user-defined time-range.
Trend Analysis
(Outlined in the screenshot below) reports are typically used for more of a planning or historical analysis. The data is presented in a user-specified window of time and a repeating cadence defined by the user. The options for the trend cadence of the data groupings are Monthly, Quarterly, Seasonal, Weekly and Yearly.
The metrics available in Trend Analyses can be presented as Week To-Date (WTD), Month-To-Date (MTD), Quarter To-Date (QTD), Season To-Date (STD), and Year-To-Date (YTD) with Last Year (LY), Variance (VAR), and Same-Store (SS) options for each window of time.
Next Steps
For additional information on creating custom reports in Performance Analytics, any registered user may sign up for the free live webinar, “Performance Analytics 200 – Custom Report Building.” Registration links can be found on your Analytics portal homepage.
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Or on the "Performance Analytics-Supplier" course outline page for Suppliers on Training Center.
The webinar recordings are also included in the course under the "Recorded Webinars" section.
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Or if you are a user representing a buyer, on the "Performance Analytics-Retailer" course outline page on Training Center.
The webinar recordings are also included in the course under the "Recorded Webinars" section.
💡Note that users representing a buyer should take the Collaboration Analytics webinars for Retailer Performance Analytics.
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⛑️ SPS Analytics Support
If you have any additional questions regarding Performance Analytics Reports, please reach out to our Analytics Support team at the contact information below:
☎️ 888-739-3232, Option 2