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Report Template Document
VERSION NO.
DATE MODIFIED MODIFIED BY
1 20 Jun 2015 Biswaranjan T
2 9 Mar 2016 Suresh T
3 16 Mar 2016 Suresh T
4 3rd May 2016 Suresh T
2
Contents 1.0 INTRODUCTION..3
2.0 List of Historical Reports: 3
1. SU - HR001_Inbound History Report5
2. SU - HR002_OB_Shipment History Report6
3. SU - HR003_Transport Shipment Report History Report7
4. SU - HR004_Stock_Location8
5. SU - HR005_StockValuation Report9
6. SU - HR007_Order status Report.10
7. OM01_Order_Report.12
8. C01_Count_Request_Report.14
9. C02_Count_Result15
10. C03_Variance_Report.16
11. C04_Count_Summery..17
12. C05_Count_Completion_Report..18
SU Reporting Template
3 Version 3.0
1.0 INTRODUCTION
The purpose of this document is to,
1) Prepare a template for all SU reports which are frequently requested by users for scheduling
2) This template will contain all mandatory fields required for scheduling and
3) All mandatory information required for scheduling such reports in SU.
4) User can give any filter condition additional to Mandatory fields mentioned in this document as per
scheduling requirement.
2.0 List of Historical Reports: 1. SU - HR001_Inbound History Report
2. SU - HR002_OB_Shipment History Report
3. SU - HR003_Transport Shipment Report History Report
4. SU - HR004_Stock_Location
5. SU - HR005_StockValuation Report
6. SU - HR007_Order status Report
7. SU OM01_Order_Report
8. SU C01_Count_Request_Report
9. SU C02_Count_Result
10. SUC03_Variance_Report
11. SUC04_Count_Summery
12. SUC05_Count_Completion_Report
TERMONOLOGIES
Field with or condition: User has to enter atleast any one of the filter value of the fields mentioned in this section
to allow Report to fetch data without any issues.
Mandatory Fields: All fields mentioned in this section should have valid input to allow report to fetch data
without any issue.
WILDCARD: A wildcard character is a special character that represents one or more other characters. The most
commonly used wildcard characters are the asterisk (*), which typically represents zero or more characters in
a string of characters, and the question mark (?), which typically represents any one character.
NOTE: If User tries to use date filter beyond the allowed search limit or if user is trying to search data using
Wildcard then performance of the report may decrease depending on the criteria being used
4
5 Version 3.0
1. HR001_Inbound History Report Template
Report Name:HR001 Report Template
Mandatory Fields
Customer Name
Order Status
Field with or condition
Ship To Country / Ship To Warehouse
Order Creation Date / Receipt Date (The date has to be within 60 days from the day of the report run.)
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
Sheet1
Report Name:HR001 Report Template
Mandatory Fields
Customer Name
Order Status
Field with or condition
Ship To Country / Ship To Warehouse
Order Creation Date / Receipt Date (The date has to be within 60 days from the day of the report run.)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name:HR001 Report
Template
Mandatory Fields
Customer Name ORACLE
Order Status Receipt Closed
Field with or condition
Ship To Country / Ship To WarehouseSG/SGSIN01
Order Creation Date / Receipt Date (The date has to be within 60 days from the day of report run.)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentHR001 Template
6 Version 1.0
For Example:
Report Name:HR001 Report Template
Mandatory Fields
Customer Name ORACLE
Order Status Receipt Closed
Field with or condition
Ship To Country / Ship To Warehouse
SG/SGSIN01
Order Creation Date / Receipt Date (The date has to be within 60 days from the day of report run.)
Additional Information
Type of report(Daily/Weekly/Monthly)
Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email
7 Version 1.0
2. HR002_OB_Shipment History Report Template
Report Name :HR002 Report Template
Mandatory Fields
Customer Name
Ship From Warehouse
Shipment Status
Field with or condition
Shipment Creation Date or Dispatched / Cancelled Date (The date has to be within 60 days from the day of report run.).)
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
Sheet1
Report Name :HR002 Report Template
Mandatory Fields
Customer Name
Ship From Warehouse
Shipment Status
Field with or condition
Shipment Creation Date or Dispatched / Cancelled Date (The date has to be within 60 days from the day of report run.).)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name :HR002 Report Template
Mandatory Fields
Customer Name INVENSYS
Ship From Warehouse SGSIN02
Shipment Status Open,Closed,Cancelled
Field with or condition
Shipment Creation Date or Dispatched / Cancelled Date (The date has to be within 60 days from the day of report run.)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentHR002 Template
8 Version 1.0
For Example:
Report Name :HR002 Report Template
Mandatory Fields
Customer Name INVENSYS
Ship From Warehouse SGSIN02
Shipment Status Open,Closed,Cancelled
Field with or condition
Shipment Creation Date or Dispatched / Cancelled Date (The date has to be within 60 days from the day of report run.)
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
9 Version 1.0
3. HR003_Transport Shipment Report History Report Template
Report Name :HR003 Report Template
Mandatory Fields
Customer Name
Document Type
Status
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name :HR003 Report Template Mandatory Fields
Customer Name ORACLE
Document Type Inbound
Status Cancelled,New Shipment
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name :HR003 Report Template
Mandatory Fields
Customer Name
Document Type
Status
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name :HR003 Report Template
Mandatory Fields
Customer Name ORACLE
Document Type Inbound
Status Cancelled,New Shipment
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for [email protected]; [email protected]; [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentHR003 Template
10 Version 1.0
4. HR004_Stock_Location Report Template
Report Name : HR004_Stock_Location Template
Mandatory Fields
Customer Name
Warehouse_code
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : HR004_Stock_Location Template
Mandatory Fields
Customer Name Invensys
Warehouse_code INDEL02
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name : HR004_Stock_Location Template
Mandatory Fields
Customer Name
Warehouse_code
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : HR004_Stock_Location Template
Mandatory Fields
Customer Name Invensys
Warehouse_code INDEL02
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for [email protected]; [email protected]; [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentHR004 Template
11 Version 1.0
5. HR005_StockValuation Report Template
Report Name : HR005_Stock Valuation Report Template
Mandatory Fields
Customer Name
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : HR005_Stock Valuation Report Template
Mandatory Fields
Customer Name ORACLE
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name : HR007 Order Status Template
Mandatory Fields
Customer Name
Field with or condition
Customer Order Reference# or Reference #2
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
s.thirunavukkarasuFile AttachmentHR005 Template
12 Version 1.0
6. HR007_Order status Report Template
Report Name : HR007 Order Status Template
Mandatory Fields
Customer Name
Field with or condition
Customer Order Reference# or Reference #2
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : HR007 Order Status Template
Mandatory Fields
Customer Name ORACLE
Field with or condition
Customer Order Reference# or Reference #2
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name : HR007 Order Status Template
Mandatory Fields
Customer Name
Field with or condition
Customer Order Reference# or Reference #2
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : HR007 Order Status Template
Mandatory Fields
Customer Name ORACLE
Field with or condition
Customer Order Reference# or Reference #2
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for [email protected]; [email protected]; [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentHR007 Template
13 Version 1.0
7. OM01_Order_Report Template
Report Name : OM01_Order Report Template
Mandatory Fields
Customer Name
Order Status
Order Creation Date (no limitation on date)
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : OM01_Order Report Template
Mandatory Fields
Customer Name DELL
Order Status Accepted
Order Creation Date (no limitation on date)
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name : OM01_Order Report Template
Mandatory Fields
Customer Name
Order Status
Order Creation Date (no limitation on date)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : OM01_Order Report Template
Mandatory Fields
Customer Name DELL
Order Status Accepted
Order Creation Date (no limitation on date)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for [email protected]; [email protected]; [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentOM01 Template
14 Version 1.0
8. C01_Count_Request_Report Template
Report Name : C01_Count Request Report Template
Mandatory Fields
Customer Name
Count Request Created
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C01_Count Request Report Template
Mandatory Fields
Customer Name ALCATEL
Count Request Created
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
mailto:[email protected]:[email protected]
Report Name : C01_Count Request Report Template
Mandatory Fields
Customer Name
Count Request Created
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C01_Count Request Report Template
Mandatory Fields
Customer Name ALCATEL
Count Request Created
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentC01 Template
15 Version 1.0
9. C02_Count_Result Report Template
Report Name : C02_Count Result Template
Mandatory Fields
Customer Name
Warehouse Country Code
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C02_Count Result Template
Mandatory Fields
Customer Name Oracle
Warehouse Country Code AU
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
mailto:[email protected]:[email protected]
Report Name : C02_Count Result Template
Mandatory Fields
Customer Name
Warehouse Country Code
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C02_Count Result Template
Mandatory Fields
Customer Name Oracle
Warehouse Country Code AU
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentC02 Template
16 Version 1.0
10. C03_Variance_Report Template
Report Name : C03_Variance Report Template
Mandatory Fields
Customer Name
Country
Variance Value
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C03_Variance Report Template
Mandatory Fields
Customer Name HUAWEI
Country SG
Variance Value
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
mailto:[email protected]:[email protected]
Report Name : C03_Variance Report Template
Mandatory Fields
Customer Name
Country
Variance Value
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C03_Variance Report Template
Mandatory Fields
Customer Name HUAWEI
Country SG
Variance Value
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentC03 Template.xlsx
17 Version 1.0
11. C04_Count_Summary Report Template
Report Name : C04_Count Summary Report Template
Mandatory Fields
Customer Name
Country
Task Completed Date (no date limitation)
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C04_Count Summary Report Template
Mandatory Fields
Customer Name Cisco
Country SG
Task Completed Date (no date limitation) Last Days 7
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
mailto:[email protected]:[email protected]
Report Name : C04_Count Summary Report Template
Mandatory Fields
Customer Name
Country
Task Completed Date (no date limitation)
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C04_Count Summary Report Template
Mandatory Fields
Customer Name Cisco
Country SG
Task Completed Date (no date limitation) Last Days 7
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Weekly
Scheduling Day & Time (GMT) 6 PM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentC04 Template
18 Version 1.0
12. C05_Count_Completion_Report Template
Report Name : C05_Count Completion Report Template
Mandatory Fields
Customer Name
Warehouse Code
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C05_Count Completion Report Template
Mandatory Fields
Customer Name Cisco
Warehouse Code SGSIN01
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format)
XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for Email [email protected]; [email protected]; [email protected]; [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]
Report Name : C05_Count Completion Report Template
Mandatory Fields
Customer Name
Warehouse Code
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly)
Scheduling Day & Time (GMT)
Format of Report(csv/xls/xlsx/html format)
Whether Email/FTP report
Details of FTP/Distribution List for Email
For Example:
Report Name : C05_Count Completion Report Template
Mandatory Fields
Customer Name Cisco
Warehouse Code SGSIN01
All other filters
Additional Information
Type of report(Daily/Weekly/Monthly) Daily
Scheduling Day & Time (GMT) 8 AM GMT
Format of Report(csv/xls/xlsx/html format) XLS
Whether Email/FTP report Email
Details of FTP/Distribution List for [email protected]; [email protected]; [email protected]; [email protected]
s.thirunavukkarasuFile AttachmentC05 Template