Operational reports

The following reports are available:

Inventory Receipts by Product report

Review inventory receipts.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Inventory Receipts through Expected Inventory Records report

Review expected inventory record receipts.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Inventory Status report

Review current inventory allocation and receipt status of products in stock.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Open Expected Inventory Records report

Review expected receipts and outstanding expected inventory records.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Order Summary report

Review and analyze store performance.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Outstanding Returns report

Determine which returned inventory has not yet been received.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Overdue Backorders report

Determine which backorders are overdue.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Inventory Adjustments report

Review inventory adjustments.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Products on Backorder report

Determine which products, and how many of each, are on backorder.
User roles that can access the report are:

• Consumer direct view: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct view: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Return Receipts Not Disposed report

Determine which returned products have not been disposed.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Returns with Partial Receipts report

Determine which returns have not been fully completed due to products not received.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Shipping Exceptions report

Determine which releases are missing manifest information.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Manifested orders report

Determine which orders have had items released for shipping, in order to monitor shipping traffic.
User roles that can access the report are: seller opMgr podMgr makMgr catMgr buyer

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Future orders report

Determine which orders have items for which the requested ship date is in the future. This can help in planning for future events, such as the holiday season.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Returns report

Determine which orders have had items returned. This can help determine the reasons that customers make returns and affect business improvements such as the need for a different vendor or packaging system.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Blocked orders report

Determines which orders are currently blocked and specifies the reason for blocking orders.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Marketplace Usage report (all reseller stores)

Review key data related to orders and customers to get a snapshot of Marketplace performance for all reseller stores.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Marketplace Usage report (single reseller store)

Review key data related to orders, customers, and visits to get a snapshot of Marketplace performance for a single reseller store.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Storefront Usage report

Review key data related to orders, customers, and visits to get a snapshot of store operations and performance.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Store Performance Evaluation report

Review the total revenue and order volume for resellers or extended site stores. The report ranks stores by largest to least gross sales.
User roles that can access the report are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Registration reports

Registration reports provide information about

registered organizations and customers for your site in a given time period.
User roles that can access the registration reports are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Contract reports

Contract reports provide information about the contract activity in your site or store.
User roles that can access the contract reports are:

• Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.

• B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

• Demand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Extended sites: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.

• Supply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

In addition, there are six account and contract management operational reports:

Orders by account report

Review orders for the selected account balance. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Limits of limited purchase orders by account report

Review the current balance, and the limit of purchase orders for the selected account. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Refund by account report

Review the refunds issued to the selected account. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Contracts close to expiry date report

Review the contracts for the selected account that are close to expiring. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Orders by contract report

Review orders for the selected contract. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Refund by contract report

Review the refunds issued to the selected contract. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

There is one additional report available using the Administration Console:

Business Audit report

Review commands processed for users during a specified time period.
User roles that can access the report are Site Administrators and Store Administrators.

Related tasks

• Run expected inventory reports

• Run product reports

• Run return management reports

• Run the shipping exceptions report

• Run the account and contract management reports

• View contract reports

• View registration reports

• View a business audit report