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Procedures - Reporting | Viewing Site Metrics
Viewing Account Metrics
Account Metrics link arrow_upward
Account metrics include a read-only list of balances and quantities on a selected date relating to our account for every combination of account and product.
- Expand Reporting within the navigation menu, then open Account Metrics page.
- Tabs will appear at the bottom, open Running Balances, Range Totals, Transactions or Stocktakes to view the detail grid related to our account.
Running Balances, Range Totals, Transactions, and Stocktakes detail grid's link filters match on product and sending date - last 30 days. Use the blue arrow and Link Filters tool to filter accordingly.
Understanding Account Metric Fields link arrow_upward
| Field | Description |
|---|---|
| Site Balance | Combined end-of-day balances at our sites. |
| Owed By Loan Balance | Combined end-of-day balance at loan locations that owe us products. Based on responsible sites. |
| Owed To Loan Balance | Combined end-of-day balance at loan locations that we owe products to. Based on responsible sites. |
| Balance | Site Balance + Owed By Loan Balance + Owed To Loan Balance. |
| Opening Balance | Balance of date minus last 7, 30 or 365 days. |
| Inbound Quantity | Total quantity of all transactions to our sites over last 7, 30, or 365 days. Includes loan locations for which the site is responsible. |
| Outbound Quantity | Total quantity of all transactions from our sites over last 7, 30, or 365 days. Includes loan locations for which the site is responsible. |
| Variance | Net gained quantity over last 7, 30, or 365 days. Positive is a gain & negative is a loss. |
| Closing Balance | Same data as Balance. |
| Supplier Balance | Balance - Variance Balance. |
| Lost Balance | Closing balance of Lost black hole location. |
| Suspended Balance | Closing balance of Suspended black hole location. |
| Compensated Balance | Closing balance of Compensated black hole location. |
| Adjusted Balance | Closing balance of Adjusted black hole location. |
| Variance Balance | Lost Balance + Suspended Balance + Compensated Balance + Adjusted Balance |
Row Grouping link arrow_upward
Row grouping allows summarised data into group rows in the Account Metrics grid.
- Expand Reporting within the navigation menu, then open Account Metrics page.
- Click the window icon on the top-left of the grid to open the column selection tool.
- Drag displayed column headers of 'Date', 'Location', 'Product' and/or 'Account' to the Groups section in the column tool.
- Drag 'Closing Balance' column into Values section in the column tool to sum.
For example, grouping by 'Product' and summing by 'Balance' will display the combined account balance for each product.
Recalculating Data link arrow_upward
If the balance does not seem accurate, recalculate the database.
- Expand Reference Data within the navigation menu, open Organisations page.
- Click the Recalculate button, and click No to verify all calculated fields. A progress bar will appear at the top of the page. A success message will pop-up once complete.
This function is only available to 'Is Super' users.
Last updated on 5/13/2025