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Procedures - Reporting | Viewing Loan Metrics
Viewing Site Metrics
Site Metrics link arrow_upward
Site metrics include a read-only list of balances, quantities and flow throughs on a selected date relating to sites for every combination of location and product. Live charts are available for these grids.
- Expand Reporting within the navigation menu, then open Site Metrics page.
- Tabs will appear at the bottom, open Running Balances, Range Totals, Transactions or Stocktakes to view the detail grid related to our site.
Hover over data points in each chart for more detail.
- Click the chart button to display a bar chart for closing balances. This chart is suitable for data on a specific date.
- Open the Running Balances detail grid, and click the chart button to display a line chart for running balances. This chart is suitable for data within a date range.
Charts cycle through three display modes; grid + chart, full chart and full grid.
Running Balances, Range Totals, Transactions, and Stocktakes detail grid's link filters match on product, location and sending date - last 30 days. Use the blue arrow and Link Filters tool to filter accordingly.
Understanding Site Metric Fields link arrow_upward
| Field | Description |
|---|---|
| Actual Balance | End-of-day (net) balance at the site. Related to stocktake actual quantity if there is a corresponding stocktake on the same day. |
| Owed By Loan Balance | End-of-day balance at loan locations that owe us products. Based on responsible sites. |
| Owed To Loan Balance | End-of-day balance at loan locations that we owe products to. Based on responsible sites. |
| Balance | Actual Balance + Owed By Loan Locations + Owed To Loan Locations. |
| Opening Balance | Actual balance of date minus last 7, 30 or 365 days. |
| Inbound Quantity | Total quantity of all transactions to our site 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 site over last 7, 30, or 365 days. Includes loan locations for which the site is responsible. |
| Flow Ratio | Outbound Quantity divided by Inbound Quantity over last 7, 30, or 365 days. Below 100% means more products have been received (inbound) by the site than sent (outbound) in the period. Above 100% means more have been sent than received. This figure is capped at 1,000%. Flow ratio is empty when inbound is 0. |
| 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. |
| 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. |
| Lost Balance | Closing balance of Lost 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 Site Metrics grid.
- Expand Reporting within the navigation menu, open Site 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 site 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