Agency Item/Statistics Report (v6.0)

Modified on Wed, 20 Sep 2023 at 09:51 AM

 

 

Agency Item/Statistics Report

 

 

Purpose of this document

 

The Agency Item/Statistics Detail/Summary Report provides the ability to report on the Items that have been distributed to your agencies both in Detail and in Summary.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.

  

 

TABLE OF CONTENTS

 

 

 

 

The Agency Item/Statistics Detail/Summary Report

 

  1. The Agency Item/Statistics Detail/Summary Report can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “agency item” in “Tell me what you want to do” then selecting “Agency/Item Statistics Det/Sum” from the results in the Go to Reports and Analysis section OR by selecting the “Agency/Item Statistics Det/Sum” menu action (if present) from your Role Center home page.

 

Graphical user interface, text, application, email

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  1. The Agency Item/Statistics Det/Sum report request page will be displayed so users can set filter criteria based on how they want to run the report.

 

Graphical user interface, application

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A description of the fields follows:

 

New Page per Account: Toggle this option if you would like to have Ceres create a new page for each account (Agency) included in the report run.

 

Print Detail: Toggle this option if you would like the report’s output to include item details which support the summary information (see screen shots below for sample Det/Sum data).

 

Agency: Show Results Section: The report is based on the Agency Card so any standard Agency filtering field may be selected to refine the agencies for which you would like to include in the evaluation of the report. Standard fields you can filter by are:

  1. No.
  2. Search Name

 

Agency: Limit Totals To Section – Filters can be added to this section to specify limiting criteria for the report run as applicable. A common filter used is a Date Filter.

 

A request page is also available for the Item Ledger Report View table data (which includes UNC/ FBC Codes assigned to each transaction).

 

Table

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Item: Show Results Section – The report uses Item Ledger Report View table data so any standard filtering field may be selected to refine the ledger for which you would like to include in the evaluation of the report. Standard fields you can filter by are:

  1. Item No.
  2. Posting Date
  3. Item Category Code
  4. FBC Product Source Code
  5. FBC Product Category Code
  6. FBC Product Type Code

 

 

Printing or Previewing the Report

 

You can print or preview the report by clicking on the Print or Preview button.

 

Note: This report includes a Unit Fees per Pound column. The value that prints in this column is calculated at runtime as the sum of Fee Amount (Actual) divided by the sum of the Ext. Gross Weight for each line.

 

Summary View

 

This example has a Date Filter in the Agency: Limit Totals To: field

 

Table

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Detail View

 

This example has the “Print Detail” option selection. Other filters are the same:

 

Graphical user interface, application, table

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A report total is provided on the last page:

 

Graphical user interface, table

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