Management Summary Report
This report provides summary information (ie: date received/due/closed, cycle time, TAM Value, Bid Value) on all or selected projects. Information can be filtered and sorted by date and project status.
Filter Selection: Select the Project(s), Status, and/or the Received date range you would like to view the report for.
Group By: Select the grouping that you would like to use for the report (Status or End Customer).
View As: Select the file type that you would like to view the report as (Html, CSV or Excel). Click 'OK' to run and view the pricing report.
Price Query Report
This report provides historical pricing information for a specific part(s), a specific project(s), or all parts and all projects. Information can be sorted by price, date, volume, etc.
Filter Selection: Select the Project(s), Manufacturer(s), and/or the price date range you would like to view the report. Click 'Retrieve' to view the list of Mfg Part Numbers. Then select the MFG PN(s) you would like from the list. If no selections are made, then all MPN's will be shown in the report.
View As: Select the file type that you would like to view the report as. Click 'OK' to run and view the pricing report.
Pricing Table Report
This report provides detailed information on a specific project including part numbers, part descriptions, target price, quoted price by volume, lead-times, and more. It will also roll up the volume totals and quote total.
Column Selection: Check the boxes for the items that you would like to view in the report. By default, the following boxes will be checked and a basic report can be run without making any other selections:
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- Mfg Id
- Mfg PN
- MOQ
- Lead Time
- No Bid
- Quoted PN
- Volume Qty & Price
View As: Select the file type that you would like to view the report as. Click 'OK' to run and view pricing report.