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Ultriva Custom Reports

Ultriva Custom Reports. About Us…. Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years. Naveen Gottumukkala naveeng@ultriva.com Application Consultant Supporting Ultriva > 10 years. General Webinar FAQ.

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Ultriva Custom Reports

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  1. Ultriva Custom Reports

  2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years Naveen Gottumukkala naveeng@ultriva.com Application Consultant Supporting Ultriva > 10 years

  3. General Webinar FAQ • If you have a question please use the question box and we will try to go over them at the end. • We will be recording this webinar and will have it available on the help site for download in the future. http://help.ultrivalms.com/ • We plan on hosting additional webinars at this time on the 3rd Friday of every month. The next webinar will be July 19th. • We are doing the demos in Ultriva Version 7.5 and higher.

  4. Custom Reports Webinar • Custom Reports available on version 7.5 and higher • Better understanding of the options for creating custom reports • We will have a few short surveys throughout this webinar and will give you the results • Vote on the next webinar topic

  5. Custom Reports – General Info • You can create and save your own reports • You can share reports with other users of the same plant • User Guide for Custom Reports is available on the Help Site: http://help.ultrivalms.com • Ultriva Expression Evaluator Cheat Sheet is available on the Help Site • All reports that require a date range have a 92 day maximum

  6. Custom Reports Available

  7. Custom Reports – Kanban Dataset • Active Cards • Details about cards currently active in the system • Use this to retrieve information for the current card state and the last date/time the card was moved • Cross Tab History • Card Details with information on previous completed cycles (Current cycle not included) • Use this report to retrieve information similar to the Card History Excel Report

  8. Custom Reports – Kanban Dataset • History • All of the card history details • Very time consuming so run during off peak hours • Use this detailed report to retrieve information for all card actions (Released, Reschedule,Recalled, Ship, etc.) performed in the date range • Action Audit • Will be information on Scanning History – WIP for Future • Use this report to retrieve information for Scan Audits or basic scanning details

  9. Custom Reports – Kanban Dataset • Operation History • OEE Information – currently only 1 customer is using • Use this report to retrieve the Operation History – when the job was started and completed • Cycle History • Similar to the Cross Tab History Report, this contains more information related to each specific card cycle • Use this report to retrieve cycle information – PO Information, Lead Time, Transit Time, Price, etc.

  10. Coming up Next • Next Webinar will be July 19th • Poll to decide the topic!

  11. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 260 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com

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