Management reporting
Reports can be viewed online and downloaded as either a .pdf, Excel spreadsheet, or .csv file.
Key reports
| Dashboard |
See, at a glance:
|
| Supplier selection |
See the current commitment for any of your stock selection budgets managed by the Peters team. View separate reports for commitment by branch; tier or area; budgetary stock category; branch and budgetary stock category. |
Expenditure reports
Information relating to goods invoiced to your organisation in the current financial period or period you select.
| Invoiced sales by calendar month, fiction/non fiction. Average RRP, unit price and discount achieved in each period. | |
| Total books purchased and invoiced value by branch. | |
| Total books purchased and invoiced value by branch and fund code. | |
| Total books purchased and invoiced value by fund code. | |
| Breakdown of invoiced sales by customer ordering / supplier selection. | |
| Breakdown of invoiced sales by general product category (note - not supplier selection budget categories). |
Ordering reports
Information relating to orders placed by your organisation.
| Order summary | Breakdown of orders placed within period and their current status eg. unsupplied, supplied, cancelled by user, cancelled by publisher report, expired. |
| Detailed breakdown of orders by status, month, fiction and non-fiction. | |
| Lists all cancelled and expired orders. | |
| Lists all unsupplied orders and splits them into titles that WILL be supplied before the selected period end date, that MAY be suppled before the selected period end date, and are UNLIKELY to be supplied before the selected period end date. Useful at the end of the year. |
Other reports
| Shows annual publication trends - the number of mainstream titles published and average RRP in each financial year period and by children's / adult, fiction / non -fiction. | |
| Suggests spending patterns for your budget across the financial year to correspond to publishing patterns. |
†These reports are available on a consortium level where the user has appropriate authorisation.
