Ultriva Custom Reports

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala Application Consultant Supporting Ultriva > 10 years

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. We plan on hosting additional webinars at this time on the 3 rd Friday of every month. The next webinar will be July 19 th. We are doing the demos in Ultriva Version 7.5 and higher. 3

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 4

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: Ultriva Expression Evaluator Cheat Sheet is available on the Help Site All reports that require a date range have a 92 day maximum 5

Custom Reports Available 6

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 7

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 8

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. 9

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

For Additional Information 11 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket