Ultriva Excel Reports

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Scott Stickles Ultriva Project Manager Supporting Ultriva > 7

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 viewing in the future We plan on hosting additional webinars at this time on the 3 rd Thursday of every month. The next webinar will be January 21 th We are doing the demos in Ultriva Version 7.5 and higher 3

Ultriva Reports – General Info Better understanding of some of the most common Ultriva Excel Reports We will have a few short surveys throughout this webinar and will give you the results 4

Excel Reports - Buyer Card History * Card Status * Consumption Report * Card Design Card Audit Item Usage Filter * Blanket Qty Usage Report Outstanding Receive (* Outstanding Shipment ) Supplier Lot Information * * Suppliers can also run 5

Excel Reports Excel Reports are created so you can extract data for further analysis. 6

Card History Report This report shows detailed card information – very powerful report for troubleshooting any issues. You can see if the card has been recalled, rescheduled, shipped, etc. 7

Card Status Similar to Buyer Status Report you can see where the cards are in the loop. 8

Consumption Report This report shows consumption data for all of the items or just the consignment items. Most useful for Consignment Items so you can see what to invoice for the specified period. 9

Card Design Report This report gives details of the Kanban sizing for each item. Useful when setting up new items and to check existing items to verify everything matches: the Lead, Safety and Transit times along with the kanban loop size are all included in this report. 10

Card Audit Report Allows you to view all of the cards in the specified state that they are in. You can choose a particular status to see all cards On Hand – then do a quick inventory for that section. 11

Item Usage Report This report shows the usage data by month. Great info to share with your suppliers so they can see the monthly usage for each part. 12

Blanket Quantity Usage Report Help to track Blanket Qty on items - use in combination with an Alert for when the Blanket qty reaches a minimum level. 13

Outstanding Receive Report This report allows the receiving dock to get prepared for the next days receipts. You can choose any date and the report will give the expected shipments for that date. 14

Supplier Lot Information Report General report to show the lot information for the items that track the Lot Numbers. 15

Scan Analysis Report Generic report showing summary scan results. WIP – provide feedback on what else you would like to see. 16

Webinar Topics - Voting – Rules/Alerts – Browser and alerts, overview of Wiki Alerts – Scan Audit – Buyer Material Status – how to interpret the data – Pick List and Pick & Ship – Internal Module function, how to use it 17

For Additional Information 18 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket