Standartní OneCore reporting se skládá z těchto základních reportů seřazených dle jednotlivých oblastí:
K těmto viditelným reportům jsou vytvořeny přehledy, které nejsou přímo viditelné. Jedná se o:
-
Payable detail
-
Receivable detail
-
Contract detail
-
Opportunity list
Tyto reporty je možné zobrazit při kliknutí na vizuál pravým tlačítkem myši přes volbu Podrobná analýza. Report je následně filtrován dle podmínek zobrazení původního vizuálu.
V tabulce níže je popsán přehled všech reportů včetně použitých vizuálů:
|
Report |
Vizuál |
Typ vizuálu |
Podrobná analýza |
|---|---|---|---|
|
Payables |
Vendor |
Průřez |
|
|
Open |
Průřez |
|
|
|
Document type |
Průřez |
|
|
|
Time Category |
Průřez |
|
|
|
Open payables |
Karta |
Payables detail |
|
|
Closed payables |
Karta |
Payables detail |
|
|
Currently over date paybles |
Karta |
Payables detail |
|
|
Amount LCY |
Karta |
Payables detail |
|
|
Remaining amount LCY |
Karta |
Payables detail |
|
|
Avg remaining amount |
Karta |
Payables detail |
|
|
Breakdown by due date |
Skupinový sloupcový graf |
Payables detail |
|
|
Number of document types |
skupinový pruhový graf |
Payables detail |
|
|
Top 10 Vendors by remaining value |
skupinový pruhový graf |
Payables detail |
|
|
Receivables |
Customer name |
Průřez |
|
|
Open |
Průřez |
|
|
|
Document type |
Průřez |
|
|
|
Time Category |
Průřez |
|
|
|
Open receivables |
Karta |
Receivables detail |
|
|
Closed receivables |
Karta |
Receivables detail |
|
|
Currently over date |
Karta |
Receivables detail |
|
|
Amount LCY |
Karta |
Receivables detail |
|
|
Remaining amount LCY |
Karta |
Receivables detail |
|
|
Avg remaining amount |
Karta |
Receivables detail |
|
|
Breakdown by due date |
Skupinový sloupcový graf |
Receivables detail |
|
|
Number of document types |
Skupinový pruhový graf |
Receivables detail |
|
|
Top 10 Customers by remaining value |
Skupinový pruhový graf |
Receivables detail |
|
|
Portfolio |
Financing product type |
Průřez |
|
|
Financing product name |
Průřez |
|
|
|
Catalogue Group |
Průřez |
|
|
|
Handover year |
Průřez |
|
|
|
Avg Interest (% ) |
Karta |
|
|
|
Avg Financed amount (% ) |
Karta |
|
|
|
Avg Interest margin (% ) |
Karta |
|
|
|
Avg Residual value (% ) |
Karta |
|
|
|
Top 5 Vendors by total financed amount |
Skupinový pruhový graf |
|
|
|
Top 5 Customers by total financed amount |
Skupinový pruhový graf |
Contract detail |
|
|
Number of contracts byl status |
Skládaný sloupcový graf |
Contract detail |
|
|
Number of contracts by commodity name |
Výsečový graf |
Contract detail |
|
|
Number of contracts by make name |
Skupinový pruhový graf |
Contract detail |
|
|
Portfolio by Status |
Handover year |
Průřez |
|
|
Financing product |
Průřez |
|
|
|
Financing product type |
Průřez |
|
|
|
Catalogue Group |
Průřez |
|
|
|
Status |
Průřez |
|
|
|
Detail contract status |
Průřez |
|
|
|
Length of financing source |
Průřez |
|
|
|
Period |
Průřez |
|
|
|
Avg Interest margin (% ) |
Karta |
|
|
|
Avg Financed amount (LCY) |
Karta |
|
|
|
Number of contracts by financing product type and status |
Skládaný pruhový graf |
Contract detail |
|
|
Contract type |
Průřez |
|
|
|
Number of contracts by commodity name |
Prstencový graf |
Contract detail |
|
|
Number of contracts by contract activation |
Prstencový graf |
Contract detail |
|
|
Financed Object |
Vendor name |
Průřez |
|
|
Customer name |
Průřez |
|
|
|
Make name |
Průřez |
|
|
|
Commodity Type |
Průřez |
|
|
|
Handover year |
Průřez |
|
|
|
Status |
Průřez |
|
|
|
Avg Down payment (% ) |
Karta |
|
|
|
Avg Down payment (LCY) |
Karta |
|
|
|
Avg Financed amount (LCY) |
Karta |
|
|
|
Avg Residual value (LCY) |
Karta |
|
|
|
ESG object |
100 % skládaný pruhový graf |
Contract detail |
|
|
Used financed object |
100 % skládaný pruhový graf |
Contract detail |
|
|
Number of contracts by fuel type |
Skupinový pruhový graf |
Contract detail |
|
|
Breakdown |
Rozkladový strom |
Contract detail |
|
|
Contract YTD |
Year - Month |
Průřez |
|
|
Financing product |
Průřez |
|
|
|
Commodity |
Průřez |
|
|
|
Contract activation |
Průřez |
|
|
|
Number of contracts (YTD/PYTD) |
Karta |
|
|
|
Avg interest margin % (YTD/PYTD) |
Karta |
|
|
|
Total financed amount (YTD/PYTD) |
Karta |
|
|
|
Down payment (YTD/PYTD) |
Karta |
|
|
|
Residual value (YTD/PYTD) |
Karta |
|
|
|
Number of contracts by Financing Product Type |
Skupinový pruhový graf |
|
|
|
Number of contracts by Status |
Skupinový sloupcový graf |
|
|
|
Top 10 Customers by number of contracts |
Skupinový pruhový graf |
Contract detail |
|
|
Customers |
Customer name |
Průřez |
|
|
Customer type |
Průřez |
|
|
|
Country |
Průřez |
|
|
|
Region |
Průřez |
|
|
|
Financing product type |
Průřez |
|
|
|
Total liability (LCY) |
Karta |
|
|
|
Remaining amount (LCY) |
Karta |
|
|
|
Number of contracts |
Karta |
|
|
|
Number of financed objects |
Karta |
|
|
|
Top 10 Customers by liability & remaining value |
Skupinový sloupcový graf |
Contract detail |
|
|
Financed amount by currency |
Skládaný pruhový graf |
|
|
|
Financed amount by country |
Skupinový pruhový graf |
|
|
|
Amount by location |
Mapa Azure |
|
|
|
Number of customers |
Karta |
|
|
|
List |
Matice |
Contract detail |
|
|
Vendors |
Vendor name |
Průřez |
|
|
Vendor business place |
Průřez |
|
|
|
Region |
Průřez |
|
|
|
City |
Průřez |
|
|
|
Financing product type |
Průřez |
|
|
|
Number of contracts |
Karta |
|
|
|
Remaining amount (LCY) |
Karta |
|
|
|
Outstanding orders (LCY) |
Karta |
|
|
|
Top 10 Vendors by remaining amount |
Skupinový sloupcový graf |
Paybles detail |
|
|
Financed amount by currency |
Skládaný pruhový graf |
|
|
|
Financed amount by country |
Skupinový pruhový graf |
|
|
|
Number of vendors |
Karta |
|
|
|
List |
Matice |
|
|
|
Sellers |
Customer name |
Průřez |
|
|
Purchaser |
Průřez |
|
|
|
Branch |
Průřez |
|
|
|
Handover date |
Průřez |
|
|
|
Total financed amount |
Karta |
|
|
|
Number of contracts |
Karta |
|
|
|
Number of active contracts |
Karta |
|
|
|
Number of contracts by financing product type in time |
Skupinový sloupcový graf |
Contract detail |
|
|
TOP 5 Customers by total financed amount |
Skupinový pruhový graf |
Contract detail |
|
|
Number of contracts by status |
Skupinový pruhový graf |
Contract detail |
|
|
Termination |
Customer name |
Průřez |
|
|
Expected termination date |
Průřez |
|
|
|
Expected termination date II |
Průřez |
|
|
|
Table |
Matice |
Contract detail |
|
|
Expected termination date III |
Skládaný sloupcový graf |
Contract detail |
|
|
Opportunity Management |
Sales person |
Průřez |
|
|
Contact name |
Průřez |
|
|
|
Closed |
Průřez |
|
|
|
Sales Cycle Stage |
Průřez |
|
|
|
Opportunity Potential |
Karta |
|
|
|
Estimated Value |
Karta |
|
|
|
Sales Pipeline |
Trychtýř |
|
|
|
All Opportunities |
Prstencový graf |
|
|
|
Prospect Segments |
Skládaný sloupcový graf |
|
|
|
Prospect Categories |
Skládaný sloupcový graf |
Opportunity list |
|
|
Acquision Pipeline |
Trychtýř |
|
|
|
New Business |
Prstencový graf |
Opportunity list |
|
|
Opportunity by Seller |
status |
Průřez |
|
|
Estimated Closing Date |
Průřez |
|
|
|
Completed % by Sales Person |
Waffle chart |
|
|
|
Opportunities |
Skládaný pruhový graf |
Opportunity list |
|
|
Table |
Tabulka |
Opportunity list |
|
|
Estimated Value by Customer |
Skupinový sloupcový graf |
|
|
|
Estimated Value |
Karta |
|
|
|
Calc Number of Vehicles |
Karta |
|
|
|
Calc. Current Value (LCY) |
Karta |
|
|
|
Sales Person |
Průřez |
|
|
|
Open Opportunities |
Est. Value (LCY) |
Průřez |
|
|
Sales Person |
Průřez |
|
|
|
Contact Name |
Průřez |
|
|
|
Estimated Close Date |
Průřez |
|
|
|
Estimated No of Vehicles |
Karta |
|
|
|
Calc. Current Value (LCY) |
Karta |
|
|
|
Estimated Value (LCY) |
Karta |
|
|
|
Estimated Rental Days |
Karta |
|
|
|
Profibility (% ) |
Karta |
|
|
|
Number of Open Opportunities by Seller |
Skládaný sloupcový graf |
Opportunity list |
|
|
Estimated Value of Open Opportunities |
Skládaný sloupcový graf |
Opportunity list |
|
|
Estimated Value (LCY) & Opportunities by the Est. Close Date |
Spojnicový a skládaný sloupcový graf |
|
|
|
Table |
Tabulka |
|
|
|
Close Opportunities |
Sales Person |
Průřez |
|
|
Status |
Průřez |
|
|
|
Estimated Close Date |
Průřez |
|
|
|
Estimated No of Vehicles |
Karta |
|
|
|
Calc. Current Value (LCY) |
Karta |
|
|
|
Estimated Value (LCY) |
Karta |
|
|
|
Estimated Rental Days |
Karta |
|
|
|
W/L RATIO result |
Karta |
|
|
|
Estimated Value of Closed Opportunities |
Skládaný sloupcový graf |
Opportunity list |
|
|
List of Lost Opportunities |
Tabulka |
|
|
|
Date |
Timeline |
|
|
|
Estimated Value by the Close Date |
Pásový graf |
Opportunity list |
|
|
No of Opportunities by the Close Date |
Pásový graf |
Opportunity list |
|
|
Insurance Contracts |
Insurance Contracts, Insurance Value (LCY), Client Year Amount (LCY), Financing Contracts |
KPI / Card |
|
|
Number of Ins. Contracts by Customer and Product Base Type |
Sloupcový graf |
|
|
|
Number of Ins. Contracts by Company and Product |
Sloupcový graf |
|
|
|
Number of Ins. Contracts by Sales person |
Tabulka / Matice |
|
|
|
Insurance Type |
Koláčový graf |
|
|
|
Detailní seznam (Customer Name, Contract No., License Plate…) |
Tabulka |
|
|
|
Filtry (Ins. Contract Status, Valid From, Valid To) |
Filtr / Slicer |
|
|
|
Insurance Claims |
Sum of Invoice Line Amount and Reinvoiced Amount in Time |
Plošný graf (Area Chart) |
|
|
Sum of Invoice Amount by Vendor |
Koláčový graf |
|
|
|
Indemnity Amount vs. Insurance Company |
Stromový graf (Treemap) |
|
|
|
Proportion of Invoice Amount and Expected Price |
Měřidlo (Gauge) |
|
|
|
Sum of Ins. Claims by Type and Description |
Sloupcový graf |
|
|
|
Sum of Ins. Indemnity Amount vs. Paid Ins. Amount by Customer |
Spojnicový graf |
|
|
|
Filtry (Insurance Company, Coverage, Event Evidence Date) |
Filtr / Slicer |
|
|
|
Damage Loss Ratio |
Tabulka s detaily (Insurance Contract, Paid Amount, Driver, Description) |
Tabulka |
|
|
Damage Loss Ratio |
KPI / Card |
|
|
|
Invoice Line Amount, Real Participation |
KPI / Card |
|
|
|
Damage Loss Ratio by Customer |
Sloupcový graf |
|
|
|
Real Participation by Damage Type |
Koláčový graf |
|
|
|
Filtry (Year, Insurance Coverage, Insurance Company) |
Filtr / Slicer |
|