NEHANET provides a sophisticated set of analysis tools to analyze data in your NEHANET system and turn it into actionable reports. All users can slice and dice data by different criteria and create and share Search and Report filters. Reports can be further organized into Dashboards. Reports and Dashboards can be emailed as needed. NEHANET can also create custom reports for you using SSRS or other third party analytical packages you may have in place.
Reports can be organized by Group By parameters and can be totaled and sorted along independent dimensions. Visually attractive charts such as Pie, Bars, Columns, Scatter, Lines, Areas etc can all be easily generated depending on the data and can be printed. The Reports can be based on specific criteria, which can be inclusive or exclusive, for the most flexibility in generating compelling reports.
Export to SQL Table
Reports can be exported to a SQL table using the SQL API. For e.g. if you have a Report named “Sales Forecast Report”, it can be exported to a table programmatically using the following SQL command. Make sure you drop the table before you execute the SQL procedure. The Report name should be visible to the user you are running as in the command.
drop table [SQL Table Name]
exec sp_NN_run_report ‘Report Name’, ‘UserFirstName%20UserLastName’, ‘SQL Table Name’
select * from [SQL Table Name]
drop table [SALES_FORECAST_TABLE]
sp_NN_run_report ‘Sales Forecast Report’, ‘NEHANET Administrator’, ‘SALES_FORECAST_TABLE’
select * from [SALES_FORECAST_TABLE]
Reports and Views can be set as alerts in the System. There are some System defined alerts like “Quotes to be Approved”, “Samples to be Approved”, etc. In addition, each user can define a Report or View to be an alert. Alerts are run automatically every 5 minutes and to get a count of the records matching that criteria. These are displayed under the Alert tab. They are also emailed to all users with whom the report or view is shared once every night after 1 AM server local time. The alert email includes the alert name and the number of records matching that criteria.
Stage Duration Report
As you update Opportunities, Quotes, and Sample Request, the System now automatically keeps track of how the record is aging in the system. This information is then aggregated on a daily basis to gain insight into the aging process along two dimensions. One is by Account Manager and second is by Rep Firm.
For Opportunities, the report looks at the how much time the each Opportunity spent in a particular stage as it transitioned from Lead Status to a Design Win Status to a Production Status and uses that aging information to compute the average time it took at each stage.
For Samples, the report looks at the how much time each Sample Request spent in a particular stage as it transitioned from the time the Sample Request was entered in the System (New) to the time it was Approved and Shipped by Operations. It uses this information to compute the average time it took at each stage (e.g. transition from “New” to “Approved” to “Shipped”).
For Quotes, the report looks at how much time each Customer Quote spent time in each stage from the time the Quote was requested to the time Quote was Approved and sent back to the Customer. It uses this information to compute the average time it took at each stage (e.g. “New” to “Rep Approved” to “RSM Approved” to “Approved”).
For Escalations, the report looks at how much time each Ticket spent time in each stage from the time the Ticket was submitted to the time Ticket was Resolved and Closed. It uses this information to compute the average time it took at each stage (e.g. “New” to “Assigned” to “Resolved” to “Closed”).