Reports
Trade Partner Production
This report that shows a Trade Partner's performance for tasks in a specific community. Also shows SupplyPro utilization % to see which Trades are using SupplyPro to manage their tasks. This report lists by task name, trade partner, and community, how many tasks are on time, ahead of schedule, or behind schedule. This report is used to measure a trade partner’s production percentage for assigned tasks in a given community. Report default sorts first by Task Name, then by Community, then by Trade Partner.
Use the View Printable and View In Excel links for printing options.
To generate the report:
Choose a Region from the drop-down filter. The Division filter displays all divisions in that region.
Choose one or more Divisions from the multi-select filter. The Community filter displays all communities in that division.
Choose one or more Communities from the multi-select filter. The Trade Partner filter displays all trade partners who have an assigned task in that community.
Choose one or more Trade Partners from the multi-select filter.
Click on the radio button for In Progress tasks only or Completed Tasks only.
Click the Generate Report button.
Where does that come from?
Below is a list of information in the Trade Partner Production Report and where the information comes from.
Report Filters
Region- Drop-down filter with a list of all of company regions. The user only sees this list if the user logs in at the corporate/highest level. Users can only choose one region for performance purposes. Otherwise, if a user logs in at a regional level, the drop-down filter is not available. The report layout itself does not contain a column for region. Displays regions in alphabetical order.
Division - Multi-select filter with a list of all divisions for a specific region. The user only sees this list if the user has regional-level access. However, some companies do have an ”operations” level in their org hierarchy, which is between a region and a division. So, if a user logs in at an operations level, the report only displays the divisions tied to that operation. Otherwise, a user will login at a divisional level, and the multi-select filter is not available. Displays divisions in alphabetical order.
Community - Multi-select filter with a list of all communities contained in the division(s) selected. Selecting a different division will refresh the community list to show all communities in the selected division. Displays communities in alphabetical order.
Trade Partner - Multi-select filter with a list of all trade partners (suppliers) assigned to tasks within the community or communities selected. Selecting a different community will refresh the trade partner list to show all trade partners assigned to at least one task within the community or communities selected.
Days Behind increment - A free-form text field where a user can type in a number to define by which increments to show task aging. This filter is used specifically for the 4 aging buckets that are under the Days Behind column -- for tasks <=5 days behind, 6-10 days behind, 11-15 days behind, or >=16 days behind. Whatever value is in the Days Behind increment filter is the value by which these 4 columns increment. For example, for a Days Behind increment value of 10, the first column displays <=10, then the next columns display 11-20, 21-30, and >=30, respectively. If no value is in the filter then the default of <=5, 6=10, 11-15, and >=16 are used.
In Progress tasks only - Radio button option that when selected only shows In Progress tasks on the report. If this box is selected, the "Completed tasks only” option cannot be selected. A user cannot see both In Progress and Completed tasks at the same time. If neither filter is selected, the report is defaulted to show only In Progress tasks.
Completed tasks only - Radio button option that when selected only shows Completed tasks on the report. If this box is selected, the ”In Progress tasks only” option cannot be selected. A user cannot see both In Progress and Completed tasks at the same time. Also, only when the Completed tasks radio button is selected does the ”Actual Comp Date From/To” date filters display. If neither filter is selected, the report is defaulted to show only In Progress tasks.
Actual Comp Date From/To - These date filters only appear when the ”Completed tasks only” check box is checked. When filled in, the report only brings back completed tasks whose actual completion dates are within the entered date range.
Report Columns
Task Name - Name of the task.
Trade Partner - Name of the Trade Partner (this is the Supplier tied to the task in BuildPro).
Community - Name of the community.
Total Tasks - The total number of In Progress OR Completed tasks within the community (depending on what is selected in the In Progress/Completed filters). Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page.
Subtotal = the sum of values for each community
Total = the sum of the subtotals
On Time - Number of In Progress OR Completed tasks (depending on what is selected in the In Progress/Completed filters) that are on time within the community. On Time is defined as any task that is perfectly on schedule which is where the task’s adj end date = its baseline end. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page.
On Time % - This is a percentage of the tasks on time in relation to the total tasks for a trade partner in a given community.
On Time % = (On Time / Total Tasks) * 100
Subtotal = (On Time Subtotal / Total Tasks Subtotal) * 100
Total = (On Time Total / Total Tasks Total) * 100
Prod % - This is the production percentage for a Trade Partner and his assigned tasks for a community.
Prod % = [(On Time + Ahead of Schedule) / Total Tasks] * 100
Subtotal = [(On Time Subtotal + Ahead of Schedule Subtotal / Total Tasks Subtotal)] * 100
Total = [(On Time Total + Ahead of Schedule Total / Total Tasks Total)] * 100
SP Utilization % - This column shows the percentage of Trade Partners (suppliers) that are on SupplyPro AND if they are acknowledging tasks through SupplyPro. This percentage is determined by comparing the total tasks for the Trade Partner and checking to see which tasks have been acknowledged by the Trade Partner.
On SP - This column shows if a Trade Partner is on SupplyPro user or not. This way we can see for a Trade Partner whose SP Utilization is 0% if they are even on the SupplyPro application or they are on it and just not using it.
Ahead of Schedule - This is the number of tasks ahead of schedule. Ahead of schedule is defined as any task that tasks are defined as any task that is ahead of its baseline where the task’s adjusted end date is less than its baseline end date.
Days Behind (<=5) - Out of the Total Tasks, this is the number of tasks that are 1, 2, 3, 4, or 5 days behind in comparison to the task’s adjusted end date and its baseline end date. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page (from the Plant Management Exception Report).
Days Behind (6-10) - Out of the Total Tasks, this is the number of tasks that are 6, 7, 8, 9, or 10 days behind in comparison to the task’s adjusted end date and its baseline end date. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page (from the Plant Management Exception Report).
Days Behind (11-15) - Out of the Total Tasks, this is the number of tasks that are 11, 12, 13, 14, or 15 days behind in comparison to the task’s adjusted end date and its baseline end date. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page (from the Plant Management Exception Report).
Days Behind (>=16) - Out of the Total Tasks, this is the number of tasks that are 16 days behind or greater in comparison to the task’s adjusted end date and its baseline end date. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page (from the Plant Management Exception Report).
Total Behind - This is the total number of tasks that are behind for a given community. Sum up the values in the 4 Days Behind columns. Each number is hyperlinked (if it is not 0) and leads to a Trade Partner Production Detail page (from the Plant Management Exception Report).