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Product Performance Reports Training – Course # 11201-23. September 2004 Fletch Heard. V1.1. Welcome and Introduction. This course is designed to give you an overview of the Product Performance Reports available in the Enterprise Data Warehouse

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Product performance reports training course 11201 23

Product Performance Reports Training – Course # 11201-23

September 2004

Fletch Heard

V1.1


Product performance reports training course 11201 23

Welcome and Introduction

  • This course is designed to give you an overview of the Product Performance Reports available in the Enterprise Data Warehouse

  • Please ensure that you have the Product Performance Reports User Guide on hand, as this will help you follow the session


Product performance reports training course 11201 23

Table of Contents


Product performance reports training course 11201 23

Product Performance Training Overview


Product performance reports training course 11201 23

Schedule


Product performance reports training course 11201 23

High Level Agenda

Learning Objectives

Reports Part I

Customizing Reports

Reports Part 2


Product performance reports training course 11201 23

Learning Objectives

By the end of this course you will:

  • Be able to use and understand the functionality of the Product Performance Reports in the EDW

  • Be able to generate Product Performance Reports


What is the enterprise data warehouse

The Enterprise Data Warehouse provides:

A collection of data from many sources stored in a single place

A single repository of data for reporting and analysis

Multiple ways to manipulate data both within and across functions

More options for in-depth analysis

What is the Enterprise Data Warehouse?


How do i log into mail tracking and reporting

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I log into Mail Tracking and Reporting?

Follow these steps to log in to the Mail Tracking & Reporting

  • Navigate to this URL: https://mailtracking.usps.gov

  • Click on Sign In and enter your User Name and Password.


What are the parts of the mt r home page

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the MT&R Home Page?

Upon logging into the MT&R, you will see the following screen:

1. Click on the Product Performance link, under the “Reports” heading.

2. Click on Product Performance Reporting


What are the parts of the edw home page

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the EDW Home Page?

You can navigate from the EDW Home Page using the folder tabs at

the top of the screen or the links displayed on the page:

Click here to return to this Home page

Click here for help

Click here to access the Shared Product Performance Reports

Click here to adjust any of your options

Click here to access any reports you have saved

Click here to select another business area

Click here to search for reports and folders

Click here to access the Create Reports folder

Click here to access the reports you have previously executed

Click here to log out of the EDW


What are the parts of an autoprompt

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of an AutoPrompt?

This is a sample AutoPrompt. You will be using these to generate

your reports.

Report Name

This menu lists available hierarchy levels

Use this box to search for attributes

This box displays the available attributes for the selected hierarchy

Click here to link to other AutoPrompts

Use these arrows to move attributes to and from the selection box

Click here to see the Selection Summary

This box displays the attributes you have selected

This menu lists available drill options

Click here to cancel this report

Click here to drill to the selected level

Click here to execute your report


What are the parts of an autoprompt1

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of an AutoPrompt?

You can also choose multiple report selections by highlighting desired selection(s) and using the arrow to move them to the selection box.

With multiple selections, you can choose to return items that match at least 1 selection or selections exactly.

In this example, selecting “at least 1 selection” will return results for Capital Metro OR Philadelphia. Selecting “selections exactly” will return results for Capital Metro AND Philadelphia.


What are the parts of the report screen

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the report screen?

Your reports will look similar to this:

Report toolbar:

  • Print

  • Export to Excel

  • Export to PDF

  • Re-Prompt

  • Refresh

  • Save

Report menu:

  • Go to Create Report

  • Save As

  • Print

  • Export

  • PDF

  • Report Details

View menu:

  • Selection Summary

  • Toolbars

  • Show Pivot Buttons

Format menu:

  • Lock Report Headers

  • Merge Column Headers

  • Merge Row Headers

  • Outline

Data menu:

  • Sort

  • Drill

  • Select Data to Display

  • Refresh

  • Re-Prompt

  • Totals

Page By panel

Report rows

Report headers


What do product performance reports tell us

Product Performance Reports provide…

Service performance data

Information on when mail was received and sorted on Postal Service equipment

Details on volume delivered within service standard, on time performance, and delivery by day information

What do Product Performance Reports tell us?


What are the benefits of product performance reports

Greater flexibility to select range of dates, day of week for report results

Historical data back to 2002

Common view of performance for participating customers and Postal users

What are the benefits of Product Performance Reports?


Product performance reports

Product Performance Reports

Delivery Success (Customer Data)

Cumulative Delivery Success (Customer Data)

Days to Deliver (Customer Data)

Cumulative Days to Deliver (Customer Data)

Days to Deliver – Parcel Select (Customer Data)

Cumulative Days to Deliver – Parcel Select (Customer Data)


Product performance reports training course 11201 23

Days to Deliver – Parcel Select Report (Customer Data)


Days to deliver parcel select customer data

Days to Deliver – Parcel Select (Customer Data)

What does it do? This service performance report provides service information for Parcel Select by on time percentage and percentage delivered by day.

Why?This report allows customers to gain an understanding of performance by service standard within their locations and see how many days it took to deliver.

Benefit?This report helps determine on time performance by service standard for specific destination locations.


Where is the report located

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Where is the report located?

The Days to Deliver–Parcel Select (Customer Data) report can be accessed from the Shared Reports

folder:

  • Click on the Shared Reports tab

  • Click on the Days to Deliver—Parcel Select (Customer Data) link


What are my report prompts

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are my report prompts?

Days to Deliver – Parcel Select (Customer Data) Prompts

Product / Service

Bulk Mail Center or Auxiliary Service Facility Entry Point

Destination Delivery Unit (DDU)

Time Period

Start Date

End Date

Shipper

Customer

Group Results By


What will the report look like

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What will the report look like?

Days to Deliver - Parcel Select (Customer Data)

Report continues up to 8 or more days. Click on arrow to see remaining days.

The Days to Deliver – Parcel Select (Customer Data) report provides detail on volume, volume within service standard and volume delivered on days 0-8 for a destinating location.


What will the report look like1

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What will the report look like?

Cumulative Days to Deliver - Parcel Select (Customer Data)

Report continues up to 8 or more days

The Cumulative Days to Deliver – Parcel Select (Customer Data) report contains attributes similar to the Days to Deliver – Parcel Select (Customer Data) report except that the data in each day’s column includes the pieces delivered in the previous days.


What are the report columns

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the report columns?

Days to Deliver - Parcel Select (Customer Data)

Percentage of items with a stop the clock event on day …

Customer Number

All destination areas selected

Product Category selected

Grouped by shipper

Report continues up to 8 or more days

Hyperlinked attribute can be further drilled down

Percentage of volume with a stop the clock event that has met Service Standard

Total volume with a stop the clock event that has met Service Standard

Percentage of items with an acceptance and stop the clock event on the same day


Product performance report hierarchies

Product Hierarchy

Product

Product Type

Product Category

Service Standard

Product Performance Report Hierarchies

Product Performance Reports group data into hierarchies which provides information at several levels. The order of the product hierarchy appears below:


Product performance reports1

Product Performance Reports

Each product has many type and category options on which to drill.

Package Services

Commercial

Parcel Select-DBMC

Parcel Select-DDU

* Parcel Select-DSCF

Other

Retail

All

Priority Mail

Commercial

Drop Ship

Other

Retail

All

* First Class

Commercial

Parcels

Retail

Parcels

* Standard Mail

Commercial

Parcels

Each product category may use a different activity to “Start the Clock.”

* These classes will be part of a future release for service performance measurement.


Let s generate a report

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Product/Service:

Days to Deliver- Parcel Select provides information for:

  • Package Services– Commercial--Parcel Select DBMC

  • Package Services– Commercial--Parcel Select DDU

    Products are selected by highlighting and using the arrow keys.

    You can drill down to Service Standard. To drill, highlight product category and click on the Drill button to view Service Standards.


Let s generate a report1

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Service Standards:

All service standards for Package Services are displayed.

You can drill up to view Product Category.


Let s generate a report2

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Origin BMC:

You can select Origin Bulk Mail Center at a hierarchy level.

All BMCs will display.

There are no further drill downs available.

Note: You should select either a BMC/ASF entry point OR a DDU Entry Point.


Let s generate a report3

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Origin ASF:

You can select an Auxiliary Service Facility at a hierarchy level.

All ASFs will display.

There are no further drill downs available.


Let s generate a report4

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

DDU Entry Point:

You can view data at a national or area level.

In this example, all Destination Areas are displayed.

You can drill down to view destination districts.


Let s generate a report5

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Destination Districts:

In this example all districts for the Capital Metro Area are displayed.

You can drill down to view Destination ZIP-3 information.


Let s generate a report6

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Destination ZIP-3:

In this example all ZIP-3 for Baltimore are displayed.

You can drill down to view Destination ZIP-5 information.


Let s generate a report7

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Destination ZIP-5:

In this example all ZIP-5 for 210 Baltimore MD are displayed.

You can drill up to view Destination ZIP-3 information.


Product performance report hierarchies1

Product Performance Report Hierarchies

Product Performance Reports group data into hierarchies which provides information at several levels. The order of the time hierarchy appears below:

Time Hierarchy

  • Government Fiscal Year – is composed of 4 quarterly accounting periods

    • Quarter

      • Month

        • Date

  • Government Fiscal Quarter – is composed of 3 monthly accounting periods

    • Month

      • Date

  • Week – is composed of 7 days

    • Date

  • Day of Week – is composed of a single day (i.e. Monday, Tuesday)

    • Date


  • Let s generate a report8

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period Choices:

    Allows you to define the requested time period for the report. You can view data by:

    • Government Fiscal Year (GFY)

    • Government Fiscal Quarter (GFQ)

    • Week

    • Day of Week

      All GFYs are displayed. Data will be available as of 2002.

      You can drill down to view GFQ or Month.


    Let s generate a report9

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period:

    In this example all quarters are displayed for 2004 GFY.

    You can drill down to view GFQ.


    Let s generate a report10

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period :

    In this example all months are displayed for the Government Q4 2004.

    You can drill down to view Date or drill up to view GFQ or GFY.


    Let s generate a report11

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period for GFQ:

    This time period prompt allows you to specify GFQ.

    You can drill down to view Month information or drill up to view GFY.


    Let s generate a report12

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period for GFQ:

    In this example all months are displayed for the Government Q4 2004.

    You can drill down to view Date or drill up to view GFQ or GFY.


    Let s generate a report13

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period for Week:

    The Time Period prompt allows you to specify week.

    To drill on a selected Week, highlight the Week and select a drill level.

    You can drill down to view Date.


    Let s generate a report14

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period for Day of Week:

    Time Period prompt allows you to specify day of week.

    To drill on a selected Day of Week, highlight the Day of Week and select a drill level.

    You can drill down to view Date.


    Let s generate a report15

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Shipper Choices:

    The Days to Deliver – Parcel Select (Customer Data) report results can be viewed by shipper(s).

    You can select multiple shippers by highlighting a shipper and using the arrow buttons.

    You can drill down to view Shipper Location.


    Let s generate a report16

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Shipper Search:

    You can use the search feature to find elements easier by typing in any portion of this field you are searching for and clicking on the magnifying glass icon.

    For example, type in ‘AM’ in the search field returns all shippers that start with the letters ‘AM’.

    You can drill down to view shipper location.


    Let s generate a report17

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Shipper Location:

    In this example we see all shipper locations for a selected shipper.

    You can drill up to view Shipper.


    Let s generate a report18

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Customer Choices:

    The Days to Deliver – Parcel Select (Customer Data) report can be viewed by customer(s).

    You can use the search feature to find a customer more easily.


    Let s generate a report19

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Group Results By:

    The Days to Deliver – Parcel Select allows report results to be grouped by:

    • Shipper OR

    • Shipper Location OR

    • Customer

      Making no selection results in the report results being shown without being divided by shipper, shipper location, or customer.

      You can select only one of these three options.


    Let s generate a report20

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Selection Summary:

    Remember to view your selection summary prior to executing a report!

    This serves as a final check to view selection criteria prior to running a report.

    You can modify selection criteria by clicking on selection prompts at any time.


    Activity

    Activity

    Activity A - Generate a report that shows your total volume and service

    performance for all mail originating from a BMC (your choice),grouped

    by shipper, for Package Services - Commercial Parcel Select DBMC

    on 6/12/2004.

    Estimated Time for Activity: 5 minutes


    Let s compare results

    Let’s compare results!

    Activity A - Below are the selections you should have made in order to generate the desired report information.


    Let s compare results1

    Let’s compare results!

    Activity A—Your report may be several screens wide. For display purposes, it is split across the next two slides. Screen 1 of 3:

    All destination areas selected

    Results grouped by shipper

    Text in blue can be further drilled down to view Service Standard

    Text in blue can be further drilled down to view shipper location

    Text in blue can be further drilled down to view Area, District, ZIP-3, or ZIP-5 information


    Let s compare results2

    Let’s compare results!

    Activity A—Screen 2 of 3:

    Not cumulative

    Report continues up to 8 days or more


    Let s compare results3

    Let’s compare results!

    Activity A – Screen 3 of 3:

    Results grouped by shipper

    All destination areas selected

    Text in blue can be further drilled down to view to view Service Standard

    Text in blue can be further drilled down to view shipper location

    Text in blue can be further drilled down to view Area, District, ZIP-3, or ZIP-5 information


    Activity1

    Activity

    Activity B - Generate a report that shows your cumulative volume and

    service performance for all mail destined for an area (your choice)

    grouped by shipperlocation for Package Services - Commercial Parcel

    Select DDU on 7/1/2004.

    Estimated Time for Activity: 5 minutes


    Let s compare results4

    Let’s compare results!

    Activity B - Below are the selections you should have made in order to generate the desired report information.


    Let s compare results5

    Let’s compare results!

    Activity B—Your report may be several screens wide. For display purposes, it is split across the next three slides. Screen 1 of 3:

    Results grouped by shipper location

    Text in blue can be further drilled down to view to view Service Standard


    Let s compare results6

    Let’s compare results!

    Activity B—Screen 2 of 3:

    Cumulative

    Report continues up to 8 days or more


    Let s compare results7

    Let’s compare results!

    Activity B – Screen 3 of 3:

    Results grouped by shipper location

    Text in blue can be further drilled down to view to view Service Standard


    Product performance reports training course 11201 23

    Report Customization – MicroStrategy Features


    How do i customize my report format

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report format?

    Lock Row Headers

    You can use this feature to lock row headers so that they will stay in view as you scroll across a report.

    To lock your row headers, select Lock Report Headers > Lock Row Headers from the Format menu. A check mark appears if the feature is turned on.

    To toggle this feature on and off, select Lock Row Headers again.

    Row headers remain in view as you scroll to the to the right


    How do i customize my report format1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report format?

    Lock Column Headers

    You can use this feature to lock column headers so that they will stay in view as you scroll down a report.

    To lock your column headers, select Lock Report Headers > Lock Column Headers from the Format menu. A check mark appears if the feature is turned on.

    To toggle this feature on and off, select Lock Column Headers again.

    Column headers remain in view as you scroll down the report


    How do i customize my report format2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report format?

    Merge Row/Column Headers

    You can use this feature to make your reports more legible by combining repeated rows and columns.

    A check mark appears if the feature is turned on. Rows and columns are merged by default when you run a report.

    To toggle row and column merging on and off, select Merge Row Headers or Merge Column Headers from the Format menu.

    Merge Row Headers is ON (default):

    Rows with the same header are merged together

    Merge Row Headers is OFF:

    All rows listed individually

    Note: Currently, no Product Performance Reports require merging of columns.


    How do i customize my report format3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report format?

    Outline

    You can use this feature to make your reports more legible by indenting groups of related attributes and making these groupings expandable and collapsible.

    A check mark appears if the feature is turned on. To toggle outline mode on and off, select Outline from the Format menu.

    Outline mode is OFF (default):

    Rows with related attributes are not indented and row groupings are not collapsible.

    Outline mode is ON:

    Rows with related attributes are indented and row groupings are able to be expanded and collapsed.

    You can expand and collapse row groupings by clicking the +/- buttons.

    You can use the numbered buttons to expand and collapse all levels


    How do i customize my report data

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Data Pivoting

    You can use this feature to rearrange the columns and rows in a report so that you can view the data from different perspectives.

    To use data pivoting, select Show Pivot Buttons from the View menu. Data pivoting buttons will appear on your grid, and you can use them to rearrange your columns and rows.

    Page By—Move this column to the Page By table.

    Move to Rows—Change this column to a row in the report

    Move to Columns—Change this row to a column in the report

    Move Left/Move Right—Shift this column horizontally

    Sort Data—Arrange column data in ascending or descending order


    How do i customize my report data1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Totals

    You can use this feature to reflect accumulations at selected attribute levels. There are various totals available, such as count, minimum, maximum, standard deviation, etc.

    To display totals on a report, select Totals from the Data menu, then select the desired category of Totals from the list. Select Subtotal or Grand Totals Only for the type of total you choose.

    All Subtotals have been added to this report.


    How do i customize my report data2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Page-by

    You can use this feature to select and display subsets of your data as separate pages. This is most useful for extremely long reports.

    To create page-by fields on a report, drag and drop the header of the column(s) by which you want to separate your pages into the Page By panel. You can place more than one object in the Page By field.

    Use the drop-down menu to select the specific data you wish to see on the page.

    This report is paged by the Metrics column. You can select the metrics that you want to view from the drop-down, and your report will show only the data for that particular metric.

    Note: The order of the objects in the Page By panel can influence the list of elements displayed for subsequent columns that you add to the Page By panel.


    How do i customize my report data3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Page By Example 1: You wish to view only the % of Volume within Service

    Standard

    1. Drag the word “Metrics” into the Page By panel.

    2. Select “% of Volume within Service Standard” from the Metrics drop-down menu, and click Go.

    3. Your report refreshes, showing only the % of Volume within Service Standard.


    How do i customize my report data4

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Page By Example 2: You wish to view only the % of Volume within Service

    Standard for a particular Product Category.

    1. Drag the Product Category header into the Page By panel, next to the Metrics drop-down menu.

    2. Select one of the Product Categories from the drop-down menu, and click Go.

    3. Your report refreshes, showing the % of Volume within Service Standard for the Product Category you selected.


    How do i customize my report data5

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Select Data to Display

    You can use this feature to select specific rows or columns of data to be displayed on your report.

    To select specific data, click on Select Data to Display from the Data menu. Check boxes will appear for all rows and columns of the report.

    Use the check boxes to select the rows and columns you wish to keep in the report. Click the OK button, and the report will refresh with only your selected data. Your original report and the report with selected data will appear as two separate reports in your History folder.


    How do i customize my report data6

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I customize my report data?

    Sorting

    You can use this feature to sort your data in ascending or descending order.

    To sort your data, select Sort from the Data menu. In the Sort panel, select your desired sorting attributes from the Sort By drop-down menu, then select the Ascending or Descending radio button. Repeat this process for the Then By fields, and click OK.

    Data has been sorted by Descending Count of all Delivered Mail Pieces

    Quick Sort

    You can also quick-sort columns by right-clicking on the header and selecting Sort > Ascending or Descending.


    What is drilling

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What is drilling?

    Drilling allows you to see data at levels other than that of the original report.

    It allows you to quickly and easily investigate the data in your report.

    Available drilling options include:

    • Left-Click and Right-Click Drill: Allows a user to quickly drill on data elements and attributes within the hierarchies that are present on the report

    • Simple Drill: Allows a user to drill on attributes within the hierarchies that are present on a report

    • Advanced Drill: Allows a user to drill on attributes within hierarchies that are not present on the report


    How do i drill in my report

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I drill in my report?

    Option 1a: Left-Click Drill on Hyperlink

    Left-click on a hyperlinked element in your report to drill down one level.

    The resulting data set will be filtered down one level for only the element you select (in this case, to the Area level for Shipper One).


    How do i drill in my report1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I drill in my report?

    Option 1b: Right-Click Drill on Hyperlink

    Right-click on a hyperlinked element in your report to display a pop-up menu from which you can select a drill level.

    The resulting data set will be filtered with only data for the element you select (in this case, to the 3-digit ZIP level for Shipper Two).


    How do i drill in my report2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I drill in my report?

    Option 1c: Right-Click Drill on Header

    Right-click on a header in your report to display a pop-up menu from which you can select a drill level.

    The resulting data set will be filtered with only data for the element you select (in this case, to the District level for all Shippers).


    How do i drill in my report3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I drill in my report?

    Simple Drill (option 2)

    You can use this feature to drill in a similar manner to the right-click drill methods, within the hierarchies displayed on your report.

    To display the Simple Drill panel, select Drill from the Data menu.

    Select the level to which you want to drill in the To drop-down menus, and click the Go button to display your report.

    If you check the box next to “Include Selected Column in Report,” the column from which you are drilling will appear in your report. If you leave this box unchecked, your report will not show the column from which you drilled.

    Notice that all rows have checkboxes in front of them. Check the boxes of the rows on which you want to drill.


    How do i drill in my report4

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    How do I drill in my report?

    Advanced Drill (option 3)

    You can use this feature to drill to a completely different hierarchy than those currently included in the report.

    To display the Advanced Drill panel, right-click on your report and select

    Drill > More Options.

    Select the hierarchy in which you want to drill from the list in the SelectHierarchy box.

    Select the hierarchy level to which you want to drill in the Select Hierarchy Level drop-down menu, and click the Go button to display your report.


    Activity2

    Activity

    Question 1:

    Which of the following features would I use to freeze my column headers

    in place so that I can keep them in view as I scroll down my report?

    • Lock Row Headers

    • Lock Column Headers

    • Merge Column Headers

    • Merge Row Headers

    • Outline


    Activity3

    Activity

    Answer:

    Which of the following features would I use to freeze my column headers

    in place so that I can keep them in view as I scroll down my report?

    • Lock Row Headers

    • Lock Column Headers

    • Merge Column Headers

    • Merge Row Headers

    • Outline

    You can use this feature to lock column headers so that they will stay in view as you scroll down a report.


    Activity4

    Activity

    Question 2:

    Which of the following features would I use to group related attributes so

    that I could quickly expand and collapse related rows of data?

    • Lock Row Headers

    • Lock Column Headers

    • Merge Column Headers

    • Merge Row Headers

    • Outline


    Activity5

    Activity

    Answer:

    Which of the following features would I use to group related attributes so

    that I could quickly expand and collapse related rows of data?

    • Lock Row Headers

    • Lock Column Headers

    • Merge Column Headers

    • Merge Row Headers

    • Outline

    You can use this feature to make your reports more legible by indenting groups of related attributes and making these groupings expandable and collapsible.


    Activity6

    Activity

    Question 3:

    Which of the following drilling options would I use to drill on attributes

    within hierarchies that are not present on my report?

    • Simple Drill

    • Advanced Drill

    • Left-Click Drill

    • Right-Click Drill


    Activity7

    Activity

    Answer:

    Which of the following drilling options would I use to drill on attributes

    within hierarchies that are not present on my report?

    • Simple Drill

    • Advanced Drill

    • Left-Click Drill

    • Right-Click Drill

    You can use this feature to drill to a completely different hierarchy than those currently included in the report.


    Activity8

    Activity

    Question 4:

    Which of the following features would I use to narrow my report data to

    only the rows and columns of my choice?

    • Sort

    • Drill

    • Select Data to Display

    • Refresh

    • Re-prompt


    Activity9

    Activity

    Answer:

    Which of the following features would I use to narrow my report data to

    only the rows and columns of my choice?

    • Sort

    • Drill

    • Select Data to Display

    • Refresh

    • Re-prompt

    You can use this feature to select specific rows or columns of data to be displayed on your report.


    Activity using microstrategy features

    Activity – Using MicroStrategy Features

    Using the Days to Deliver – Parcel Select (Customer Data) report that you generated in the first activity, drill to view data at an area level. This report is in your History folder.

    Estimated Time for Activity: 5 minutes

    1. Click on the History Tab

    2. Click on the name of the report in your History Folder


    Let s compare results8

    Let’s compare results!

    Drill Example

    Right click drill on the hyperlinked National element to display a pop up menu where you can select to drill to an Area level.

    Report displays with data at a Destination Area.


    Activity using microstrategy features1

    Activity – Using MicroStrategy Features

    Using the Cumulative Days to Deliver – Parcel Select (Customer Data) report that you generated in the second activity, add an average at the grand total level. This report is in your History folder.

    Estimated Time for Activity: 5 minutes

    1. Click on the History Tab

    2. Click on the name of the report in your History Folder


    Let s compare results9

    Let’s compare results!

    Average Example

    To display averages on a report, select Totals > Averages > Grand Totals Only from the Data menu.


    Let s compare results10

    Let’s compare results!

    Average Example - Screen 1 of 3:

    On this report, Average has been added at a grand total level.


    Let s compare results11

    Let’s compare results!

    Average Example - Screen 2 of 3:

    On this report, Average has been added at a grand total level.


    Let s compare results12

    Let’s compare results!

    Average Example - Screen 3 of 3:

    On this report, Average has been added at a grand total level.


    What user preferences are available

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What user preferences are available?

    User Preferences

    You can change your User Preferences by clicking the Options tab.

    You can modify the following preferences:

    • General

    • Report Display

    • Drill Display

    • Print

    • PDF

    • Drill Mode

    • Prompts

    • Logout

    • Change my password

      You can reset your preferences back to the defaults by clicking the Load Default Values button.


    What is concurrent reporting

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What is concurrent reporting?

    Concurrent Reporting

    This feature allows you to execute multiple reports at the same time. You can click Execute Report, and that report will run in the background while you begin to construct for another report.

    In your History list, completed reports will be listed as “Ready,” and those that are still running will have a status of “Executing SQL.”

    The “i” button is a shortcut to the Report Details page, which gives report information such as the Selection Summary. This can be a helpful tool when differentiating among reports in your History folder.

    Note: To expedite report processing, you should periodically clean up your History folder. You can do this by saving the reports you wish to keep to your My Reports folder, and then using the Remove button to delete those reports from your History folder. Instructions for saving reports will be given later in the course.


    What report tools are available

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    The following report tools are available in MicroStrategy and will be explained in further detail.

    • Print

    • Export

    • PDF

    • Re-Prompt

    • Refresh

    • Save

    • Delete


    What report tools are available1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Print

    To print your report, select Print from the Report menu or click the print button.

    A pop-up Print Options window will appear; verify your print options and click Print.

    Your selection summary will print on the first page and your report will follow.


    What report tools are available2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Export

    To export your report to Excel, select Export from the Report menu or click the export button.

    You will be asked whether you want to open the report immediately or save it; make your selection and click the appropriate button.

    Clicking Open will open your report in Excel format in a pop-up window. You may then make any modifications and save your report.

    Clicking Save will open a “Save As…” window and you can save your report without opening it.


    What report tools are available3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    PDF

    This feature allows you to export your report to Portable Document Format (PDF), which makes it a read-only file.

    To export your report to PDF, select PDF from the Report menu or click the PDF button.

    Note: To view PDF files, you must have Adobe’s Acrobat Reader software (version 4 or greater) installed on your computer.


    What report tools are available4

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Re-Prompt

    This feature allows you to modify your prompt selections in order to re-run a report.

    To use the re-prompt feature, select Re-Prompt from the Data menu or click the re-prompt button.

    The first prompt for the report will appear, and you can change any of your selections prior to re-executing the report.

    If you have drilled in the report, the Re-Prompt feature will not be available.

    Note: Once you re-prompt a report, your newly generated report will replace the old report in your History folder.


    What report tools are available5

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Refresh

    This feature allows you to re-run your report and update it with current data.

    To use the refresh feature, select Refresh from the Data menu or click the refresh button. Your report will re-execute.

    If you have drilled in the report, the Refresh feature will not be available.


    What report tools are available6

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Save Reports

    To save your report, select Save As from the Report menu or click the save button.

    The Save Report window will appear; type a name and description for your report in the Save Report As: and Description: boxes, and click Save.

    Your report will be saved to the My Reports folder.

    You have the following options when saving your report:

    • Save report in Report format (prompt selections cannot be changed)

    • Save report in Prompt format (prompt selections can be changed)

    • Save report with all the embedded prompts


    What report tools are available7

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What report tools are available?

    Delete Reports

    To delete your report from the My Reports folder, select the My Reports tab and click the Delete report link for the report that you wish to delete.

    Click Delete again on the Delete Confirmation screen, and your reportis permanently deleted from the My Reports folder.


    Activity10

    Activity

    Question 5:

    Which of the following report tools would I use to re-execute my report

    and update it with current data?

    • Print

    • PDF

    • Refresh

    • Re-prompt

    • Save


    Activity11

    Activity

    Answer:

    Which of the following report tools would I use to re-execute my report

    and update it with current data?

    • Print

    • PDF

    • Refresh

    • Re-prompt

    • Save

    This feature allows you to re-run your report and update it with current data.


    Activity12

    Activity

    Question 6:

    Which of the following report tools would I use to export my report as a

    read-only document?

    • Re-prompt

    • Save As

    • Print

    • Export

    • PDF


    Activity13

    Activity

    Answer:

    Which of the following report tools would I use to export my report as a

    read-only document?

    • Re-prompt

    • Save As

    • Print

    • Export

    • PDF

    This feature allows you to export your report to Portable Document Format (PDF), which makes it a read-only file.


    Activity14

    Activity

    Question 7:

    Which of the following report tools would I use to change my prompt

    selections and re-run my report?

    • Print

    • PDF

    • Refresh

    • Re-prompt

    • Save


    Activity15

    Activity

    Answer:

    Which of the following report tools would I use to change my prompt

    selections and re-run my report?

    • Print

    • PDF

    • Refresh

    • Re-prompt

    • Save

    This feature allows you to modify your prompt selections in order to re-execute a report.


    Product performance reports training course 11201 23

    Break


    Product performance reports training course 11201 23

    Days to Deliver (Customer Data)


    Days to deliver customer data

    Days to Deliver (Customer Data)

    What does it do? This service performance report provides service information from originating locations by on time percentage and percentage delivered by day.

    Why?This report allows users to gain an understanding of performance by service standard within their locations and see how many days it took to deliver.

    Benefit?This report helps users determine on time performance by service standard for specific origin locations.


    Where is the report located1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Where is the report located?

    The Days to Deliver (Customer Data) report can be accessed from the Shared Reports folder:

    • Click on the Shared Reports tab

    • Click on the Days to Deliver (Customer Data) link


    What are my report prompts1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What are my report prompts?

    Days to Deliver (Customer Data) Prompts

    Origin Location

    Product /Service

    Time Period

    Start Date

    End Date

    Shipper

    Customer

    Group Results By


    What will the report look like2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What will the report look like?

    Days to Deliver (Customer Data)

    Report continues up to 8 or more days

    The Days to Deliver (Customer Data) provides detail on volume, volume within service standard and volume delivered on days 0-8+.


    What will the report look like3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What will the report look like?

    Cumulative Days to Deliver (Customer Data)

    Report continues up to 8 or more days

    The Cumulative Days to Deliver (Customer Data) report contains attributes similar to the Days to Deliver (Customer Data) report except that data in each day’s column includes the pieces delivered in the previous days.


    What are the report columns1

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What are the report columns?

    Days to Deliver (Customer Data)

    Percentages of items with a stop the clock event on day ….

    Shipper(s) selected

    Product Category selected

    Report continues up to 8 days or more

    Percentage of volume with a stop the clock event that has met Service Standard

    Percentage of items with acceptance and stop the clock event on the same day

    Total volume with a stop the clock event that has met Service Standard

    Drill to view Area, District, ZIP-3, ZIP-5


    Let s generate a report21

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Origin Location:

    You can select to view data at an:

    • Origin National

    • Origin Area

    • Origin BMC

    • Origin ASF

      This report has a default selection of Origin National.

      To make a selection, highlight the desired Origin Location and use the arrow to move it to the selection box.

      You can drill down to view:

    • District

    • ZIP-3

    • ZIP-5


    Let s generate a report22

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Product / Service:

    Days to Deliver (Customer Data) provides information for the following products:

    • First Class

    • Package Services

    • Priority Mail

    • Standard Mail

      Products are selected by highlighting and using the arrows.

      You can drill down to view:

    • Product Type

    • Product Category

    • Service Standard


    Let s generate a report23

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Time Period Choices:

    Allows you to define the requested time period for the report. You can view data by:

    • Government Fiscal Year (GFY)

    • Government Fiscal Quarter (GFQ)

    • Week

    • Day of Week

      Time period selection will default to all GFYs.

      You can drill down to view GFQ or Month information.


    Let s generate a report24

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Shipper Choices:

    The Days to Deliver (Customer Data) results can be viewed by shippers.

    You can drill down to a specific shipper location.


    Let s generate a report25

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Customer Choices:

    The Days to Deliver (Customer Data) results can be viewed by customer.


    Let s generate a report26

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Group Results By:

    The Days to Deliver (Customer Data) allows report results to be grouped by:

    • Shipper OR

    • Shipper Location OR

    • Customer

      Making no selection display report results without being divided by shipper, shipper location or customer.

      You can select only one of the three options.


    Let s generate a report27

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Selection Summary:

    Remember to view your selection summary prior to executing a report!

    This serves as a final check to view selection criteria prior to running a report.

    You can modify selection criteria by clicking on selection prompts at any time.


    Activity16

    Activity

    Activity A - Generate a report that shows originating volume and on-time performance grouped by shipper for Priority Mail-Commercial – Other for anarea (your choice)for June 2004.

    Estimated Time for Activity: 5 minutes


    Let s compare results13

    Let’s compare results!

    Activity A - Below are the selections you should have made in order to generate the desired report information:


    Let s compare results14

    Let’s compare results!

    Activity A —Your report may be several screens wide. For display purposes, it is split below.

    Hyperlinked attribute can be further drilled down


    Activity17

    Activity

    Activity B — Using the Days to Deliver (Customer Data) report from the previous activity, alter your report so that it displays only the % Delivered on Same Day metric.

    Estimated Time for Activity: 5 minutes


    Activity18

    Activity

    Activity B—Screen 1 of 2:

    1. Drag and drop the “Metrics” header into the Page By panel

    2. Select % Delivered on Same Day from the Metrics drop-down menu.

    3. Click Go.


    Activity19

    Activity

    Activity B—Screen 2 of 2:

    % Delivered on Same Day is the only metric displayed on the report.


    Product performance reports training course 11201 23

    Delivery Success Report (Customer Data)


    Delivery success customer data

    Delivery Success (Customer Data)

    What does it do? This delivery report monitors USPS and mail recipient behavior by showing how quickly “left notice” items are picked up.

    Why?This report provides comparison of Attempt versus Delivery percentages by ZIP codes.

    Benefit?This report increases understanding and confidence for attempted and final delivery and can help determine if service performance can be improved.


    Where is the report located2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Where is the report located?

    The Delivery Success (Customer Data) report can be accessed from the Shared Reports folder:

    • Click on the Shared Reports tab

    • Click on the Delivery Success (Customer Data) link


    What are my report prompts2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What are my report prompts?

    Delivery Success (Customer Data) Prompts

    Product / Service

    Destination Location

    Time Period

    Start Date

    End Date

    Shipper

    Customer


    What will the report look like4

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What will the report look like?

    Report continues

    The Delivery Success (Customer Data) report provides information on how many days passed between the first attempted delivery of a mailpiece and when it was picked up.


    What will the report look like5

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What will the report look like?

    Report continues

    The Cumulative Delivery Success (Customer Data) report contains attributes similar to the Delivery Success report except that data in each day’s column includes the pieces redelivered/picked up in the previous days.


    What are the report columns2

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What are the report columns?

    Delivery Success – Customer Data

    This report has many columns, and is several screens wide. For display purposes, it is split across the next 2 slides. Screen 1 of 2:

    Total pieces with an Attempted or Delivered or Arrival at Pick Up

    Destination location selected

    Percentages represent days between Attempt and Delivered scan divided by total pieces with an Attempted scan

    Total pieces where the first stop the clock event was a Delivered scan

    % of pieces where the first stop the clock event was a Delivered scan / total pieces scanned


    What are the report columns3

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    What are the report columns?

    Delivery Success (Customer Data)

    Screen 2 of 2:

    Percentage of pieces with an Attempted or Arrival at Pick Up Point event and a Returned to Sender event

    Percentage of pieces with Attempted or Arrival at Pick Up event and no Delivered or Return to Sender events


    Let s generate a report28

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Product/ Service:

    The Delivery Success provides delivery information for the following products, based on Delivery Confirmation and Signature Confirmation scans:

    • First Class

    • Package Services

    • Priority Mail

    • Standard Mail

      You can drill down to view:

    • Product Type

    • Product Category


    Let s generate a report29

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Destination Location:

    You can select to view data at a national and area level.

    You can drill down to view District, ZIP-3 or ZIP-5 information.


    Let s generate a report30

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Start and End Date:

    You can view report by:

    • Time Period

      OR

    • Start Date

    • End Date

      For example, if you wanted to see performance from February 1 – February 15, you would use these prompts to enter 02/01/2004 and 02/15/2004.


    Let s generate a report31

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Shipper Choices:

    Delivery Success results can be viewed by shippers.

    You can drill down to a specific shipper location.


    Let s generate a report32

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Customer Choices:

    Delivery Success results can be viewed by customer.


    Let s generate a report33

    Understand Report Components

    Customize Reports

    Create Custom Reports

    Generate Reports

    Let’s generate a report!

    Selection Summary:

    Remember to view your selection summary prior to executing a report!

    This serves as a final check to view selection criteria prior to running a report.

    You can modify selection criteria by clicking on selection prompts at any time.


    Activity20

    Activity

    Activity A - Generate a report that shows your shipper’s delivery success for Package Services nationwide for July 2004.

    Estimated Time for Activity: 5 minutes


    Let s compare results15

    Let’s compare results!

    Activity A - Below are the selections you should have made in order to generate the desired report information:


    Let s compare results16

    Let’s compare results!

    Activity A —Your report may be several screens wide. For display purposes, it is split below.

    Drill down to view Area, District, ZIP-3, ZIP-5 information


    Activity21

    Activity

    Activity B - Generate a report that shows your cumulative delivery success for Package Services Commercial in the Eastern and Northeastern areas for 05/01/2004 – 05/08/2004.

    Estimated Time for Activity: 5 minutes


    Let s compare results17

    Let’s compare results!

    Activity B - Below are the selections you should have made in order to generate the desired report information:


    Let s compare results18

    Let’s compare results!

    Activity B —Your report may be several screens wide. For display purposes, it is split below.

    Drill down to view District, ZIP-3, ZIP-5 information


    Activity using microstrategy features2

    Activity – Using MicroStrategy Features

    Using the Cumulative Delivery Success report from your History Folder, add shipper location to report results.

    Estimated Time for Activity: 5 minutes

    1. Click on the History Tab

    2. Click on the name of the report in your History Folder


    Let s compare results19

    Let’s compare results!

    Advanced Drill Example

    1. To display the Advanced Drill panel, right-click on a hyperlinked element in your report and select Drill > More Options.

    2. Select “Shipper” from the list in the Select Hierarchy box.

    3. Select “Shipper Location” from the Select Hierarchy Level drop-down menu and click the Go Button to display your result.


    Let s compare results20

    Let’s compare results!

    Advanced Drill Example - For display purposes, it is split below.

    Screen 1 of 2:

    Shipper Location has been added to the report.


    Let s compare results21

    Let’s compare results!

    Advanced Drill Example - Screen 2 of 2:

    Shipper Location has been added to the report.


    Delivery and service performance report summary

    Delivery and Service Performance Report Summary

    • Service Performance Reports:

      • Provide service information from BMC or originating location by on time percentage and percentage delivered by day

    • Delivery Reports:

      • Monitor customer and Postal behavior by showing how quickly ‘left notice’ items are picked up

    • Users can filter data to include in their reports based on:

      • Product / Service

      • Origin and Destination Locations

      • Start Date / End Date

      • Time period

      • Shipper

      • Customer


    Additional training materials

    Additional Training Materials

    The following PPR training resources are available:

    • PPR Training Module

    • PPR Quick Start Guide

    • PPR User Guide


    Summary

    Let’s review what we have discussed

    Selecting Report Criteria

    Viewing Reports

    Understanding Report Headings

    Generating Reports

    Thank you for your patience and time

    Remember the Product Performance Reporting User Guide that you can access at any time

    Please now spend time completing an evaluation form

    Summary


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