Party Performance Report
- Julia Williams
Report Description
The Party Performance report lists order statistics and order delivery performance measures for property owners. The report can list details for each owner, or summary details for all owners.
Note that the output details for this report are also available on the Party module > Performance tab but without any date restrictions.
Delivery Performance Rating
To determine whether order performance for a party is acceptable, DMS compares the results for each party with three performance attributes set on the system. You can set the values of these attributes to provide targets against which order performance is measured:
Delivered on Day Requested (%) - percentage of orders that started on the day requested by the customer
Delivered on/before Day Req (%) - percentage of orders that started on or before the day requested by the customer
Delivered within 1 Day Req (%) - percentage of orders that started no more than one day later than the day requested by the customer.
If the order performance for the customer is less than the target percentage for any one of these attributes, the customer's delivery performance is rated as unacceptable.
Report Parameters and Options
Parameter | Description |
|---|---|
Report On | Specify the scope of the report:
|
Party | Specify the party if you are running the report for single party |
Start/End Date | Specify the date range for the report. The report will include all orders that start within the date range regardless of when they finish. |
Area | Specify the report area if you are running the report for all parties in an area |
Summary | List only a summary of details for all owners in the report scope. If this is unchecked, the report will list the details separately for each party with a page break between parties. |
Report Output
Fields listed as detail only are not used in the summary version of the report
Field | Description |
|---|---|
Customer Number | (Detail only) Customer number of owner |
Name | (Detail only) Owner's name |
| |
Acceptable delivery performance | (Detail only) Rates the delivery performance for the customer against the target performance attributes for the system. See the explanation of delivery performance rating above. |
Number of delivered orders with required notice | Number of started orders that were placed with at least the notice specified in the system Required Notice (Days) attribute. |
Number delivered on the day requested | Number of orders that started in the requested day |
Number delivered on or before the day requested | Number of orders that started on or before the requested day. |
Number delivered within 1 day of the day requested | Number of orders that started no later than the day after the requested day. |
| |
Orders confirmed via IVR | Number of orders confirmed using the IVR voice response system |
Orders confirmed via web | Number of orders confirmed using the web ordering system |
Orders confirmed manually | Number of orders confirmed manually (typically by the planner in the DMS Orders module or in the Planning Schematic) |
Orders confirmed via fax | Number of orders confirmed by fax |
Orders re-confirmed | Number of orders that were changed and required re-confirmation |
| |
Number of orders delivered regardless of notice | Total number of orders that started within the report period |
Number of orders brought forward | Number of orders for which the actual order start was earlier than the requested start. |
Last order brought forward - requested on | (Detail only) Original date and time of the last brought forward order |
Last order brought forward by | (Detail only) Amount of time by which that order was brought forward |
Number of orders held back | Number of orders for which the actual order start was later than the requested start. |
Last order held back - requested on | (Detail only) Original date and time of the last held back order |
Last order held back by | (Detail only) Amount of time for which that order was held back |
| |
Number of customer finish time changes | Number of times that customers requested a change to the order finish time. |
Number of accepted | Number of requested order changes that were accepted by DMS |
Number of unaccepted | Number of requested order changes that were rejected by DMS |
Number of detected | Number of changes detected by observation (for example, by field officers) |
Last order changed started on | (Detail only) Start date and time of the last order whose finish time was changed. |
Finish time changed by | (Detail only) Amount of time by which the finish time was changed for that order. |
| |
Total orders lodged excluding cancelled orders | Total number of orders lodged (for this customer) less cancelled orders. |
Orders lodged via IVR | Number of orders lodged using IVR |
Orders lodged via web | Number of orders lodged on the web ordering system |
Orders lodged manually | Number of orders lodged manually |