| ID# | Description | Purpose | Links | Recommended | % Subscribed | Output Status | Output Type |
|---|---|---|---|---|---|---|---|
| 318 | ITT Ship Out Revenue Allocations | <p>To compare the contract revenue on shipout equipment against vendor invoices (servicing dealer) linked to the equipment. Shipout equipment is identified by the value(s) you select for any of the following equipment fields: Condition, Status, BillCode, Territory.</p><p>In the appropriate variables below, for the field you use to tag shipout equipment indicate the codes you associate so that the report will be able to identify the equipment this report will include.</p><p>Also, for additional reports, it's a best practice to use a custom property (type LOOKUP using ARCustomers..see documentation link for details on setting up that attribute type correctly) on the vendor record to link a vendor to the corresponding customer setup for the dealer, if you have a two way relationship where you and the other dealer are both servicing equipment for each other. The variable below will ask you the name of the custom property attribute assigned to the vendor record, and the report will help identify two way relationships that you do not have the vendor record linked appropriately. </p><p></p> | LinkedIn Documentation |
0 | 0.0536 | ||
| 321 | Alert on last Contract invoice if Overage > W% of Base or Underage <X% of Base | <p>Alert ID256 is an alert for last 3 months over previous 3 months volume trending on invoiced clicks. But it requires that a contract have at least 2 quarters of billing to work. This alert will check overage/underage on the invoices in the last week (therefore this alert should be run weekly so that your team can react quickly to any significant underage/overage on the last invoice). If you don't want to check underage put 999 in VariableW. If you don't want to check overage put 999 in VariableX. Use VariableY if you don't want to see invoices that billed 0 copies (base invoices).</p><p></p><p>THIS ALERT REQUIRES THAT YOU HAVE DGI CONTRACT ANALYTICS INSTALLED and SUCCESSFULLY UPDATING EACH NIGHT.</p> | LinkedIn Documentation |
1 | 0.0681 | ||
| 364 | Quarterly Parts Usage trending for past 6 rolling quarters by Equipment Territory | This alert is a custom report on parts usage trends that can be accessed from the custom report section of eAutomate. The report will allow you to group by either Model, Technician, Branch or Territory assigned to the equipment record. The report includes the average monthly volume for the remaining active equipment in the field as of the time the report is run, as well as the number on contract. It will aggregate the quantity used by the group by option chosen, and will show both quantity used and cost for the item for the past six rolling quarters. | LinkedIn Documentation |
0 | 0.1116 | ||
| 453 | Report showing contracts where they were over W% or under X% of base for 3 / 6 / 9 month periods | Our ownership group is looking for some type of report that looks at an account over a period of 3, 6 or 9 months. We would like to review those accounts that may be consistently using over or under their covered copies so we can do an account review. (Req v2Analytics) | LinkedIn Documentation |
0 | 0.0563 | ||
| 459 | ECi Analytic Tables are not being updated | This alert advises that your analytics tables are not updating properly. It also provides basic troubleshooting advice and lets you know how to contact ECi directly if you need their help addressing the problem(s). | LinkedIn Documentation |
0 | 0.2914 |
