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Product Performance Reports Training – Course # 11201-23

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

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  1. Product Performance Reports Training – Course # 11201-23 September 2004 Fletch Heard V1.1

  2. 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

  3. Table of Contents

  4. Product Performance Training Overview

  5. Schedule

  6. High Level Agenda Learning Objectives Reports Part I Customizing Reports Reports Part 2

  7. 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

  8. 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?

  9. 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.

  10. 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

  11. 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

  12. 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

  13. 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.

  14. 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

  15. 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?

  16. 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?

  17. 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)

  18. Days to Deliver – Parcel Select Report (Customer Data)

  19. 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.

  20. 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

  21. 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

  22. 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.

  23. 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.

  24. 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

  25. 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:

  26. 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.

  27. 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.

  28. 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.

  29. 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.

  30. 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.

  31. 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.

  32. 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.

  33. 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.

  34. 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.

  35. 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

  36. 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.

  37. 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.

  38. 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.

  39. 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.

  40. 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.

  41. 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.

  42. 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.

  43. 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.

  44. 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.

  45. 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.

  46. 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.

  47. 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.

  48. 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.

  49. 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

  50. Let’s compare results! Activity A - Below are the selections you should have made in order to generate the desired report information.

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