Reporting

Reporting can be accessed through the Reporting menu option for users who have access.

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Admin Reports

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Export Reports

To view the Export reports in the Admin report list click the export menu option. In the popup, click the Generate button. Once the report is ready, click the hyperlink that displays in the generated reports section to open the report.

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User Login History

Report displays login history to TPM for all users.

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Export Users

Report displays all active and inactive Users and includes Email Address and Access Role information.

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Export Base

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Export Budget

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Export Broker Distributor

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Export Contract Approval Hierarchy

Report displays the Approval Grouping definitions and displays the Approval Grouping Map information between users and group.

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Export Companies

Report displays all active and inactive Companies and includes the Company Number, Company Type and Address information.

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Export Company Type

Report displays all active and inactive Company Types defined for the client.

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Export Company Groups

Report displays the Company Grouping definitions and displays the Company Grouping Map information between company and group.

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Export COGs

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Export LumpSums

Report displays all active and inactive LumpSums defined for the client.

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Export Products

Report displays all active and inactive Products defined for the client. The report includes Product Number, GTIN, Brand Name, Default Price, Default UOM, Active Indicator, UOM Conversion Rates and User Defined Field information.

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Export Product Groups

Report displays all the Product Grouping definitions and displays the Product Grouping Map information between product and group.

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Export Unit of Measures

Report displays all active and inactive Units of Measure for the client.

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Export Sales

Report displays the sales data based on the criteria entered. There is a row limit of 10,000 records per tab. The data returned is Active Sales, Inactive Sales and Sales Exceptions.

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Export Price Class

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Export Price Company

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Export Price List

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Export Claim Reason Codes

Report displays the Code and Description information for all header-level and detail-level Pend and Reject Reasons.

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Export Visibility

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Export Master Feed Exceptions

Report displays the Master Feed Exceptions. When exported to excel, this displays the different exceptions on separate tabs. The Exception Definitions are displayed on the first tab followed by Company, Company Attribute, Product, Product Attribute, Product UOM Conversion, Account, Deduction, Sale, and Mapping exceptions.

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Export Exceptions Mapping

Report displays the Claimant, Distributor, Contractee, Product, Lumpsum and UOM mappings.

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