Telus TPM Documentation
Reporting
Reporting can be accessed through the Reporting menu option for users who have access.
Contract Reports
Click on the Contract menu option to see the list of contract reports.
Contract Overview
This report displays header-level information for contracts based on the criteria entered in the search parameters. The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
To generate a report, first select an Export Type. Then enter the parameters in the Report Runner. Parameters are Contractee, Creator First Name, Creator Last Name, Start Date and End Date. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Expiring Contracts
This report displays header-level information for contracts which expired in the time frame selected in the Report Runner. The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
To generate a report, select the Export Type, Expiring Days, and optionally enter in the First Name and/or Last Name of the Contract Creator. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Contract Approval History
A new analytical tool has been developed to track contract approval processe
Approval
Report Structure: The report comprises three distinct views: a) Summary b) Summary Detail c) Historical Record Detail
Usage Requirement: A start date parameter is mandatory for report generation
Contracts Awaiting Approval
This report displays a list of reports which are currently in an Evaluation state. The information displayed in the report is Contract ID, Contractee, Contract Name, Contract Creator, Date Submitted for Approval, and Awaiting Approval From.
To generate a report, select the Export Type. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Contract Comparison Report
This report compares Contracts. It compares both header and detail information related to products, lumpsums, and distributors.
To generate a report, select the Export Type and enter in both the Old Contract ID and New Contract ID then click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.
Contracts by Specific Product or Grouping
This report displays contracts which contain the Product or Product Grouping selected in the Report Runner. The report displays the parameters at the top of the report. The report grid displays Contract ID, Contract Name, Contractee, Effective Date, Expiration Date, Contract Creator, Product Description, Direct Rate, Deviated Value, Deviated Value Type, and Growth Rate for the selected product or grouping.
To generate a report, select the Export Type, and select either a Product or Grouping. Additional parameters are Creator First Name, Creator Last Name, and Contract Start Date and End Date. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Distributor Review Overview
This report displays all the client's distributor customers and displays what was paid into that distributor either directly due to a contract with the distributor, or indirectly due to contracts with operators where that distributor is an eligible distributor. This report also displays the distributor's total sales and contracted sales.
To generate a report, select the Export Type. Company Number, Start Date and End Date can be optionally entered as report parameters. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Report Columns:
Distributor Review by SKU
This report displays all the client's distributor customers and displays what was paid into that distributor either directly due to a contract with the distributor, or indirectly due to contracts with operators where that distributor is an eligible distributor. This report also displays the distributor's total sales and contracted sales.
To generate a report, select the Export Type. Company Number, Start Date and End Date can be optionally entered as report parameters. Click Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Report Columns:
