Retail Reporting
- Overview
- Reporting Tools and Features
- Enterprise Reporting Integration
- Quick-Start Guide
- Retail Supplier Management Reporting
- Generating and Exporting Reports
- Customizing Report Views
- FAQs
- How do I drill down into raw data?
- What formats are available for exporting reports?
- Best Practices
- Utilizing Pivot Charts and Drill-Through
- Optimizing Reports for Team Use
Retail Supplier Management Reporting
Task Status and Progress Report
Purpose: Provide a high-level overview of all tasks assigned to suppliers, including status distribution and completion rates. Key Insights: Count of tasks in each status (Not Started, In Progress, Completed, Closed, Waiting for Connection). Average or median days open for tasks. Completion percentage by workflow or supplier. Value to You: Quickly spot bottlenecks and prioritize tasks that need immediate attention, ensuring continuous workflow.
Supplier Connection and Adoption Report
Purpose: Track the connection status of your suppliers on the Clover platform (Connected, Invited, Non-Connected) and assess how these statuses affect task progress. Key Insights: How many suppliers are connected vs. invited vs. non-connected. How many assigned tasks are stalled in “Waiting for Connection.” Trends over time for newly connected suppliers. Value to You: Easily identify which suppliers need more prompting or invitations, so you can maintain momentum on assigned tasks.
Supplier Performance and Engagement Report
Purpose: Evaluate suppliers on key metrics like on-time task completion, average days to complete, and responsiveness. Key Insights: Completion rate per supplier. Average time to complete tasks. Number of open or overdue tasks per supplier. Value to You: Understand which suppliers are performing well and where to target follow-ups or additional training to boost overall efficiency.
Task Aging Report
Purpose: Highlight tasks that remain open beyond a certain threshold, helping you focus on critical overdue issues. Key Insights: Tasks sorted by the longest days open. Supplier or department clusters of overdue tasks. Trends showing if overdue counts are growing or shrinking. Value to You: Quickly bring overdue tasks to resolution and minimize delays that could impact your business objectives.
Workflow Utilization Report
Purpose: Compare the performance of different workflows (both for companies and products), measuring task volumes, completion speed, and success rates. Key Insights: How many tasks each workflow generates. Average or median days open by workflow type. The proportion of tasks completed versus stuck in earlier stages. Value to You: Identify your most effective workflows and refine or retire those that consistently run into delays.
User Activity and Assignment Report
Purpose: Track which internal users are assigning and managing tasks, and how their assignments perform over time. Key Insights: Number of tasks each user has created. Average days open for tasks assigned by each user. Potential overload or underuse of certain team members. Value to You: Balance internal workloads, spot training needs, and ensure consistent follow-through on supplier tasks.
Supplier Response Time Report
Purpose: Measure how quickly suppliers engage after a task is assigned, from “Not Started” to their first contribution. Key Insights: Average time from assignment to initial response. Suppliers that frequently delay engagement. Correlation between quick responses and higher task completion rates. Value to You: Identify suppliers needing additional prompting, enabling you to forecast timelines and reduce lengthy back-and-forth delays.