Best Practices: Analytics Saved Views

My Exchange offers systematic analysis of your transaction data. You can be save these analytics as saved views to eliminate the need to repeatedly re-enter the analytics’ criteria. You can then share the saved views with colleagues for work transparency and collaborative projects. Here are some examples of common analytics saved views that can help your organization monitor transactions.

Key Accounts/Vendors

Available in Order Volume, Order Exceptions, and Invoices analytics

Use this saved view to:

  • Review transaction and exception performance for key customer accounts or most relied upon vendors

  • Support strategic decision making around specific customers or vendors

Include in the saved view criteria:

  • Buyer, supplier, or distributor organization

High/Low Volume

Available in Order Volume, Order Exceptions, Transactions, and Invoices analytics

Use this saved view to:

  • Examine trading partners’ highest or lowest trending transaction and exception data

  • Support strategic decision making around specific customers or vendors

Include in the saved view criteria:

  • Partners with the Highest Volume Count (Top-1, Top-5, or Top-10)

  • Partners with the Lowest Volume Count (Top-1, Top-5, or Top-10)

Exceptions

Available in Order Exceptions analytics

Use this saved view to:

  • Review data for specific exception types

  • Develop action plans to find and reduce exceptions

Include in the saved view criteria:

  • Exception type (Part number, price, etc.)

Transaction Type

Available in Order Volume and Transactions analytics

Use this saved view to:

  • Check transaction type specific trends

Include in the saved view criteria:

  • Purchase order type (Consignment, Drop-ship, etc.) in Order Volume analytics

  • Transaction type (PO, POA, etc.) in Transaction analytics

Channels

Available in Order Volume, Order Exceptions, and Invoices analytics

Use this saved view to:

  • Check transaction trends in other GHX solutions if your organization is using multiple GHX automation tools (Exchange, G-Fax, WebConnect, etc.)

Include in the saved view criteria:

  • GHX solution name