Overview #

The Planning System Log Report and Export Builder allows users to track and export planning system activities such as:

• New planning system entries
• Updates to existing entries
• Deletions of entries
• Page loads of planning system interfaces
• Data export actions

These reports can be customized, saved for reuse, and exported.

How to Access #

1. Navigate to User Activity Logs > Planning Sys. Log Rpts. in the left-hand menu of the CAM dashboard.
2. The main page displays the overall summary of planning system activities and the option to create or view saved reports.

Steps to Create a New Report #

1. Click “Add New Report”:
   • Located at the top-right corner of the page.
2. Customize Your Report:
   • Report Name: Enter a title for your report.
   • Report Description: Add details about the report’s purpose.
   • Select Report Level: Choose a geographic or organizational level (e.g., Region Level 1/2/3, channel team member, partner account).
   • Refine Sub-components of Level: Filter the data by specific regions, CAMs, or partners.
   • Select Your Period: Define the time range for the report (e.g., 120 days).
3. Generate the report:
   • Click Search to generate the report based on the specified parameters.
4. Save Report (Optional):
   • Click Save Report to reuse the same report configuration in the future.

Export Report: #

• Click the Export button to download the report in Excel format.

Features of the Planning System Log Report #

Breakout of Geographic Planning System Activities #

• Displays activity summaries by geographic or organizational levels.
• Metrics include:
  • Overall system activities
  • New entries
  • Updates
  • Deletions
  • Page loads
  • Data exports

Breakout by Application #

• Tracks specific activities for individual applications, such as:
  • PPD (Partner Performance Dashboard)
  • Goals & Action Plan
  • Task Manager
  • Partner Plan Acceptance
  • Marketing Action Plan, etc.
  • Channel Account Manager
  • Partner Contact Summary
  • Certifications/Parent Certs Status
  • External Task Summary
  • Question Response Profile
  • Bus. Plan QBR Reports
  • CAM Tracker

Managing Saved Reports #

View saved reports:

• Click View Saved Reports to access a list of pre-configured reports.

Edit or delete reports:

• Use the Edit or Delete icons to modify or remove a saved report.

FAQs #

Q1: What is the purpose of the “Add New Report” button? #

• It allows users to customize and generate reports based on specific parameters like region, period, and activity type.

Q2: Can I reuse a report configuration? #

• Yes, by saving the report, you can access it under “View Saved Reports” for future use.

Q3: What data range can I select for reports? #

• You can choose from predefined ranges like 7, 15, 30, 60, or 120 days, or customize the period.

Q4: What applications are included in activity tracking? #

• Common applications include:
  • PPD (Partner Performance Dashboard)
  • Goals & Action Plan
  • Task Manager
  • Partner Plan Acceptance
  • Marketing Action Plan, etc.
  • Channel Account Manager
  • Partner Contact Summary
  • Certifications/Parent Certs Status
  • External Task Summary
  • Question Response Profile
  • Bus. Plan QBR Reports
  • CAM Tracker

Q5: How can I filter the report? #

• Filters include:
  • Report Level: By geographic region or team member hierarchy.
  • Sub-components: Drill down to specific regions, CAMs, or partners.

Q6: What do the metrics like “New Planning System Entries” mean? #

• New Entries: Count of newly created planning activities.
• Updates: Modifications to existing entries.
• Deletions: Removed entries from the system.
• Page load: number of times a page was accessed.
• Exports: Data downloaded from the system.

Q7: Can I export my report? #

• Yes, all reports can be exported in Excel format for offline analysis.

• Use saved reports for consistent tracking and to reduce setup time.