An overview of the out-of-the-box reports included with Texada Analytics for organizations located in the APAC region.
Quick Reference
- When Texada Analytics is first implemented for your organization, a number of initial reports will be made available to you via Microsoft Power BI.
- The report included with Texada Analytics for organizations located in the APAC region is called the Standard Report. This report comprises five pages, each providing insights into a specific aspect of your business: Revenue, Customer, Product, Accounts Receivable, and Accounts Payable.
Introduction
When Texada Analytics is first implemented for your organization, a number of initial reports will be made available to you via Microsoft Power BI. Which reports are available to you will depend on your organization’s region.
The following article will detail how to access and modify the out-of-the-box reports available to organizations located in the APAC region.
For more information on accessing and managing pre-built reports, see “Reports”.
Standard Report (APAC)
One initial report is included with your Texada Analytics installation. Known as the Standard Report, this report consists of five different pages, each providing insights into a major aspect of your business.
Revenue
This page provides insights into your organization’s revenue, including YTD revenue for current and previous years, revenue by type (rental / service / sales), and revenue by equipment Class.
Customer
This page provides insights on the makeup of your customers, including total revenue and revenue over time per customer.
Product
This page contains insights on Product revenue and utilization, including revenue by Class, Group, and Product.
Accounts Receivable
This page contains accounts receivable information such as invoice aging by customer.
Accounts Payable
This page contains accounts payable information such as invoice aging by vendor.
Semantic Models
One semantic model is included with your Texada Analytics installation. This is the underlying data model with which reports can be built. The data models provided to you by Texada Software cannot be modified, but can be used to generate as many new reports as desired.
Standard Report
The Standard Report semantic model consists of 14 tables, containing all the information required for the Standard Report.
|
Table |
Column |
|
AccountsPayable |
Vendor Number |
|
AccountsPayable |
Date |
|
AccountsPayable |
Due Date |
|
AccountsPayable |
Invoice Number |
|
AccountsPayable |
Hold |
|
AccountsPayable |
Currency |
|
AccountsPayable |
Original Amount |
|
AccountsPayable |
Discount |
|
AccountsPayable |
Division |
|
AccountsPayable |
Current |
|
AccountsPayable |
Age 31 - 60 |
|
AccountsPayable |
Age 61 - 90 |
|
AccountsPayable |
Age 91 - 120 |
|
AccountsPayable |
Age Over |
|
AccountsPayable |
Balance |
|
AccountsPayable |
Age Over 90 |
|
AccountsPayable |
Aging Bracket Type |
|
AccountsPayable |
Aging Bracket Sorting |
|
AccountsPayable |
AP Total Over 90 |
|
AccountsPayable |
AP Total Current |
|
AccountsPayable |
AP Total Balance |
|
AccountsPayable |
AP Total 61 - 90 |
|
AccountsPayable |
AP Total 31 - 60 |
|
AccountsPayable |
AP Over 90 Card |
|
AccountsPayable |
AP Over 90 % |
|
AccountsPayable |
AP Current Card |
|
AccountsPayable |
AP Current % |
|
AccountsPayable |
AP 61 - 90 Card |
|
AccountsPayable |
AP 61 - 90 % |
|
AccountsPayable |
AP 31 - 60 Card |
|
AccountsPayable |
AP 31 - 60 % |
|
AccountsReceivable |
Division |
|
AccountsReceivable |
Accounts Customer Number |
|
AccountsReceivable |
Document Date |
|
AccountsReceivable |
Document Type |
|
AccountsReceivable |
Invoice Number |
|
AccountsReceivable |
Original Amount |
|
AccountsReceivable |
Discount Amount |
|
AccountsReceivable |
Amount Paid |
|
AccountsReceivable |
Balance |
|
AccountsReceivable |
Due Date |
|
AccountsReceivable |
Current |
|
AccountsReceivable |
Age 31_60 |
|
AccountsReceivable |
Age 61_90 |
|
AccountsReceivable |
Age 91_120 |
|
AccountsReceivable |
Age Over |
|
AccountsReceivable |
Age Over 90 |
|
AccountsReceivable |
Aging Bracket Type |
|
AccountsReceivable |
Aging Bracking Sorting |
|
AccountsReceivable |
AR Total Over 90 |
|
AccountsReceivable |
AR Total Current |
|
AccountsReceivable |
AR Total Balance |
|
AccountsReceivable |
AR Total 61 - 90 |
|
AccountsReceivable |
AR Total 31 - 60 |
|
AccountsReceivable |
AR Over 90 Card |
|
AccountsReceivable |
AR Over 90 % |
|
AccountsReceivable |
AR Current Card |
|
AccountsReceivable |
AR Current % |
|
AccountsReceivable |
AR 61 - 90 Card |
|
AccountsReceivable |
AR 61 - 90 % |
|
AccountsReceivable |
AR 31 - 60 Card |
|
AccountsReceivable |
AR 31 - 60 % |
|
Calendar |
Date |
|
Calendar |
Year |
|
Calendar |
Start of Year |
|
Calendar |
End of Year |
|
Calendar |
Month |
|
Calendar |
Start of Month |
|
Calendar |
End of Month |
|
Calendar |
Days in Month |
|
Calendar |
Day |
|
Calendar |
Day Name |
|
Calendar |
Day of Week |
|
Calendar |
Day of Year |
|
Calendar |
Month Name |
|
Calendar |
Quarter |
|
Calendar |
Start of Quarter |
|
Calendar |
End of Quarter |
|
Calendar |
Week of Year |
|
Calendar |
Week of Month |
|
Calendar |
Start of Week |
|
Calendar |
End of Week |
|
Calendar |
Fiscal Year |
|
Calendar |
Fiscal Quarter |
|
Calendar |
Fiscal Month |
|
Calendar |
Day Offset |
|
Calendar |
Month Offset |
|
Calendar |
Year Offset |
|
Calendar |
Quarter Offset |
|
Calendar |
Year-Month |
|
Calendar |
Year-Month Code |
|
Calendar |
Quarter Name |
|
Calendar |
Quarter-Year |
|
Calendar |
Quarter-Year Code |
|
Contracts |
Contract Number |
|
Contracts |
Division |
|
Contracts |
Customer Number |
|
Contracts |
Contact Date |
|
Contracts |
Salesman |
|
Contracts |
Closed |
|
Contracts |
Sequence Number |
|
Contracts |
Product Number |
|
Contracts |
Product Description |
|
Contracts |
Product Type |
|
Contracts |
Quantity |
|
Contracts |
Unit |
|
Contracts |
Extended |
|
Contracts |
Date Out |
|
Contracts |
Billed Thru |
|
Contracts |
Status |
|
Contracts |
Total Rentals |
|
Contracts |
Total Sales |
|
Contracts |
Total Services |
|
Contracts |
Customer Ship Name |
|
Contracts |
Customer Site Number |
|
Contracts |
Customer Site Key |
|
Contracts |
Total Contract Rentals |
|
Contracts |
Total Contract Sales |
|
Contracts |
Total Contract Services |
|
Contracts |
Total Contract Revenue |
|
Customers |
Customer Number |
|
Customers |
Customer Name |
|
Customers |
Address 1 |
|
Customers |
Address 2 |
|
Customers |
City |
|
Customers |
Province |
|
Customers |
Postal |
|
Customers |
Phone |
|
Customers |
Contact |
|
Customers |
Customer Type |
|
Customers |
Date Opened |
|
Customers |
Salesman |
|
Customers |
On Account |
|
Customers |
Customer |
|
Customers |
Type Description |
|
Customers |
Balance |
|
Customers |
Sales |
|
Customers |
Rental |
|
Customers |
Last Rental |
|
Customers |
Last Contract |
|
Customers |
Current Contract |
|
Customers |
Last Contract Date |
|
Customers |
Contract Count |
|
Customers |
Contracts |
|
Customers |
Current Customer |
|
Customers |
Last Invoice Date |
|
CustomerSites |
Site Customer Number |
|
CustomerSites |
Site Number |
|
CustomerSites |
Site Name |
|
CustomerSites |
Site Postal |
|
CustomerSites |
Long |
|
CustomerSites |
Lat |
|
CustomerSites |
Customer Site Key |
|
Divisions |
Division Code |
|
Divisions |
Division Name |
|
Invoices |
Invoice Number |
|
Invoices |
Division |
|
Invoices |
Customer Number |
|
Invoices |
Invoice Date |
|
Invoices |
Product Number |
|
Invoices |
Product Description |
|
Invoices |
Product Type |
|
Invoices |
Product |
|
Invoices |
Contract Number |
|
Invoices |
Product Quantity |
|
Invoices |
Product Unit |
|
Invoices |
Extended |
|
Invoices |
Date Billed From |
|
Invoices |
Date Billed To |
|
Invoices |
Tax |
|
Invoices |
Group |
|
Invoices |
Total Rentals |
|
Invoices |
Total Services |
|
Invoices |
Total Sales |
|
Invoices |
Salesman |
|
Invoices |
Invoice Site Number |
|
Invoices |
Customer Site Key |
|
Invoices |
Total Invoice Rental |
|
Invoices |
Total Invoices Sales |
|
Invoices |
Total Invoice Services |
|
Invoices |
Total Invoice Revenue |
|
Invoices |
Total Invoice Tax |
|
Invoices |
Total Invoice Count |
|
Invoices |
Total Invoice Customer Count |
|
Invoices |
Total Amount |
|
Invoices |
Format Max Year Revenue |
|
Invoices |
Format Max Salesman Revenue |
|
Invoices |
Revenue YTD |
|
Invoices |
Total Invoice Revenue Graph |
|
Invoices |
Format Max Product Revenue |
|
Invoices |
Total Revenue 2022 |
|
Invoices |
Total Revenue 2021 |
|
Invoices |
Revenue Diff 2022 2021 |
|
Invoices |
Revenue Growth Rate 2022 vs 2021 |
|
Invoices |
Condition Formatting Growth Rate |
|
Invoices |
Format Max Division Revenue |
|
Invoices |
Format Max Customer Revenue |
|
Invoices |
Revenue QTD |
|
Invoices |
Revenue MTD |
|
Invoices |
Revenue PY |
|
Invoices |
Revenue PY QTD |
|
Invoices |
Revenue PY MTD |
|
Invoices |
Revenue PY YTD |
|
Invoices |
Revenue PMTD |
|
Invoices |
Revenue PQTD |
|
Invoices |
Revenue PYTD |
|
LastRefreshedDate |
Column1 |
|
ProductMonthlyHistory |
History Product Number |
|
ProductMonthlyHistory |
History Month Year |
|
ProductMonthlyHistory |
History Division |
|
ProductMonthlyHistory |
History Rental Revenue |
|
ProductMonthlyHistory |
History COGS |
|
ProductMonthlyHistory |
History Qty Sold |
|
ProductMonthlyHistory |
History Qty Rented |
|
ProductMonthlyHistory |
History Repair Material |
|
ProductMonthlyHistory |
History Repair Labour |
|
ProductMonthlyHistory |
History Repair Outside |
|
ProductMonthlyHistory |
History Hours on Rent |
|
ProductMonthlyHistory |
History Class |
|
ProductMonthlyHistory |
History Sales Revenue |
|
ProductMonthlyHistory |
Days in Month |
|
ProductMonthlyHistory |
Total Revenue |
|
ProductMonthlyHistory |
Total Repairs |
|
ProductMonthlyHistory |
Gross Margin |
|
ProductMonthlyHistory |
On Rent |
|
ProductMonthlyHistory |
On Hand |
|
ProductMonthlyHistory |
Utilisation Available Days |
|
ProductMonthlyHistory |
Utilisation Days Rented |
|
ProductMonthlyHistory |
Date Division Product Key |
|
ProductMonthlyHistory |
History Date |
|
ProductMonthlyHistory |
History Days on Rent |
|
ProductMonthlyHistory |
Total RSTU Available Days |
|
ProductMonthlyHistory |
Total RSTU Days Rented |
|
ProductMonthlyHistory |
Total RSTU Utilisation |
|
ProductMonthlyHistory |
Total Product Revenue |
|
ProductMonthlyHistory |
Total Product Revenue Graph |
|
ProductMonthlyHistory |
Total Rental Revenue |
|
Products |
Group Description |
|
Products |
Class Description |
|
Products |
Product Number |
|
Products |
Product Description |
|
Products |
Product Type |
|
Products |
Group |
|
Products |
Bulk |
|
Products |
Class |
|
Products |
Asset Tag Status |
|
Salesman |
Salesman Code |
|
Salesman |
Salesman Name |
|
TotalType |
AmountType |
|
TotalType |
AmountTypeOrder |
|
Vendors |
Vendor Number |
|
Vendors |
Vendor Name |
|
Vendors |
Alpha |
|
Vendors |
City |
|
Vendors |
Province |
|
Vendors |
Currency |
|
Vendors |
Account Number |
|
Vendors |
GL Account Number |
|
Vendors |
Purchases |