In-Context CSD Analytics now supported
A new context application named In-Context CSD Analytics, which uses the Birst In-Context Business Intelligence (ICBI) widget, is available in Infor Ming.le. The new context application panel displays specific Birst Visualizer charts and reports filtered by the business context messages from CloudSuite Distribution. For example, the Customer Transaction Count report in Customer Inquiry-General and Customer Setup-General displays a bar graph that illustrates the selected customer's Orders Entered (count of total orders by entered date) and Orders Invoiced (count of total orders by invoice date) data points.
The In-Context CSD Analytics context application displays data on these CloudSuite Distribution pages, based on the selected customer, vendor, or product:
- Customer Inquiry-General
- Customer Setup-General
- Product Availability Inquiry-Product
- Product Inquiry-General
- Product Setup-General
- Vendor Inquiry-General
- Vendor Setup-General
In-Context CSD Analytics reports use current Birst models stored in the Data Lake. The Data Lake is populated to the Birst data warehouse nightly.
Customer reports
These in-context reports are available in Customer Setup and Customer Inquiry:
- # Orders by Stage Code
- Customer Sales by Salesrep
- Customer Scorecard Report MTD
- Customer Scorecard Report YTD
- Customer Transaction Count
- Top 5 Product Categories by Customer - MTD
- Top 5 Product Categories by Customer - YTD
Product Availability reports
These in-context reports are available in Product Availability Inquiry:
- # Order Lines by Warehouse-Product
- # PO Lines by Warehouse-Product
- Customer Order Lines by Warehouse-Product
- Vendor PO Lines by Warehouse-Product
- Warehouse-Product Sales Order Quarterly Scorecard Report
- Warehouse-Product PO Lines Quarterly Scorecard Report
- Warehouse-Product Transaction Chart
Product reports
These in-context reports are available in Product Setup and Product Inquiry:
- # Order Lines by Product
- # PO Lines by Product
- Customer Order Lines by Product
- Vendor PO Lines by Product
- Product Sales Order Quarterly Scorecard Report
- Product PO Lines Quarterly Scorecard Report
- Product Transaction Chart
Vendor reports
These in-context reports are available in Vendor Setup and Vendor Inquiry:
- # POs by Stage Code
- Top 5 Product Categories by Vendor - MTD
- Top 5 Product Categories by Vendor - YTD
- Vendor Scorecard Report MTD
- Vendor Scorecard Report YTD
- Vendor Transaction Count
Feature activation
The In-Context CSD Analytics context application must be configured for your tenant by your Infor Ming.le system administrator. Additionally, access to the In-Context CSD Analytics context application is granted based on your user role. See the Infor CloudSuite Distribution Configuration Guide.
Infor CloudSuite Distribution Analytics provides you with Birst Visualizer reports that are designed and developed specifically for the ICBI widget. You can customize the screens where ICBI reports display through the tagging feature within Birst. See the Infor Distribution Analytics for Birst Development Guide.