In-Context CSD Analytics context application
Use the In-Context CSD Analytics context application to view business intelligence charts and reports from Birst that are related to the selected customer, vendor, or product on these pages:
- Customer Inquiry-General
- Customer Setup-General
- Product Availability Inquiry-Product
- Product Inquiry-General
- Product Setup-General
- Vendor Inquiry-General
- Vendor Setup-General
The business intelligence charts and reports use current Birst models, which are based on 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