Product Performance Reports Training - Course # 11201-23: September 2004 Fletch Heard

Product Performance Reports
Training – Course # 11201-23

September 2004
Fletch Heard
V1.1
Welcome and Introduction
 This course is designed to give you an overview of the Product

Performance Reports available in the Enterprise Data Warehouse
 Please ensure that you have the Product Performance Reports User
Guide on hand, as this will help you follow the session
2
Table of Contents
Topic Page
Product Performance Training Overview 4
Days to Deliver Reports – Parcel Select (Customer Data) 18
Report Customization – MicroStrategy Features 59
Days to Deliver (Customer Data) 109
Delivery Success (Customer Data) 130
3
Product Performance Training
Overview
4
Schedule
Introductions 8:00 – 8:10

Product Performance Training Overview 8:10 – 8:50
Days to Deliver – Parcel Select (Customer Data) 8:50 – 9:30
Report Customization – Micro strategy Features 9:30 – 10:30
Break 10:30 – 10:40
Days to Deliver (Customer Data) 10:40 – 11:10
Delivery Success (Customer Data) 11:10 – 11:45
Summary and Questions 11:45 – 11:55
Complete Evaluation 11:55 – 12:00
5
High Level Agenda
Learning Objectives
Reports Part I
Customizing Reports
Reports Part 2
6
Learning Objectives
By the end of this course you will:
• Be able to use and understand the functionality of the Product

Performance Reports in the EDW
• Be able to generate Product Performance Reports
7
What is the Enterprise Data Warehouse?
The Enterprise Data Warehouse provides:

• A collection of data from many sources stored in a
single place
• A single repository of data for reporting and analysis
• Multiple ways to manipulate data both within and
across functions
• More options for in-depth analysis
8
How do I log into Mail Tracking and Reporting?
Understand
Customize Generate Create Custom
Report
Reports Reports Reports
Components
Follow these steps to log in to the Mail Tracking & Reporting
1. Navigate to this URL:

https://mailtracking.usps.gov
2. Click on Sign In and enter your
User Name and Password.
9
What are the parts of the MT&R Home Page?
Understand
Report
Components
Upon logging into the MT&R, you will see the following screen:
1. Click on the Product Performance link,

under the “Reports” heading.
2. Click on Product Performance Reporting
10
What are the parts of the EDW Home Page?
Understand
Report
Components
You can navigate from the EDW Home Page using the folder tabs at
the top of the screen or the links displayed on the page:
Click here to return

to this Home page Click here
for help
Click here to access
the Shared Product
Performance Click here to adjust
Reports any of your options
Click here to access

any reports you have Click here to select
saved another business area
Click here to access Click here to access Click here to search

the Create Reports the reports you have for reports and Click here to log out
folder previously executed folders of the EDW
11
What are the parts of an AutoPrompt?
Understand
Report
Components
This is a sample AutoPrompt. You will be using these to generate

your reports. Report Name This menu lists available
hierarchy levels
Use this box to search for attributes
This box displays the available

Click here to link to attributes for the selected hierarchy
other AutoPrompts
Use these arrows to move attributes
Click here to see the to and from the selection box
Selection Summary
This box displays the attributes you

This menu lists available have selected
drill options
Click here to Click here to drill to Click here to execute
cancel this report the selected level your report
12
What are the parts of an AutoPrompt?
Understand
Report
Components
You can also choose multiple report selections by highlighting desired

selection(s) and using the arrow to move them to the selection box.
With multiple selections,

you can choose to return
items that match at least 1
selection or selections
exactly.
In this example, selecting “at least 1

selection” will return results for Capital
Metro OR Philadelphia. Selecting
“selections exactly” will return results
for Capital Metro AND Philadelphia.
13
What are the parts of the report screen?
Understand
Report
Components
Your reports will look similar to this: Report toolbar:

Report menu: • Print
• Go to Create Report • Export to Excel
• Save As • Export to PDF
• Print View menu: • Re-Prompt
• Export • Selection Summary • Refresh
• PDF • Toolbars • Save
• Report Details • Show Pivot Buttons
Format menu:
• Lock Report Headers
• Merge Column Headers
• Merge Row Headers
• Outline
Data menu:
• Sort
• Drill
Page By panel • Select Data to Display
• Refresh
• Re-Prompt
• Totals
Report rows Report headers
14
What do Product Performance Reports tell us?
Product Performance Reports provide…

• Service performance data
• Information on when mail was received and sorted on Postal
Service equipment
• Details on volume delivered within service standard, on time
performance, and delivery by day information
15
What are the benefits of Product Performance Reports?
• Greater flexibility to select range of dates, day of

week for report results
• Historical data back to 2002
• Common view of performance for participating
customers and Postal users
16
Delivery Success (Customer Data)
Cumulative Delivery Success (Customer Data)
Days to Deliver (Customer Data)

Cumulative Days to Deliver (Customer Data)
Days to Deliver – Parcel Select (Customer Data)

Cumulative Days to Deliver – Parcel Select (Customer Data)
17
Days to Deliver – Parcel Select
Report (Customer Data)
18
Days to Deliver – Parcel Select
(Customer Data)
What does it do? This service performance report provides
service information for Parcel Select by on
time percentage and percentage delivered
by day.
Why? This report allows customers to gain an

understanding of performance by service
standard within their locations and see
how many days it took to deliver.
Benefit? This report helps determine on time

performance by service standard for
specific destination locations.
19
Where is the report located?
Understand
Report
Components
The Days to Deliver–Parcel Select (Customer Data) report can be accessed from the Shared Reports
folder:
1. Click on the Shared Reports tab

2. Click on the Days to Deliver—Parcel Select (Customer Data) link
20
What are my report prompts?
Understand
Report
Components
Days to Deliver – Parcel Select (Customer Data) Prompts

1. Product / Service
2. Bulk Mail Center or Auxiliary Service Facility Entry Point
3. Destination Delivery Unit (DDU)
4. Time Period
5. Start Date
6. End Date
7. Shipper
8. Customer
9. Group Results By
21
What will the report look like?
Understand
Report
Components
Days to Deliver - Parcel Select (Customer Data)

Report continues up to 8 or more
days. Click on arrow to see
remaining days.
The Days to Deliver – Parcel Select (Customer Data) report

provides detail on volume, volume within service standard
and volume delivered on days 0-8 for a destinating location.
22
Understand
Report
Components
Cumulative Days to Deliver - Parcel Select (Customer Data)
Report continues
up to 8 or more
days
The Cumulative Days to Deliver – Parcel Select (Customer Data)

report contains attributes similar to the Days to Deliver – Parcel
Select (Customer Data) report except that the data in each day’s
column includes the pieces delivered in the previous days.
23
What are the report columns?
Understand
Report
Components
Days to Deliver - Parcel Select (Customer Data)

Percentage of items with a
Grouped by Customer All destination Product Category stop the clock event on day
shipper Number areas selected selected …
Report continues
up to 8 or more
days
Hyperlinked Total volume with a Percentage of volume Percentage of items with

attribute can be stop the clock with a stop the clock an acceptance and stop
further drilled event that has met event that has met the clock event on the
down Service Standard Service Standard same day
24
Product Performance Report Hierarchies
Product Performance Reports group data into hierarchies which provides information at
several levels. The order of the product hierarchy appears below:
Product Hierarchy
• Product
• Product Type
• Product Category
• Service Standard
25
Each product has many type and category options on which to drill.
Package Services Priority Mail * First Class

Commercial Commercial Commercial
Parcel Select-DBMC Drop Ship Parcels
Parcel Select-DDU Other Retail
* Parcel Select-DSCF Retail Parcels
Other All
Retail * Standard Mail
All Commercial
Parcels
Each product category may

use a different activity to
“Start the Clock.”
* These classes will be part of a future release for service performance

measurement.
26
Let’s generate a report!
Understand
Report
Components
Product/Service:
Days to Deliver- Parcel
Select provides
information for:
• Package Services–
Commercial--Parcel
Select DBMC
• Package Services–
Commercial--Parcel
Select DDU
Products are selected

by highlighting and
using the arrow keys.
You can drill down to

Service Standard. To
drill, highlight product
category and click on
the Drill button to view
Service Standards.
27
Understand
Report
Components
Service Standards:
All service standards
for Package Services
are displayed.
You can drill up to view

Product Category.
28
Understand
Report
Components
Origin BMC:
You can select Origin
Bulk Mail Center at a
hierarchy level.
All BMCs will display.
There are no further

drill downs available.
Note: You should

select either a
BMC/ASF entry point
OR a DDU Entry Point.
29
Understand
Report
Components
Origin ASF:
You can select an
Auxiliary Service
Facility at a hierarchy
level.
All ASFs will display.
There are no further

drill downs available.
30
Understand
Report
Components
DDU Entry Point:

You can view data at a
national or area level.
In this example, all

Destination Areas are
displayed.

view destination
districts.
31
Understand
Report
Components
Destination Districts:
In this example all
districts for the Capital
Metro Area are
displayed.

view Destination ZIP-3
information.
32
Understand
Report
Components
Destination ZIP-3:
In this example all ZIP-3
for Baltimore are
displayed.

view Destination ZIP-5
information.
33
Understand
Report
Components
Destination ZIP-5:
In this example all ZIP-5
for 210 Baltimore MD
are displayed.

Destination ZIP-3
information.
34
Product Performance Report Hierarchies
Product Performance Reports group data into hierarchies which provides information at
several levels. The order of the time hierarchy appears below:
Time Hierarchy
• Government Fiscal Year – is composed of 4 quarterly accounting
periods
• Quarter
• Month
• Date
• Government Fiscal Quarter – is composed of 3 monthly accounting

periods
• Month
• Date
• Week – is composed of 7 days

• Date
• Day of Week – is composed of a single day (i.e. Monday, Tuesday)

• Date
35
Understand
Report
Components
Time Period Choices:

Allows you to define
the requested time
period for the report.
You can view data by:
• Government Fiscal
Year (GFY)
Quarter (GFQ)
• Week
• Day of Week
All GFYs are displayed.

Data will be available as
of 2002.

view GFQ or Month.
36
Understand
Report
Components
Time Period:
In this example all
quarters are displayed
for 2004 GFY.

view GFQ.
37
Understand
Report
Components
Time Period :
In this example all
months are displayed
for the Government Q4
2004.

view Date or drill up to
view GFQ or GFY.
38
Understand
Report
Components
Time Period for GFQ:

This time period
prompt allows you to
specify GFQ.

view Month information
or drill up to view GFY.
39
Understand
Report
Components
Time Period for GFQ:

In this example all
months are displayed
for the Government Q4
2004.

view Date or drill up to
view GFQ or GFY.
40
Understand
Report
Components
Time Period for Week:

The Time Period
prompt allows you to
specify week.
To drill on a selected
Week, highlight the
Week and select a drill
level.

view Date.
41
Understand
Report
Components
Time Period for Day of

Week:
Time Period prompt
allows you to specify
day of week.
To drill on a selected
Day of Week, highlight
the Day of Week and
select a drill level.

view Date.
42
Understand
Report
Components
Shipper Choices:
The Days to Deliver –
Parcel Select
(Customer Data) report
results can be viewed
by shipper(s).
You can select multiple

shippers by
highlighting a shipper
and using the arrow
buttons.

view Shipper Location.
43
Understand
Report
Components
Shipper Search:
You can use the search
feature to find elements
easier by typing in any
portion of this field you
are searching for and
clicking on the
magnifying glass icon.
For example, type in

‘AM’ in the search field
returns all shippers that
start with the letters
‘AM’.

view shipper location.
44
Understand
Report
Components
Shipper Location:
In this example we see
all shipper locations for
a selected shipper.

Shipper.
45
Understand
Report
Components
Customer Choices:
Parcel Select
(Customer Data) report
can be viewed by
customer(s).
You can use the search

feature to find a
customer more easily.
46
Understand
Report
Components
Group Results By:

Parcel Select allows
report results to be
grouped by:
• Shipper OR
• Shipper Location OR
• Customer
Making no selection
results in the report
results being shown
without being divided
by shipper, shipper
location, or customer.
You can select only one

of these three options.
47
Understand
Report
Components
Selection Summary:
Remember to view your
selection summary
prior to executing a
report!
This serves as a final

check to view selection
criteria prior to running
a report.
You can modify

selection criteria by
clicking on selection
prompts at any time.
48
Activity
Activity A - Generate a report that shows your total volume and service
performance for all mail originating from a BMC (your choice), grouped
by shipper, for Package Services - Commercial Parcel Select DBMC
on 6/12/2004.
Estimated Time for Activity: 5 minutes
49
Let’s compare results!
Activity A - Below are the selections you should have made in order to
generate the desired report information.
50
Activity A—Your report may be several screens wide. For display

purposes, it is split across the next two slides. Screen 1 of 3:
Results grouped by All destination
shipper areas selected
Text in blue can be Text in blue can be further drilled Text in blue can be further
further drilled down to down to view Area, District, ZIP-3, drilled down to view Service
view shipper location or ZIP-5 information Standard
51
Activity A—Screen 2 of 3:
Not cumulative
Report continues up to
8 days or more
52
Activity A – Screen 3 of 3:
Results grouped by All destination

shipper areas selected
Text in blue can be Text in blue can be further drilled Text in blue can be further
further drilled down to down to view Area, District, ZIP-3, drilled down to view to view
view shipper location or ZIP-5 information Service Standard
53
Activity
Activity B - Generate a report that shows your cumulative volume and

service performance for all mail destined for an area (your choice)
grouped by shipper location for Package Services - Commercial Parcel
Select DDU on 7/1/2004.
54
Activity B - Below are the selections you should have made in order to
generate the desired report information.
55
Activity B—Your report may be several screens wide. For display

purposes, it is split across the next three slides. Screen 1 of 3:
Results grouped by
shipper location
Text in blue can be further drilled down

to view to view Service Standard
56
Activity B—Screen 2 of 3:
Cumulative
8 days or more
57
Activity B – Screen 3 of 3:
Results grouped by
shipper location
Text in blue can be further drilled down

to view to view Service Standard
58
Report Customization –
MicroStrategy Features
59
How do I customize my report format?
Understand
Report
Components
Lock Row Headers

You can use this
feature to lock row
headers so that they
will stay in view as
you scroll across a
report.
To lock your row

headers, select Lock
Report Headers > Lock
Row Headers from the
Format menu. A
check mark appears if
the feature is turned
Row headers remain in view as on.
you scroll to the to the right
To toggle this feature
on and off, select Lock
Row Headers again.
60
Understand
Report
Components
Lock Column Headers

You can use this
feature to lock column
headers so that they
will stay in view as
you scroll down a
report.
To lock your column

Column headers remain in view headers, select Lock
as you scroll down the report Report Headers > Lock
Column Headers from
the Format menu. A
check mark appears if
the feature is turned
on.
To toggle this feature

on and off, select Lock
Column Headers
again.
61
Understand
Report
Components
Merge Row/Column
Headers
You can use this feature
to make your reports
Merge Row Headers is ON (default): more legible by
Rows with the same header are combining repeated
merged together rows and columns.
A check mark appears if

the feature is turned on.
Rows and columns are
merged by default when
you run a report.
To toggle row and

column merging on and
Merge Row Headers is OFF: off, select Merge Row
All rows listed individually Headers or Merge
Column Headers from
Note: Currently, no Product Performance
the Format menu.
Reports require merging of columns.
62
Understand
Report
Components
Outline
You can use this
feature to make your
Outline mode is OFF (default): reports more legible
Rows with related attributes are not by indenting groups of
indented and row groupings are not related attributes and
collapsible. making these
groupings expandable
and collapsible.
A check mark appears

Outline mode is ON: if the feature is turned
Rows with related attributes are on. To toggle outline
indented and row groupings are
mode on and off,
able to be expanded and collapsed.
select Outline from the
Format menu.
You can expand and collapse row
groupings by clicking the +/-
buttons.
You can use the numbered buttons
to expand and collapse all levels
63
How do I customize my report data?
Understand
Report
Components
Data Pivoting
You can use this
feature to rearrange
the columns and rows
in a report so that you
can view the data from
different perspectives.
To use data pivoting,

select Show Pivot
Page By—Move this column to the Page By table.
Buttons from the View
menu. Data pivoting
Move to Rows—Change this column to a row in the report buttons will appear on
your grid, and you can
Move to Columns—Change this row to a column in the report use them to rearrange
your columns and
Move Left/Move Right—Shift this column horizontally rows.
Sort Data—Arrange column data in ascending or descending order
64
Understand
Report
Components
Totals
to reflect accumulations
at selected attribute
levels. There are
various totals available,
such as count,
minimum, maximum,
standard deviation, etc.
To display totals on a
report, select Totals
from the Data menu,
then select the desired
All Subtotals have been added to this report. category of Totals from
the list. Select Subtotal
or Grand Totals Only for
the type of total you
choose.
65
Understand
Report
Components
Page-by
to select and display
subsets of your data as
separate pages. This is
most useful for
extremely long reports.
To create page-by fields

on a report, drag and
This report is paged by the Metrics column. drop the header of the
You can select the metrics that you want to column(s) by which you
view from the drop-down, and your report will want to separate your
show only the data for that particular metric. pages into the Page By
panel. You can place
more than one object in
the Page By field.
Use the drop-down

Note: The order of the objects in the Page By menu to select the
panel can influence the list of elements specific data you wish to
displayed for subsequent columns that you see on the page.
add to the Page By panel.
66
Understand
Report
Components
Page By Example 1: You wish to view only the % of Volume within Service
Standard
1. Drag the word “Metrics” into the Page By panel.
2. Select “% of Volume within Service

Standard” from the Metrics drop-down
menu, and click Go.
3. Your report refreshes, showing only the

% of Volume within Service Standard.
67
Understand
Report
Components
Page By Example 2: You wish to view only the % of Volume within Service
Standard for a particular Product Category.
1. Drag the Product Category header into the Page By
panel, next to the Metrics drop-down menu.
2. Select one of the Product Categories from

the drop-down menu, and click Go.
3. Your report refreshes, showing the % of Volume within

Service Standard for the Product Category you selected.
68
Understand
Report
Components
Select Data to Display

You can use this
feature to select
specific rows or
columns of data to be
displayed on your
report.
To select specific
data, click on Select
Data to Display from
Use the check boxes to select the rows and columns you
the Data menu. Check
wish to keep in the report. Click the OK button, and the
boxes will appear for
report will refresh with only your selected data. Your
original report and the report with selected data will appear
all rows and columns
as two separate reports in your History folder. of the report.
69
Understand
Report
Components
Sorting
You can use this
feature to sort your
data in ascending or
descending order.
Data has been sorted by Descending To sort your data,

Count of all Delivered Mail Pieces select Sort from the
Data menu. In the Sort
panel, select your
desired sorting
attributes from the
Quick Sort
Sort By drop-down
You can also quick-sort columns by right-
clicking on the header and selecting Sort > menu, then select the
Ascending or Descending. Ascending or
Descending radio
button. Repeat this
process for the Then
By fields, and click
OK.
70
What is drilling?
Understand
Report
Components
Drilling allows you to see data at levels other than that of the original report.
It allows you to quickly and easily investigate the data in your report.
Available drilling options include:

1.Left-Click and Right-Click Drill: Allows a user to quickly drill on
data elements and attributes within the hierarchies that are present on
the report
2.Simple Drill: Allows a user to drill on attributes within the

hierarchies that are present on a report
3.Advanced Drill: Allows a user to drill on attributes within

hierarchies that are not present on the report
71
How do I drill in my report?
Understand
Report
Components
Option 1a: Left-Click

Drill on Hyperlink
Left-click on a
hyperlinked element in
your report to drill
down one level.
The resulting data set

will be filtered down
one level for only the
element you select (in
this case, to the Area
level for Shipper One).
72
Understand
Report
Components
Option 1b: Right-Click

Drill on Hyperlink
Right-click on a
hyperlinked element in
your report to display
a pop-up menu from
which you can select a
drill level.

will be filtered with
only data for the
this case, to the 3-digit
ZIP level for Shipper
Two).
73
Understand
Report
Components
Option 1c: Right-Click

Drill on Header
Right-click on a
header in your report
to display a pop-up
menu from which you
can select a drill level.

will be filtered with
only data for the
this case, to the
District level for all
Shippers).
74
Understand
Report
Components
Simple Drill (option 2)

You can use this
feature to drill in a
similar manner to the
right-click drill
Select the level to which you want to drill in the methods, within the
To drop-down menus, and click the Go button hierarchies displayed
to display your report. on your report.
To display the Simple

Drill panel, select Drill
from the Data menu.
If you check the box next to “Include Selected
Column in Report,” the column from which you
are drilling will appear in your report. If you
leave this box unchecked, your report will not
show the column from which you drilled.
Notice that all rows have checkboxes in front of

them. Check the boxes of the rows on which
you want to drill.
75
Understand
Report
Components
Advanced Drill (option 3)

to drill to a completely
different hierarchy than
those currently included
in the report.
To display the Advanced

Drill panel, right-click on
your report and select
Drill > More Options.
Select the hierarchy in

which you want to drill
from the list in the Select
Hierarchy box.
Select the hierarchy level to which

you want to drill in the Select
Hierarchy Level drop-down menu,
and click the Go button to display
your report.
76
Activity
Question 1:
Which of the following features would I use to freeze my column headers
in place so that I can keep them in view as I scroll down my report?
a. Lock Row Headers
b. Lock Column Headers
c. Merge Column Headers
d. Merge Row Headers
e. Outline
77
Activity
Answer:
Which of the following features would I use to freeze my column headers
in place so that I can keep them in view as I scroll down my report?
a. Lock Row Headers
You can use this feature to lock column
b. Lock Column Headers headers so that they will stay in view as
you scroll down a report.
e. Outline
78
Activity
Question 2:
Which of the following features would I use to group related attributes so
that I could quickly expand and collapse related rows of data?
a. Lock Row Headers
e. Outline
79
Activity
Answer:
Which of the following features would I use to group related attributes so
that I could quickly expand and collapse related rows of data?
a. Lock Row Headers
You can use this feature to make your
d. Merge Row Headers reports more legible by indenting groups
of related attributes and making these
e. Outline groupings expandable and collapsible.
80
Activity
Question 3:
Which of the following drilling options would I use to drill on attributes
within hierarchies that are not present on my report?
a. Simple Drill
b. Advanced Drill
c. Left-Click Drill
d. Right-Click Drill
81
Activity
Answer:
Which of the following drilling options would I use to drill on attributes
within hierarchies that are not present on my report?
a. Simple Drill You can use this feature to drill to a
completely different hierarchy than
b. Advanced Drill those currently included in the report.
c. Left-Click Drill
d. Right-Click Drill
82
Activity
Question 4:
Which of the following features would I use to narrow my report data to
only the rows and columns of my choice?
a. Sort
b. Drill
c. Select Data to Display
d. Refresh
e. Re-prompt
83
Activity
Answer:
Which of the following features would I use to narrow my report data to
only the rows and columns of my choice?
a. Sort
b. Drill
You can use this feature to select
c. Select Data to Display specific rows or columns of data to be
displayed on your report.
d. Refresh
e. Re-prompt
84
Activity – Using MicroStrategy Features
Using the Days to Deliver – Parcel Select (Customer Data) report that
you generated in the first activity, drill to view data at an area level. This
report is in your History folder.

1. Click on the History Tab
2. Click on the name of the report in your History Folder
85
Drill Example
Right click drill on the hyperlinked National

element to display a pop up menu where you
can select to drill to an Area level.
Report displays with data at a Destination Area.
86
Using the Cumulative Days to Deliver – Parcel Select (Customer Data)

report that you generated in the second activity, add an average at the
grand total level. This report is in your History folder.

87
Average Example
To display averages on a report,

select Totals > Averages > Grand
Totals Only from the Data menu.
88
Average Example - Screen 1 of 3:
On this report, Average has been

added at a grand total level.
89

90

91
What user preferences are available?
Understand
Report
Components
User Preferences
You can change your
User Preferences by
clicking the Options tab.
You can modify the

following preferences:
• General
• Report Display
• Drill Display
• Print
• PDF
• Drill Mode
• Prompts
• Logout
• Change my password
You can reset your

preferences back to the
defaults by clicking the
Load Default Values
button.
92
What is concurrent reporting?
Understand
Report
Components
Concurrent Reporting
This feature allows
you to execute
multiple reports at the
same time. You can
click Execute Report,
and that report will run
in the background
while you begin to
construct for another
report.
The “i” button is a shortcut to the Report Details page, which gives
report information such as the Selection Summary. This can be a In your History list,
helpful tool when differentiating among reports in your History folder. completed reports will
be listed as “Ready,”
and those that are still
running will have a
Note: To expedite report processing, you should periodically clean up status of “Executing
your History folder. You can do this by saving the reports you wish to
keep to your My Reports folder, and then using the Remove button to
SQL.”
delete those reports from your History folder. Instructions for saving
reports will be given later in the course.
93
What report tools are available?
Understand
Report
Components
The following report tools are available in MicroStrategy and will be

explained in further detail.
• Print
• Export
• PDF
• Re-Prompt
• Refresh
• Save
• Delete
94
Understand
Report
Components
Print
To print your report,
select Print from the
Report menu or click
the print button.
A pop-up Print
Options window will
appear; verify your
print options and click
Print.
Your selection
summary will print on
the first page and your
report will follow.
95
Understand
Report
Components
Export
To export your report
to Excel, select Export
from the Report menu
or click the export
button.
You will be asked

whether you want to
Clicking Open will
open your report in
open the report
Excel format in a pop- immediately or save it;
up window. You may make your selection
then make any and click the
modifications and appropriate button.
save your report.
Clicking Save will open a

“Save As…” window and
you can save your report
without opening it.
96
Understand
Report
Components
PDF
This feature allows
you to export your
report to Portable
Document Format
(PDF), which makes it
a read-only file.
To export your report

to PDF, select PDF
from the Report menu
or click the PDF
button.
Note: To view PDF files, you must have
Adobe’s Acrobat Reader software (version 4
or greater) installed on your computer.
97
Understand
Report
Components
Re-Prompt
This feature allows
you to modify your
prompt selections in
order to re-run a
report.
To use the re-prompt

feature, select Re-
If you have drilled in the report, Prompt from the Data
the Re-Prompt feature will not be menu or click the re-
available. prompt button.
The first prompt for

the report will appear,
Note: Once you re-prompt a and you can change
report, your newly generated any of your selections
report will replace the old report prior to re-executing
in your History folder. the report.
98
Understand
Report
Components
Refresh
This feature allows
you to re-run your
report and update it
with current data.
To use the refresh

feature, select Refresh
from the Data menu or
click the refresh
button. Your report
will re-execute.
If you have drilled in

the report, the Refresh
feature will not be
available.
99
Understand
Report
Components
Save Reports
To save your report,
select Save As from
the Report menu or
click the save button.
The Save Report

window will appear;
type a name and
description for your
report in the Save
You have the following options when Report As: and
saving your report: Description: boxes,
• Save report in Report format and click Save.
(prompt selections cannot be
changed)
• Save report in Prompt format Your report will be
(prompt selections can be changed) saved to the My
• Save report with all the embedded Reports folder.
prompts
100
Understand
Report
Components
Delete Reports
To delete your report
from the My Reports
folder, select the My
Reports tab and click
the Delete report link
for the report that you
wish to delete.
Click Delete again on

the Delete
Confirmation screen,
and your report is
permanently deleted
from the My Reports
folder.
101
Activity
Question 5:
Which of the following report tools would I use to re-execute my report
and update it with current data?
a. Print
b. PDF
c. Refresh
d. Re-prompt
e. Save
102
Activity
Answer:
Which of the following report tools would I use to re-execute my report
and update it with current data?
a. Print
b. PDF
This feature allows you to re-run your
c. Refresh report and update it with current data.
d. Re-prompt
e. Save
103
Activity
Question 6:
Which of the following report tools would I use to export my report as a
read-only document?
a. Re-prompt
b. Save As
c. Print
d. Export
e. PDF
104
Activity
Answer:
Which of the following report tools would I use to export my report as a
read-only document?
a. Re-prompt
b. Save As
c. Print
This feature allows you to export your
d. Export report to Portable Document Format
(PDF), which makes it a read-only file.
e. PDF
105
Activity
Question 7:
Which of the following report tools would I use to change my prompt
selections and re-run my report?
a. Print
b. PDF
c. Refresh
d. Re-prompt
e. Save
106
Activity
Answer:
Which of the following report tools would I use to change my prompt
selections and re-run my report?
a. Print
b. PDF
c. Refresh
This feature allows you to modify your
d. Re-prompt prompt selections in order to re-execute
a report.
e. Save
107
108
109
What does it do? This service performance report provides
service information from originating
locations by on time percentage and
percentage delivered by day.
Why? This report allows users to gain an

understanding of performance by service
standard within their locations and see
how many days it took to deliver.
Benefit? This report helps users determine on time

performance by service standard for
specific origin locations.
110
Understand
Report
Components
The Days to Deliver (Customer Data) report can be accessed from the Shared Reports folder:

2. Click on the Days to Deliver (Customer Data) link
111
Understand
Report
Components
Days to Deliver (Customer Data) Prompts

1. Origin Location
2. Product /Service
3. Time Period
4. Start Date
5. End Date
6. Shipper
7. Customer
8. Group Results By
112
Understand
Report
Components

8 or more days
The Days to Deliver (Customer Data) provides detail on

volume, volume within service standard and volume
delivered on days 0-8+.
113
Understand
Report
Components
Cumulative Days to Deliver (Customer Data)

8 or more days
The Cumulative Days to Deliver (Customer Data) report

contains attributes similar to the Days to Deliver (Customer
Data) report except that data in each day’s column includes
the pieces delivered in the previous days.
114
Understand
Report
Components

Percentages of items with a stop the
Shipper(s) selected Product Category selected clock event on day ….
Report continues up to 8
days or more
Percentage of volume with Percentage of items with

Drill to view Total volume with a a stop the clock event acceptance and stop the
Area, District, stop the clock event that has met Service clock event on the same
ZIP-3, ZIP-5 that has met Service Standard day
Standard
115
Understand
Report
Components
Origin Location:
You can select to view
data at an:
• Origin National
• Origin Area
• Origin BMC
• Origin ASF
This report has a default

selection of Origin
National.
To make a selection,
highlight the desired
Origin Location and use
the arrow to move it to
the selection box.

view:
• District
• ZIP-3
• ZIP-5
116
Understand
Report
Components
Product / Service:
Days to Deliver
(Customer Data)
provides information
for the following
products:
• First Class
• Package Services
• Priority Mail
• Standard Mail
Products are selected

by highlighting and
using the arrows.

view:
• Product Type
• Service Standard
117
Understand
Report
Components
Time Period Choices:

Allows you to define
the requested time
period for the report.
You can view data by:
Year (GFY)
Quarter (GFQ)
• Week
• Day of Week
Time period selection

will default to all GFYs.

view GFQ or Month
information.
118
Understand
Report
Components
Shipper Choices:
The Days to Deliver
(Customer Data)
by shippers.
You can drill down to a

specific shipper
location.
119
Understand
Report
Components
Customer Choices:
The Days to Deliver
(Customer Data)
by customer.
120
Understand
Report
Components
Group Results By:

The Days to Deliver
(Customer Data) allows
report results to be
grouped by:
•Shipper OR
•Shipper Location OR
•Customer
Making no selection
display report results
without being divided
by shipper, shipper
location or customer.
You can select only

one of the three
options.
121
Understand
Report
Components
Selection Summary:
selection summary
report!

a report.
You can modify

122
Activity
Activity A - Generate a report that shows originating volume and on-time
performance grouped by shipper for Priority Mail-Commercial – Other
for an area (your choice) for June 2004.
123
generate the desired report information:
124
Activity A —Your report may be several screens wide. For display
purposes, it is split below.
Hyperlinked attribute can

be further drilled down
125
Activity
Activity B — Using the Days to Deliver (Customer Data) report from the
previous activity, alter your report so that it displays only the % Delivered
on Same Day metric.
126
Activity
1. Drag and drop the “Metrics” header into the Page By panel
2. Select % Delivered on Same Day from the Metrics drop-

down menu.
3. Click Go.
127
Activity
% Delivered on Same Day is the only

metric displayed on the report.
128
Delivery Success Report
(Customer Data)
129
What does it do? This delivery report monitors USPS and
mail recipient behavior by showing how
quickly “left notice” items are picked up.
Why? This report provides comparison of

Attempt versus Delivery percentages by
ZIP codes.
Benefit? This report increases understanding and

confidence for attempted and final
delivery and can help determine if service
performance can be improved.
130
Understand
Report
Components
The Delivery Success (Customer Data) report can be accessed from the Shared Reports folder:

2. Click on the Delivery Success (Customer Data) link
131
Understand
Report
Components
Delivery Success (Customer Data) Prompts

1. Product / Service
2. Destination Location
3. Time Period
4. Start Date
5. End Date
6. Shipper
7. Customer
132
Understand
Report
Components
Report continues
The Delivery Success (Customer Data) report provides

information on how many days passed between the
first attempted delivery of a mailpiece and when it was
picked up.
133
Understand
Report
Components
Report continues
The Cumulative Delivery Success (Customer Data) report

contains attributes similar to the Delivery Success report
except that data in each day’s column includes the pieces
redelivered/picked up in the previous days.
134
Understand
Report
Components
Delivery Success – Customer Data

This report has many columns, and is several screens wide. For display purposes, it
is split across the next 2 slides. Screen 1 of 2:
Destination Total pieces with an Percentages represent days between
location Attempted or Delivered Attempt and Delivered scan divided by
selected or Arrival at Pick Up total pieces with an Attempted scan
Total pieces % of pieces where the first

where the first stop the clock event was a
stop the clock Delivered scan / total
event was a pieces scanned
Delivered scan
135
Understand
Report
Components

Percentage of pieces with an Percentage of pieces with Attempted
Screen 2 of 2: Attempted or Arrival at Pick Up or Arrival at Pick Up event and no
Point event and a Returned to Delivered or Return to Sender events
Sender event
136
Understand
Report
Components
Product/ Service:
The Delivery Success
provides delivery
information for the
following products,
based on Delivery
Confirmation and
Signature Confirmation
scans:
• First Class
• Package Services
• Priority Mail
• Standard Mail

view:
• Product Type
137
Understand
Report
Components
Destination Location:
You can select to view
data at a national and
area level.

view District, ZIP-3 or
ZIP-5 information.
138
Understand
Report
Components
Start and End Date:

You can view report
by:
•Time Period
OR
•Start Date
•End Date
For example, if you

wanted to see
performance from
February 1 – February
15, you would use
these prompts to enter
02/01/2004 and
02/15/2004.
139
Understand
Report
Components
Shipper Choices:
Delivery Success
by shippers.
You can drill down to a

specific shipper
location.
140
Understand
Report
Components
Customer Choices:
Delivery Success
by customer.
141
Understand
Report
Components
Selection Summary:
selection summary
report!

a report.
You can modify

142
Activity
Activity A - Generate a report that shows your shipper’s delivery success

for Package Services nationwide for July 2004.
143
144
Activity A —Your report may be several screens wide. For display

Drill down to view

Area, District, ZIP-3,
ZIP-5 information
145
Activity
Activity B - Generate a report that shows your cumulative delivery

success for Package Services Commercial in the Eastern and
Northeastern areas for 05/01/2004 – 05/08/2004.
146
Activity B - Below are the selections you should have made in order to
147
Activity B —Your report may be several screens wide. For display

Drill down to view

District, ZIP-3, ZIP-5
information
148
Using the Cumulative Delivery Success report from your History Folder,
add shipper location to report results.

149
Advanced Drill Example
1. To display the Advanced Drill panel, right-

click on a hyperlinked element in your report
and select Drill > More Options.
2. Select “Shipper” from the list in the Select

Hierarchy box.
3. Select “Shipper Location” from the Select

Hierarchy Level drop-down menu and click the
Go Button to display your result.
150
Advanced Drill Example - For display purposes, it is split below.

Screen 1 of 2:
Shipper Location has been added to the report.
151
Advanced Drill Example - Screen 2 of 2:
Shipper Location has been added to the report.
152
Delivery and Service Performance Report Summary
• Service Performance Reports:

– Provide service information from BMC or
originating location by on time percentage and
percentage delivered by day
• Delivery Reports:
– Monitor customer and Postal behavior by showing
how quickly ‘left notice’ items are picked up
• Users can filter data to include in their reports

based on:
– Product / Service
– Origin and Destination Locations
– Start Date / End Date
– Time period
– Shipper
– Customer
153
Additional Training Materials
The following PPR training resources are available:
• PPR Training Module
• PPR Quick Start Guide
• PPR User Guide
154
Summary
• Let’s review what we have discussed

– Selecting Report Criteria
– Viewing Reports
– Understanding Report Headings
– Generating Reports
• Thank you for your patience and time
• Remember the Product Performance Reporting User

Guide that you can access at any time
• Please now spend time completing an evaluation

form
155

Product Performance Reports Training - Course # 11201-23: September 2004 Fletch Heard

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Product Performance Reports

Training – Course # 11201-23

 This course is designed to give you an overview of the Product

Introductions 8:00 – 8:10

By the end of this course you will:

• Be able to use and understand the functionality of the Product

• Be able to generate Product Performance Reports

The Enterprise Data Warehouse provides:

Follow these steps to log in to the Mail Tracking & Reporting

1. Navigate to this URL:

1. Click on the Product Performance link,

2. Click on Product Performance Reporting

Click here to return

Click here to access

Click here to access Click here to access Click here to search

This is a sample AutoPrompt. You will be using these to generate

Use this box to search for attributes

This box displays the available

This box displays the attributes you

You can also choose multiple report selections by highlighting desired

With multiple selections,

In this example, selecting “at least 1

Your reports will look similar to this: Report toolbar:

Report rows Report headers

Product Performance Reports provide…

• Greater flexibility to select range of dates, day of

Days to Deliver (Customer Data)

Days to Deliver – Parcel Select (Customer Data)

Why? This report allows customers to gain an

Benefit? This report helps determine on time

1. Click on the Shared Reports tab

Days to Deliver – Parcel Select (Customer Data) Prompts

Days to Deliver - Parcel Select (Customer Data)

The Days to Deliver – Parcel Select (Customer Data) report

Cumulative Days to Deliver - Parcel Select (Customer Data)

The Cumulative Days to Deliver – Parcel Select (Customer Data)

Days to Deliver - Parcel Select (Customer Data)

Hyperlinked Total volume with a Percentage of volume Percentage of items with

Package Services Priority Mail * First Class

Each product category may

* These classes will be part of a future release for service performance

Products are selected

You can drill down to

You can drill up to view

All BMCs will display.

There are no further

Note: You should

All ASFs will display.

There are no further

DDU Entry Point:

In this example, all

You can drill down to

You can drill down to

You can drill down to

You can drill up to view

• Government Fiscal Quarter – is composed of 3 monthly accounting

• Week – is composed of 7 days

• Day of Week – is composed of a single day (i.e. Monday, Tuesday)

Time Period Choices:

All GFYs are displayed.

You can drill down to

You can drill down to