IN THIS ARTICLE

  • Transaction counts: Overview
  • Text guide
    • Navigate to the Transaction counts report page
    • Transaction counts report filters
    • View Transaction counts for all types of transactions
    • Export Transaction counts report

Transaction counts: Overview

Transaction counts shows the total number of transactions and total count of each type of transaction like receipt, issue, discard, stock count.

TEXT GUIDE


Navigate to the Transaction counts report page

  1. Click on the Reports tab in the main menu
  2. Select the Transaction counts sub-tab from the available options




Transaction counts report filters

Select a date range, which is the ONLY mandatory filter

  1. From: view transaction counts from a specific date, the default is five years prior



2. To: view transaction counts until a specific date, the default is the current day




Choose ONE from the following optional filters:

  1. Material name: view transaction counts for a single material
  2. Entity: view results by a single entity
  3. State name: view results by a single state 
  4. District/County: view results by a district/county
  5. Entity group: view reporting by a group of entities/stores
  6. Entity tag: view transaction counts in all entities that come within the same administrative boundaries
  7. Material tag: view by materials categorized under one category or group




View ALL transaction counts

  1. The screen will display the various filter options available to extract specific information, filter the options by:
    1. Typing the parameter under the filter option field based on selection or typing of keywords
    2. Selecting from the list of drop-down options that appear

  2. Click on the Get Report button



3. View a report of transaction counts across all materials and entities for the selected time period (this is the default view)



4. View  a pie chart displaying a visual representation of the percentage of each type of transaction and a total count of each type of transaction

5. View a table beside the pie chart with the numbers of each kind of transaction and the total

6. View the bar graph below the pie chart with the information split up month-wise (default is set to All tab) 



7. This report can further be drilled down. Click on a month bar to see daily trends in that month

8. Click on the Table icon



9. View the same information in a tabular format

10. Click on the graph icon to switch back to the graph view


11. Click on Reset if you want to change filter criteria




 NOTE
Not selecting a filter option will provide transaction counts across all materials and entities for five years



Export transaction counts report

  1. Click on Show Export Options



2. Choose whether to aggregate data by month (default) or day

3. Select a time period for which to generate a report

4. Click on Export to export a report or Cancel to quit


5. A message will pop up to confirm that the report will be emailed to the registered address. Click OK to continue



6. Another pop up will confirm that the email has been sent



7.  Go to the user profile at the top right of the screen and click on My Exports



8. You will be taken to the My Exports page where you can click on the file name to view it



9. Click on Download as CSV to download a report in a format that can be opened in Microsoft Excel

10. Click on the icon above the chart to download the chart in the following options available:

  • JPG image
  • PNG image
  • PDF document
  • SVG vector image
  • XLS file