Report Information
The Preparation Summary report provides an overview of the production activities against Preparation type products declared via the Product Preparations feature, offering valuable insights into the production processes and resulting product yields.
This report is available only to companies subscribed to the Inventory Management module.
Access the Preparation Summary report via: Reports & Analysis > Inventory Management > Preparation Summary.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which date range to include preparation records for. |
Report Output
Section 1 - Product Summary
The first section of the report provides an overview of production figures per product, comparing expective yields against actual yields and resulting impact on costs.
Additional information on this view
The table below summarises the data shown in each column of this report view.
| Made Product |
Displays the Preparation type product being made within product preparation declarations. |
| Made Qty |
Displays the quantity of the Made Product created in product preparation declarations. |
| Size |
Displays the product recipe size that the Made Qty above is based on. |
| Used Product |
Displays the ingredient product being used to make the resulting Made product within product preparation declarations. |
| Used Qty |
Displays the quantity of the Used Product used in product preparation declarations. |
| Size |
Displays the product pack size that the Used Qty above is based on. |
| Yield Exp. |
The expected production yield, based on the product recipe. |
| Actual |
The actual product yield, based on product preparation declarations. |
| Yield Variance |
The difference between expected yield and the actual yield. |
| Cost |
The cost of the yield variance. |
Section 2 - Daily Summary
The section section of the report provides the same information as in Section 1, however the data is split by sales date to provide a daily production overview.
Additional information on this view
Columns within this level of the report are the same as those in Section 1.
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