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Report Basics
R+ offers a set of reports intended to guide users to an improved replenishment model that keeps net flow in the green zone, reduces stock outs, and monitors inventory investment. Reports can be accessed via the Menu under “Information”.
There are 7 pre-defined reports to choose from. The Custom and User Reports are part of the Advanced Analytics Module, and will not be covered in this section.
To Know Before Accessing the Reports:
In each of these Pre-Defined Reports, there are several filters you can choose from, as well as multiple Date Range Views. You can access both in the upper left hand corner by clicking the filter icon: 
The filters you can choose from are: Planner, Location, Buffer Profile. Material Type & Part Type. They can be set for each report, and once set, will persist for that user until modified. The date ranges will also stay until they are reset.
Note: Customized Filters and ranges are not available in the pre-defined reports. For that functionality you must purchase the Advanced Analytics Module.
The Base Reports also allow the user to download the report in several different formats, as well as the ability to print the report. You can find this option in the upper right corner of each report.
Buffer Trend
The Buffer Trend report is the best and quickest way to assess inventory performance and whether inventory is being managed in an optimal way. It only shows the inventory performance of buffered parts. This report displays date along the horizontal axis. The left hand vertical axis is the percent of parts in each buffer zone. The right hand vertical axis is the inventory value, which is calculated by multiplying inventory quantity by the raw materials cost. The number of parts with net flows in the red, yellow, green and blue zones are counted each day and displayed in the stacked columns.
The black line in the graph shows the target inventory value over the chosen time period. The target inventory value is calculated by multiplying the target inventory quantity by the raw materials cost for each buffered item in the view.
The pink/purple line shows the actual on hand inventory value. This is calculated by multiplying the inventory quantity by the raw materials cost for each buffered item in the view.
Analysis
The ideal goals of this chart are:
To achieve a high number of parts in the green zone, followed by the yellow zone, with traces of red and blue.
To close the gap between the On Hand and Target Inventory values so that they become as close as possible.
Most implementations start with too much red and blue, meaning too many parts with too little inventory or too many parts with too much inventory. The number of parts in the red zone can be reduced by placing supply orders as recommended by R+, while the blue zone can be reduced by canceling supply orders, and/or depleting on hand quantities.
Many implementations also start with a significant gap between the On Hand Value and Target Inventory value. The On Hand will naturally start to trend towards the Target Inventory line over time as the planners start to reorder in the quantities recommended by R+. The sign of a well-performing buffer trend graph is a decrease or increase of the purple/pink line towards the black line. If you do not see this, it is a sign that the planners are not following R+ recommendations and/or that there is a significant amount of unused on hand inventory.
Critical and High Trend by Planner
This report assists managers in evaluating the planners with parts in critical and high priorities and helps expose issues preventing planners from bringing all parts into their desired zones.
The filters can be adjusted to select which planner(s) are included.
Analysis
It is helpful to review these parts the planner or planning team. They can provide insight into what is causing parts to be in critical or red status, possibly from manufacturing or purchasing constraints or parts categories with higher volatility.
OTOG Trend by Planner
The Over Top of Green Report displays the number of parts that are over-stocked or over-ordered. These are the parts that are causing an over-investment in inventory, so each part in the OToG chart is an opportunity for reduction in the on hand inventory.
Analysis:
This chart should be used to find and help the planner reduce the number of parts in the OToG priority. You can see which planners have many OtoG parts and if these parts are decreasing over time. If a planner consistently has many parts in Over the Top of Green, their planning process may need re-evaluation or they may need assistance in identifying ways to reduce their on hand.
Part Distribution
This report shows the priority distribution for buffer profiles over a certain time period. Each stacked column represents a buffer profile, and like the Buffer Trend graph, each color represents the amount of parts in that priority.
Analysis:
This chart will allow you to see if there are any buffer profiles that have significant amounts of parts in the blue or red zones. If you do have parts with too many parts in red or blue, these buffer profiles may represent particular categories of parts that need to have their buffers adjusted or reassigned to new profiles.
Stock Out With Demand
This report shows the number of buffered parts that stocked out with demand against them during the time period.
Analysis:
Seeing any parts in this graph is not a good sign. The goal is to have 0 parts in this chart. The filters will be helpful on this chart, as you can find which location/planner/material type is contributing the most to poor performance. In order to find a cause for why that part stocked out, you should examine the part’s Analytics chart in the Part Details and discuss the stock out with the planner. If the planner was ordering the way R+ recommended and the part’s master data is correct, a potential solution could be to increase the size of the red zone to give more protection to any variability. This can be accomplished by changing the buffer profile to one with a higher variability category, the third digit of the buffer profile.
Sum of Critical and High
The report shows the total amount of parts in the Critical and Red status over time. The goal for this chart is also to have 0 parts on this chart. While you may start off an implementation with many parts in this chart, the amount of parts should decrease.
Analysis
If the number of parts in the chart does not decrease or stays the same for long periods of time, then you should review these parts to see what is keeping them in the red priority. It could be that the planner is not following the recommendations of R+ or that the buffer’s red zone needs to be increased to provide more protection.
Sum of OTOG
The purpose of the Over the Top of Green (OTOG) report is to show the number of parts in an over-stocked status. The objective is to eliminate these, targeting a goal of zero, thereby controlling costs by reducing inventory.
The report shows the total amount of parts in the Over Top of Green status over time. The goal for this chart is also to have 0 parts on this chart. While you may start off an implementation with many parts in this chart, the amount of parts should decrease.
Analysis
If the number of parts in the chart does not decrease or stays the same for long periods of time, then you should review these parts to see if there are reasons why Net Flow is so high and opportunities to decrease it. A planner may not trust the system and could be ordering more than the system is telling them to. You may need to hold more training sessions to assist them. Or, there may not be enough demand against a part with a lot of inventory. In this case, you may have to find other ways to reduce the actual on hand amount.
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