Guide them to their portal to view their reports under the Analytics dropdown or to their monthly analytic email, which includes links that will take them directly to their reports.
Has the data on the reports changed?
No, however, some of the names of the reports and report views have changed. The reports still contain the same information. The Spend Overview Report has replaced the Top 20 Products, the Cost Variance Report is the same as the Price discrepancy Report in a new dashboard, and the Split Case Report is the same as before but in a new dashboard. The information contained in the Analytics Report is the same information that was contained in the Analytics Portal and is available to view as the Spend Overview Report, Cost Variance Report, and the Split Case Report. You can access these by either going into your portal and accessing them under the Analytics dropdown, or by clicking on the link to be taken directly to the report within your portal in your monthly analytic email.
Which reports have had a name change?
Spend Overview is replacing the Top 20 Products
Cost Variance is the same as the Price Discrepancy Report in a new dashboard
The Split Case report is the same as before but in a new dashboard
Will I still receive my analytics email every month?
Yes, you will still receive your monthly analytics email as normal. Instead of your monthly analytics email containing downloadable attachments of your reports, you will be sent links that will direct you to your reports to view within your portal.
Am I able to download my reports from my portal?
No, you are only able to view your data from your reports directly within the portal (Spend Overview, Cost Variance, Split Case Report). Although some of the names of these reports have changed, they still contain the same information, just in a different view.
Please note: If a user wants to discuss why downloadable reports are no longer available, transfer them to their Account Manager. If the caller does not have an Account Manager, you will need to let the caller know you will be creating a case and that an Account Manager will be reaching out to them. You will then need to create a case and send it to the Account Manager queue.
I can’t open my portal.
Have them clear their cache. If there is a system issue, submit a ticket to Production Support.
