2011-110 Monthly Opto Email Report

Overview
With Opto, it is possible to receive certain information monthly via email. The purpose of these alerts is to draw the attention of the user to important issues within the system. The “Email Office” maintained in the Employee Number is being used as a recipient address, once it has been setup in the “Daily Email – Setup” parameters.

The Report has 5 Sections in addition to the Summary:

Example Summary:

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1. Customer by Dispatch Value
This report shows the 5 customers with the highest dispatched value during the last month:

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2. Top 5 Customer By Average Profit (%)
This report shows the 5 clients with the highest average profit margins:

3. Worst 5 Customers By Average Profit (%)
This report shows the 5 clients with the smallest profit margins during the last month:

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4. Top 10 Customers by YOY Sales Change
Thie report shows the 10 customers that have had the highest increase in order volume during the last month ($):

5. Bookings, Billings & Backlog
This report compares the Bookings, Billings & Backlog values according to $ values:

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Opto Software Pty Ltd
Created: 27/11/24