Plan Analysis Report

The Plan Analysis Report displays starting plan counts, plans added counts, plans ended counts, and ending plan counts for all time-based wash plans and unit-based wash plans. Use this report to determine whether wash plan memberships are growing, shrinking, or static for a given period. It does not include wash plan revenue.

  • Generate for single site or multiple sites
  • Generate for single date or range of dates
  • Export a generated report to CSV, HTML, PNG, MHT, PDF, RTF, TXT, XLS, XLSX, or DOCX

All Patheon Portal paginated financial reports include a set of functions to navigate report pages, resize the report view, print the report, and export the report. See Financial Report Tools for detailed information about each tool.

Report Parameters and Tools

The Plan Analysis Report tools include Preview Parameters (report time range, site group(s), site(s), terminals), Export Options, and Search. The Preview Parameters section opens by default when the Plan Analysis Report is selected from the list of financial reports, instructing, Waiting for parameter values....

PREVIEW PARAMETERS

The Preview Parameters section provides the ability to specify the start date, end date, and sites to include in a generated Plan Analysis Report.

START TIME

Specify the year, month, day, and time, to include for the first day of the report. The default start time is 7 days prior to the current date, starting at 12:00 AM.

Two shortcut functions are available in the dialog.

TODAY

Select the Today function to set the date and time to the current date and 11:59 PM.

MONTH YEAR

The month and year above the calendar is a shortcut that changes the month view to a year view, from which any month in the year can be selected. Selecting a month then opens the month view so a specific day from that month can be selected.

Selecting the year above the year view opens a decade view, from which any month in the decade can be selected. Selecting a year then opens the year view so a specific month from that year can be selected.

Selecting the decade above the decade view opens a century view, from which any decade in the century can be selected. Selecting a decade then opens the decade view so a specific year from that decade can be selected.

END TIME

Specify the year, month, day, and time, to include for the last day of the report. The default end time is the current date, ending at 11:59 PM.

Enter the same date as the Start Time to generate a report for a single day.

SITE GROUPS

Select the site groups box to open a drop-down list of site groups. Select a single site group, multiple select site groups, or all site groups to include for the report.

This setting includes all site groups (All selected) by default.

SITES

Select the site box to open a drop-down list of sites. Select a single site, multiple select sites, or all sites to include for the report.

This setting includes all sites (All selected) by default.

Reset | Submit

Use the Reset function to return all Preview Parameters settings to their default settings. Use the Submit function to generate the report for the Preview Parameters current settings.

EXPORT OPTIONS

The Export Options section provides the ability to export a generated Plan Analysis Report to any of the following file formats:

  1. CSV
  2. HTML
  3. PNG
  4. MHT
  5. PDF
  6. RTF
  7. TXT
  8. XLS
  9. XLSX
  10. DOCX

SEARCH

The Search section provides the ability to quickly locate a specific piece of text or data in the generated report.

Text Box

The text box provides a field to input the search criteria. Select Enter on a keyboard or use the provided ^ function or v function to invoke the search.

^ | v

Invoke the search function for the generated report, up or down.

Match case

Select the Match case option to only identify exact uppercase and/or lowercase matches in the results.

Match whole word only

Select the Match whole word only option to only identify exact text matches in the results.

Search Result

The Search Result area lists all search matches in the report. Each match identifies the page on which it is located, and the match is a link that can be selected to highlight its location on the generated report (in the report viewer).

Report Header

The first page header of the report includes a Title, Report Generated, Generated By, Sites, Start Date, and End Date. If the report spans multiple pages, the header for all subsequent pages includes the Title, Report Generated, and Generated By.

Generated By

The employee who generated the report.

PLAN ANALYSIS REPORT

The title of the report is Plan Analysis Report.

Generated On

The date on which the report is generated, in mm/dd/yyyy format.

Sites

The site(s) for which the report is generated.

Start Time

The beginning of the data included in the date and time range for which the report is generated.

End Time

The end of the data included in the date and time range for which the report is generated.

Report Data

The Plan Analysis Report data consists of plan membership data for all plans, organized by plan types.

Plan type

Each active wash plan is listed on the report, grouped according to type. There are 5 plan types.

TIME-BASED AUTO RELOAD

Wash plan subscriptions that automatically renew according to some recurring schedule. Examples of these include unlimited monthly wash plans.

TIME-BASED MANUAL RELOAD

Wash plan subscriptions that must be manually renewed after a set time interval elapses.

TIME-BASED OPEN EXPIRATION

Wash plan subscriptions that expire after a set time interval elapses.

UNIT-BASED AUTO RELOAD

Wash plan subscriptions that automatically renew when the customer redeems their last unit.

UNIT-BASED MANUAL RELOAD

Wash plan subscriptions that must be manually renewed when a customer redeems their last unit.

At Start

The number of active plans at the beginning of the generated report's time period.

Format is #,###.

Added

The number of plans added during the generated report's time period. This includes new members, as well as former members who dropped out, but returned.

Format is #,###.

Transfer In

The number of existing plan members who transferred into the corresponding plan from another plan during the time period for which the report is generated.

Format is #,###.

Transfer Out

The number of existing plan members who transferred out of the corresponding plan to another plan during the time period for which the report is generated.

Format is #,###.

Ended

The number of plans ended for the corresponding plan, by end type, during the time period for which the report is generated. There are five end types:

  • Discontinued
  • Expired
  • Out of units
  • Terminated
  • Unpaid

Format is #,###.

Total Ended

The sum of plans ended for the corresponding plan, regardless of end type, during the time period for which the report is generated.

At End

The number of active plans at the end of the time period for which the report is generated.

This value is calculated using the At Start, Added, Transfer In, Transfer Out, and Total Ended values for a corresponding plan. For example, the following values would result in an At End value of 92:

  • At Start: 83
  • Added: 11
  • Transfer In: 2
  • Transfer Out: 1
  • Total Ended: 3
  • Calculation: 83 + 11 + 2 - 1 - 3 = 92

Format is #,###.

Report Footer

Page numbers are provided at the bottom of each report.