Generate the Plan Analysis Report

Use these steps to generate the Patheon Plan Analysis Report. This 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 can be generated for a single site, multiple sites, a site group, or multiple site groups.

  1. Log in to Patheon Portal.
  2. Select Reports. The Financial Reports panel opens.

  1. Select Account Report. The Preview Parameters section of the Plan Analysis Report panel opens.

  1. In START DATE, select the opening date and time range for the report. By default, the field is set to 1 week (7 days) prior to the current date, 12:00 AM.
  2. In END DATE, select the closing date and time range for the report. By default, the field is set to the current day, 11:59 PM.
  3. In SITE GROUPS, select the site group(s) to include. All groups (default), select multiple groups, one group, or no groups can be selected. Important: The site group(s) selected here control which site(s) can be selected in SITES.

  1. In SITES, select the site(s) to include. All sites (default), select multiple sites, or one site can be selected.

  1. Select Submit. The report generates for the provided parameters. Tip: Select the Preview Parameters icon to close the section and expand the report to the full panel.
  2. To generate the report with different parameters, open the Preview Parameters section, enter new parameters, and select Submit.