DISTILL x 5 features several Ops, or Operational, Reports which users can generate to gain valuable insight over their system data via Reports > Ops Reports. This article breaks down each individual Ops Report in detail to help users leverage their DISTILL x 5 system data to curate their own custom reports.
Note:
- The Advanced Search option towards the top of each Ops Report can be used to select custom Date Ranges to filter results on, among other search filters which vary by Report. Click Advanced Search to expand and review available filters by Ops Report.
- Dx5 Ops Report search results can be downloaded in CSV format (.csv) to sort/filter/customize Report data as desired. Users can download Ops Reports to CSV by clicking the Download icon above the Report Search box on the right side of the page.
- A Search box is available in all Ops Report tables to filter Results further, and can be seen in the below screenshots.
Advanced Search:
Download CSV Button:
Dx5 Ops (Operational) Report Details:
- Mash/Cook Produced Report: The Mash/Cook Produced Ops Report will return results for all Dx5 Batches which are Active, Complete or Transferred Out in the Mash/Cook Operational stage.
- To customize/filter this Report, click Advanced Search and input the applicable Date Range, Batch Type and Status to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu.
- If users do not select a specific Batch Type and/or Status to filter results on, the Ops Report will deliver all Mash/Cook results within the desired Date Range. Click Search Mash/Cook to retrieve results.
- Users can click the gold Batch Name within Results to view individual Batch Details pages if additional Batch information is needed for their custom Mash/Cook Produced Report.
- Fermentation Yield Report: The Fermentation Yield Ops Report will return results for Dx5 Batches in the Fermentation Operational Stage assigned a Complete Status.
- To customize this report, click Advanced Search and input the applicable Date Range and Batch Type to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Fermentations to retrieve results.
- The Status filter can be ignored since the Fermentation Yield Ops Report will only return results for Completed Batches.
- Distillation Results Report: The Distillation Results Ops Report will return results for all Dx5 Batches which are Active, Complete or Transferred Out in the Distillation Operational stage.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Distillations to retrieve results.
- An Advanced Search on Transferred Out Status will deliver results for Collection Batch, Vessel, Batch Type and Volume data.
- Spirit Produced Report: The Spirit Produced Ops Report will return results for all Dx5 Batches that have been Transferred Out of the Production Account.
- Proof Gallons must leave Production bound for Storage, Processing or TIB to qualify as "Spirit Produced" per the TTB, therefore the Spirit Produced Ops Report will show results for spirit which is Transferred Out of a Production Account Stage (usually Distillation or Bulk Production) in DISTILL x 5.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Produced Spirit to retrieve results.
- Note: Users can leverage their Production of Spirits Daily Report in Dx5 (Reports > Daily Reports > Production) for custom reporting on their Production Account Batches.
- Spirit Barreled Report: The Spirit Barreled Ops Report will return results for Spirit entered into Storage (or Processing, if enabled) Barrels through Dx5 Fill Barrels tools, with interactive links to Barreled and Source Batch Details.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve Results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Barreled to retrieve Results.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve Results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Barreled to retrieve Results.
- Spirit Harvested Report: The Spirit Harvested Ops Report will return results for Spirit Harvested through Dx5's Harvest Barrels tool, with interactive links to Barreled and Destination Batch Details.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Harvested to retrieve results.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type and/or Status to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Harvested to retrieve results.
- Spirit Loss Report: The Spirit Loss Ops Report will return results on Dx5 Dump Batch Actions, as well as Distillation Collections and Bottling Runs where the Dump Remainder option was selected upon Complete.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type, Status and/or Stage to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Loss to retrieve results.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type, Status and/or Stage to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Loss to retrieve results.
- Spirit Bottled Report: The Spirit Bottled Ops Report returns results for Complete Bottling Runs in Dx5.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type, Status and/or Alcohol Greater Than/Less Than details to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Bottled to retrieve results.
- Note: Only the Source Batch in Bulk Processing spirit was Bottled from is linked interactively in these results. Complete Bottling Records including Supplies Used and Batch Costing details are available in Dx5 via Operations > Processing > Bottling Records.
- To customize this report, click Advanced Search and input the applicable Date Range, Batch Type, Status and/or Alcohol Greater Than/Less Than details to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Spirit Bottled to retrieve results.
- Product Outbound Report: The Product Outbound Ops Report returns results for Dx5 Fulfillment Orders with a Status of Shipped. Promos/Comps, Donations and Bonded Fulfillment Order results will also display in this Ops Report, and users can filter this Report by Order Type in Advanced Search.
- To customize this report, click Advanced Search and input the applicable Date Range, Product, Customer, PO Number, Type (Distributor, Comp, Donation, Bonded Orders), and/or Alcohol Greater Than/Less Than details to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search to retrieve results.
- To customize this report, click Advanced Search and input the applicable Date Range, Product, Customer, PO Number, Type (Distributor, Comp, Donation, Bonded Orders), and/or Alcohol Greater Than/Less Than details to retrieve results for. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search to retrieve results.
- Custom Metrics Report: The Custom Metrics Ops Report returns results on Custom Metric/Readings users Record within their Batch Details. Custom Metrics must be set up via Operations > Setup > Custom Metrics/Readings and Metric/Reading data must be logged via Batch Actions > Record to appear in this Report.
- To customize this report, click Advanced Search and input the applicable Date Range, Stage, Batch Type, Metric, and/or Vessel details to retrieve results for. Users can also set results to Group By specific parameters such as Stage, Batch Name, etc within this Report. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Batches to retrieve results.
- To customize this report, click Advanced Search and input the applicable Date Range, Stage, Batch Type, Metric, and/or Vessel details to retrieve results for. Users can also set results to Group By specific parameters such as Stage, Batch Name, etc within this Report. Beginning Date and Ending Date fields can be used to filter if the desired Date Range is unavailable in the Report menu. Click Search Batches to retrieve results.
Comments
0 comments
Please sign in to leave a comment.