Products by Date Summary

Products by Date Summary

This report displays all products scheduled for upcoming Scheduled Orders grouped by their Next Occurrence Date and can be filtered by date ranges as well as specific product titles.

Columns in the Products by Date Summary Report

  • Product Title
    • Name of the product
  • Next Occurrence
    • The next date that the product is scheduled to process in one or more Scheduled Orders
  • Total Scheduled
    • The total quantity of the product in all Scheduled Orders (all statuses)
  • Active
    • The total quantity of the product in only "Active" status Scheduled Orders
  • Paused
    • The total quantity of the product in only "Paused" status Scheduled Orders
  • Failed
    • The total quantity of the product in only "Failed" status Scheduled Orders
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Products by Date Summary Report

Popular uses for the Products by Date Summary Report

  • Inventory forecasting
    • Viewing and/or exporting the report in order to plan and reserve inventory (stock) for upcoming Scheduled Orders
  • Scheduled product performance
    • Review product distribution among Active, Failed, and Paused status Scheduled Order
    • Review the demand for products relative to all products that customers can schedule