Standard Operating Procedure Business Intelligence Reports ...utilities.cept.gov.in/csi/CSI-SOP/BI Standard Operating Procedure.pdf · • All Divisional Heads across the country.

Standard Operating Procedure – BI Reports

DB and Application team, [email protected] CEPT, Mysuru

Standard Operating Procedure

Business Intelligence Reports

(BI)

mailto:[email protected]



Index

1. What is BI

2. How BI differs from MIS

3. Who can access BI Reports

4. How to access BI Reports

4.1. Login

4.2. BI Reports Folder

4.3. Inputting required parameters

4.4. Sample report display

4.5. Manual Refresh and Prompts

4.6. Report filters

4.7. Reports drill down

4.8. Report Export

5. Report coverage

5.1. Mail Operations

5.1.1. Mail Operations Inbound International Article Stats Report

5.1.2. Mail Ops BOK Booking Payment Method Report

5.1.3. Mail Operations Booking Stats Report

5.1.4. Mail Ops BOK Money Order Booking Stats Report

5.1.5. Mail Ops BOK Service Articles Report

5.1.6. Mail Ops BOK Value Added Services Stats Report

5.1.7. Mail Ops DEL Attempted Non Delivered Articles Stats Report

5.1.8. Mail Ops DEL Delivered Articles Stats Report

5.1.9. Mail Ops DEL Delivery Norm Compliance Report

5.1.10. Mail Ops DEL Money Order Delivery Stats Report

5.1.11. Mail Ops DEL Undelivered Articles Backlog Stats Report

5.1.12. Mail Ops INT International Booking Stats Report

5.1.13. Mail Ops International DEL Delivery Norm Compliance Report

5.1.14. Mail Ops Sorting & Transmission Bag Delivery Efficiency Analysis Report

5.1.15. Mail Ops SRT Sorting & Transmission Carrier Stats Report

5.1.16. Mail Ops SRT Sorting & Transmission Stats Report

5.2. MNOP

5.2.1. D+X Breakup of Articles – Including and Excluding RTS

5.2.2. D+X Breakup of Inbound TD Articles Report

5.2.3. Delivery PO Performance from Dispatch

5.2.4. Delivery PO Performance from Dispatch All Circles

5.2.5. Delivery scan Compliance Report

5.2.6. Delivery PO Performance Speed Post All Hubs

5.2.7. Delivery PO Performance Speed Post NSH Wise




5.2.8. Final Delivery Transit Time Analysis Report

5.2.9. Inbound Operational Performance Report

5.2.10. Share of actual scans against total expected end-to-end Report

5.2.11. Share of Articles with Duplicate Barcode Report

5.2.12. Share of articles with full end to end scan history Report

5.2.13. Share of Articles with Incorrect Addressee Pin Code Report

5.2.14. Share of mis-sorted articles Report

5.2.15. Speed Net Usage Report

5.2.16. Total volume processed by NSH hub Report

5.3. HR

5.3.1. HR Advance Leave Analysis Report

5.3.2. HR Advance Payment Analysis Report

5.3.3. HR Appraisal Analysis Report

5.3.4. HR Appraisal Grading Analysis Report

5.3.5. HR Confirmation Analysis Report

5.3.6. HR Court Cases Analysis Report

5.3.7. HR Deputation Analysis Report

5.3.8. HR Disciplinary Cases Analysis Report

5.3.9. HR Employee Level Confirmation Report

5.3.10. HR Employee Level Hiring Report

5.3.11. HR Employee Level Qualification Detailed Report

5.3.12. HR Employee Level Retirement Report

5.3.13. HR Exit Analysis Report

5.3.14. HR Extended Probation Analysis Report

5.3.15. HR Fraud Cases Analysis Report

5.3.16. HR Joinee Analysis Report

5.3.17. HR Leave Volume Analysis Report

5.3.18. HR Loan Analysis Report

5.3.19. HR Loan Sanctioned Vs Recovered Status Report

5.3.20. HR Payment Analysis Report

5.3.21. HR Promotion Analysis Report

5.3.22. HR Reimbursement Analysis Report

5.3.23. HR Standard Probation Analysis Report

5.3.24. HR Training Analysis Report

5.3.25. HR Training Center Wise Cost Analysis Report

5.3.26. HR Training Center Wise Target Vs Actual Analysis Report

5.3.27. HR Training Center Wise Utilization Analysis Report

5.3.28. HR Training Effectiveness Result Analysis Report

5.3.29. HR Transfer Analysis Report

5.3.30. HR Vacancy Filled Vs Sanctioned Analysis

5.3.31. HR Vigilance Cases Analysis Report

5.3.32. TEST HR Payment Analysis Detailed Report




5.4. FICO

5.4.1. Account Payable Analysis Report

5.4.2. Account Receivable Analysis Report

5.4.3. Budget Allocated Vs Consumed Analysis Report

5.4.4. Fixed Assets Analysis Report

5.4.5. Revenue & Actual Expenses Analysis Report




1. What is BI

• BI(Business Intelligence) is a set of processes, architectures, and technologies that

convert raw data into meaningful information to help executives, managers and end

users for better decision making.

• The data stored in the warehouse is uploaded from the operational systems on

weekly/monthly basis based on the requirement.

• BI technologies provide historical, current and predictive views of business

operations.

• The purpose of Business Intelligence is to support better business decision making.

2. How BI differs from MIS




3. Who can access BI reports

As per the decision BI access is being provided to,

• All AD(Mails) of Circle Office.

• two persons (APMG/ASP/IP/Officials handling with mails) from all regions.

• All Divisional Heads across the country. (SSP/SP/SSRM/SRM)

• All officers above the rank of Divisional Head.

BI access will be provided by CEPT. Request needs to send to

[email protected] mail id with following details.

Employee ID, Name of the employee, email ID, Designation, Office Name, Division Name

and Circle Name.

mailto:[email protected]:[email protected]



4. How to access BI reports

4.1 Login

• URL to access BI reports is : https://bi.indiapost.gov.in/BOE/BI

• Login using SSO credentials

• Authentication mode to be selected is:LDAP

• BI is accessible both in internet and intranet(sify)

mailto:[email protected]://bi.indiapost.gov.in/BOE/BI



4.2 BI reports folders

• Following reports folders (modules) will be displayed after login.

• Modules will be displayed based on authorisation.

• Click on a particular folder to view the reports under that module.




4.3 Inputting required parameters

• Select required values like Month, Year and click on OK to view the report.




4.4 Sample Reports display

4.5 Manual refresh and prompts

• User can modify any parameters like Year, Month manually by clicking on refresh

icon located in left corner of reporting window.

• Prompt window as below will appear. Select each prompt from the left side window

and click on Refresh Values button. Select the required value and click on “>”.




• Similarly, for the second prompt, follow the above steps and choose the required

value and then finally click on “OK” to view the report.




4.6 Report Filters

• User can restrict reports to limit the results that are displayed to specific

information.

E.g., Data for any office, any one customer.

• Click on the filter icon at the front of the report filter bar and select the dimension to

filter on.

• Select a value to filter the report.




4.7 Reports Drilldown

• To enable drill down option in report, click on Drill button from standard toolbar.

• Click on any value in a column to drill further down in that category.

• Data can be drilled down based on the following hierarchies.




4.8 Reports Export

• User can export report in other formats like excel, pdf for further analysis.

• To export report, click on export icon.

• Select the Reports option and select required tabs for export or select-All for

extracting all the report tabs.

• Select the file type and click on OK button.




5. Reports Coverage

• Reports that are covered under each module are shown below

• Input parameters to be entered as explained above.

• Reports can be drilled down using drill options and filtered using filter bar as

explained above.

5.1 Mail Operations

5.1.1 Mail Operations Inbound International Article Stats Report

• Description: Periodic International Articles received Analysis by Organisation.

• Report selection: BI Home Screen → Mail Operations →Mail Operations Inbound

International Article Stats Report.

• Inputs required: 1. Calendar Year

2. Month




5.1.2. Mail Ops BOK Booking Payment Method Report

• Description: Periodic booking revenue by different payment method & respective

ratio.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops BOK Booking

Payment Method Report.

• Inputsrequired: 1. Calendar Year

2. Month




5.1.3. Mail Operations Booking Stats Report

• Description: Periodic Booking Analysis by Org., Product, Customer Group, Corporate

Customer, Business Partners, Weight slab.

• ReportSelection: BI Home Screen → Mail Operations →Mail Operations Booking

Stats Report.


2. Month




5.1.4. Mail Ops BOK Money Order Booking Stats Report

• Description: Periodic Money order booking amount analysis by Org, Customer group

& revenue break up.

• ReportSelection: BI Home Screen → Mail Operations →Mail Operations Booking

Stats Report.


2. Month




5.1.5. Mail Ops BOK Service Articles Report

• Description: Periodic Booking Analysis of Service Articles by Org., Product, Weight

slab.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops BOK Service

Articles Report.


2. Month




5.1.6. Mail Ops BOK Value Added Services Stats Report

• Description: Analysis of Value Added Services and respective ration on overall

booking.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops BOK Value Added

Services Stats Report.


2. Month




5.1.7. Mail Ops DEL Attempted Non Delivered Articles Stats Report

• Description: Periodic number of Articles attempted for delivery but couldn’t

delivered by Org., Product, Reason and by Action taken

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops DEL Attempted

Non Delivered Articles Stats Report.


2. Month




5.1.8. Mail Ops DEL Delivered Articles Stats Report

• Description: Report for number of Articles delivered by Org., Product.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops DEL Delivered

Articles Stats Report.


2. Month




5.1.9. Mail Ops DEL Delivery Norm Compliance Report

• Description: Delivery Norm D+X analysis by Org., Product and Delivery type.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops DEL Delivery Norm

Compliance Report.


2. Month




5.1.10. Mail Ops DEL Money Order Delivery Stats Report

• Description: Periodic Money Order delivery stats. MO delivery by Org. and by

Product.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops DEL Money Order

Delivery Stats Report.


2. Month




5.1.11. Mail Ops DEL Undelivered Articles Backlog Stats Report

• Description: Analysis for Articles received at delivery PO but yet to be delivered.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops DEL Undelivered

Articles Backlog Stats Report.

• Inputsrequired: 1. Report view (Yearly, Quarterly, Monthly)

2. Values for Report view.




5.1.12. Mail Ops INT International Booking Stats Report

• Description: Period Booking Analysis for number of International Articles on an

Organisation node by Origin and Destination Country and by Product.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops INT International

Booking Stats Report.


2. Month




5.1.13. Mail Ops International DEL Delivery Norm Compliance Report

• Description: Period Delivery Norm (D+X) Analysis of International Articles on an

Organisation node by Origin and Destination Country and by Product.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops International DEL

Delivery Norm Compliance Report.


2. Month




5.1.14. Mail Ops Sorting & Transmission Bag Delivery Efficiency Analysis

Report

• Description: Periodic number of Bags closed but not dispatched within same day

analysis on an Organisation node and Bag type.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops Sorting &

Transmission Bag Delivery Efficiency Analysis Report.


2. Month




5.1.15. Mail Ops SRT Sorting & Transmission Carrier Stats Report

• Description: Sorting and Transmission Stats report by carrier, Mode of

transportation, bag type, accountable articles, bag weights, efficiency.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops SRT Sorting &

Transmission Carrier Stats Report.


2. Month




5.1.16. Mail Ops SRT Sorting & Transmission Stats Report

• Description: Periodic number of Bags closed analysis on an Organisation node by

total number of bags, Bags type, Accountable articles, Bags weight and Efficiency.

• ReportSelection: BI Home Screen → Mail Operations →Mail Ops SRT Sorting &

Transmission Stats Report.


2. Month




5.2MNOP

5.2.1 D+X Breakup of Articles – Including and Excluding RTS

• Description: This KPI measures the D+X (D is the day of booking and X stands for

number of days taken for delivery) of TD and NTD articles booked in a particular hub.

Poor delivery performance by the other hubs will reflect in the D+X performance of

NTD articles.

• ReportSelection: BI Home Screen → MNOP→ Speed Post→ National Sorting Hub

→D+X Breakup of Articles – Including and Excluding RTS.

• Inputsrequired: 1. Delivery Type (TD/NTD)

2. Start Date

3. End Date

4. Source Hub

5. Destination City




5.2.2D+X Breakup of Inbound TD Articles Report

• Description: ThisKPIshallmeasure thepercentage of articlesdelivered inD+X

(i.e.D+1,D+2,D+3,D+4,D+5 and >D+5) withbreakupof thesame intermsofTD and

LTDarticles bookedbyitsmappedpostofficesandBNPLcentresaswell as lnboundTD

articles fromother hubs.

• ReportSelection: BI Home Screen → MNOP→ Speed Post→ National Sorting Hub

→D+X Breakup of Inbound TD Articles Report.

• Inputsrequired: 1. Start Date

2. End Date




5.2.3Delivery PO Performance from Dispatch

• Description: Shows thenumberof articles deliveredfromD+0toD+4after

receiptatpostoffice (of a Particular Circle, Distheday ofreceiptatpost

office).Measured againstnumberof articlessent fromNSH/lCH/BNPLCentre.

• ReportSelection: BI Home Screen → MNOP → Speed Post → National Sorting Hub

→Delivery PO Performance from Dispatch.

• Inputsrequired: 1. Circle Name

2. Start Date

3. End Date




5.2.4Delivery PO Performance from Dispatch All Circles

• Description: Shows thenumberof articles deliveredfromD+0toD+4after

receiptatpostoffice. (Distheday ofreceiptatpost office).Measured againstnumberof

articlessent fromNSH/lCH/BNPLCentre.


→Delivery PO Performance from Dispatch All Circles.


2. End Date




5.2.5Delivery scan Compliance Report

• Description: This KPIshallmeasurethe percentageof articlesbookedin thecatchmentof

a Hub andhaving no deliveryscanafter5 days.


→Delivery scan Compliance Report.

• Inputsrequired: 1. NSH Name

2. Booking Date




5.2.6Delivery PO Performance Speed Post All Hubs

• Description: Shows thenumberof articles deliveredfromD+0toD+4after receiptat

postoffice.(Distheday of receiptat post office).Measured

againstnumber of articlessent fromNSH/lCH/BNPLCentre.


→Delivery PO Performance Speed Post All Hubs.


2. End Date




5.2.7Delivery PO Performance Speed Post NSH Wise

• Description: Shows thenumberof articles deliveredfromD+0toD+4after receiptat

postoffice(of Particular NSH. Distheday of receiptat post office).Measured

againstnumber of articlessent fromNSH/lCH/BNPLCentre.


→Delivery PO Performance Speed Post NSH Wise.


2. End Date

3. NSH Name




5.2.8Final Delivery Transit Time Analysis Report

• Description: Shows the average transit time for articles delivered after booking at

post office.


→Final Delivery Transit Time Analysis Report.


2. End Date




5.2.9Inbound Operational Performance Report

• Description: Measures thenumberof articles delivered,afterreceiptat

processinghubwithin the prescribedcutoff timeforMetro and non-Metrocities,innext

possibleroundofdelivery.


→Inbound Operational Performance Report.


2. End Date




5.2.10Share of actual scans against total expected end-to-end Report

• Description: ThisKPIshallmeasurethe percentage of actual scansof articlesagainst

expectedfull end toend undera Hub (both forTD andNTD articles)fora givendaterange

and typeof office.


→Share of actual scans against total expected end-to-end Report.


2. End Date




5.2.11Share of Articles with Duplicate Barcode Report

• Description: Measures numberofarticles bookedwiththebarcodenumbers

which havealreadybeen used in themappedpostofficesof a NSH.


→Share of Articles with Duplicate Barcode Report.


2. End Date




5.2.12Share of articles with full end to end scan history Report

• Description: ThisKPIshallmeasurethe percentageof articleshavingfull end toend

scanoutof totalarticle bookedbythepostofficesundera Hub (both forTD andNTD

articles)fora givendaterange and typeof office.


→Share of articles with full end to end scan history Report.


2. End Date




5.2.13Share of Articles with Incorrect Addressee Pin Code Report

• Description: This KPI measures the number of articles which are delivered in a pin code

other than the addressee Pin code captured in CSI-POS atthe time of booking.


→Share of Articles with Incorrect Addressee Pin Code Report.


2. End Date




5.2.14Share of mis-sorted articles Report

• Description: ThisKPImeasures thepercentage shareofTD and NTDarticlesmis

sortedoutof the totalTD andNTD articlesprocessedby a Hub.


→Share of mis-sorted articles Report.


2. End Date




5.2.15Speed Net Usage Report

• Description: Reflects thenumberof SParticles booked,delivered and havingboth

bookingand deliveryinformation duringtheselectedmonth.


→Speed Net Usage Report.

• Inputsrequired: 1. Year




5.2.16Total volume processed by NSH hub Report

• Description: This KPIshallmeasurethetotal volume processedina hub includingTD,

InboundTD, OutboundNTDand articles bookedatBNPLCentre.


→Total volume processed by NSH hub Report.


2. End Date

Standard Operating Procedure Business Intelligence Reports ...utilities.cept.gov.in/csi/CSI-SOP/BI Standard Operating Procedure.pdf · • All Divisional Heads across the country.

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