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If you need new report access please select Report Access Request from the Category dropdown in the Support Request Details section.
If you need new APR/data access please select APR Access Request/Missing Report Data from the Category dropdown.

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Rockwell Automation Channel Account Manager

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Report Name	Description	Recommended Job Roles
Customer Usage Report	Tracks a customer's usage of Rockwell Automation Services( Eg. Repairs, software reg. and downloads etc). Provides visibility for additional opportunities and strategies at a customer.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
MyServices ISA Usage Report	Tracks customer's usage, including customer entitlements and drawdowns, pertaining to their active ISA contracts	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Digital Outreach Telemetry Report	Desgined to provide visibility into the Automated Digital outreach that is delivered to our customers, outling high level details on email interactions	Automation Manager, Marketing Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Specialist
Partner Performance Report(FY23 & FY24)	View Growth Initiatives model while outlining PYTD & CYTD data, Composite Score, YOY growth etc. And Partner Fees	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Software Performance Report (to view Software Performance information)	Zooms into the Software Strategic Growth Initiative (SGI), presenting the progress towards the Goals set by APR for “Core” (Historian, AssetCentre, Transaction Manager and ThinManager), and “Innovate” (Logix Echo, Edge Gateway, Remote Access, DataView, Vuforia Chalk, and Fiix). For “Stretch” (PTC and Advanced Analytics products), we’re presenting your progress, but have not defined a goal.	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Fiix Leads & Opportunities Report	Designed to provide visibility to leads created by Distributors from the Fiix Portal & Dynamice365	Automation Manager, Marketing, Owner/Principal, Sales Management ( Industry, OEM and Channel)
Channel Services Dashboard	Contains Distributor performance metrics for the Services business, including Rockwell finance orders and revenue, ASP wins, and tracking/visibility to new, lost, returning and recovered customers.	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
ISA Analysis Tool	View all your ISA customers at once, with shortcut visibility to those using their entitlements too fast, too slow or on target.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Distributor Insights and Recommendations - Customer Asset	A set of actionable insights and recommendations based on customer install base data and other customer data. It includes supporting data for each insight to better understand and analyze the recommendation prior to discussing with a customer. Job role and access should be the same as Channel Services Dashboard I think given is does focus on new leads. No special permissions, we can use the same access as the other channel dashboards.	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
Reman & Repair Analytics Tool	Provides several pertinent views for the Reman/Repair transactional business with a highlight on specific order lookup, Priority Service core return performance and business insights. No special permissions, we can use the same access as the other channel dashboards.	Automation Manager, Owner/Principal, Sales Mgmt (Industry, OEM & Channel), Operations Management, Services Specialists, Inside Sales, CHAMPs
Knowledgebase Usage	Tracks customers’ usage of the Knowledgebase as part of the TechConnect offering.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
ISA 2.0	Tracks customers’ usage, including entitlements and drawdowns, pertaining to their active ISA contracts.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
ISA Analysis 2.0	View all your ISA customers at once, with shortcut visibility to those using their entitlements too fast, too slow or on target.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Legacy ISA 1.0	Tracks customers’ usage, including entitlements and drawdowns, pertaining to their active ISA contracts.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Legacy ISA Analysis 1.0	View all your ISA customers at once, with shortcut visibility to those using their entitlements too fast, too slow or on target.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
Repair+ Report	Tracks customers’ usage, including entitlements and drawdown, pertaining to their active Repair+ contracts.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Operations Management, Services Specialists, Inside Sales, CHAMPs
Substitution Tool (to view Substitution information)	In order to support distributor partners in finding potential product substitutions for constrained parts, this tool is designed to propose possible alternatives or substitutes for a specific catalog and to provide insights into the current available inventory status for those potential substitutions.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Operations Management, Services Specialists, Inside Sales, CHAMPs
Digital Service Access Status Report	Tracks the Digital Service Access Status Report	Automation Manager, Operations Management, Owner/Principal, Services Specialists
Partner_Performance_Report_Prime FY-24	FY24 PRIME SIC, DCB, and Focus Product.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
ASP Continuous Value	Tracks the continuous value of orders attributed to ASP projects.	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
Global Renewals & Retention Performance Summary by APR	Views into Renewals and Retention reporting by APR. Renewals metrics include In-Quarter and Trailing Renewal Rates for contracts expiring within the selected quarter as well as core opportunity details associated with those contracts. Retention metrics include the full Annual Recurring Revenue (ARR), at the start and end of the selected quarter, the Net Dollar Retention Rate, and the core contract details	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
Contract Site Registry for Up-Selling	Displays all sites covered by service contracts in your APR(s), whether sold in APR or outside. Identifies contract details, including dates & services. Use for up-selling and cross-selling RA customers in your region.	Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Operations Management, Services Specialists, Inside Sales, CHAMPs
PLR and AFC Reports	The Product Line Responsibility (PLR) acts as a database that lists active products and the individuals who support those products. This report helps employees identify the associations of our people to our products. It shows the Product Manager and the Marketing Manager for those products. It also has product hierarchy. Available For Customer (AFC) shows all details about new products or versions and when they will be available for customers.	Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists