Reports
A set of pre-defined reports can be found under the Reports menu. Some of the reports are dynamic (can create custom reports) and some are static (cannot be modified by the user). Static reports can be found under the More... submenu.
In this article, we are going to take a closer look at the dynamic reports and how they work.
Below are the four dynamic reports available in Portal:
- Sales
- Sell Through
- Best Sellers
- Stock
Let's use Sales report as an example to know more on a report's layout and options.
In this section:
- Create a customized report
- Date picker
- Dimensions and Units of Measure
- Filter
- Settings
- View report's data in a chart
- Expand / collapse / sort report data
- Basic report actions and buttons
Create a customized report
Each of these reports has x-amount of saved presets that can be used and adjusted to your needs.
Select the drop-down list to access the saved presets.
When saving your tweaked version of the report, click on the green Save button.
In the Save report window, click on New report.
Choose a name for the report and click on the save icon.
The saved report will then be available as an option under the drop-down list.
Date picker
Use the date picker to customize the time period or select a predefined period.
Dimensions and Units of Measure
The content in the dynamic reports is structured by rows and columns and contains a set of predefined dimensions and units of measure.
You can customize the actual content of the report by changing the order of dimensions and units of measure.
Field chooser
Dimensions and units of measure can be easily added, removed or rearranged using the Field chooser.
To do so, click on Show field chooser and expand the menu for Dimensions and Measures.
To include dimensions or units of measure in your report, you can either select the checkbox next to the desired dimension or drag it to a Row field / Column field.
In the report, dimensions and units of measure will be displayed in the same sequence as added in the Field Chooser.
You can also add various date intervals in your reports using the Date menu.
Filter
This option allows you to filter data based on what you intend to include in your reports.
To limit the report content, for example, to view only certain brands and product groups, click on the Filter Options icon (displayed below). If you want to clear a filter, click X next to the set criteria.
Settings
Here you can adjust the display of Totals by selecting the desired checkbox.
For example, select Show Column Totals if you would like to display totals for each column.
Expand / collapse / sort report data
Once the content in the report is defined, you can expand or collapse the grouping of each dimension and date interval.
This can be done by clicking on the small arrows on each data field, or by right-clicking a data field to show an options menu.
To sort data in the report, place the mouse pointer over a data field, right-click and select the dimension you want to sort by. The report is sorted from lowest to highest on the first click and highest to lowest on the next click.
View report's data in a chart
Clicking the chart icon, will present the report's data in a chart.
Basic report actions and buttons
- Say, for instance, you are working on the Sales report.
Click on the drop-down list to access the different for saved presets.
- To refresh the report, click on Refresh icon.
- To save a customized report, click on the Save button.
- Click the arrow icon to expand / collapse.
- To view the report data in full screen mode, click
- To show/hide filter options, click
- To show/hide graph, click
- To show/hide settings, click
- Date picker
- Show field chooser
- Export to Excel