In the main menu, you will find the reporting section. Here you have a set of pre-defined reports. Some of the reports are dynamic (customizable) and some of them are static (not customizable). In this article, we are going to take a closer look at the dynamic reports and how they work.
The dynamic reports are; Sales, Sell Through, Best Sellers, and Stock. (static reports are to be found under the More... subsection):
Each of these reports has x-amount of saved presets that you can use and customize to your liking. Select the dropdown list to access the saved presets.
When saving your own customized version of a report, click on the green Save button, then select New report and choose a name for the report before you save it. The saved reports will be available as an option under the dropdown list.
Here you can adjust the time period manually, or you can choose one of the pre-defined time periods. For custom date intervals, first select custom, then select a start and end date.
Dimensions and units of measure
The content in the dynamic reports are structured by rows and columns and contains dimensions and units of measure. Each of the dynamic reports has a set of pre-added dimensions and units of measure.
You can re-arrange the order of the dimensions by dragging them to switch places. The dimensions on the top pane are passive. Drag them down and align them with the other dimensions to include them in the report. In the picture below you can see that three dimensions are active and two are passive.
You can easily add more dimensions and units of measure or remove the pre-added ones by selecting the Show field chooser first, then open the dropdown menu for dimensions and units of measure to see all that you can add or remove.
Check off what you need to include in your reports. You can also drag the checkboxes to add them to a row filed or a column filed in the report you are designing (see the picture below). The dimensions and units of measure will be displayed in the same order you add them in the Field Chooser.
You can also add various date intervals in your reports. The date intervals are listed under the Date dropdown button.
When you are done customizing you can close the filed chooser.
The filter options button allows you to filter data based on which data you intend to include in your reports. E.g. you can add a filter for which seasons, brands, product groups, stocks, stores, and more, that you wish to include in your report.
Here you can adjust the view of data fields, totals and the placement of the totals shown. E.g. you could ad Show Column Totals if you would like to display totals for each column.
N.B.When the content in the report is defined you can expand and 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, you can hover the mouse indexer over a data field, then right-click, then select a sorting option (see the example picture below). The report gets sorted from lowest to highest by the first click, and from highest to lowest on the second click.
When selecting the Diagram button, your data will be displayed in a diagram presentation.
Dropdown list for saved report presets
Save a customized report
Expand / Collapse (tiny grey arrows)
Show/hide filter options
Show field chooser
Export to Excel