User Sales Reports run

September 16, 2015 in Sales Analysis

Purpose

This procedure provides a selection of Sales reports that can be generated from the Sales Analysis data using User Sales Report Templates to define the row and column information included. From this function User Reports can be run immediately or scheduled to be run at another time.

Data Input

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Step 1 – Schedule Options

Time

By default the “Now” option is selected so that User Reports will run straight away to the destination of choice by the user. However there is an option to schedule the report to run later at a specific time and date as entered by the user.
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Step 2 – Fixed Filters

As with most reporting in Online Advantage, the ability to ‘filter’ report data so that you only receive the information you want on a given report is available with these User Sales Reports. Filters are completely optional, but they do allow you to target the specific information you require. Note that the filters entered here will apply to any/all reports you select to run in later steps. The following data elements can be used for filters on these User Reports:

  • Buying Group
  • Customer Branch
  • Customer Category
  • Customer Division
  • Customer
  • Head Office Customer/Account
  • Issuing Branch
  • Market Segment (Current On Customer)
  • Market Segment (On Transaction)
  • Sales Rep (Current On Customer)
  • Sales Rep (On Transaction)
  • Product Division
  • Product Category
  • Product Group
  • Product Class
  • Product Material
  • Product Section
  • Product Type
  • Model
  • Product

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Step 3 – Reports to Run

In this section you enter the report templates you want to use when running the User Reports. These are templates that you create using the User Sales Report Templates function. You can select as many templates as you want to add to the list of reports to run using the following steps.

Report Code

Enter a report template code which identifies an existing User Formatted Report. Any report code you enter must have been previously established and available. Once you have selected a report you then have 4 choices available in the form of links as below:

Option: Add report as it is

Use this option in order to use the report template as it is, without change. Upon selecting the option, the report code and details are added to the list of reports to run.

Option: Change report format for this run only

Select this option if you wish to modify the report format for this run only. In other words you can make temporary changes to the report template that will NOT be saved for future uses of the template. This option allows you to change the template using the User Sales Report Templates function but once the report(s) are run those changes will be lost. Upon selecting the option, the report code and details are added to the list of reports to run.

Option: Change report format and save

Use this option if you wish to make changes to the report format template and save those changes in the system for future use. Note that this option will allow you to change the template using the User Sales Report Templates function and ALL changes will be SAVED in the system for the next time the template is used. In other words the old template format will be overwritten with your changes. Upon selecting the option, the report code and details are added to the list of reports to run.

Option: Change report format and save as another report template

Select this option if you want to use an existing template as a base for a new report, make changes and then store those changes under a new report template code. Note that this option will allow you to change the template using the User Sales Report Templates function and then save those changes under a new report template for the next time you need to use that format. In order to do this the system will need you to enter a new template code before attempting to save the new report template:

New Report Code

Enter a new report code. This field is only required if you wish to make changes to the existing report format and save it as a new report. Upon selecting the option, the report code and details will be added to the selected list.

Launching Reports

After selecting the report templates you want to run and adding them to the list, pressing “Submit” will take you to the ‘Launch’ step for the User Sales Reports. You will see a series of links covering every combination of report you selected to run, and every user report template you choose. The first link called “Launch All Reports” is a shortcut to running all the reports with one click. Alternatively you can select each report and run them individually. Note that this window will not close until you decide you are finished so you can re-launch any of the reports as many times as you require.

Of course, as with all the systems reports, the standard Report Launcher function is run for each report selected above so you can utilise all the standard report output options available.

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