Get Out the Data October 17th, 2018 Presented by: Bryan Dehler

Lets Talk About Data!

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Reports Queries Tools Alerts

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Why Use Reports in Orchestrated? Increases accountability for accurate data entry Makes sure everyone is looking at the same numbers

Two Types of Reports in Orchestrated SAP Reports Typically found directly under “Reports” in each module Displays data on the screen Perfect for exporting to Excel Some allow drill in capabilities Generic manufacturing reports Orchestrated Reports Typically found directly under “Orchestrated Reports” in each module Displays data in Crystal Reports Perfect for printing Some allow drill in capabilities (arrows won’t print) Industry specific reports

? ? ? Why Use Reports in Orchestrated? It’s simple: Reports help you answer the questions you ask yourself all the time ? ? ?

What was my top selling brand last month?

Item Sales Analysis Report Sales -A/R > Sales Reports > Orchestrated Reports>Sales Analysis

Who are my top customers?

Customer Sales Analysis Report Sales A/R > Sales Reports > Orchestrated Reports > Customer Sales Analysis

What items do I have in each warehouse right now?

Inventory in Warehouse Report Inventory > Inventory Reports > Inventory in Warehouse Report

Reports by Persona List of most popular reports by Persona Bookmark it and return regularly! Perfect for those new to the system

Follow up with our Customer Success Team We can help with that! Can’t find a report you are looking for? Need help formatting a report? Want to create a custom report? Follow up with our Customer Success Team Success@orchestrated.com

Editing Crystal Reports Minor Tweaks Resources Online Save As You Go ALWAYS “Save As” Don’t Bite Off Too Much!

Editing a Crystal Report – Practice #1 Do One of the Following (Same Result): Pull up a Sales Order Click on Tools > Layout Manager Highlight the Report to adjust and click “Manage Layout” OR Go to Report and Layout Manager (Administration > Setup > General > Report and Layout Manager) Then pull up the report above mimicking the same path inside of the Report and Layout Manager Sales – A/R > Sales Order > Order (Items) Once highlighted, click “Edit” to pull up Crystal Reports

Editing a Crystal Report – Practice #2 Pull up Inventory Aging Report through Report and Layout Manager Don’t forget to SAVE AS!

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

What are Orchestrated Tools? Built-in pivot tables and charts Have a consistent layout Easy to use and organize

Orchestrated Tool Basics

Sales Analysis Tool Sales > Sales Reports > Sales Analysis Tool

Sales Analysis Tool See Trend Charts year to year Sales > Sales Reports > Sales Analysis Tool See Trend Charts year to year Can save versions locally as you go Features: Item Sales Customer Sales YTD Overview Year over year (YoY) Comparison

Inventory Analysis Tool Inventory > Inventory Reports > Inventory Analysis Tool

Inventory Analysis Tool Inventory > Inventory Reports > Inventory Analysis Tool Analyze any inventory data you’d like Can quickly analyze Goods Issues, etc. Take a look at Inventory by day Features: Currently on hand Value by WH Transactions by Day

P&L vs Budget Analysis Financials > Financial Reports > P&L vs Budget Analysis

P&L vs Budget Analysis Screen Shot

P&L vs Budget Analysis Quickly see your Budget vs. Actual Financials>Financial Reports>P&L vs Budget Analysis Quickly see your Budget vs. Actual YoY comparison Features: ROI Profit Margins Revenue per case (cans and bottles)

Sales Excise Tax Tool Sales > Sales Reports > Sales Excise Tax Tool

Sales Excise Tax Tool Sales > Sales Reports > Sales Excise Tax Tool Helps you find the information needed to pay State Excise tax. Allows you to see sales by state for tax reasons

QC Analysis Tool Reports > Production > QC Analysis Tool

QC Analysis Tool Allows you to see QC data by warehouse type Reports > Production > QC Analysis Tool Allows you to see QC data by warehouse type Less of a pivot table and more of a data collection Analyze patterns and trends for brands or batches Useful in the rare cases of audits

Take a break, you deserve it!

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Let’s talk about queries!

Using Existing Queries Tools > Queries > Query Manager

Using Existing Queries

Using Existing Queries

Generating A New Query First we must find the Table/Field we are querying View > System Information We will enter this in to the Query Generator Start simple, save as you go

Query Generator Table list Field list From tables Sort Tools > Queries > Query Generator Table list Fields to return Field list From tables Where (constraints) Sort

Query Generator Tips Start simple Start at the detailed level (lines, not header) Execute often while making changes If you think you have something good, save it! Once you’re out of the Generator, you cannot go back

DEMO – Create a Basic Query

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Alerts

Some Common Alerts Production Component Variance > 25% Production Header Variance > 25% Purchase Order Price vs Average Price > 10% Sales Order Price vs Price List Difference

Activate an Existing Alert Administration > Alerts Management

Editing an Existing Alert Administration > Alerts Management

DEMO – Create an Alert

Agenda: Introduction Reports Tools Break Queries Alerts Q & A

Have some Questions? We’ve got Answers!

Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210 Beaverton, OR 97006 P: 877-683-2648 Web: support.orchestrated.com