Apparel 21 Premium User Training Reporting Tool Presented by: Tony Phibbs

Course Content Overview Report Query Builder Data Views Reporting tool components Security Report Query Builder Release notes How to build a query Data Views Sales Order Reporting Purchase Order Reporting Retail Transaction Reporting Retail Payment Reporting Report Query Viewer Using Queries Grid / Chart / Pivot Tables Export results to HTML / Excel Excel Plugin Paste from Apparel21 Link To Apparel21 Filter Parameters Linking two or more queries

Goals Create a reporting environment that allows users to create their own reports Easy to use interface Plain English field selection Remove technical requirements (table joins etc.) Easy access to data from third party tools Excel OLE DB / ADO (Crystal Reports & Others) Make reporting faster and have less impact on overall system performance Run reports from “flattened” data Run reports from a separate server

Report Query Processor Report Query Viewer Cache Defining Cache Table Setup Report Query Builder Report Query Processor AP21 Databases AP21 MS Office Add in Data Whse Excel Spreadsheet …………... …………… ..…………. OLE DB Driver Data Warehouse Synchronization Service Report Queries Data View Data Map Crystal Report

Reporting Tool Security Program access Report Query Builder -> Apparel21 Setup Application / Report Query Builder Report Query Viewer -> Generic Reports / Report Query Viewer Data view access and queries based on data views Sales Order Reporting -> Order Reports / Generic Sales Reports Purchase Order Reporting -> Purchasing / Generic Purchasing Reports Retail Transaction Reporting -> Retail / Generic Retail Reports Retail Payment Reporting -> Retail / Generic Retail Reports Report Results Reference Code Security

Report Query Builder Security

Report Query Builder 1 - Data items, 2 - Selected data items, 3 - Results 1 2 3

Data Views Sales Order Reporting Data available Wholesale Sales / Credits Head office transfers to retail stores Completed orders Outstanding Orders Bulk Orders / Sub Orders Make sure to Filter Data, for example, Wholesale sales Sale Active – Flag Value -> include “Active” Sales Line Active – Flag Values -> include “Active” Sale Transaction Type – Flag Value include “Invoice, Bulk Invoice, Credit Note” Make sure the results are restricted. Sale Charge Date -> from 1/3/08 to 31/3/08 Make Sure not to include Bulk Invoice and Sub Invoice together

Data Views Purchase Order Reporting Data available Outstanding Orders Completed Orders Purchase Invoices Purchase Credit Notes Receipts Make sure to Filter Data. For example, Invoices / Credit Notes Purchase Active – Flag Values -> include “Active” Order Line Active – Flag Values -> include “Active” Purchase Transaction Type – Flag Value include “Invoice, Credit Note” Make sure the results are restricted. Purchase Order Charge Date -> from 1/3/08 to 31/3/08

Report Query Viewer 1 - Filter, 2 - Results 1 2

Report Query Viewer 1 - Values, 2 - Rows, 3 – Columns 1 2 3

Excel Plugin Available for Excel 2003 and Excel 2007

Time for questions

Data Views Retail Transaction Reporting Data available Sales Laybys Clock On/Offs End of days Expenses Open Tills Reservations Special orders, Stock P/O receipt, Stock P/O return, Stock direct receipts Stock transfers in/out, Stocktakes Withdrawals Make sure to Filter Data. For example, Sales & Laybys Retail Transaction Type – Retail Transaction Type -> include “Sale, Layby” Make sure the results are restricted. Transaction Sale Date -> from 1/3/08 to 31/3/08

Data Views Retail Payment Reporting Data available Sales Laybys / Updates End of days Expenses Withdrawals Special orders Make sure to Filter Data. For example, Sales & Laybys Retail Transaction Type – Retail Transaction Type -> include “Sale, Layby” Make sure the results are restricted. Transaction Sale Date -> from 1/3/08 to 31/3/08