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

2. 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

3. 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

4. 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

5. 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

6. Report Query Builder
Security

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

8. 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

9. 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

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

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

12. Excel Plugin
Available for Excel 2003 and Excel 2007

13. Time for questions

14. 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

15. 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