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Welcome!. Print Options PDF Comma-Separated Values (CSV) Formatted Excel New Features in Analysis.

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Presentation on theme: "Welcome!. Print Options PDF Comma-Separated Values (CSV) Formatted Excel New Features in Analysis."— Presentation transcript:

1 Welcome!

2 Print Options PDF Comma-Separated Values (CSV) Formatted Excel New Features in Analysis

3 Serial Reports Valuable for ATF Reporting Track by Vendor/Customer/Dates Four reports: In Stock Sold Purchased Complete Transaction History New Features in Analysis

4 Buying Club Reporting Report on customers’ club status View club purchases View available rewards Club data in customer export New Features in Analysis

5 Build Data vs. Ad Hoc Inventory Reports Inventory Analysis Architecture Ad Hoc provides fresh data Reporting on “built data” faster Run with Same Data New Features in Analysis

6 Only Active Rows Select to show all rows or only active rows (not equal to 0) New Features in Analysis

7 Show Additional Information Choose to show: Stores Attribute 1 Attribute 2 New Features in Analysis

8 Exception Criteria Limit Items by Sold, On Hand, On Order Sell Thru and Days on Floor Markdown and Price Ranges “In Any One Store” Option New Features in Analysis

9 Exception Criteria New Features in Analysis

10 Audit Trail Track changes and viewing of data Employee’s name and exact date and time Full details of data modified/viewed Currently some inventory changes and credit card viewing More to come … New Features in Analysis

11 Purpose Allows you to automate the execution of the reports that you would like to run on a daily, weekly, monthly or yearly basis. Allows for those reports to be printed or emailed as either Adobe PDF or CSV files. Reports Scheduling

12 Work Flow Record reports to schedule Analysis – Record button Standard screen – right- mouse click on Search button and Save Screen Reports Scheduling

13 Work Flow (cont.) Run Scheduler.bat Define scripts – i.e. reports that should run daily, weekly, monthly, or yearly. Reports Scheduling

14 Work Flow (cont.) Add reports to script folder. Reports Scheduling

15 Work Flow (cont.) Schedule days and times. Or, execute report on the fly. Start Scheduler. Reports Scheduling

16 Export Reports Export to Excel, CSV, or Adobe PDF Datamining

17 Filter Fields Filters Select field to filter by Select operator Define value Datamining

18 Visual Indicators Color coding Select field Set color Define value Datamining

19 Drill Down Drill down on right-mouse click Datamining

20 Create Variance Define column name. Select fields to create a variance between. Datamining

21 Sum X Define column name. Select fields to add together. Datamining

22 Sharing of Reports Reports are saved on each machine as XML files in your C:/Celerant/RMS6/DM directory. A file can be moved from one machine to another. Datamining


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