dynamic reports expert for spi buyer direct
TRANSCRIPT
Dynamic Reports ExpertSTUART GREENGART
1. What is DRS?
2. Tables and Views
3. Customize Options
4. Create Reports
5. Configuration Utility
6. Best Practices
DYNAMIC REPORTS
Reporting Tool Customize Save Export
What is DRS?
What Does DRS Provide?
• Select Columns & Name• Column Order • Filter, Format, Summarize
Flexibility
• By User Name or Custom Class• “Overstock Reports”• “Merchant’s Reports”
Classification
• Use Excel functionality• Pivot Tables, GroupingExport to Excel
• Administration• FADM_PARAMETERSFADM
• Forecasting• FFCT_OFFER_PRODUCTFFCT
• Master Scheduling• FMSH_ITEM_MASTERFMSH
DRS Tables
VDRS_SPREAD_ANALYSIS_BY_SKU
VDRS_SCHEDULED_RECEIPTS
VDRS_BACKORDER
DRS Views
Available Reports
• Order DetailMarketing
• Backorders• Scheduled Receipts• Hot Lists -Vendor/Product/SKU
Master Scheduling
• Offer Product• Spread Analysis• Price Range
Forecast*21 / MAPS
• Forecast Volatility• Event Reporting• Product/SKU History
Venture*21
Parameters Stock On Hand
All TablesAll Views
Custom Views
Other DRS Uses
DRS Reports – Open Existing
Create an Open Purchase Order ReportReports are saved from the same Base View
This view is VDRS_SCHEDULED _RECEIPTS
FILTERSSelect field filters - Scheduler, DateAssign filter type - Single Date or Date RangeAdd Offer filters – Select multiple offers and versions
FORMATCurrency, Date format, PercentChange Column Headings, Filter LabelsSummarize groups by total, average
SORTING AND GROUPING FIELDSACTION ITEMS
DRS Customization
Open PO Report
Open PO Report
Grouping
Sort by Group
Subtotals
Open PO Report
Link Directly to Modules to Review
Work Through the List of Products
Save Report
Create a SKU Listing Report
We will use an Offer Filter for this ReportSelect a single offer or multiple offers and select version:
Working, Projected, Actual
Create a SKU Listing Report
Repository of all the Tables and Views Available
Customize and Save the Base View
Use the Report Wizard to Create a New Report in DRS from the Base View
DRS Configuration
DRS Configuration
Table or View Template
DRS Configuration
DRS Report Wizard
• Sales/Inventory• Range - Monthly, Quarter, Daily, Offer Required Reports
• Vendor, Product, SKU, ForecastsDetermine the Fields and level you want to
see
• DRS Expert• Avoid duplicating the same report
Dedicated person to design the reports
• MAPS Budget/Hotlists/etc. can be exported directly to Excel
Check the modules before creating
reports
Best Practices
