report builder training 7i
DESCRIPTION
This is an instructional powerpoint is provided by Dydacomp on the use of Multichannel Order Manager (M.O.M. 7i) Report Builder Module. It is useful in providing tips on how to install, setup the Report Builder and create reports with the Report Builder.TRANSCRIPT
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M.O.M. 7IIntroduction to the Report Builder
Module
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WELCOME! Agenda
First Webinar for Report Builder, more to come! Installing the Report Builder Setting up the Report Builder Creating reports with the Report Builder
Quick Reports Row/column report
Cross Tabulation Reports Similar to Excel Pivot Tables Used for data analysis
Labels Mailing and other labels
Chart Reports Graph data
Q&A
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INSTALLING THE REPORT BUILDER Prerequisites
Mail Order Manager 7.0 and up M.O.M. Report Builder Software
Find the install on the knowledge base, KB899 Can also be found on the support section of our
website under Misc Utilities for M.O.M. 7i The latest M.O.M. 7i program update installed
dated 10/20/09 and beyond. Remember to run a successful backup before doing a
program update
One license of a Report Designer/Viewer comes with 7i Additional designers and viewers can be
purchased
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INSTALLING THE REPORT BUILDER Running the setup.exe file for the report
builder will launch the M.O.M. Report Builder Setup Wizard
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INSTALLING THE REPORT BUILDER Dydacomp recommends installing the
M.O.M. Report Builder on individual computers that have a M.O.M. 7i workstation install.
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INSTALLING THE REPORT BUILDER Specify a location for the Report Builder
program to be installed
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INSTALLING THE REPORT BUILDER Specify a Start Menu folder
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INSTALLING THE REPORT BUILDER Choose if you would like to create a
desktop icon or not
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INSTALLING THE REPORT BUILDER Click next to install the report builder
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INSTALLING THE REPORT BUILDER Choose if you would like to launch the
report builder or not
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SETTING UP THE REPORT BUILDER When the Report Builder is run for the
first time, a screen will appear allowing you to specify the location of the report data files and the Mail Order Manager program folder. For example: C:\MOMlocal7
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SETTING UP THE REPORT BUILDER Specify e-mail settings allowing the
report builder to send reports via e-mail. Click on Test to receive a test e-mail.
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SETTING UP THE REPORT BUILDER This screen allows activation of the
M.O.M. Report Builder, e-mail technical support [email protected] or visit the Dydacomp website www.dydacomp.com
Click activate
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SETTING UP REPORT BUILDER Click next to continue the activation
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SETTING UP THE REPORT BUILDER Enter the appropriate contact
information
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SETTING UP THE REPORT BUILDER Enter the serial number provided from
your purchase and click Online. An activation code will be generated online for the M.O.M. Report Builder software.
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SETTING UP THE REPORT BUILDER Please note: The Registration number is
unique to every computer. The activation code that is created uses the registration number and the serial number to generate a unique activation code. If you move computers and would like to re-install the Report Builder software, please contact Dydacomp Support so that we can re-activate the serial number. The reactivation process may take up to 24-48 hours.
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SETTING UP THE REPORT BUILDER After a successful activation, you will
see the following message
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SETTING UP THE REPORT BUILDER To activate additional licenses, click add
and enter the serial number from your purchase, then click online
An Options Update must be done in M.O.M.
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SETTING UP THE REPORT BUILDER User IDs must be set up in the Report
BuilderReport Designer
Can view and create reportsReport Viewer
Can only view reports
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SETTING UP THE REPORT BUILDER Under the Options drop down, choose
M.O.M. Report Builder Choose M.O.M. Report Builder Setup
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SETTING UP THE REPORT BUILDER Choose the path for the M.O.M. Report
Builder exe file After this is set up, the report builder
can be launched by going to Options -> M.O.M. Report Builder -> Launch M.O.M. Report Builder
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LAUNCHING THE REPORT BUILDER The default user name and password is
ADMIN/ADMIN Company drop down is available if you
have the Multi Company Controller Module
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LAUNCHING THE REPORT BUILDER Once logged in, you can double click a
report to launch it, or choose New to create a new report
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CREATING REPORTS Data groups
In Step 1 of all reports, choose the correct data group
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CREATING REPORTS In each data group, the most popular
tables have been joined
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QUICK REPORT Stock item ordered by customer
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QUICK REPORT Step 1
Name the report and data group
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QUICK REPORT Step 2
Select the fields for the report
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QUICK REPORT Step 3
Filter or exclude results for the report
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QUICK REPORT Example: Include certain stock numbers
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QUICK REPORT After creating a filter or exclude you are
returned to step 3
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QUICK REPORT Step 4
Choose a field to sort the report on
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QUICK REPORT Step 5
Choose formatting options to control how the report will appear
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QUICK REPORT Step 6
Define what groups can see the report, and have access to modify or delete the report
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QUICK REPORT On the left side, you will see the report
Double click the report name to run the report
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QUICK REPORT Example Quick Report
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CROSS TABULATION REPORT Customer number and order total
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CROSS TABULATION REPORT Step 1
Name the report and data group
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CROSS TABULATION REPORT Step 2
Select the fields for the report
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CROSS TABULATION REPORT Step 3
Click and drag the available fields to the appropriate place on the right side
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CROSS TABULATION REPORT Step 4
Filter or exclude results for the report
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CROSS TABULATION REPORT Example: Choose an order date range
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CROSS TABULATION REPORT After creating a filter or exclude you are
returned to step 4
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CROSS TABULATION REPORT Step 5
Choose formatting options to control how the report will appear
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CROSS TABULATION REPORT Step 6
Define what groups can see the report, and have access to modify or delete the report
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CROSS TABULATION REPORT On the left side, you will see the report
Double click the report name to run the report
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CROSS TABULATION REPORT Example Cross Tabulation Report
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LABELS Stock labels
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LABELS Step 1
Name the report and data group
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LABELS Step 2
Select the fields for the report
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LABELS Step 3
Filter or exclude results for the report
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LABELS Example: Include items that are not
marked discontinued
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LABELS After creating a filter or exclude you are
returned to step 3
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LABELS Step 4
Choose a field to sort the report on
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LABELS Step 5
Choose the label style and if the report can be filtered or sorted
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LABELS Step 6
Define what groups can see the report, and have access to modify or delete the report
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LABELS On the left side, you will see the report
Double click the report name to run the report
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LABELS Example Label
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CHART REPORT Top performing customers chart
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CHART REPORT Step 1
Name the report and data group
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CHART REPORT Step 2
Select the fields for the report
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CHART REPORT Step 3
Click and drag the available fields to the Y and X axis spots
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CHART REPORT Step 4
Choose a chart type This will change how the information is displayed
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CHART REPORT Step 4
Choose a Palette This will change the color scheme
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CHART REPORT Step 4
Choose a theme This will change the display of the chart
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CHART REPORT Step 5
Filter or exclude results for the report
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CHART REPORT Example: Include customers that have
ordered within a certain time
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CHART REPORT After creating a filter or exclude you are
returned to step 5
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CHART REPORT Step 6
Define what groups can see the report, and have access to modify or delete the report
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CHART REPORT On the left side, you will see the report
Double click the report name to run the report
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CHART REPORT Example Chart
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IMPORTING REPORT TEMPLATES Click File -> Import Reports
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IMPORTING REPORT TEMPLATES Choose the report to import Must be .sfx file
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IMPORTING REPORT TEMPLATES The report now can be ran or edited
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Q&A This is the first of many webinars on the Report
Builder Future webinars will explain formulas, properties of fields,
and feature different reports Support offers light guidance
Create a ticket using Online Support Set up guide KB896 Help file KB897 Check the KB for report templates Check the forum for report templates and tips
[email protected] Custom work is available
[email protected] Suggestions
Suggestions for future webinar topics as well as the module