reporting throughout this slide show there will be hyperlinks (highlighted in blue). follow the...

ReportingThroughout this slide show there will be hyperlinks (highlighted in blue). Follow the

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Reporting Main Menu Report Extras

Report Table and Fields tree Advanced Reporting

Opening an Advanced Report Adding Fields to an Advanced Report

Example of how to Build an Activity report with a date range using Advanced Reports Advanced Report Extras

Add a page count Add a qty total Add a filter Group Sort

Standard Reporting Add a line item Add a filter Descriptions of all the tabs under standard reports

Example of how to build an Activity report with a date range in Standard Reports Canned Reports Export Reports

Report Extras When creating a history report you don’t want to have Inventory_location on your report When creating a location report you don’t want to have Inventory_History on your report If you need a report with location and history on it you can use the SP_Inventory report. This is a stored procedure that

we already have built for you in Advanced reports. This report show you everything that is in the warehouse as of a specific date. Select the Advanced Report icon on the toolbar Click the Tables and Fields icon on the toolbar (FIG 1) Click the Tables, Fields, and Stored Procedure tab Click the Stored Procedure tab Click the Browse next to the Stored Procedure box Search to find SP_Inventoryreport Enter a Customer Name and a Date (FIG 2) Click OK when finished All of the fields will show on the left side under Fields (FIG 3) Click on the fields that you want on the report, drag and drop them onto the grid

Report Tree – Click on a table below to see what fields are in each table Activity Code Customer Article Service Code Agent Customer Order Slot Configuration Article Category Employee Standard Article Article Class Exception Code Transaction Log Article Description Inventory Transaction problem Article Type Inventory Exception Warehouse Assigned Employees Inventory History Work Order Bill Of Lading Inventory Item Location Work Order Line Item Component Invoice Work Order Service Code Component Exception Invoice Line Item Component History Location Cost Center Location History Customer National Account

Advanced Reports Click the Advanced Reports icon on the tool bar (FIG 4) To open a report click on the open folder on the tool bar (FIG 5) To add fields to an Advanced report click on the white box with a blue top on the tool bar (FIG 6)

The Report Data box will appear, click on a table (FIG 7) Click on the arrow to move the table into the Used table field Highlight the table (in the used table field) and the fields will populate in the Available Fields box (FIG 8) Select a field and click on the arrow to move the field into the Used fields box (this is the field that will

appear on the report) (FIG 9) Repeat these directions to add the rest of the fields to the report Once you are finished adding fields click OK All of the fields will appear under Fields box (FIG 10) Select a field and drag it onto the grid where you would like it. Try and keep the field close to the top of the

detail bar (otherwise there will be a large gap between lines) All of the boxes can be resized to fit the length of the data. (FIG 11)

You are able to move the Detail, Page Header, and Footer bars up and down to fit the report (FIG 12) Click on the text box icon to add headers to the columns. (In order to type in the text box, go to the Property

Toolbox, next to text type in the name of the column) (FIG 13) When finished click on the print preview icon (FIG 14)

Building an Activity report with a date range using Advanced Reports Click the Advanced Report icon. Click on the report tables icon Select the Customer table. Click on the to move the Customer table into the Used table box (FIG 15) Click on the Customer table in the Used table box, this will populate the tables fields in the available fields box

(FIG 16) Select the custname field. Click on the to move the custname field to the Used Fields box (FIG 17) Repeat the above steps. Select the Inventory Table and the Inventory.Tagnumber field Select the Inventory_History Table and the Inventory_History.Date field Select the Activity_Code Table and the Activity_Code.Shortdescription Continue to add any other fields needed fields. Click OK when finished (FIG 18) All of the fields will be located on the right side under Fields. To put the fields on the report drag and drop them

on the grid (FIG 19) Add Filter to the report. Click on the Report tables icon (FIG 20) Select the Filter/Order by tab. Click on the + to add a filter (FIG 21) Click browse next to tables. Select the Inventory_history table. (FIG 22) Highlight the Date field Click browse next to the Operand. Select <= (less than or equal to) (FIG 23) Click browse next to Detail. Select the Highest date in the date range for the filter (FIG 24) Click Add. Change the operand to >= (Greater than or equal to) click browse next to Detail. Select the lowest

date in the date range for the filter. Click Add Click Close when finished (FIG 25) Click OK (FIG 26) Click on the text box icon to add headers to the columns. (In order to type in the text box, go to the Property

Toolbox, next to text type in the name of the column) (FIG 27) When finished click on the print preview icon(FIG 28) Finished product (FIG 29)

Advanced Reporting Extras Add a page count (FIG 30)

Draw a text box in the Page footer Put a 1 in the text box (do this by entering the 1 in the text box on the Property Toolbox) Change the Summary Running to 2-ddsrall Change the Summary Type to 4-ddsmPageCount

Add a QTY count (FIG 31) Select the field you are going to use to get a count on. Drag this field onto the grid In the Property Toolbox change the Summary Func to 2-ddSFCount and the Summary Type to 1-ddSMGrandTotal

Total Qty (FIG 32) Select the field you are going to use to get a Qty count on. Drag this field onto the grid In the Property Toolbox change the Summary Type to 1-ddSMGrandTotal Add a Filter

Grouping Click the Tables and fields icon on the toolbar (FIG 33) Click the Grouping tab Click the + to add a grouping to the report Use the Tables and fields drop down to select the grouping (FIG 34) Any time that you group a report by something you have to sort it by the same thing Click the Filters\Order by tab (FIG 35) Click on the + to add the tables and fields to sort by. Select the Table and field, Click ADD, then Close, Click OK when done

(FIG 36) A Group Header and Footer will appear on the grid. Cut and Paste the Field that you are grouping by into the Group Header

(If you don’t want a line break, you can move all of the fields even if they aren’t being grouped into the group header) (FIG 37) Click on the Print Preview icon to view the finished product (FIG 38)

Sort Click the Tables and fields icon on the toolbar (FIG 39) Click the filters\Order by tab Click on the + to add the tables and fields to sort by. Select the Table and field, click Add, then Close, Click OK when done

(FIG 40)

Standard Reports Click on the Standard Report icon on the toolbar (FIG 41) Select a report to view or click on the white page to create a new report Add a line to a Standard Report

Click on the Fields, Groups and Aggregates Tab (FIG 42) Click Add The Windfall Reporting window will appear. Select a Table from the list. Click Next when finished (FIG 43) The Windfall Reporting window will appear. Select a Field from the list. Click Finish when finished (FIG 44) The Report line will appear in the Standard Report window highlighted in yellow (FIG 45) Click on the save icon and the line will turn to white

Add a filter to a Standard Report Click on Filtering and Selection Criteria Tab (FIG 46) Click Add to add a filter to the report Once you click add a yellow line will appear Double click the Table, Field, Operand, and Data Value columns to specify the filter (FIG 47) Click save when finished

Standard Report Tabs Report Properties Tab Fields, Groups and Aggregates Tab Filtering and Selection Criteria Tab

Building an Activity Report with a date range using Standard Repots Click the White Page to create a new report Under the Report Properties Tab enter the Report title and any other headings (FIG 48) Click the save icon when finished Click the Fields, Groups and Aggregates Tab Click Add, Select the Customer table click next, Select the Custname field, click finished, click Save (FIG 49) (FIG 50) Click Add, Select the Inventory table click next, Select the Tagnumber field, click finished , click Save Click Add, Select the Inventory_History table, click next, Select the Date field, click finished, click Save Click Add, Select the Activity_Code table, click next, Select the Shortdescription field click finished, click Save Click the Filtering and Selection Criteria tab (FIG 51) Click Add, double click in the tables box, select Inventory_History Double click in the fields box, select date Double click in the Operand box, select >= (greater than or equal to) Double click in the Data Value box, a window will pop up, select the first date in your date range Click Add, Double click in the Logical Operator box, select and Double click in the tables box, select Inventory_History Double click in the fields box, select date Double click in the Operand box, select <= (less than or equal to) Double click in the Data Value box, a window will pop up, select the last date in your date range Click save when finished Click the print preview icon to view the report This report is showing you all of the activity within this specific date range (FIG 52)

Canned ReportsThese are commonly used reports that we have already built for you. These reports cannot be modified. Click on the Standard Reports icon on the toolbar, Click on the View tab, Click on Customer Reports\Warehouse Reports The list that will populate will be the list of canned reports (FIG 53)

Article -This report will show you all of the articles for a specific customer Article Quantity – This will give you a Quantity of all of the Articles in inventory for a specific customer Article Category - This will give you a total inventory count sorted by Articles Archived Master Inventory – This will show you all archived inventory for a specific customer Utilization Detail - This will show you all of the locations in detail that a specific customer is utilizing Utilization Summary – This will give you a summary of the locations in use by a specific customer Warehouse Exceptions - Certificate of Destruction - This will print a Certificate of Destruction for the specified Work Order Authority For Destruction - This is telling your customer what is scheduled to be destroyed High Water Summary - This will give you a summary within a date range for a specific customer when they had the

most inventory in storage High Water Detail – This will give you in detail within a date range for a specific customer when they had the most

inventory in storage Location Sq Ft High Water Summary – This will give you a summary within a date range for a specific customer

when they were using the most Sq Ft. Location Sq Ft High Water Detail - This will give you in detail within a date range for a specific customer when they

were using the most Sq Ft. Utilization Detail (All Customers) – This will show you in detail all of the locations that customers are utilizing Utilization Summary (All Customers) – This will summarize all of the locations that customers are utilizing Destruction Pick List - Utilization - This will show you all of the locations in a specific warehouse that are being utilized Box\File Pull – Location History - This will show you the history of all or specific locations

Exporting ReportsYou can Export Standard and Advanced reports to a PDF or Excel format Exporting Standard Reports to PDF

Click on the Standard Report icon on the toolbar (FIG 54) Select a report to export Click on the print preview icon on the toolbar Click on Export to PDF (FIG 55) Then you will need to select where you would like to save this report

Exporting Standard Reports to Excel Click on the Standard Report icon on the toolbar (FIG 56) Click on the Report Tab Select Save As File Enter where you would like this report to be saved. It should be saved as a .csv

Exporting Advanced Reports to PDF Click on the Advanced Report icon (FIG 57) Open an Advanced Report, or Create one Click on the Export Icon (FIG 58) Select where you would like to save the report

Exporting Advanced Reports to Excel Click on the Advanced Report icon (FIG 59) Create a report Click on the Save as icon (FIG 60) Select where you would like to save the report

Standard Reports

Click on the View tab

Click on Customer Reports

Canned Reports

Back to Canned Reports

Click on the Standard Report icon

Select a Report to export

Preview the report

Back to Exporting Reports

Click on Export PDF



Click on the Report Tab

Click Save As File

Select a customer


Advanced Report icon


Click on the Export Icon


Click on Save As



Use the scroll bar to select one of the reports

out of the list

Click on the White Page create a new report

Click on the Template icon to create a copy of a report

This is where all of the fields on the report will be listed, under the

Fields, Groups and Aggregates tab

Back to Standard Reports

Report Properties

tab

Put the name of the report here

Any headers go

here

Change the Font and size

Select the Page Layout

Change the Category


Print Preview

Print Report Delete Report

Create a new

report

Create a copy of the

report

Save

Fields, Groups and Aggregates Tab

Click here to Add fields to the report

Click here to move a row up or down

Click here to Delete a Row or All

Everything listed here are fields that are on the report


Check this box for this field to show up on the report

Use the drop down to add a line or page break

Click here to sort in ascending or descending order

This is where you can change the width of the columns on the report

Check any of these boxes to add a count, sum, average, min, max

or barcode to any of the lines


Create a new

report


report

Save

Print Preview

Logical Operator, use this when

adding multiple filters

Table and Field columns, In order to filter within the report the table must

be on the report

Click here to Add a filter

Use the Operand drop down to select =,<,>,<>,etc..

Insert the Data Value here to make the filter

more specific

Filtering and Selection Criteria



Create a new

report


report

SavePrint Preview

Fields, Groups and Aggregates Tab

Click on Add to add lines to the report


Select a Table

Click Next when finished


Select a Field

Click Finish when finished


Once you have clicked finish, the report line

will be listed here highlighted in yellow.

* Remember Yellow means

SAVE


Filtering and Selection Criteria Tab

Click Add Row to add a Filter

Once you click Add Row a line will appear

highlighted in yellow.


Double Click on Table, Field, Operand and Data Value. Use the drop downs to select your Filter. Use the Logical Operator if you

have multiple Filters


Enter Report Title here

Enter other headings here

*Remember Yellow means

SAVE


Click Add to add lines to the report

Select the Customer

Table


Select the Custname Field

Click Finish when finished


The line that was just added will appear here


Change the Width of the columns

here

Filtering and Selection Criteria

Tab

Click Add Row to add filters to the

report

Click Print Preview to view the report


Advanced Report icon

Back to Advanced Reports

Open a report

Click here to add fields to

report

Use this icon to change the page settings

Report Wizard

Property Toolbox. (This will freeze up from time to time, to fix this problem right click here and uncheck Property Toolbox, and right click again and check

the Property Toolbox)


Select a Table

Click on the arrow to move the table into the Used

Table field


Highlight the Table

The Fields will populate here

Click on the arrow to move the field to the Used Fields


Click OK when finished


All of the fields that were selected will appear here

under Fields


Select a Field and Drag it onto the grid where you would like it. Try to keep the Field boxes close to the top of the Detail bar (otherwise there will be a large gap between lines) All of the

boxes can be resized to fit the length of the data.


Click the bar to move. The more space there is between the detail and page footer the

bigger the gap will be.


Click on the Reports Fields

icon

Back to Building Advanced Report

Click on the Customer

Table

Click on the arrow to move it over to the Used Tables box


Highlight the table in the Used Tables. The fields

will populate in the Available Fields table


Select the Customer

custname field Click on the arrow to move the field to the

Used Fields box


Select a Field and Drag it onto the grid where you would like it. Try to keep the Field boxes close to the top of the Detail bar (otherwise there will be a large gap between lines) All of the

boxes can be resized to fit the length of the data.


Click on the Reports Fields icon


Click on Filter/Order

by

Click the + to add a filter


Click Browse


Select Date

Click Browse to set the operand to <= (greater than or equal to)

Click Browse to select the highest date in the date range to use for the filter

Click Add when finished


Click Close when finished


The Filters will appear here.


Click OK to go back to the report


Click Print Preview to

view the report


Draw a Text box for a column header

In order to type in the text box, go to the

Property Toolbox, next to text type in the

name of the column

Use these icons to draw lines and

shapes


Use the Text box icon to draw a text box in the Page Footer. Put a number 1 in the text box (put the 1 in the text box in the

Property Toolbox)

Summaryrunning change to 2-ddsrallSymmarytype change to 4-ddsmPageCount

Back to Advanced Report Extras

Select the field that you want to get a count of and drag it

onto the grid.

Change the Summary func to 2-ddSFCountChange the Summary Type to 1- ddsMGrandTotal


Select the field that you want a total qty count for and drag it onto the grid

Change the Summary Type to 1-ddSMGrandTotal


Click on the Tables and fields icon

Click on the Grouping tab

Click on the + to add a group


Double click and use the drop downs to select the table and field that you are

going to group byClick the

Filter/Order by tab

Tables and Fields Icon


Click the + to add the tables and fields to sort by


Cut and Paste the field that you are Grouping by into the Group Header


It is now grouping by the customer instead of repeating the customers name over and

over


Draw a Text box for a column header

In order to type in the text box, go to the

Property Toolbox, next to text type in the

name of the column

Use these icons to draw lines and

shapes


Click Print Preview to

view the report


Click the Tables and Fields icon

Click the Tables,

Fields\Stored Procedures

tab

Select the Stored

Procedure tab

Click Browse to find the SP_Inventory

report

Back to Report Extras

Enter Customer Name and

Date



Select the Fields to put on the report. Drag and drop them onto the grid


Report Tree Activity Code

Long Description Short Description

Agent ADDRESS1 CONTACT2PAGER ADDRESS2 CONTACT2PHONE AGENTCODE CONTACT2POSITION CITY COUNTRY CONTACT1 NAME CONTACT1CELLULARPHONE NICKNAME CONTACT1EMAIL STATE CONTACT1FAX VANLINE CONTACT1PAGER ZIP CONTACT1PHONE CONTACT1POSITION CONTACT2 CONTACT2CELLULARPHONE CONTACT2EMAIL CONTACT2FAX

Report Tree ARTICLE_CATERGORY

CATEGORY ARTICLE_CLASS

CLASS ARTICLE_DESCRIPTION

DESCRIPTION ARTICLE TYPE

TYPE ASSIGNED_EMPLOYEES BILL_OF_LADING

BOLNUMBER COMPONENT

ARTICLENUMBER LASTINDATETIME STATUS ATTRIBUTE 1-7 LASTOUTDATETIME SYSTEMNUMBER CATEGORY MANUALINVENTORYNUMBER TAGNUMBER COMMENTS MANUFACTURER TYPE CONDITION PARTNUMBER UDF 1-9 COSTCENTERCODE QUANTITY WEIGHT CUBEFOOTAGE READERDESCRIPTION WIDTHRADIUS DEPTH ROLLUPVALUE DESCRIPTION SECONDARYNUMBER HEIGHT SERIALNUMBER IMAGELOCATION SQUAREFOOTAGE

Report Tree COMPONENT_EXCEPTION

COMPONENTID EXCEPTIONS WAREHOUSEEXCEPTIONS

COMPONENT_HISTORY DATE LOCATIONOUT QUANTITY TIME USERID

COST_CENTER COSTCENTERCODE DEPARTMENT DIVISION UNIT

CUSTOMER ACCOUNTREP COSTCENTERCODE ZIP ADDRESS1 COUNTRY ADDRESS2 CUSTNAME CITY CUSTOMERNUMBER CONTACT EMAIL CONTACTFAX SSN CONTACTPHONE1 STATE CONTACTPHONE2 TITLE

Report Tree CUSTOMER_ARTICLE

ARTICLENUMBER MANUFACTURER ATTRIBUTE1-7 PARTNUMBER CATEGORY READERDESCRIPTION CUBEFOOTAGE SQUAREFOOTAGE DEPTH TYPE DESCRIPTION WEIGHT HEIGHT WIDTHRADIUS IMAGELOCATION

CUSTOMER_ORDER COMMENTS PURCHASEORDER CONSIGNEE SHIPMENTWEIGHT CONVERSIONDATE STOREGECONTROLNUMBER LOADDATE STORAGETYPE ORDERNUMBER OUTBOUNDTRAILERNUMBER CUSTOMER_ARTICLE

Report Tree EMPLOYEE

FIRSTNAME LASTNAME MIDDLEINITIAL

EXCEPTION_CODE ABBREVIATION DESCRIPTION

INVENTORY ARTICLENUMBER LASTINDATETIME STYSTEMNUMBER ATTRIBUTE 1-7 LASTOUTDATETIME TAGNUMBER CATEGORY MANUALINVENTORYNUMBER TYPE COMMENTS MANUFACTURER UDF 1-9 CONDITION PARTNUMBER WEIGHT COSTCENTERCODE READERDESCRIPTION WIDTHRADIUS CUBEFOOTAGE ROLLUPVALUE DEPTH SECONDARYNUMBER DESCRIPTION SERIALNUMBER HEIGHT SQUAREFOOTAGE IMAGELOCATION STATUS

INVENTORY_EXCEPTION EXCEPTIONS INVENTORYITEMID WAREHOUSEEXCEPTIONS WAREHOUSEEXCEPTIONSENGLISH

Report Tree INVENTORY_HISTORY

DATE TIME LOCATIONOUT USERID NEWSLOTLABEL VAULTNUMBER OLDSLOTLABEL WORKORDERNUMBER QUANTITY

INVENTORY_ITEM_LOCATION QUANTITY SLOTLABEL

INVOICE ADDRESS1 INVOICENUMBER ADDRESS2 NAME CITY STATE DATEGENERATED STATUS GLNUMBER TOTALINVOICEAMOUNT INVOICEDATE ZIP

INVOICE_LINE_ITEM DESCRIPTION LINEITEMDATE GLNUMBER LINEITEMNUMBER LINEITEMAMOUNT

Report Tree LOCATION

CUBEFOOTAGE PREFIX DESCRIPTION RACKBAY DOUBLEHIGH RACKLEVEL INACTIVE RACKROW LOCATION SQUAREFOOTAGE LOCATIONTAG TAG OUT TYPE PRECENTUSED

LOCATION_HISTORY DATE TIME LOCATIONTAG USERID SLOT WAREHOUSECODE

NATIONALACCOUNT ACCOUNTNAME STORAGETYPE1 CONTACTNAME STORAGETYPE2 CONTCTPHONE TERMS

SERVICE_CODE CODE RATE DESCRIPTION UNIT GLNUMBER

Report Tree SLOT_CONFIGURATION

CONFIGURATIONCODE DESCRIPTION LABEL 1-6 SLOT1-6 PERCENTAGE

STANDARD_ARTICLE ARTICLENUMBER IMAGELOCATION ATTRIBUTE 1-7 MANUFACTURER CATEGORY PARTNUMBER DEPTH READERDESCRIPTION DESCRIPTION TYPE HEIGHT WIDTHRADIUS

TRANSACTION_LOG ACTIVITYCODE MANUFACTURER TYPE AGENTCODE OLDLOCATIONTAG UDF 1-12 ARTICLENUMBER OLDLOCATIONTYPE VAULTNUMBER COMMENTS OLDSLOTLABEL WAREHOUSECODE CONDITION ORDERNUMBER WIDTHRADIUS CUSTNAME PARTNUMBER WORKORDERNUMBER DEPTH QUANTITY EXCEPTIONS RECIEVEDDATE HEIGHT RECIEVEDTIME INITIALS SECONDARYNUMBER SPENDING SERIALNUMBER LOCATIONOUT SLOTLABEL LOCATIONTAG STATUS LOCATIONTYPE SYSTEMNUMBER MANUALINVENTORYNUMBER TAGNUMBER

Report Tree TRANSACTIONPROBLEM

DESCRIPTION PROBLEMCODE

WAREHOUSE ADDRESS1 CONTACT2POSITION ADDRESS2 COUNTRY CITY DESCRIPTION CONTACT1 SQUAREFOOTAGE CONTACT1EMAIL STATE CONTACT1FAX WAREHOUSECODE CONTACT1PHONE ZIP

WORK_ORDER BOLNUMBER PRINTEDDATE COMPLETEDDATE PRINTEDTIME COMPLETEDTIME PRIORITY CREATEDDATE REQUESTEDBY CREATEDTIME REQUESTEDDATE DELIVERTOADDRESS1 REQUESTTIME DELIVERTOADDRESS2 REQUESTCOMMENTS DELIVERTOCITY REQUESTCOSTCENTERCODE DELIVERTOCONTACT REQUESTPHONE DELIVERTOPHONE STATUS DELIVERTOSTATE TAKENBY DELIVERTOZIP WORKORDERNUMBER

Report Tree WORK_ORDER_LINE_ITEM

ARTICLENUMBER QUANTITY REQUESTED CATEGORY SLOTLABEL DEPTH TAGNUMBER DESCRIPTION TYPE HEIGHT UDF1-8 MANUFACTURER WIDTHRADIUS PARTNUMBER QUANTITYPROCESSED

WORK_ORDER_SERVICE_CODE PRIORITY QUANTITY

If you have any questions you can contact the support team at 314-925-1547 or you can email us at [email protected]

You can visit us at http://www.windfallonline.com/customer/

mailto:[email protected]

reporting throughout this slide show there will be hyperlinks (highlighted in blue). follow the...

Documents

report fig

fields fig

table fig

date fig

grid fig

toolbar fig

used fields box fig

column fig