Reporting

1. Reporting Throughout this slide show there will be hyperlinks (highlighted in blue). Follow the hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show.

2. 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

3. 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 CodeCustomer ArticleService Code • AgentCustomer Order Slot Configuration • Article CategoryEmployeeStandard Article • Article ClassException Code Transaction Log • Article Description InventoryTransaction problem • Article TypeInventory ExceptionWarehouse • Assigned EmployeesInventory HistoryWork Order • Bill Of LadingInventory Item LocationWork Order Line Item • ComponentInvoiceWork Order Service Code • Component ExceptionInvoice Line Item • Component HistoryLocation • Cost CenterLocation History • CustomerNational Account

4. 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)

5. 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_CodeTable 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)

6. 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)

7. 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

8. 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)

9. Canned Reports These 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

10. Exporting Reports You 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

11. Click on the View tab Click on Customer Reports Standard Reports Canned Reports Back to Canned Reports

12. Click on the Standard Report icon Preview the report Select a Report to export • Back to Exporting Reports

13. Click on Export PDF • Back to Exporting Reports

14. Click on the Standard Report icon Click on the Report Tab Click Save As File Select a customer • Back to Exporting Reports

15. Advanced Report icon • Back to Exporting Reports

16. Click on the Export Icon • Back to Exporting Reports

17. Click on Save As • Back to Exporting Reports

18. Click on the White Page create a new report Click on the Standard Report icon Click on the Template icon to create a copy of a report Use the scroll bar to select one of the reports out of the list This is where all of the fields on the report will be listed, under the Fields, Groups and Aggregates tab Back to Standard Reports

19. Delete Report Print Report Save Print Preview Create a copy of the report Create a new report Put the name of the report here Report Properties tab Change the Category Any headers go here Select the Page Layout Change the Font and size Back to Standard Reports

20. Delete Report Print Report Save Print Preview Create a copy of the report Create a new report Fields, Groups and Aggregates Tab Click here to sort in ascending or descending order Check any of these boxes to add a count, sum, average, min, max or barcode to any of the lines This is where you can change the width of the columns on the report Use the drop down to add a line or page break Everything listed here are fields that are on the report Check this box for this field to show up on the report Click here to Delete a Row or All Click here to Add fields to the report Click here to move a row up or down Back to Standard Reports

21. Delete Report Print Report Save Print Preview Create a copy of the report Filtering and Selection Criteria Create a new report Logical Operator, use this when adding multiple filters Insert the Data Value here to make the filter more specific Click here to Add a filter Table and Field columns, In order to filter within the report the table must be on the report Use the Operand drop down to select =,<,>,<>,etc.. Back to Standard Reports

22. Fields, Groups and Aggregates Tab Click on Add to add lines to the report Back to Standard Reports

23. Select a Table Click Next when finished Back to Standard Reports

24. Select a Field Click Finish when finished Back to Standard Reports

25. * Remember Yellow means SAVE Once you have clicked finish, the report line will be listed here highlighted in yellow. Back to Standard Reports

26. Filtering and Selection Criteria Tab Once you click Add Row a line will appear highlighted in yellow. Click Add Row to add a Filter Back to Standard Reports

27. 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 Back to Standard Reports

28. *Remember Yellow means SAVE Enter Report Title here Enter other headings here Back to Standard Reports

29. Select the Customer Table Click Add to add lines to the report Back to Standard Reports

30. Select the Custname Field Click Finish when finished Back to Standard Reports

31. Change the Width of the columns here The line that was just added will appear here Back to Standard Reports

32. Click Print Preview to view the report Filtering and Selection Criteria Tab Click Add Row to add filters to the report Back to Standard Reports

33. Back to Standard Reports

34. Advanced Report icon • Back to Advanced Reports

35. Report Wizard Click here to add fields to report Open a report 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) Use this icon to change the page settings • Back to Advanced Reports

36. Select a Table Click on the arrow to move the table into the Used Table field • Back to Advanced Reports

37. Highlight the Table The Fields will populate here Click on the arrow to move the field to the Used Fields • Back to Advanced Reports

38. Click OK when finished • Back to Advanced Reports

39. All of the fields that were selected will appear here under Fields • Back to Advanced Reports

40. 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. • Back to Advanced Reports

41. Click the bar to move. The more space there is between the detail and page footer the bigger the gap will be. • Back to Advanced Reports

42. Click on the Reports Fields icon Back to Building Advanced Report

43. Click on the arrow to move it over to the Used Tables box Click on the Customer Table Back to Building Advanced Report

44. Highlight the table in the Used Tables. The fields will populate in the Available Fields table Back to Building Advanced Report

45. Select the Customer custname field Click on the arrow to move the field to the Used Fields box Back to Building Advanced Report

46. Click OK when finished Back to Building Advanced Report

47. 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. Back to Building Advanced Report

48. Click on the Reports Fields icon Back to Building Advanced Report

49. Click the + to add a filter Click on Filter/Order by Back to Building Advanced Report

50. Click Browse Back to Building Advanced Report