Trend, Variance and Sales History Report Enhancements

Transcription

1 Trend, Variance and Sales History Report Enhancements Page 1

2 New Report Features Table of Contents Introducing New Features... 3 Multi-Statistic Reporting... 3 Sales and Gap Analysis... 3 Dynamic Drill Down... 3 Search Within Results... 3 Accessing the reports... 4 Using the New Trend Report... 5 Building Your Report... 5 Additional Report Settings... 5 Example Trend Reports... 6 Fine Tuning Your Results... 6 Using the New Variance Report... 7 Building Your Report... 7 Additional Report Settings... 7 Example Variance Reports... 8 Fine Tuning Your Results... 8 Using the New Sales History Report... 9 Building Your Report... 9 Additional Report Settings... 9 Example Sales History Reports Fine Tuning Your Results Dynamic Drill Down Search Within Results Collapsing The Build Report Section Changing the Number of Rows Displayed Frequently Asked Questions What is the difference between Sales and Gaps? What happened to the old Trend, Variance and Sales History Reports? What has happened to my existing saved My Reports? How do I select statistics in the report? What happens when I link to a report from an Alert or to get more detailed results? What does it mean to display a report Column-wise? What does it mean to display a report Row-wise? Can I sort my report? uk-acsellerate@ecisolutions.com Page 2

3 Introducing New Features Acsellerate is introducing new features for three of the most commonly used Flex Reports: the Trend Report, the Variance Report and the Sales History Report. The enhancements will help you customise your reports to show far more detail than ever before, provide far more insight and information into key trends and also allow you to drill down to additional levels of detail in a much more flexible manner. Multi-Statistic Reporting You can now elect to run a report for multi statistics. No need to run three different reports to see the Sales, the Cost, and the Gross Profit. You can see all that in one report by selecting the statistics to display. Sales and Gap Analysis You can now run report to display sales, gaps or both for any of the entities available. If you want to see all the accounts with no sales in Jan/San, or sales rep with no Gross Profit in a specific area, you can now customise your reports to do so. You can either display the Sales only, which will display all the Accounts with activity in the statistic you selected, Gaps only to display Accounts with no activity in the statistic you selected, or both, and all your accounts will be displayed whether there is activity or not. Dynamic Drill Down In our standard reports you were able to click on the first column entity (account name or number if you selected show by accounts, Sales rep name or number if you selected Show by Sales rep ). You can now right click on the first column entity and a new window will offer you a choice on what entity to display next. If you run a report showing by accounts, you can right click on an account name or number and select Invoiced Sales Rep in the new menu, and the report will now display the Invoiced Sales rep for that account, keeping the customisation from the main report: if you were showing the gaps in Gross Profit for Accounts, the drilled down report will display the gaps in Gross Profit for the Invoiced Sales Rep for that account. Search Within Results You can now easily search for specific results after you run your report. This means that if you re viewing a report you ve just run by Account, for example, you can now easily locate specific Accounts that match your search allowing you to easily locate specific report results without having to redefine your filters and re-run the report. uk-acsellerate@ecisolutions.com Page 3

4 Accessing the reports The reports can be opened from the same places as before on your dashboard. There are two ways you can access the new Trend, Variance and Sales History Flex Reports: 1. Click on the Report Tab at the top of your screen (no contextual filters will be set) and then click on the report you wish to run under Flex Reports: 2. Click on the Reports tab in Quick Views (the contextual filter will be automatically set), then select your report under Flex report: Page 4

5 Using the New Trend Report The Trend Report is designed to show month-by-month trends for the time range you select. This provides you the ability to track various entities and see how they are performing over time. Building Your Report The Build Report section of the Trend Report remains essentially the same as the previous version, with the notable exception that the statistic selection is now part of the Add Customisation section. Before you run the report, you ll need to ensure that following selections have been made according to the output you desire: Parameter Show By: Year: Month: Range: Filters: Description Enter the entity for which you want the results listed in the report. Enter the starting year. Enter the starting month. Enter the Range for your report. This determines the number of months the report will run for. Enter any filters you require to tailor the report to your needs. You can add additional filters by clicking the Add Filter button as before. Additional Report Settings In the Add Customisation section of the report you can make additional selections that determine how your report will run. Parameter Statistics: Show: Display: Description Select one or more of the statistics you would like to have included in your report Choose whether you would like a report showing sales, gaps or both Choose whether you want the statistics you selected to be shown across the top of the report in a column wise display or if you would prefer to have the each of the statistics you selected shown in its own separate row for each Show By: entity. uk-acsellerate@ecisolutions.com Page 5

6 Example Trend Reports A sample column-wise report run by account for sales and gross profit would look like the following: That same report run row-wise would look like the following: Fine Tuning Your Results Once you ve run the report, you can easily search within the results or drill down to additional levels of detail as described in the next section of this document. You can use the small arrow just below the Build Report and Add Customisation sections to collapse the top part of the report screen to allow more room on your screen to show your report results. You can also Save Selections, Save the report, it and Export it as before. uk-acsellerate@ecisolutions.com Page 6

7 Using the New Variance Report The Variance Report is designed to show you period vs. period variations for the time period you select. This gives you the ability to quickly and easily see increases or decreases among Accounts, Item Groups, Product Departments or other things you want to measure. Building Your Report The Build Report section of the Variance Report remains essentially the same as the previous version, with the notable exception that the statistic selection is now part of the Add Customisation section. Before you run the report, you ll need to ensure that following selections have been made according to the output you desire: Parameter Entity: Period: Filters: Description Enter the entity for which you want the results listed in the report. Enter the time periods you d like to compare. Enter any filters you require to tailor the report to your needs. You can add additional filters by clicking the Add Filter button as before. Additional Report Settings In the Add Customisation section of the report you can make additional selections that determine how your report will run. Parameter Statistics: Show: Display: Include: Apply: Description Select one or more of the statistics you would like to have included in your report Choose whether you would like a report showing sales, gaps or both Choose whether you want the statistics you selected to be shown across the top of the report in a column wise display or if you would prefer to have the each of the statistics you selected shown in its own separate row for each Show By: entity. You have the ability to limit the results shown in the report by choosing to limit the one of the statistic values. You can, for example, show only results where the statistic Sales has Increased by at least 50%. If you click the checkbox next to Apply conditions during drill down, when you drill down to further levels of detail, each subsequent level of detail will have the same constraint applied to it when showing drilled down results. If you leave the box unchecked, then only the first set of results shown when you first press Run Report will have the Include only filter applied. uk-acsellerate@ecisolutions.com Page 7

8 Example Variance Reports A sample column-wise report run by account for sales and gross profit would look like the following: That same report run row-wise would look like the following: Fine Tuning Your Results Once you ve run the report, you can easily search within the results or drill down to additional levels of detail as described in the next section of this document. You can use the small arrow just below the Build Report and Add Customisation sections to collapse the top part of the report screen to allow more room on your screen to show your report results. You can also Save Selections, Save the report, it and Export it as before. uk-acsellerate@ecisolutions.com Page 8

9 Using the New Sales History Report The Sales History Report is designed to show you a trends and comparisons across several different specific time periods. This gives you the ability to quickly and easily see increases or decreases among Accounts, Item Groups, Product Departments or other things you want to measure by across both recent and more historical trends. Building Your Report The Build Report section of the Sales History Report remains essentially the same as the previous version, with the notable exception that the statistic selection is now part of the Add Customisation section. Before you run the report, you ll need to ensure that following selections have been made according to the output you desire: Parameter Show By: Start Date: End Date: Description Enter the entity for which you want the results listed in the report. Enter the specific start date of the analysis time period. The start date affects how the time ranges of the other columns are determined. Everything is always relative to the start date of the analysis time period. This is the same as the old Sales History report. Enter the specific end date of the analysis time period. Additional Report Settings In the Add Customisation section of the report you can make additional selections that determine how your report will run. Parameter Statistics: Show: Display: Include: Apply: Description Select one or more of the statistics you would like to have included in your report Choose whether you would like a report showing sales, gaps or both Choose whether you want the statistics you selected to be shown across the top of the report in a column wise display or if you would prefer to have the each of the statistics you selected shown in its own separate row for each Show By: entity. You have the ability to limit the results shown in the report by choosing to limit the one of the statistic values. You can, for example, show only results where the statistic Sales has Increased by at least 50%. If you click the checkbox next to Apply conditions during drill down, when you drill down to further levels of detail, each subsequent level of detail will have the same constraint applied to it when showing drilled down results. If you leave the box unchecked, then only the first set of results shown when you first press Run Report will have the Include only filter applied. uk-acsellerate@ecisolutions.com Page 9

10 Example Sales History Reports A sample column-wise report run by account for sales and gross profit would look like the following: That same report run row-wise would look like the following: Fine Tuning Your Results Once you ve run the report, you can easily search within the results or drill down to additional levels of detail as described in the next section of this document. You can use the small arrow just below the Build Report and Add Customisation sections to collapse the top part of the report screen to allow more room on your screen to show your report results. You can also Save Selections, Save the report, it and Export it as before. uk-acsellerate@ecisolutions.com Page 10

11 Dynamic Drill Down Another new feature is the Dynamic Drilling. If you right click on a Show By or Show By #, you will have the option to drill down for that entity and further refine your results. In the example below, if you right click on an account, you can drill down to Invoiced Sales rep for that account during the same time period. Search Within Results We have introduced a new Search capability, which allows you to search by show by description or number, in all the report results as well as when using the Dynamic Drill Down function: You can also use the arrow on the right side of the Search button itself and choose the field you wish to search on. uk-acsellerate@ecisolutions.com Page 11

12 Collapsing The Build Report Section A new feature allows you to collapse the build report and customisation sections to allowing for additional room to display more results on your screen. After running the report, simply click on the small arrow highlighted in the screenshot below. If you wish to show the Build Report and Add Customisation sections again, simply click the same arrow which has now moved to the top of the screen as shown below. uk-acsellerate@ecisolutions.com Page 12

13 Changing the Number of Rows Displayed You can now select how many rows are displayed on your screen for your Flex reports. On your Dashboard, click on Preferences. In the new Window, next to Default Result Count (Flex Reports), enter a value between 1 and 999. If you enter 0, it will default to 25. uk-acsellerate@ecisolutions.com Page 13

14 Frequently Asked Questions What is the difference between Sales and Gaps? When selecting Sales, the report will display results for those Show By entities which had transactions or invoice activity during the time selected time periods. When selecting Gaps, the report will display results for those Show By entities which had no transactions or invoice activity during the selected time periods. For example, if you wanted to show a list of customers and what they bought from you, you would select Sales. If you wanted to see a list of customers who hadn t bought anything from you during the selected time period, you would select Gaps. If you want to see a report that combines the display of sales and gaps, you would select Both. This same concept can be applied to any Show By entity for which you run the report and will also apply to drill down as well. You might, for example see an account with significant sales yet upon drilling down to see which Product Departments they may have purchased, see gaps where they hadn t purchased from a number of categories you offer. What happened to the old Trend, Variance and Sales History Reports? These new, enhanced reports have replaced the older Trend, Variance and Sales History Reports. What has happened to my existing saved My Reports? All of your previously existing My Reports continue to be accessible in the My Reports section of the Dashboard and Reports tabs of the application. Now when you select one of your My Reports it will launch one of the new reports and run it according to the parameters and filters you had saved before. All of the reporting functionality you had become accustomed to remains intact with your saved reports. How do I select statistics in the report? The Statistics drop down is used to select all the statistics you want to run the report for. Simply click on the dropdown and check the box next to the statistic. The order is which you select the statistic has no impact on the order they will display. What happens when I link to a report from an Alert or to get more detailed results? You will still be able to get the additional detail you re accustomed to, only now clicking any of these links will bring you to the new, enhanced reports instead of the old. uk-acsellerate@ecisolutions.com Page 14

15 What does it mean to display a report Column-wise? By choosing to display your report column-wise, you are choosing to have a separate column for each statistic in the report for each time period. Each column can be ranked by clicking on the header. You can see below that each of the statistics has its own column for each of the time periods displayed. When displaying a report in this fashion you can sort any of the columns in the report including the entity columns as well as any of the statistic columns. What does it mean to display a report Row-wise? By choosing to display your report Row-wise, you are choosing to have one column for each time period, and a row for each statistic in the report. You can see below that each of the statistics has its own row for each of the Show By entities in the report. With this display, you can only rank the result by the Show By or Show By # column. In the example below, you can sort by Accounts or Accounts #, but not by Statistics or any of the time period columns. uk-acsellerate@ecisolutions.com Page 15

16 Can I sort my report? You can sort any of the columns when you are in Column-wise view by simply clicking on the column header to alternate between ascending and descending order. When in Row-wise view, you can only sort by the Show By or Show By # columns. We are excited to help you utilise these new features! If you have question you can contact us at uk-acsellerate@ecisolutions.com. uk-acsellerate@ecisolutions.com Page 16