Wiki

Case Status
Register Log In

Wiki

 
Using Enhanced Reporting (v 3.…
  • RSS Feed

Last modified on 2/17/2011 11:32 AM by User.

Tags:

Using Enhanced Reporting (v 3.5+)

 

Beginning with Syncronex Single Copy 3.5, a new enhanced reporting module has been incorporated into the system. (If you do not have enhanced reporting, contact your sales representative for more information).  Enhanced reporting provides you with cleaner, more full-featured reports, combined with the ability to save the reports as PDF files or export them to common formats such as Excel or Word.  Enhanced reporting also provides you with the ability to subscribe to certain reports and have them e-mailed to you on a daily basis.

The Report Menu

When enhanced reporting is enabled, your Report menu will look similar to the following.  The Admin Reports section will only be displayed if you have appropriate security:

Hover over a report to view a pop-up window with information about the report.

Click on the report name or icon, or on the 'View Report' link to display the report window.

Running a Report

Select your desired report criteria, and click the 'View Report' button in the upper right hand corner.  The report will be displayed.

Once the report has been generated, you can use the controls at the top of the report to work with the report.

  1. Use the paging controls to navigate through the report's pages

  2. Zoom the report in our out using the report's zoom controls

  3. Find text on the page that is currently displayed using the Find controls

  4. Export the report to several different formats, including PDF, Excel, and Word using the export controls

  5. Use the refresh button to refresh the data that is currently being displayed in the report

  6. Use the print button to print the report to a printer connected to your PC

  7. Show and hide the report parameter selection area by using the show/hide icons
     

 

Loading the Browser Plug-in

If the server that is running enhanced reporting has been installed with SQL Server Reporting Services 2008 R2, you will be prompted to install an add-on the first time you attempt to print.

A pop-up window may display the error "Unable to load client print control".

A message similar to the following will be displayed at the top of your browser window.

Click the message area, and click 'Run Add-on'

A security warning similar to the following may appear.

Click 'Run' and the add-on will be loaded.

Subscribing to Reports

Enhanced reporting comes with four reports that have been configured as Alert Reports.  

  • Sellout Alert
  • Top Return % Alert
  • Top Sales % Alert
  • Recent Sales Trends

These reports can be run from the menu, but they can also be subscribed to.  Once you have subscribed, that report will be e-mailed to you as a PDF attachment every day.  Contact your system administrator to ensure that your system is configured to send out alerts.

You can subscribe or unsubscribe to a report in one of three ways.

  1. You can click on the (Subscribe/Unsubscribe) link beneath the appropriate report icon on the Report menu

  2. You can view the report and click on the Subscribe/Unsubscribe link in the upper right hand corner.

  3. You can click on your e-mail address in the Menu bar and select 'Change Alert Options' from the 'Edit Account Settings' menu.  From there, you can select the reports that you would like to subscribe to from the list of available reports.