Welcome!. Print Options PDF Comma-Separated Values (CSV) Formatted Excel New Features in Analysis.

Welcome!

Print OptionsPrint Options

PDF

Comma-Separated Values (CSV)

Formatted Excel

New Features in Analysis

Serial ReportsSerial Reports

Valuable for ATF Reporting

Track by Vendor/Customer/Dates

Four reports:

In Stock

Sold

Purchased

Complete Transaction History

New Features in Analysis

Buying Club ReportingBuying Club Reporting

Report on customers’ club status

View club purchases

View available rewards

Club data in customer export

New Features in Analysis

Build Data vs. Ad Hoc Inventory ReportsBuild Data vs. Ad Hoc Inventory Reports

Inventory Analysis Architecture

Ad Hoc provides fresh data

Reporting on “built data” faster

Run with Same Data

New Features in Analysis

Only Active RowsOnly Active Rows

Select to show all rows or only active rows (not equal to 0)

New Features in Analysis

Show Additional InformationShow Additional Information

Choose to show:Stores

Attribute 1

Attribute 2

New Features in Analysis

Exception CriteriaException Criteria

Limit Items by Sold, On Hand, On Order

Sell Thru and Days on Floor

Markdown and Price Ranges

“In Any One Store” Option

New Features in Analysis

Exception CriteriaException Criteria

New Features in Analysis

Audit TrailAudit Trail

Track changes and viewing of data

Employee’s name and exact date and time

Full details of data modified/viewed

Currently some inventory changes and credit card viewing

More to come …

New Features in Analysis

PurposePurposeAllows you to automate the execution of the

reports that you would like to run on a daily, weekly, monthly or yearly basis.

Allows for those reports to be printed or emailed as either Adobe PDF or CSV files.

Reports Scheduling

Work FlowWork Flow

Record reports to schedule

Analysis – Record button

Standard screen – right-mouse click on Search button and Save Screen

Reports Scheduling

Work Flow (cont.)Work Flow (cont.)

Run Scheduler.bat

Define scripts – i.e. reports that should run daily, weekly, monthly, or yearly.

Reports Scheduling

Work Flow (cont.)Work Flow (cont.)

Add reports to script folder.

Reports Scheduling

Work Flow (cont.)Work Flow (cont.)

Schedule days and times.

Or, execute report on the fly.

Start Scheduler.

Reports Scheduling

Export ReportsExport Reports

Export to Excel, CSV, or Adobe PDF

Datamining

Filter FieldsFilter Fields

FiltersSelect field to filter by

Select operator

Define value

Datamining

Visual IndicatorsVisual Indicators

Color coding

Select field

Set color

Define value

Datamining

Drill DownDrill DownDrill down on right-mouse click

Datamining

Create VarianceCreate Variance

Define column name.

Select fields to create a variance between.

Datamining

Sum XSum XDefine column name.

Select fields to add together.

Datamining

Sharing of ReportsSharing of Reports

Reports are saved on each machine as XML files in your C:/Celerant/RMS6/DM directory.

A file can be moved from one machine to another.

Datamining