Introduction

The report shows information on product presence, fencing and prices on customer shelves for the selected period.
The report can be used to define a strategy for marketing activities or to monitor the current status of customer workload, as well as to plan future sales.
The data in the report is generated on the basis of documents Merchandising, employees created on mobile devices.

Report construction

Report parameters

You will be asked to fill in the parameters before the report is generated.
No selections are specified as standard in the parameters - the report will be built based on all the data that has been filled in by the employees in the merchandising documents over the last 7 days.
If necessary, you can use selections to specify which data you want the report to be based on.

The following parameters are available for construction:

• Template selection: standard, custom.
  A custom template is available if the report has previously been generated and its settings have been saved by the user.
• Report construction period.
• Selection by customer type (outlet type defined in ERP).
• Selection by organisational structure.
• Employee choice.

To generate a Merchandising report, click on Generate report.

Appearance of report

Once generated, report looks as follows

Visualisation of the report

Setting the column display

You can customise the display of data in the report if required.
On the right-hand side of the screen is the Columns panel (highlighted in the red frame in the image below), where you can set the display of columns and grouping by entry.
Panel is hidden by clicking on the Columns box in the top right-hand corner.
If the panel does not fit all the columns, horizontal and vertical scrolling appears.

The display of the columns can also be configured from the column context menu:

Report attributes

Data grouping

In the Columns panel, there is a Grouping by Record window - when you move a column into this field, the records are grouped by it.
Column transfers can be made either from the top panel listing the columns, or directly from the report itself.
The entries are grouped also by clicking on the Group by... field via the context menu of the column.

Example
Group the columns by entry.

• Employee.
• Point of Sale
• Regional chain.
• National chain.
• Document Date.

The report supports multi-level grouping.

Example of two-level grouping by employee and sales point:

Columns pinning

When you click on a column's context menu, its first tab lists the parameters by which you can change the arrangement and appearance of the columns:

• Pin column - pinning the column to the left or right and detaching the column.
• Autosize column (all columns) - select the width so that all values in the columns are displayed in full.
• Reset columns - resets all settings in the column report (anchoring, autoranging, filter).

Example
Pinning, autorising and resetting the columns.

Position and width of the columns can be changed manually.
Position - grab the column with the left mouse button and move it.
Width - move the cursor to the border of the column.

Example
Change the width and position of the column.

Filtering by column

Most of the columns have a filtering option.
Value by which you want to filter the data is entered in the Filter field.

Filtration can be set with the following parameters:

• Contains the value entered.
• Does not contain the value entered.
• Equal to the value entered.
• Not equal to the value entered.
• Starts with the value entered.
• Ends with the value entered.

If filtering by column is enabled, the filter symbol is displayed:

Summary of the results

Facing, Price at Point of Sale, Balance at Point of Sale columns as well as additional attributes that have a net data type can be configured to display one of the totals:

• The sum is the sum of all loaded entries in the column.
• Average - outputs the average value, 0 is considered when calculating the average value.
• Minimum value - outputs the minimum value for the column.
• Maximum value - outputs the maximum value per column.

Additional report options