Report Builder Training 7i

M.O.M. 7IIntroduction to the Report Builder

Module

WELCOME! Agenda

First Webinar for Report Builder, more to come! Installing the Report Builder Setting up the Report Builder Creating reports with the Report Builder

Quick Reports Row/column report

Cross Tabulation Reports Similar to Excel Pivot Tables Used for data analysis

Labels Mailing and other labels

Chart Reports Graph data

Q&A

INSTALLING THE REPORT BUILDER Prerequisites

Mail Order Manager 7.0 and up M.O.M. Report Builder Software

Find the install on the knowledge base, KB899 Can also be found on the support section of our

website under Misc Utilities for M.O.M. 7i The latest M.O.M. 7i program update installed

dated 10/20/09 and beyond. Remember to run a successful backup before doing a

program update

One license of a Report Designer/Viewer comes with 7i Additional designers and viewers can be

purchased

INSTALLING THE REPORT BUILDER Running the setup.exe file for the report

builder will launch the M.O.M. Report Builder Setup Wizard

INSTALLING THE REPORT BUILDER Dydacomp recommends installing the

M.O.M. Report Builder on individual computers that have a M.O.M. 7i workstation install.

INSTALLING THE REPORT BUILDER Specify a location for the Report Builder

program to be installed

INSTALLING THE REPORT BUILDER Specify a Start Menu folder

INSTALLING THE REPORT BUILDER Choose if you would like to create a

desktop icon or not

INSTALLING THE REPORT BUILDER Click next to install the report builder

INSTALLING THE REPORT BUILDER Choose if you would like to launch the

report builder or not

SETTING UP THE REPORT BUILDER When the Report Builder is run for the

first time, a screen will appear allowing you to specify the location of the report data files and the Mail Order Manager program folder. For example: C:\MOMlocal7

SETTING UP THE REPORT BUILDER Specify e-mail settings allowing the

report builder to send reports via e-mail. Click on Test to receive a test e-mail.

SETTING UP THE REPORT BUILDER This screen allows activation of the

M.O.M. Report Builder, e-mail technical support support@dydacomp.com or visit the Dydacomp website www.dydacomp.com

Click activate

SETTING UP REPORT BUILDER Click next to continue the activation

SETTING UP THE REPORT BUILDER Enter the appropriate contact

information

SETTING UP THE REPORT BUILDER Enter the serial number provided from

your purchase and click Online. An activation code will be generated online for the M.O.M. Report Builder software.

SETTING UP THE REPORT BUILDER Please note: The Registration number is

unique to every computer. The activation code that is created uses the registration number and the serial number to generate a unique activation code. If you move computers and would like to re-install the Report Builder software, please contact Dydacomp Support so that we can re-activate the serial number. The reactivation process may take up to 24-48 hours.

SETTING UP THE REPORT BUILDER After a successful activation, you will

see the following message

SETTING UP THE REPORT BUILDER To activate additional licenses, click add

and enter the serial number from your purchase, then click online

An Options Update must be done in M.O.M.

SETTING UP THE REPORT BUILDER User IDs must be set up in the Report

BuilderReport Designer

Can view and create reportsReport Viewer

Can only view reports

SETTING UP THE REPORT BUILDER Under the Options drop down, choose

M.O.M. Report Builder Choose M.O.M. Report Builder Setup

SETTING UP THE REPORT BUILDER Choose the path for the M.O.M. Report

Builder exe file After this is set up, the report builder

can be launched by going to Options -> M.O.M. Report Builder -> Launch M.O.M. Report Builder

LAUNCHING THE REPORT BUILDER The default user name and password is

ADMIN/ADMIN Company drop down is available if you

have the Multi Company Controller Module

LAUNCHING THE REPORT BUILDER Once logged in, you can double click a

report to launch it, or choose New to create a new report

CREATING REPORTS Data groups

In Step 1 of all reports, choose the correct data group

CREATING REPORTS In each data group, the most popular

tables have been joined

QUICK REPORT Stock item ordered by customer

QUICK REPORT Step 1

Name the report and data group

QUICK REPORT Step 2

Select the fields for the report

QUICK REPORT Step 3

Filter or exclude results for the report

QUICK REPORT Example: Include certain stock numbers

QUICK REPORT After creating a filter or exclude you are

returned to step 3

QUICK REPORT Step 4

Choose a field to sort the report on

QUICK REPORT Step 5

Choose formatting options to control how the report will appear

QUICK REPORT Step 6

Define what groups can see the report, and have access to modify or delete the report

QUICK REPORT On the left side, you will see the report

Double click the report name to run the report

QUICK REPORT Example Quick Report

CROSS TABULATION REPORT Customer number and order total

CROSS TABULATION REPORT Step 1

Name the report and data group

CROSS TABULATION REPORT Step 2

Select the fields for the report

CROSS TABULATION REPORT Step 3

Click and drag the available fields to the appropriate place on the right side

CROSS TABULATION REPORT Step 4

Filter or exclude results for the report

CROSS TABULATION REPORT Example: Choose an order date range

CROSS TABULATION REPORT After creating a filter or exclude you are

returned to step 4

CROSS TABULATION REPORT Step 5

Choose formatting options to control how the report will appear

CROSS TABULATION REPORT Step 6

Define what groups can see the report, and have access to modify or delete the report

CROSS TABULATION REPORT On the left side, you will see the report

Double click the report name to run the report

CROSS TABULATION REPORT Example Cross Tabulation Report

LABELS Stock labels

LABELS Step 1

Name the report and data group

LABELS Step 2

Select the fields for the report

LABELS Step 3

Filter or exclude results for the report

LABELS Example: Include items that are not

marked discontinued

LABELS After creating a filter or exclude you are

returned to step 3

LABELS Step 4

Choose a field to sort the report on

LABELS Step 5

Choose the label style and if the report can be filtered or sorted

LABELS Step 6

Define what groups can see the report, and have access to modify or delete the report

LABELS On the left side, you will see the report

Double click the report name to run the report

LABELS Example Label

CHART REPORT Top performing customers chart

CHART REPORT Step 1

Name the report and data group

CHART REPORT Step 2

Select the fields for the report

CHART REPORT Step 3

Click and drag the available fields to the Y and X axis spots

CHART REPORT Step 4

Choose a chart type This will change how the information is displayed

CHART REPORT Step 4

Choose a Palette This will change the color scheme

CHART REPORT Step 4

Choose a theme This will change the display of the chart

CHART REPORT Step 5

Filter or exclude results for the report

CHART REPORT Example: Include customers that have

ordered within a certain time

CHART REPORT After creating a filter or exclude you are

returned to step 5

CHART REPORT Step 6

Define what groups can see the report, and have access to modify or delete the report

CHART REPORT On the left side, you will see the report

Double click the report name to run the report

CHART REPORT Example Chart

IMPORTING REPORT TEMPLATES Click File -> Import Reports

IMPORTING REPORT TEMPLATES Choose the report to import Must be .sfx file

IMPORTING REPORT TEMPLATES The report now can be ran or edited

Q&A This is the first of many webinars on the Report

Builder Future webinars will explain formulas, properties of fields,

and feature different reports Support offers light guidance

Create a ticket using Online Support Set up guide KB896 Help file KB897 Check the KB for report templates Check the forum for report templates and tips

support@dydacomp.com Custom work is available

sales@dydacomp.com Suggestions

Suggestions for future webinar topics as well as the module

reportbuildersuggestions@dydacomp.com