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This is an instructional powerpoint is provided by Dydacomp on the use of Multichannel Order Manager (M.O.M. 7i) Report Builder Module. It is useful in providing tips on how to install, setup the Report Builder and create reports with the Report Builder.
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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 [email protected] 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
[email protected] Custom work is available
[email protected] Suggestions
Suggestions for future webinar topics as well as the module
