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Welcome!
Print OptionsPrint Options
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
