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1. ced Reporting Select Report Modify Report Select Level of Detail 5 rt based upon detail invoice lines imported into Data from Summarized Sales without Plan Data at the level of Year Period Vendor Customer Product Level Branch Account Manager and Inside Sales Person o Sales Summaries With Plan Data at the level of Year Period and Customer Sales Summaries With Plan Data at the level of Year Period Customer and Product Level 1 o Sales Summaries With Plan Data at the level of Year Period Customer and Product Level 3 o Project and Activity information Customer List Select Customer List lt None Selected gt v Select Filter Field Name Op v Value Z Mask Selection Criteria Add Filter Criteria Delete REPORT Sold From Branch Report Select Fields Show ToolTip iAvailable Fields Sales Summary Data Without Account Manager Product Levels Prod Lvl 1 Seq Prod Lvl 2 Prod Lvl 2 amp Cd Prod Lvl 2 Seq Prod Lvl 2 Seq Prod Lvl 3 Prod Lvl 3 amp Cd Abbreviations Coded Sales Branch Inside Sales Person Vendor Customer Customer Bill To Customer Parent Customer Ship To Generate Report Figure 0 6 Selected Fields 3 Third Select Filter allows users to filter the fields they have selected a b C Delete Add By Customer List ByName By Value Field Hame Up Value Mask Prod L
2. E SMP NPTECH SMP DEN f Report Total Figure 0 9 Page Breaks sample report ii Summary Lines will show at Group Levels details are hidden 1 This will generate only the dollars associated with the checked field in the Selected Field column in this case it was Sales Branch A D E E 6 Sales Branch YTD Sales YTD GP SMP JAX 15 785 50 30 13 B SMP GRE 17 471 17 31 92 9 SMF NPTBCH 7 46711 23 02 SMP DEN 283 51 41 68 REPORT TOTAL 41 007 59 30 59 Figure 0 10 Summary Lines sample report iii It is not necessary to check either of these boxes SMP suggests experimenting with the report by checking and understanding these during report testing Page 8 of 14 Sales Management Plus User Manual A Report ID 3 Sales Branch SMF JAA SMF JAA SMF JAA 10 SMF JAX 11 SMF JAX 12 SMF JAX 13 SMF JAX 14 SMP JAX 19 0 4 9 C0 E Gd hd j 16 SMF GRE 17 SMP GRE 18 SMP GRE 19 SMP GRE 20 SMP GRE 21 SMP GRE 22 SMP GRE 23 SMP GRE 24 SMP GRE 25 SMP GRE 26 SMP GRE 2 SMP GRE 20 SMP GRE 24 SMP GRE 30 SMP GRE 31 SMP GRE 342 SMP GRE 33 SMP GRE 34 SMP GRE 35 SMP GRE B Sold From Branch Report Cust Hame SPECIALIZED TECHNOLOGIES INC oy LUMBER PACIFIC CORP PACIFIC CORP MFS CONC MFS CO INC LOWS INDUSTRIES MILLER ELECTRIC CERTIFIED INDUSTRIAL CERTIFIED INDUS
3. Figure 0 1 Advanced Reporting Naviga iihi tion button b Last Sis Months Page 2 of 14 Sales Management Plus User Manual Create New Report 1 Select Create New 2 Select Report Type Personal or Shared 3 Enter the name in the Report Name field 4 Click Next Sales Management Plus Advanced Reporting gt a Window Advanced Reporting Select Report i Copy C Modify 0 Run Existing Create New Report gt Personal Shared eport Type Report Name Sold From Branch Report fn Home Customers A Activity Review ProjectAdd Edt Eu Project Rewew Ge Goals and Potentiak hil Market Analysts a Part Analysis H Business Comparison ob Business T otals Mailers amp Reports D Tools Figure 0 2 Select Report Page 3 of 14 Sales Management Plus User Manual u Sales Management Plus Advanced Reporting Window 23 x Advanced Reporting goeecocscococossooesocooocsocesocoscooseosscosesecssosssososososoesseeg Select Report REPORT x 24 Select Level of Detail Select Fields a Sales without Plan Summarized at the Customer Product Level Delete Hide Field Un Hide Field Bkanch Account Manager and Inside Sales Person level of detail Available Fields Sales Summary Data Without Plan H Account Manager _ Plah and Sales Data at the Customer Product Level 1 Account Sale
4. Level of Detail Select Fields a based upon detail invoice lines imported into makie UnHide Field Data from Summarized Sales without Plan Data at the level of Year Period Vendor Customer Product Account Manager Cust Name Level Branch Account Manager and Inside Sales erson Product Levels Sales Branch Sales Summaries With Plan Data at the level of Year Period and Customer Inside Sales Persg Sales Summaries With Plan Data at the level of Year Period Customer and Product Level 1 Sales Summaries With Plan Data at the level of Year Period Customer and Product Level 3 Customer Bill To Customer Parent Project and Activity information Come Shits Customer List Select Customer List lt None Selected gt v Select Filter Field Name m Op v Value 7 Mask Selection Criteria Add Filter Criteria Delete Generate Report RunTestRepot Run Report Page Breaks will occur at the first group Level Summary lines will show at group levels detail lines are hidden Figure 0 5 Selected Fields f Check the box next to any value in order to show the field s total in the report For example using Figure 13 5 the report would show a total for each Sales Branch group g Once all the chosen fields are selected users can sort them by simply dragging and dropping them either ahead of or below another field Page 5 of 14 Sales Management Plus User Manual
5. MP to produce the desired information Second attempt to use the summarized sales detail Third attempt to use the plan detail Fourth attempt to use activities and project detail Finally attempt to use invoice detail A ao 2 Second Select Fields a Expand each of the available fields and select the report criteria b Once the available field is selected users have the option to choose the Hide Field function This option is helpful because the field will not show up in the report however users can still apply the field as a filter c If you inadvertently select a field you would like to remove use the Delete button to remove it Page 4 of 14 Sales Management Plus User Manual Delete Hide Field Un Hide Field Selected Fields Figure 0 4 Delete Hide Field Un Hide Field d Users MUST include the Customer ID Cust ID found under the Customer available field tree if they have selected Customer Name because that customer name may be duplicated in Sales Management Plus Since Sales Management Plus is a Customer Centric database adding this field will ensure the report runs correctly Users can hide this field if they do not want to see the data as part of their report in Excel e Drag and drop from the Available Fields column to the Selected Fields column nced Reporting Select Report Modify Report REPORT Sold From Branch Report Select
6. RUSSELL Testing SMP Syn JOHN RUSSELL 10 29 2005 09 01 2005 O9s27 2 Customers 1 963 Of Open Projects 11 881 114 Kk 294 i Gik Contacts 5 053 4 June 2008 gt gt SM TWT FS 39 30 31 31234567 23 8 9 10 11 12 13 14 25 15 16 17 18 19 20 21 26197_93 24 751 2A 27 7A si n 4 gt Customers i i bietoctivity Reni t My Task List t My Opportunities Summary Graph r My Tasks Today Status OpenandPastDue v ProjectAdd dt SAAS as Project Review Account Task Subject Project Due Date Start Date Last Update Qc Goals andPotentias MADERN USA INC 2008junetes 06 06 2008 06 06 2008 06 06 KRAS BRIDGESTONE test 06 09 2008 06 09 2008 06 13 2000 inl MarketAnalysis HOSPIRA INC Test activity 200 05 30 2008 05 30 2008 05 30 Se amp Part nalysis B ELECTRICAL Test Task Sync 09 27 2007 09 27 2007 09 27 5 ee Business Comparison HOSPIRA INC Test activity ma HOSPIRA INC 05 30 2008 05 30 2008 0613 E ans nn ANN S HOUSE Scott s test 06 06 2008 06 06 2008 a6 06 sn HATTERAS VAC test 2 06 05 2008 06 05 2008 06 16 rd ilg 10 ie MADERN USA INC Test June 5 06 06 2008 06 06 2008 06 06 NER Advanced Reporting J JOHN RUSSELL TMMG test Fors 10 01 2007 09 27 2007 09 27 Lost amp Report C W ELECTRIC Test CWELECIRIC E 05 28 2008 05 28 2008 05 28 amp Toots JOHN RUSSELL Testing SMP Syn JOHN RUSSELL 10 29 2005 09 01 2005 09 27 Cancelled
7. Sales Management Plus User Manual Sales management plus SMP User Manual Sales Marketing and Information Services Product Information www gosmp com Tutorial Videos amp Training www gosmp com Customer Support 949 258 0410 or support gosmp com Page 1 of 14 Sales Management Plus User Manual Advanced Reporting Overview The software engineers at SMP have designed an innovative way to write customized reports using the same easy to use framework found within the rest of the Sales Management Plus application Advanced Reporting pulls all the raw data passed to us each month in your POS and Customer Master files and allows users to create their own reports SMP has added the ability to filter those reports and run reports against a specific Customer List Opening Advanced Reporting Click on the Advanced Reporting Navigation button ag Sales Management Plus Home ra Window 7 x SMP 7 1 619 0 Ss z Wednesday June 25 2008 My Opportunities Summar ne l i My Tasks Today Status OpenandPastDue v For TMMG ESE_Test Of Open Projects 298 Days Since Last OL Sync 15 Account Task Subject Project Due Date Start Date Last Update Returned Emails 83 Total Potential 17 514 182 K HOSPIRA INC Test activity ma HOSPIRA INC 05 30 2008 05 30 2008 06 13 2 gaan een a Of Open Projects CWELECTRIC Test CWELECTRICC 05 28 2008 05 28 2008 0s 28 2 Total Probable JOHN
8. TRIAL CERTIFIED INDUSTRIAL CERTIFIED INDUSTRIAL CERTIFIED INDUSTRIAL CERTIFIED INDUSTRIAL CERTIFIED INDUSTRIAL CERTIFIED INDUSTRIAL BENSON Co BENSON CO MACY INSTALLATION amp SERVICE BRADY SYSTEMS INC BRADY SYSTEMS INC BRADY SYSTEMS INC VANDALAY LLC VANDALAY LLT LINDSTROM IMC LINDSTROM IMC LINDSTROM IMC 4 gt HS Sold From Branch Report Figure 0 11 Sold From Branch Report Run By Elizabeth a 16010 36e4b6d b 14 705a5496e9 aa Run Date 02 18 2008 11 13 Prod Lvl 1 Lighting AB IC AB IC AB PLC Hh AB Sentaticon AB Software AB PLC Hh Ench Anii AB IC Enola Fuses HiTech Misc Misc Wire sCondurt Wiring Devices Wing Acc AB IC AB PLO AB PLO AB IC AB PLO Wire sCondurt AB IC AB PLO AB IC 4A Sensation Fries YTO Sales 4299 00 161 52 5 444 10 3 054 25 107 88 1 240 00 TERE 15 785 80 701 34 216 00 1 092 51 616 00 1 478 04 2 557 12 104 00 1 164 69 1 057 92 356 70 2 844 90 319 74 173 25 449 96 171 13 240 12 1 272 80 265 01 151 06 sF mm mad YTD GP 24 55 26 43 33 06 a4 ra 26 43 22 0 29 95 13 20 33 13 35 00 260 2rd MH 25 00 43 20 30 71 20ra 20 00 14 99 7 33 15 01 Aro a2 0 26 43 31 91 oh Ce d O T n Hoo iv The above report shows branch sales Since we checked the box in front of Sales Branch in the Selected Field column the branch sales totals are displayed at the botto
9. eated whether they are Shared or personal anced Reporting Select Report Type Shared Admin vendor 2 Select Report Create New Copy Run Existing Inactivate Report Figure 0 14 Inactivate Report 3 Ifyou inadvertently made a report Shared and intended the report to be Personal or vice versa you can correct the report to the proper sharing options a Select Copy for the report in question b Rename the report c Change the sharing permissions to the correct choice d Click Next to save the report e Go back to the Select Report tab f Inactivate the report with the incorrect permissions Copy Existing Report To Copy an Existing Report 1 Select the Copy feature and highlight the report to be copied 2 Rename the report 3 Select the Report Type Personal Shared or Admin 4 Click the Next button to continue creating the report using the same steps as used to create a New report Users may completely change the copy of the report to meet their needs Page 11 of 14 Sales Management Plus User Manual z Sales Management Plus Advanced Reporting Window x Advanced Reporting Select Report O Create New O Modify O Run Existing Copy Existing Report Report Type Personal gt Admin New Report Name NEW Repport New Report Type Liz Report 6 32 MA Activity Test Report 31 MA Branch Sales Test 30 test de
10. house for reporting use the button below Pie d Save Current SMP Goals __ a Figure 0 18 SMP Administration Goals Management Save Current SMP Goals e If you run a report and select Summary Lines you MUST remember to check one of the categories in your selected fields list or the report will not run correctly Page Breaks will occur at the First group Level Figure 0 19 Summary Lines Selected Fields Cust ID Hidden v Cust Mame Sales IS Fst Mm 15 Lst Mm IS Mame Figure 0 20 Select Fields Cust Name e If you run a report based on Invoice Line Details user should be especially cautious This level of detail is designed to capture ALL data rows from your POS Data that has been supplied to SMP and therefore it is entirely possible that you could create a report with over a million rows this will take an EXTREMELY LONG TIME to produce Here are some helpful tips to avoid creating a LARGE report e Use Summary Lines and filter criteria to isolate only the data you really want from the invoice detail e Determine if the information you want is available at a higher level of detail than invoice lines e voice lines Page 14 of 14
11. m of each group v If errors exist within a report the standard Processing Errors tab that is created with all reports will remain the visible tab See Figure 13 12 Page 9 of 14 Sales Management Plus User Manual EJ Microsoft Excel Book stl a Edit wiew Insert Format Tools Data Window Help Figure m 12 Errors found ENTITE Modify Existing Report Users have the ability to modify reports that they have created To Rename an Existing Report 1 Select the Copy feature 2 Enter the new report name 3 Now inactivate the old report keep the copied report with new name To Modify an Existing Report 1 Select the Modify feature and highlight the report to be modified 2 Hit Next or double click on the report name and continue creating the report using the same steps used to create a New report ay Sales Management Plus Advanced Reporting Window xX Advanced Reporting Select Report O Create New O Copy O Run Existing Inactivate Report Select Report Type Personal Shared Admin Seesescveesceseeee 716testreport 17 725testing 44 728testreport 46 c 61 Liz More Test 34 q 19 s 32 Figure 0 13 Modify Report Page 10 of 14 Sales Management Plus User Manual To Remove an Existing Report 1 Select the Modify feature 2 3 Click the Inactivate Report button NOTE Users can only inactivate reports that they personally cr
12. mo 29 Activities Customer Account Manager 111 Activities Projects Customers 112 Branch Customer 75 Branch Product Group 63 Branch Sales Person 74 Branch Sales Person Product Group 65 Customer 76 Customer Product Group 77 Shared C Admin fat Home fe Customers Customer Vendor 78 Product Group 79 Product Group Branch 82 2 Project Add Edt Product Group Customer 80 Figure O 15 Copy Existing Report Hi Activity Review Page 12 of 14 Sales Management Plus User Manual Tips and Troubleshooting e IMPORTANT Do not click within the Excel sheet as it is being created because Excel will stop loading the spreadsheet with data You will have to re run the report e When using the Filter in Advanced Reporting the wildcard symbol only works with the Like filter because this is the only filter criteria that assumes something similar to and allows use of the wildcard e The Processing Results tab will go away once a report has been successfully built if there were any problems building the report the tab will remain and the error will be noted e Users will know when a report or test report has completed building because the worksheets at the bottom of the Excel Workbook Sheets 1 2 and 3 will go away Sheet Sheet Sheet Figure 0 16 Excel Worksheets 1 through 3 e If you run a report and would like to termi
13. nate the process close the open instance of Excel by using the red close button JEJ in the upper right hand corner of the workbook e When running a report that includes Customer Name you must include the Customer ID number in your report this will keep customers with the exact same div ref name from having incorrect results calculated and it will not affect the total on the report If you do not want the Customer ID field to be visible on the report you can hide it by using the Hide field function before running the report Delete Hide Field Un Hide Field Pa Selected Fields Cust Name Figure 0 17 Hide Field Feature e f running Advanced Reporting at the Plan Data and Sales make sure your SMP Administrator has saved the current goals for reporting This can be accomplished through the SMP Administration Utility Select the Goals Management tab and click the Save Current SMP Goals button Page 13 of 14 Sales Management Plus User Manual Territories amp Branches Employees amp Users Additional Customer Access Password Policy Product Groups Batch Processing Options Data Load Setup License Enhanced Reporting Edit Entity Set Enhanced Reporting Edit Entity Enhanced Reporting Edit Field Outlook Synching Contacts Selection Lists Profile Fields Merge Customers Goals Management Custom Toolbar Buttons Goals Management To copy the current SMP Goals to the Data Ware
14. s Branch Manager and Inside Sales Person level of detail Product Levels Selected Fields a Plan and Sales Data at the Customer Account Manager and Inside Sales Person level of detail Plan and Sales Data at the Customer Full Product Level 1 2 and Customer Parent 3 Account Manager and Inside Sales Person level of detail i Inside Sales Person Vendor O Activities and Projects Customer Customer Bill To Customer Ship To gt Invoice Line Details SS Customers Customer List H Activity Review Select Customer List lt None Selected gt v Project Add E dt Select Filter QE Project Review Goals and Potentials Field Name jal Market Analysis Op Part Analysis Value Mask GS Business Comparison g Business Totals M Mailers amp Reports w Tools Generate Report Selection Criteria E n Add Filter Criteria view SQL Run Test Report Run Report Page Breaks will occur at the First group Level Summary lines will show at group levels detail lines are hidden Figure 0 3 Modify Report Modify New Report Users will make their selections from 4 parts of this form 1 First Select Level of Detail a The levels of detail have been set up in the order you should attempt to obtain from the most general to the most specific in terms of available data b First attempt to use the canned reports within the main framework of S
15. y 1 Selection Criteria Filter Criteria YTO Sales gt Figure 0 7 Selection Criteria d h 1 in YTD Sales Symbols and their Meanings i Equal To Delete Hide Field Selected Fields Sales Branch Cust Name Prod Lvl 1 YTD Sales YTD GP Run Test Report Page Breaks will occur at the first group Level Summary lines will show at group levels detail lines are hidden Users must hit the Add button to save the filter UnHide Field Run Report This report will return results for customers who have purchased Greater than Page 6 of 14 Sales Management Plus User Manual li lt gt Not Equal To iii gt Greater Than iv lt Less Than v gt Greater Than or Equal To vi lt Less Than or Equal To vii Like Looks Like For example Rock or Auto would return Rockwell Automation IMPORTANT The wildcard symbol only works with the Like filter because this is the only filter criteria that assumes something similar to and allows use of the wildcard viii In In a List of For example Employee IDs not in sequential order in 1234 456 789 note semicolons separate the values and there is a semicolon at the end of the value string 4 Fourth Generate Report a SMP suggests running a test copy of the report first A test copy will only return the first 100 rows of the report you ma
16. y not necessarily see 100 rows in Excel depending on the parameters of the report This is a quick way to validate that the Test Report displays the desired results b There are two additional options for how the data is returned i Page Breaks will occur at the first group level 1 This will generate a separate worksheet for each change of value in the first field checked in the selected field list For example Sales Branch is checked in the Selected Field column in Figure 13 6 If you apply the Page Breaks option it will generate a separate worksheet for every Sell Branch the customers purchased from Generate Report Aun Test Report Aun Report Page Breaks will occur at the first group Level Summary lines will show at group levels detail lines are hidden Figure 0 8 Two Options for how the data is generated in the Report Page 7 of 14 Sales Management Plus User Manual 6 Sales Branch Cust Name Prod Lvl 1 YTD Sales YTD GP SMP JAX LAMBDA TECHNOLOGIES INC Lighting 299 00 24 35 8 SMP JAX LAMPE amp MALPHRUS LUMBER AB IC 161 52 26 43 SMF JAX LOUISIANA PACIFIC CORP AB IC 9 444 10 33 06 10 SMP JAX LOUISIANA PACIFIC CORP AB PLEHN 3 054 25 34 73 1 EMF JAX LOXCREEN CO INC AB Sen SafiCon 107 88 26 43 12 SMP JAX LOXCREEN CO INC AB Software 1 240 00 22 98 SMP JAX LUV ENYIRONMENTAL AB PLEH 2 476 75 19 13 SMP JAX 15 785 80 30 13 Hoa LA SMP JAX SMP GR

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