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BIforMYOB User Manual 3.3 - Interactive Reporting Ltd

1. d 1 30 000 j DbesssscsscscssssssssssssscssosoFHEAER 2 2 HNEEEE eee c lt 4 EEE CSSS CR Tl rra e 4 Total Sales by Sales Rep a ce e ce e ri ri A H ce ce ce ce CH CH CH CH La Cl e o Figure 57 51 Interactive Reporting BlforMYOB User Manual Analyze By po Group By y Sales By Quarter All y y Y amp ERE dl i il K Display v Total Sales el Wizard Advanced Favorites Dashboards Save Ge Print Compare Cols Filters Resize Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep by Quarter sales Date 01 01 2010 31 12 2010 D amp D D s Y m J o e e e m e e e e a Qu Resize Chart Figure 58 Total Sales by Sales Rep according to Quarter BllCallahan Gl Dodsworth Biking Peacock PPP Chart reports can be greatly enhanced by applying an extensive set of properties as shown in the Properties options which appear on a new popup window when clicking the relative button of the report variables Figure 66 shows the properties that can be applied to a pie chart The effect of some of the properties on a pie chart can be viewed on Figure 67 BlforMYOB User Manual BS O Interactive Reporting es UE Done Cancel Ew J J Properties Reset to Current Reset to Default Suppress Headers in Print Excel Show Caption Caption Hidden Segments Show V
2. is used as the range indicator Please note that the selection range is inclusive i e 5 3 is all records including 5 and 3 Examples e 5 3 from 5 to 3 inclusive e 5 everything less than or equal to 5 e 8 everything greater than or equal to 8 E G This also works in a case insensitive fashion for characters e g E G will select E F and G BlforMYOB User Manual 34 Interactive Reporting Chapter 4 Viewing Reports BIforMYOB in Action To demonstrate the flexibility and easy to use functionality of BlforMYOB we utilize the MYOB Clearwater sample database to generate reports In a similar fashion to our example reports BlforMYOB can analyse your company s data within minutes 4 1 Standard Report A typical Standard report looks like the one shown in Figure 39 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to set Analyze by to Customer Then by to Item order the results by Profit view the Top 10 records by Total Sales set the initial and final dates to the beginning and end of 2010 respectively and filter the data The report page contains five parts the report variables section on the page header the BlforMYOB functionality buttons the Breadcrumbs the date and non date Navigation Filters and the Report Results Analyze By ThenBy Order By Group By View By KE E P I A l Customer CT
3. 15 Employee Allowa ES gt Customize Look amp Feel 3 Employee Deduct RR eel Y Employee Pvt Pa Report Filters 3 Employee Pvt Pa gt Add a Textual Filter P Invoice by Marg ef gt Add a Numeric Filter EY Monthly Payroll y Profit amp Loss C LJ Profit by Job C Go Lp EE 4 More Favorites Help Choose the report variables you wish to view set appropriate filters and dick on the Go button Figure 30 BlforMYOB User Manual 30 O Interactive Reporting 3 1 Report Types There are five available types of reports The user can select the report type they wish to view by selecting one of the radio button options of the Report Type section of the page e Analyze a standard one dimensional report which may be grouped and is suitable for producing simple tables e Pivot atwo dimensional report which provides a table of results a user may choose to display a number of quantities such as Margin Profit Total Sales or a combined report with all the pivot quantities e Chart a one dimensional report containing the desired quantity e g quantity margin in the form of a horizontal vertical bar pie or line chart Grouping by a certain variable results in a grouped or stacked chart e Compare allows the user to compare data across different time periods 3 2 Report Selection The Report select list that appears at the top of the advanced page allo
4. 20 Interactive Reporting Figure 18 shows a Pie chart report with the Chart quantity set to Profit Analyze By Then By Order By Group By Display E P Customer y Al BI Customer MA Customer ID Desc No grouping MEE Profi A N wet B Y EE th Cw Wizard Advanced Favorites Print Compare Cols Filters Resize Table Horz Bar Vert Bar Pie Line Companies MYOB Premier Item Sales Sales Date 1 1 2008 12 31 2008 DEI 1 Last Updated 7 29 2011 10 46 07 AM Profit by Customer ordered by Avg Price MI Smart Enterprise EI Happy Recreation Club MI 4 2 Stationery Pte Ltd MA my Town Realty Figure 18 BlforMYOB User Manual 21 Interactive Reporting 2 11 Pivot Report A Pivot Report allows the user to compare two sets of data against one another This differs from a comparison report where the same set of data is compared over different time periods To generate a Pivot report the user must first select the Pivot option in the Choose Analysis Report Parameters page Figure 6 In the second page of the wizard for generating Pivot Reports Figure 23 the user must decide on the layout for the report which value shall be displayed along the horizontal and which along the vertical direction The Then drilldown into option determines the second level of report after a report value is clicked For example if the Then drilldown into value is set to tems when clicking on the
5. E Companies Edit Favorite K Wizard Edit options of Favorite Customer by Margin Advanced E A Favorite Title Customer by Margin LL Ww Favorites m Schedule E mail wy Share Favorite e Edit Save Favorite Enter a title for the Category Accounting v Ml favorite If you wish to GC ssl ius is eg Modify Favorite Definitions Y check the box and enter Link Ww a valid email address and choose the favorite format Save Cancel Figure 26 BlforMYOB User Manual 27 O Interactive Reporting Report Tasks a Companies Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format Companies Favorites Edit Favorite Customer by Margin Edit Favorite Favorite Title Schedule E mail Perform Task Companies Format gt Share Favorite Category Modify Favorite Definitions Link Edit options of Favorite Customer by Margin Customer by Margin Monthly On Day 1 Company Email Addresses Clearwater Pte Ltd name company com Clearwater Sdn Bhd name company com HTML Excel CSV Accounting e Report Tasks Companies Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and
6. report looks like the one shown in Figure 79 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to compare Sales Rep data between the first and the second quarter of 2010 The comparison report can also viewed in the vertical layout Figure 80 with the labels appearing in rows and the data in columns by modifying the Layout property as shown in Figure 51 pe AmalyzeHy nen By S Order By _ Sales Rep vi v Customer sl Rep yijAsc y de 9 dz akd gt BY Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters E GroupBy Var j No grouping jVa ele Reports Northwind Demo Sales Rep Comparison TE Horz Stack Stk Vert Stack Stk Line lH Var V Var L Var iz EZ A al S To s d sales Date 01 01 2010 31 03 2010 v01 04 2010 30 06 2010 D I vpn Variation B O ooo 01 04 2010 30 6 2010 o o MNA e O o 00 O o pex mme ewe mi nee ro on eee Total Sales Var 0 Profit var 1 Davolio 23 879 60 1 150 70 4 82 14 909 40 2 031 25 13 62 8 970 20 830 55 2 Fuller 16 893 90 2 908 90 17 22 5 940 80 576 85 9 71 10 953 10 2 332 05 3 Leverling 10 914 40 1 657 50 15 19 317 40 1 072 30 12 89 2 597 00 585 20 Peacock D 32 880 30 4
7. wor Sales Volume wor Salesperson vor Salesperson Is Active vor Size NOT Supplier vor Supplier Is Active vor Years of Service vor gt Add a Numeric Filter uy 3 12 Search Icon The Search icon represented by the magnifying glass next to the filter values allows the user to select specific fields from the filter categories This is especially useful if a filter has a large quantity of values or if the user wishes to select more than one value from a multi select combo box Clicking on the magnifying glass opens a new page as the one shown in Figure o All All Al All PPPPPPP PP PPPP Pp Pp Pp P PP PPPPPP Figure 31 Reset To select a filter value that should be included in the report either highlight it in the Search Results section and click the relevant arrow button or double click it If the search results list contains a large amount of data it may be easier to use the search box The user may enter part or all of the value they want into the box and press Search To view the full range of values again click the Show All button Once the selection has been made click the Done button When the user returns to the filter page they will see the values chosen highlighted BlforMYOB User Manual 437 O Interactive Reporting 3 13 Range Selection BlforMYOB supports ranged selection in text box filter fields such as the Invoice field seen in Figure 38 The character
8. 2 Interactive Reporting A EC e EE 60 BlforMYOB User Manual 3 Interactive Reporting Overview What All the Excitement is About Making the right decisions based on the best information obtainable is critical to the survival of every enterprise BlforMYOB is a revolutionary new and powerful set of tools designed to enable managers obtain the best data to support their business decisions BlforMYOB applications can generate versatile data reports covering all your company s activities and can be readily exported into other systems This manual documents how to get started with BlforMYOB and produce precision targeted reports within minutes The software outlined in this manual will enable you to select the data you want to see and the format in which you want to see it presented You will be able to drill down into your organisation s data to review all aspects of performance make comparisons generate detailed visual displays and reports compare fields dates costs margins and much much more BlforMYOB Version 3 3 has been designed to provide managers with the versatility to look at their organisation s performance in new ways enabling them to make the absolutely best informed decisions at all times Whether you want to interpret your sales stocks costs margins revenues staff performances or trends BlforMYOB will enable you to make direct and instant comparisons using up to five separate fields which you can select by d
9. 71 6 297 91 36 35 0 e 210 253 16 324 94 53 163 00 68 238 10 15 075 10 22 09 27 Yap Richard 2 133 64 212 38 267 28 424 76 157 48 37 08 Total 2 Q2 2008 212 252 03 323 88 53 430 28 68 662 86 15 232 58 22 18 27 Yap Richard 4 133 64 212 38 534 55 849 52 314 97 37 08 0 110 86 58 115 15 9 523 82 12 666 67 3 142 85 24 81 Total 2 Q3 2008 114 88 23 118 56 10 058 37 13 516 19 3 457 82 25 58 27 Yap Richard 4 133 64 212 38 534 54 849 52 314 98 37 08 Total 1 Q4 2008 2009 4 133 64 212 38 534 54 849 52 314 98 37 08 Grand Total 8 450 166 81 223 03 75 065 05 100 364 29 25 299 24 25 21 Figure 13 BlforMYOB User Manual 16 O Interactive Reporting 2 9 Chart Report The generation of a Chart report is very similar to that of a Standard report with only two variations The first is the extra wizard Choose Chart Format page that allows the user to select the type of chart they wish the data to be displayed as shown in Figure 14 This page appears after selecting the Chart option from the Choose Analysis Report Parameters page Figure 6 and contains four charting types The user simply clicks the chart type they wish for their report display Wizard Companies MYOB Premier Item Sales Chart Type Z2 Companies K Wizard 1 Chart Format De E 0 Advanced S u Gp E Top 10 Favorites Gi Customer by Mar GG Customer by Pro GG Employee Allowa GG Employee Deduc
10. Invoice Status Closed Credit Open A 54 Sales Date 1 1 2008 12 31 2008 D Last Updated 7 29 2011 11 30 20 AM Y 8 100 Sci e mm Customer ID 8 1 5 x Grand Total 4 Customer Smart Enterprise A Z Stationery Pte Ltd My Town Realty Happy Recreation Club BlforMYOB User Manual 210 253 16 324 94 53 163 00 68 238 10 15 075 10 22 09 115 91 24 143 27 10 493 16 16 476 19 5 983 03 36 31 Figure 45 al 110 86 58 115 15 9 523 82 12 666 67 3 142 85 24 81 15 125 67 198 89 1 885 07 2 983 32 1 098 25 36 81 450 166 81 223 03 75 065 05 100 364 29 25 299 24 25 21 O Interactive Reporting EE TITLES ag Companies MYOB Premier Item em Customer E mag Invoice Status Closed Credit Open Y 24 1 1 2008 12 31 2008 E D Last Updated 7 29 2011 11 30 20 AM la QE u 8 100 Sal amp 90x55 22 Y SERRN Favorites Save Update Print Cols Filters Table Horz Stack Stk Vert Stack Stk Li Companies MYOB Premier Item Sales Customer by Margin Customer pe Month Invoice Status Closed Credit Open Y 3 1 1 2008 12 31 2008 E D Last Updated 7 29 2011 11 30 20 AM Figure 47 BlforMYOB User Manual 44 O Interactive Reporting 4 7 Grouping When looking at a particular report one can choose to group the results following a particular categorization As an example Figure 55 shows a report on Sales by Quar
11. Top 10 Sp EZ Jd ES EP SES Us e e Leg Total Sales e T oen agam E us 2d x B AES d amp et a R T ERE SS G YE 13 th Qiu O eee IR BUTTONS Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters E HorzBar VertBar Pie Line Reports Northwind Demo Customer Top 10 BREADCRUMBS REPORT RESULTS Sales R 1 e ep Davoio 0036 NAVIGATION FILTERS Sales Date 01 01 2010 31 12 2010 DI DD Custno Description Qty Avg Cost Total Costs Total Sales ERNSH Ernst Handel 241 27 15 6 542 50 7 696 20 LILAS LILA Supermercado 182 14 48 2 635 40 3 411 60 EASTC Eastern Connection 121 27 01 33 17 3 268 50 4 013 00 VICTE Victuailles en stock 80 26 06 35 15 2 085 00 2 812 00 RATTC Rattlesnake Canyon Grocery 343 24 36 26 33 8 357 10 9 030 60 BERGS Berglunds snabbk p 87 29 40 36 70 2 557 50 3 192 65 SAVEA Save a lot Markets 176 16 09 18 76 2 831 50 3 302 60 BONAP Ben app 117 25 13 29 15 2 940 60 3 410 40 HUNGO Hungry Owl All Night Grocers 103 26 56 30 18 2 735 50 3 109 00 QUICK QUICK Stop 230 18 35 19 36 4 220 55 4 452 80 Other 1 304 17 16 19 33 22 373 30 25 209 15 A LLL LOU Fi gut Ure 32 BlforMYOB User Manual 35 744 50 727 00 673 50 635 15 471 10 469 80 373 50 232 25 2 835 85 14 99 22
12. is scheduled for emails a mail icon appears next to the favorite s title By clicking the Edit icon the user can modify the favorite s options The current user cannot edit and or delete any shared favorites from other users The favorite reports are being displayed according to the categories that have been created which are listed on the left hand side panel called Category To view which favorite reports belong to each category the user must click on the category s name Those saved reports that belong to no category appear in the Main option of the list Report Tasks E Companies iN Wizard O Advanced Ww Favorites H Administration Category Main 3 Accounting 10 Payroll 6 All Favorites 19 Saved Reports Help Click on the title of a favorite to execute it You may edit or remove favorites by clicking on the appropriate icon Companies MYOB Premier Item Sales Salesperson Comparison Favorites Companies Clearwater Sdn Bhd Hide Shared Tide y EH Customer by Margin 15 Customer by Profit 15 Employee Allowances 35 Employee Deductions 15 Employee Pvt Paycode 35 Employee Pvt Paycode Type y Profit amp Loss Comparison Ly Profit by Job Comparison El Purchase Price by Suppliers Favorites Report MYOB Premier Item Sales MYOB Premier Item Sales MYOB Payroll Components MYOB Payroll Components MYOB Payroll Components MYOB Payroll Components MYOB Premier Item S
13. of Sales by Month specify its columns The rows and columns may be interchanged by clicking the Switch icon at the top left cell of the table Analyze By Order By Group By Display E Sales Rep nuncu x I Ej STE 11 DS EF Ij I i ep m VETE M JA S mb T us deb d deg ii e ax Liss TS HL Wizard Adv ed Lock Favorites Dashboards Update Print Export f Cols Filters Table ra Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep v Quarter Sales Date 01 01 2010 31 12 2010 2 Display Total Sales Profit Margin AP Qi 2010 Q2 2010 Q3 2010 Q4 2010 3 161 20 18 804 00 2 634 40 8 252 40 5 Buchanan 73 30 99 40 47 25 1 566 40 2 32 0 53 1 79 18 98 15 459 80 7 701 60 19 271 60 8 209 15 8 Callahan 2 834 30 1 487 25 2 800 45 2 011 95 18 33 19 31 14 53 24 51 14 909 40 23 879 60 15 330 10 15 520 90 1 Davolio 2 031 25 1 150 70 2 336 55 3 574 05 13 62 4 82 15 24 23 03 4 955 30 6 410 40 2 979 30 4 512 30 9 Dodsworth 95 80 778 80 569 30 1 265 80 1 93 12 15 19 11 28 05 5 940 80 16 893 90 7 639 30 25 667 50 2 Fuller 576 85 2 908 90 745 30 7 147 50 9 71 17 22 9 76 27 85 1 810 20 16 294 60 21 461 60 13 830 60 7 King 358 65 448 80 107 80 4 302 50 19 81 2 25 0 50 31 1190 8 317 40 10 914 40 29 658 60 34 808 75 3 Leverling 1 072 30 1 65
14. results of the report Choices may consist of Description which sorts data alphabetically by description Code which sorts data by alphanumeric code a list of numeric quantities that appear at the report e g Margin Avg Cost Total Sales etc which sort the data numerically Depending on how the system administrator has configured the system the Order by list may differ The user can have up to 3 order by fields as described in section 2 8 BlforMYOB User Manual 31 Interactive Reporting 3 6 Report Grouping Group By This optional setting indicates whether and how the user wishes to have the results of the report grouped The user may select No Grouping or specify a particular quantity by which to group The latter option provides a breakdown according to the grouping specified The user can also select whether they wish to view the group values at separate columns in the table or view the group subtotals 3 7 Quantity of Data Displayed View By The View option lets the user choose how much of the data should be displayed It consists of five values e All all the resulting data are shown e Top 5 100 displays the Top 5 100 values in the resulting report sorted by the value selected from the select list next to the By option For example an analysis by customers with Top 20 by Total Sales results in the twenty customers with the highest total sales e Bottom 5 100 displays the Bottom 5 100 values in t
15. textual columns can be retained in subsequent levels of reports Another feature is the possibility to highlight a specific row and or column as shown in Figure 5o Highlighting occurs by double clicking on the cell of interest Double clicking the upper first left cell of the table removes highlighting from everywhere Analyze By Then By Order By Group By IF P D Customer y Al A Invoice No MI Profit y Desc MP No grouping e _ owl amp B wem EVER th OW we nm sa gt Wizard Advanced Lock Favorites Save Update Print Export CSV Compare Visualize Cols Filters Table Horz Bar Vert Bar Pie Line Companies MYOB Premier Item Sales Customer by Margin Invoice Status Closed Credit Open Y 24 Sales Date 1 1 2008 12 31 2008 D Last Updated 7 29 2011 11 30 20 AM Customer ID Customer Qty AvgCost Avg Price Total Costs Total Sales Profit Margin Smart Enterprise 253 16 324 94 53 163 00 68 238 10 15 075 10 22 09 My Town Realty 86 58 115 15 9 523 82 12 666 67 3 142 85 24 81 3 Happy Recreation Club 15 125 67 198 89 1 885 07 2 983 32 1 098 25 36 81 Grand Total 4 450 166 81 223 03 75 065 05 100 364 29 25 299 24 25 21 Figure 43 BlforMYOB User Manual 42 O Interactive Reporting The way the report results are displayed can also be modified from within the Properties options which appear on a new popup wi
16. the one shown in Figure 58 in which the pivot data are shown vertically in one cell and the one in which the data are displayed horizontally with each data value shown in its own individual cell Figure 59 BlforMYOB User Manual 47 O Interactive Reporting Analyze By Sales Rep MIA im ES EE Reports Northwind Demo Sales Rep v Quarter Sales Date 01 01 2010 31 12 2010 Ej Display Total Sales Profit Margin f KARARAN PIRI MDE Ie AN Oe RI OR DE RIE EI DE IRD EN RE 9020 90 90 9 90 90 E 00 0100 9 E 4209690 9 209620 90 NA BOO E O O A IN ANE papa EE OS AJ UD p E Tutup E EE EE pe EE EE EE EE p EE EE TotalSales Front Margin Total Sales Proft Margim FT Eo SEN Yo TotalSales Profit Margm SE EE Ee E EE BEE 3 161 20 73 30 2 32 18 804 00 15 459 80 2 834 30 ES III Ie I IE I IS IS Me I I IE ES IE MS MS IS RE I DE IS I I ENNEMI EE GE SE 0037 iio te ES ete See Otal Sale Seege 21 461 60 29 658 60 44 795 20 Figure 52 From a pivot report one may zoom in to a greater level of detail in two different ways You may click on a e Row heading this will produce a simple report which has been filtered to only include data from the row clicked For example clicking the row heading King of Figure 58 generates the standard report of Figure 60 e Data figure this will
17. you to compare two different data sets against one another This allows you to discover unique correlations in your data Comparison Report C A comparison report shows differences in your data set over two different periods of time Advanced Reporting Use the traditional Interactive Reporting interface to generate reports Recommended for experienced users only Top 10 Favorites O View Favorites Gi Customer by Mar Ww Select from one of your previously saved Favorite reports 15 Customer by Pro GG Employee Allowa GG Employee Deduct 15 Employee Pvt Pa eg 3 Employee Pvt Pa Invoice by Marg Monthly Payroll LE Profit amp Loss C LE Profit by Job C WwW More Favorites Wizard Help Choose from the available range of report types To use the simplified report generation tool choose from one of the top four report types Select the Advanced Reporting option to avail of the more complex report generator Figure 5 BlforMYOB User Manual 8 Interactive Reporting 2 2 Standard Report When the Standard Report option is selected and the Next button clicked the user is directed to the Choose Analysis Report Parameters page As can be seen from Figure 6 a number of options must be selected at this time Wizard Companies MYOB Premier Item Sales Analysis Parameters E Companies Choose Analysis Report Parameters K Wizard 1 Analyse by Fields Select the pa
18. 01 04 2010 30 06 2010 D I D i A re e A A 5 E 3 amp E S A A 2 e e ged C CO rt D Si e c Se orn T T eo Ls 4 oc ag ri oS TT v H Legend Figure 65 i Ge ee 22 000 ef Buchanan 58 O Interactive Reporting BlforMYOB User Manual Then By Display Customer y Total Sales Var y y Y amp E ompare f Cols Filters Resize Table Horz Stack Stk Analyze By Sales Rep N e Wizard Advanced Favorites Dashboards Sa Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 v01 04 2010 30 06 2010 Ej Y vii Al ve Update Print C Total Sales Var Comparison by Sales Rep ordered by Description PPP a A Resize Chart Figure 66 BlforMYOB User Manual 59 O Interactive Reporting Customer Support Still require assistance For customer support please contact Phone 61 2 8912 4120 Email support aiinteractivereporting com au Web www interactivereporting com biformyob Powered by Interactive Reporting Copyright O 2011 Interactive Reporting Ltd All Rights Reserved Interactive Reporting is a registered trademark of Singlepage Ltd BlforMYOB User Manual 60 O Interactive Reporting
19. 15 91 24 143 27 10 493 16 16 476 19 5 983 03 36 31 Q4 2007 55 388 74 483 98 21 380 96 26 619 05 5 238 09 19 68 Q1 2007 20 14 29 33 33 285 71 666 67 380 96 57 14 Total 4 0 510 185 97 244 44 94 846 65 124 666 69 29 820 04 23 92 Q1 2009 1 133 62 208 41 133 62 208 41 74 79 35 89 Total 1 Lee Joshua 22 1 133 62 208 41 133 62 208 41 74 79 35 89 Q4 2008 6 133 64 212 38 801 81 1 274 28 472 47 37 08 Q2 2008 4 133 65 212 38 534 60 849 52 314 92 37 07 Q3 2008 2 133 64 212 38 267 28 424 76 157 48 37 08 Qi 2009 3 114 47 166 96 343 42 500 89 157 47 31 44 Q1 2008 3 93 79 144 92 281 38 434 76 153 38 35 28 Total 5 Yap Richard 27 18 123 81 193 57 2 228 49 3 484 21 1 255 72 36 04 Grand Total 10 183 76 242 65 97 208 76 128 359 31 31 150 55 24 27 Figure 48 BlforMYOB User Manual 45 O Interactive Reporting Sales By Quarter y All el SEI Customer Quarter sell Ae 5 mes r f pa EE end NE o amp GAR Jeu Ln Y Ee Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Reports Northwind Demo Quarter by Sales Rep sales Date 01 01 2010 31 12 2010 5 19 152 45 1 082 05 5 35 atata ata ataata ata ata tata ata ata ata atarata atarata tatata atata tata ata ataata ata ata ata ata ata ata ata Sn ata ata ata atatan Vati ata ata ata ata ata ato ata ata ata ataata atarata ata ata atataka ata a
20. 2 15 17 22 2 75 15 19 14 87 7 53 9 89 Qty 244 547 623 294 281 130 485 826 478 3 908 Total Sales 3 161 20 15 459 80 14 909 40 4 955 30 5 940 80 1 810 20 8 317 40 20 234 50 9 648 90 84 437 50 01 01 2010 31 3 2010 Profit 73 30 2 834 30 2 031 25 95 80 576 85 358 65 1 072 30 1 082 05 185 80 8 310 30 Margin 2 32 18 33 13 62 1 93 9 71 19 81 12 89 5 35 1 93 9 84 Total Sales Var 15 642 80 7 758 20 8 970 20 1 455 10 10 953 10 14 484 40 2 597 00 12 645 80 1 566 70 57 423 50 Profit Var 26 10 1 347 05 880 55 683 00 2 332 05 90 15 585 20 3 806 90 422 50 5 718 30 Figure 64 To view a comparison report as a chart the user must click on any of the comparison chart buttons Changing the format of the comparison report of Figure 79 to chart will generate Figure 81 It is also possible to view chart reports of any variation field present for example Total Sales Var of Figure 79 by clicking any variation chart button Such a report is shown in Figure 82 Pie charts are not available on comparisons Note also that the charting options are not available in grouped comparison reports BlforMYOB User Manual 57 Interactive Reporting Analyze By _ Sales Rep 3 qo S T f K Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 v
21. 7 50 3 213 00 9 863 50 12 89 15 19 10 83 28 34 20 234 50 32 880 30 44 795 20 26 138 75 4 Peacock 1 082 05 4 888 95 5 228 05 6 742 75 5 35 14 87 11 67 25 80 9 648 90 8 082 20 4 109 80 14 670 74 6 Suyama 185 80 608 30 34 60 4 286 54 1 93 7 53 0 84 29 22 84 437 50 141 861 00 147 879 90 151 611 09 Grand Total 8 310 30 14 028 60 14 918 60 40 760 99 9 84 9 89 10 09 26 89 FI gure 51 Buttons for pivot reports are similar to the ones for a standard report with the only difference appearing at which charting options are available for the pivot reports Data may be horizontally and vertically charted and displayed in both stacked and group format Pie charts are not available on pivots Note also that the charting options are not available in grouped pivot reports The navigation filters section of the report now displays the list of variables that have been selected for the pivot report In the report of Figure 58 the display shows Total Sales Profit and Margin9 since all pivot quantities have been selected for this particular report The colour and size of the display fields matches the one used within a table as an indicator of which number in the table represents which variable If only one pivot variable is selected this formatting is dropped The switch table format icon next to the pivot display quantities changes the layout of the pivot table between
22. 75 18 55 25 85 7 46 19 89 14 26 13 78 12 01 5 22 11 25 O Interactive Reporting 4 2 Report Variables The report variables section at the header of the report page allows the user to modify their report without the need to return to the wizard or advanced interfaces The user can change any of the report variable options to generate new reports Analyze by determines the first level of data for the report Then by allows the change of the secondary level of report Order by determines the ordering of the data Clicking the icon next to the Order by dropdown list opens a popup window like the one shown in Figure 40 which enables the user to add multiple order by options when generating the report A report can be created with a maximum of 3 Order by fields Group by determines how to group the results following a particular categorization View by determines the value upon which the Top Bottom option is chosen Properties determines various options for showing hiding specific rows from the reports and for selecting different table layouts Sidebar allows the user to switch from the toolbar view to the sidebar view which is shown at Figure 41 In this layout the BlforMYOB buttons that appear underneath the header section of Figure 39 have now moved to the sidebar menu that appears at the left side of the page To switch back to the previous layout with the toolbar buttons the user must
23. 888 95 o er 0249 lNIS 1 REaWwD O 703 2 4580 3 806 90 5 Buchanan 18 804 00 99 40 0 53 3 161 20 73 30 2 32 15 642 80 26 10 6 Suyama 8 082 20 608 30 7 53 9 648 90 185 80 1 93 1 566 70 422 50 7 16 294 60 448 80 2 75 1 810 20 358 65 19 81 14 484 40 90 15 E CAE 3 wn OOOO Rc o deeem amo AdM oOo XO 1 347 05 9 Dodsworth 5 410 40 778 30 12 15 4 955 30 95 80 1 93 1 455 zi 683 00 Grand Total fi 14186100 1402860 9 89 84 437 50 8 310 30 984 5742350 5 718 34 Figure 63 Analyze By ThenBy Order By z GroupBy Var Sales Rep vij AI hd 3 Customer wi Name wijAsc e 2 Jo grouping e Var vi c Z amp 3 Hoi BY ERE dea Eil rees A fe S Food 5 8 Wizard Advanced Lock Favorites Dashboards Save Update Print Export Compare Cols Filters e Horz Stack Stk Vert Stack Stk Li Reports Northwind Demo Sales Rep Comparison sales Date 01 01 2010 31 03 2010 v 01 04 2010 30 06 2010 E Q o 3 fv obs Fr Total Sales 18 804 00 7 701 60 23 879 60 6 410 40 16 893 90 16 294 60 10 914 40 32 880 30 8 082 20 141 861 00 01 04 2010 30 06 2010 Profit 99 40 1 487 25 1 150 70 778 80 2 908 90 448 80 1 657 50 4 888 95 608 30 14 028 60 Margin 0 53 19 31 4 82 1
24. BlforMYOB User Manual 10 O Interactive Reporting 2 4 Filtering Data The next level for the generation of a report is the application of specific filters if required In Figure 8 the three main types of data selection boxes can be seen the multi select combo box the single select combo box and the text box Multi select combo boxes allow the user to select multiple items from the scrollable list To select multiple filter values hold down the CTRL key when making the selections The second option available is the single select combo box Only one filter value i e how you choose to select or Filter the data may be selected from this list at a time The final option is the text box e g the Invoice No Filter To make a selection from this option simply type the filter value of request into the text box If this box is left blank then all the values of this field will be included in the report To reset any filter selections the user can click the Reset link at the top right corner of the filters page Wizard Companies MYOB Premier Item Sales Filter Parameters E Companies Filter Data K Wizard Select the desired parameters on which your report should be filtered by Reset 1 Analyze by Fields 2 Date Range 3 Filters Businees Nature vor Q 4 Configuration Business Nature vor A O Advanced Colour vor ION Top 10 Favorites Country of Origin vor DQ EH Customer by Mar Customer NOT Q 3 Customer by Pro d Custom
25. Business Intelligence for MYOB User Manual v3 3 Lite Professional Enterprise Table of Contents TADO CO mmm 2 Bp s qe nica gt eaten so epee E 4 Sursum EC iri A o A AP 5 Re T 5 e e eh REN 6 Ee 7 AS EE 7 E an o o A E o In 7 Chapter 2 Generating Wizard e EE 8 LRPO T A A o e 8 P js a RS DO ag A o e e E IA 9 menaje ale eg RENE ee e ne A eE 10 ll A e ey E O o PA E ET 11 A ee 11 e en a ME MEE er ree ee ee ea EMI eee 12 BF PN Ve VG iL ts cc tec crete feet ec o RS 13 2 8 Choose nn o E 14 CR ee A E E e o lt A gt 17 FTU US WE 22 A A a 24 23550 nc ROPO IN ti oct 26 Ce DT le 26 Chapter 3 Generating Advanced Reporte sise 30 cr AA 31 EE o A OO Dm 31 a A A A A 31 A e PR PERE CO CO nn A TNI E 31 35 Rapor Ordering Order By T TT 31 RO OR 32 3 7 Quantity of Data Displayed View E 32 RE 32 ee a EE A AE e E EE A eee 32 CS ES OS 32 A A E E EE PP E E A NN A 32 a 33 A Re A e AA A ETA Aielo o oa A PP CU UE a T E PU E E tones 35 A E TTE 35 A e o o E 0 E PU PEO 36 Lo wa A A eterna meee eee eee 38 DU He CUE NAM erp A 41 OR 41 eS Fe AA A E E A E E EAN E A IER MM A A EEE UM 42 E E e EE 45 PS co o o A O o A E 47 Re eg e A A a o E O SR RO A 49 Ro En ila cr 57 BlforMYOB User Manual
26. Customer State vor Department vor Designation vor BlforMYOB User Manual Figure 39 Figure 40 40 Interactive Reporting 4 4 Breadcrumbs The breadcrumbs indicate all the steps taken by the user to reach the current page level of the report To return to an earlier page the user simply clicks the relevant section of the breadcrumb link The start of every breadcrumb is Reports which redirects to the Choose Report page Figure 2 The second step of the breadcrumb sequence is the name of the report which returns the user to the wizard or advanced interface depending on which one they used to create the particular report they view Subsequent steps of the breadcrumbs return to previously visited BlforMYOB pages or reports The last breadcrumb link allows the user to edit the last report query via the advanced or wizard pages 4 5 Navigation Filters The navigation filters part of the report page contains all the non date and date filters that have been applied to the report Apart from displaying useful information the user also has the option to modify these filter values from the report page itself For non date filters a new filter value can be selected by changing the value of the select list that appears next to the filter name for example in Figure 39 by changing the value of Davolio to Buchanan Another way is to click on the search icon next to the select list to make a single or multiple filter selec
27. Pvt Pa Invoice by Marg Monthly Payroll Profit Loss C Profit by Job C Ww More Favorites BlforMYOB User Manual Companies MYOB Premier Item Sales Configuration Choose Report Configuration Select the desired parameters that configure your report further such as report grouping ordering view top by display quantities and look amp feel Order By Avg Pice Desc e e Group by Sales By Quarter e View Al v by Total Sales Chart Quantity Margin amp Profit Qty Total Costs O Total Sales Properties Customize Look Feel wy Back Finish Figure 15 48 Interactive Reporting When generating chart reports the Properties window displays a different set of properties as shown in Figures 16 and 17 Note that different types of chart reports will have a different set of properties for example Figure 16 shows the properties associated with a Pie chart and Figure 17 those associated with a Horizontal or Vertical chart These sets of properties can greatly enhance the performance of chart reports as they can allow the user to set the Look amp Feel of charts assign Constant and Average lines adjust Min and Max values of the axes and many more A list of all the chart properties with their description is shown in the Administration Manual Done Cancel Properties Reset to Current Reset to Default Suppress Headers in Print Excel ey Show Captio
28. Sales Rep Analyze By pa Le m i e A e pe SE La A mme A A A A pa i i pa o ERRE KEN H He EE a H GE t 2 A A A A A A A A TE IDIPSUM i j A Ll E EE EEN ki GC Lou S s bs b SS BS ES ESI ataata ata ata ata ata ata atd starata ata ata ata ata ata ET ata LEP ata PE ata ata ata ataata ata ata ata ata ata ET ata ata PE RE ata ata ata ata ata ata E o ET EE SS 1 EI 36 75 E S Figure 50 BlforMYOB User Manual 46 O Interactive Reporting 4 8 Pivot Report A typical Pivot report looks like the one shown in Figure 58 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to view Sales Rep vs Sales by Quarter for the year 2010 and select to view all pivot quantities The values for Sales Rrep specify the rows of the pivot report and the values
29. Salesperson in the pivot report all tems for the Salesperson will be displayed Businees Nature Business Nature C Colour Country of Origin 9 Customer Customer City Customer Country Customer Is Active Customer Postcode Customer State Department Designation C Invoice No C Invoice Status 2 Item Item Is Active Job O Location O Location amp Sales by Month C Sales Volume O Sales Volume O Salesperson O Salesperson Is Active Size C Supplier Supplier Is Active Years of Service Businees Nature Business Nature C Colour C Country of Origin Customer O Customer City Customer Country Customer Is Active 3 Customer Postcode Customer State Department Designation Invoice No C Invoice Status O Item Item Is Active Job Location C Location Sales by Day O Sales Volume O Sales Volume a Salesperson O Salesperson Is Active Size C Supplier OQ Supplier Is Active Years of Service Then drilldown into Item y ey Figure 19 In a similar fashion to the Chart reports the Choose Report Configuration page differs from that of the Standard report in that it contains the option to select for which quantity to view the pivot report Figure 24 The extra options All H and All V allow the pivot report to be performed on all quantities that are contained in the Pivots Quantity list The former o
30. a list of these dropdown boxes to select from their level within the report being reflected by their position from the top of the page In the above example the second Level option is set to Customer and the third level option is set to Items When the report is generated the data presented will be for Salesperson When a specific Salesperson is selected the data generated will be the customers specific to this Salesperson When a specific customer is then selected the data generated for the next level of the report will be the data for the items supported by the customer The customer may have other salespersons but their information will not be included in the report The Wizard sidebar menu offers a list of options to enable the user to navigate between general pages of BlforMYOB when setting up the report The Report link redirects the user to the Choose Report page of Figure 2 The Wizard list links allows the user to navigate between the various wizard pages Only links to previously visited wizard pages are activated with all other links being greyed out until the pages are visited The Advanced link redirects the user to the advanced interface for the report generation BlforMYOB User Manual 9 Interactive Reporting 2 3 Choosing the Date Range The next step in the wizard report generation is to choose the date range from which the data will be extracted as shown in Figure 7 BlforMYOB provides a number of predet
31. ales MYOB Payroll Archive SG MYOB Premier Profit amp Loss MYOB Premier Jobs MYOB Premier Inventory MYOB Premier Sales FX MYOB Premier Sales MYOB Payroll Archive SG MYOB Premier Item Sales MYOB Premier Item Sales MYOB Premier Item Sales MYOB Premier Item Sales MYOB Premier Item Sales Owner demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User demo Demo User Hits y Date Range This Year This Year This Year This Year This Year This Year This Year This Year This Year This Year This Year This Year This Year 2 1 2008 2 1 2008 2 1 2008 This Year This Year v Last Year vLast Year 1 31 2009 1 31 2009 1 31 2009 Figure 25 BlforMYOB User Manual 26 Interactive Reporting When clicking on the Edit icon the user is directed to a screen as the one shown in Figure 30 When on this page the user can change the title of the favorite report schedule it for emails share the favorite with other user s and or groups modify its definitions and apply some deeplinking To schedule emails to be sent to specific email addresses the Schedule Email checkbox must be clicked and the page changes to the one shown in Figure 31 Th
32. alues Show Values Border Show Constant Line Constant Line Value p Constant Line Label Constant Line Color ES Constant Line Thickness Ia Constant Line Style Solid Show Average Line Style Solid Y Line Symbol Type Circle Filled Line Symbol Width Line Thickness Show All Unit Axis Text Unit Axis Scale Mode Auo Unit Axis Min Value 0 Unit Axis Max Value Axis Label Visibility Show All Series Bar Spacing 10 Fill Style Solid Unit Axis Label Item Axis Label po b More GZ KLEK Figure 59 BlforMYOB User Manual 53 O Interactive Reporting _ Analyze By Sales By Month All Then By Order By Group By Customer sel Month vll sc i l Nogrmuping el Total Sales v 5 P dra Yom Gs Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Bar Vert Ber Pie Line Reports Northwind Demo Month sales Date 01 01 2010 31 12 2010 DI Tr y PIP Figure 60 The Properties options in charts can also enhance the information displayed in some of the charts by allowing the user to display Constant lines and or Averages on top of the chart data These options are available for Horz Vert and Line charts and can be set from their properties options as shown in Figure 68 Figure 69 shows a Vert Chart on which a constant line for Target Sales is shown as well as the average Total Sales
33. ay week month quarter or year and compare with any period you choose enabling you to instantly identify every possible trend effecting your organisation s performance The following pages will show you how to select filter display report and drill into your organisation s data We think you will find it surprisingly easy to use and surprisingly helpful in running your business in the future BlforMYOB User Manual 4 O Interactive Reporting Chapter 1 Getting Started Your Journey Begins To start using BlforMYOB you ll need to have a Login Name and Password assigned to you by your system administrator These will give you access to BlforMYOB and the data appropriate to your needs MYOB Links Es MYOB Website ey User Manual a Administration LD ease sian in Login Help If you are having trouble logging in make sure that you have your caps lock key turned off and that you are entering your full user name and password Name demo Password eeee Login Figure 1 Simply open your preferred web browser i e Internet Explorer Firefox Safari etc and navigate to the BlforMY OB Login Screen your system administrator will give you the URL web address Figure 1 Enter the Login Name and Password that your system administrator has given you and click Login in the above example user demo is signing in Once you have signed in you will be taken to the Favorites page and from here you can select dif
34. choose the favorite format Figure 27 Companies Favorites Edit Favorite Customer by Margin Edit Favorite Favorite Title Schedule E mail Category Modify Favorite Definitions gt Link Edit options of Favorite Customer by Margin Customer by Margin T BlforMYOB User Manual Figure 28 28 O Interactive Reporting Companies Favorites Edit Favorite Customer by Margin Report Tasks amp Companies Edit Favorite Edit options of Favorite Customer by Margin m Edit Save Favorite rie d d is Favorite Title Customer by Margin U email the favorite utem tegen RR Schedule E mail y a valid email address i S EL Share Favorite kal format Category Accounting w Modify Favorite Definitions uy w Link kal Optional Value in Report po Replace with po Value in Report Replace with po Value in Report po Replace with po Go to Link Figure 29 BlforMYOB User Manual 29 O Interactive Reporting Chapter 3 Generating Advanced Reports Putting BlforMYOB to Work BlforMYOB provides a more advanced but easy to use interface to your company s performance data It provides a point and click means of specifying the sales data you wish to analyse The initial screen varies according to how many reports are available to the user If there is more than one report after login the user will be directed to the s
35. click the Toolbar button as shown in Figure 41 Logout logs the user out of BlforMYOB Order by Options Order By Profit y Desc S Then By Salesperson e Asc 2 Done Cancel Figure 33 BlforMYOB User Manual 36 O Interactive Reporting BlforMYOB User Manual Reports Northwind Demo Customer Top 10 sales Rep Don x OOX 9 030 60 63 410 4 Figure 34 Interactive Reporting 4 3 BlforMYOB Buttons BlforMYOB provides a set of buttons that perform various actions to the generated reports Each type of report contains its own list of buttons The buttons that appear at a standard report are the following Wizard directs the user to the wizard interface for the generation of a new report Advanced directs the user to the advanced interface for the generation of a new report Lock allows the user to lock some of the textual columns of a report This button is only available to the Internet Explorer users Favorites directs the user to the Favorites page that contains all the predefined reports see Figure 29 Save allows the user to save a new report as a favorite When clicking this button the user is redirected to the page of Figure 42 The user can set the title of the new favorite schedule it for emails share it with other users and assign it to a specific category of saved reports Clicking the Save button returns the user to the report
36. creen displayed in Figure 2 To generate an advanced report the user must click the Advanced link next to the name of the desired report If there is only one report available to the user the initial screen that is displayed can be seen in Figure 5 To generate an advanced report the user simply clicks the Advanced link and they will automatically be directed to the advanced screen The Advanced page Figure 37 is a culmination of all options available to the user in the wizard report generating tool Once all the parameters of the report have been set such as the variable by which to analyse the ordering of the data the filters to restrict the data the report will analyse the report can be generated in an instant by pressing the Go button either at the top or at the bottom of the page MYOB Links Companies MYOB Premier Item Sales Es MYOB Website Report Type Report UY User Manual 9 Analyze Pivot Chart Compare Companies Clearwater Sdn Bhd MYOB Premier Item Sales M En Administration Report Parameters Report Tasks SS Analyze By Salesperson z O Order By Description Asc an y E Companies Th B C en st GC Wizard y nad v Group By No grouping v EY m Then By Item e E Op Advanced View Al CW Total Salos v ua Jr Favorites Date Range This Year v Start Sales Date 1 1 2011 Top 10 Favorites en End Sales Date 12 31 2011 El Customer by Mar 1 Cust by Pro ep ustomer by Pro Properties
37. e user can select how frequently they wish the favorite to be emailed which can be daily weekly and which days of the week monthly and which day of the month The email address should be typed atthe provided text box with multiple recipients addresses separated by commas To share a favorite with any other user or groups of users the user must click the Share Favorite link to see a screen like that of Figure 32 To select the users to share the favorite with highlight the users of choice and use the appropriate buttons to move them to the Shared with box multiple and single selections are permitted or double click on the choices of interest To modify the favorites definitions the user must click the Modify Favorite Definitions link which directs to an advanced interface page That page allows the user to change any of the reports variables they wish such as first second etc levels of drilldown date ranges type of report and many more To apply some deeplinking functionality to the favorite so that the user can link to BlforMYOB from an external page and provide the required report parameters to be replaced by external values optional the user must click on the Link link to see a screen like that of Figure 33 By clicking the Save button the new settings are saved for the favorite and the user is redirected to the Favorites page Report Tasks Companies Favorites Edit Favorite Customer by Margin
38. er City vor EN 31 Employee Allowa Employee Deduct Customer Country wor Q 1 Employee Pvt Pa Customer Is Active NOT All Y amp 3 Employee Pvt Pa Customer Postcode vor IN DI Invoice by Marg EI Monthly Payroll Customer State vor EN mu Profit amp Loss C Department NOT Q Ty Profit by Job C Be i Designation vor EN yy More Favorites Invoice No vor Invoice Status vor IN Item vor IN Item Is Active NOT A e Eh Job vor IN Location vor IN Location vor IN Sales Volume vor A Sales Volume vor A Salesperson vor EN Salesperson Is Active vor Al 0 Figure 8 2 5 Not Filter The Not Filter allows the user to conduct an analysis excluding specific elements of a filter BlforMYOB User Manual 11 Interactive Reporting 2 6 Search Another method for selecting which data to place in the reports is to click on the Magnifying Glass next to the filter types or Search Icon as can be seen in Figure 8 Then a new window appears shown on Figure 9 In this example the search box for the Item is shown As Item is a multi select box the gt gt and lt lt buttons are present in addition to the single selection gt and ones which allow for multi selections and removals To order the filter values click double click the column headings To select a filter value that should be included in the report either highlight it in the Search Results secti
39. ermined date ranges that may be chosen from the drop down menu of Date Range These include Last Year YTD Year to Date Last Quarter Yesterday and many more If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to the date box and select the dates from there From this point the user may generate the report by clicking the Finish button However if the user wishes to place more restrictions on the data they wish to view they should click on the Next button If the user wishes to make amendments to some of the settings they have already chosen this may be achieved by either pressing the Back button or navigating through the Wizard sidebar menu links Wizard Companies MYOB Premier Item Sales Date Range E Companies Ge Wizard Choose Date Range 1 Analyze by Fields Assign a date range for your report 2 Date Range Date Range This Year X O Advanced A cn LS Start Sales Date 2 1 2011 12 End Sales Date 1 31 2012 DS Top 10 Favorites ij Customer by Mar 3G Customer by Pro 3 Employee Allowa c Back ihe Finish 3 Employee Deduct 15 Employee Pvt Pa 3 Employee Pvt Pa Invoice by Marg Monthly Payroll Profit amp Loss C Profit by Job C Ww More Favorites DEHE Figure 7
40. ferent companies to run the standard accounting and payroll favorite reports The Company name will be seen on the bottom right corner of the page This will be present at the same position in every page of BIforMYOB The MYOB Links sidebar menu provides a list of related links associated with the general use of BlforMY OB e The MYOB Website link redirects to the BlforMYOB web page e The User Manual link provides access to this documentation e The Administration link redirects to the administration part of BlforMYOB 1 1 Choose Report Alternatively In the Companies Choose Company Choose Report section Figure 2 there is a list of reports for the user to select from Each report has two links associated with it This first link is the Report Name for example MYOB Premier Item Sales which when clicked it directs the user to the wizard pages to generate less complex reports The second link is the Advanced link which directs the user to the advanced Please note that for the remainder of this Manual our examples will be drawn from MYOB s Clearwater sample database BlforMYOB User Manual 5 Interactive Reporting report generation page This step is intended for users who are quite familiar with BlforMYOB and computer syste ms MYOB Links Reports Lo MYOB Website Choose Report ey User Manual MYOB Payroll Archive MY Advanced A Administration Companies MYOB Payroll Components Ad
41. for the year 2010 BlforMYOB User Manual 54 O Interactive Reporting Show Legend Legend Position Legend Title Legend Border Color Show Values Show Values Border Show Constant Line onstant Line Value nstant Line Label onstant Line Color Unit Axis Scale Mode Unit Axis Min Value Unit Axis Max Value Axis Label Visibility Series Bar Spacing Fill Style Unit Axis Label Item Axis Label More Tahoma Y le 15 A CONSTANT LINE AVERAGE GZSZ BlforMYOB User Manual Figure 61 55 O Interactive Reporting Analyze By Then By Group By Display Sales By Quarter v Al v Customer v Sales Rep Al sl Total Sales y 1 R Ow Y Lire BY ww BEEBE tht x Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Resize Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2010 31 12 2010 D I 3 gt A Legend Average Total Sales Moi 2010 Mos 2010 DAI Buchanan Callahan Davolio Dodsworth Fuller King Leverling Peacock Suyama A PN Resize Chart Figure 62 BlforMYOB User Manual 56 O Interactive Reporting 4 11 Comparison Report Another potent option that BlforMYOB offers is its ability to compare data across different time periods A typical Comparison
42. gogne Filo Mix 9 QUICK QUICK Stop Flgtemysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino P 18 682 10 3 052 55 16 3495 ERNSH Ernst Handel Grandma s Boysenberry Spread Gravad lax Gudbrandsdalsost Gula Malacca 0 14 678 50 2 650 00 18 05 MEREP Mere Paillarde 271 57 13 64 17 15 481 00 17 389 20 1 908 20 10 97 TORTU Tortuga Restaurante 97 45 20 60 31 4 384 50 5 850 00 1 465 50 25 05 RATTC Rattlesnake Canyon Grocery 411 32 55 35 60 13 377 00 14 632 90 1 255 90 8 58 HUNGO Hungry Owl All Night Grocers 346 14 43 17 78 4 992 50 6 151 70 1 159 20 18 84 PICCO Piccolo und mehr 140 88 93 96 71 12 450 00 13 540 00 1 090 00 8 05 BLONP Blondel p re et fils 228 26 40 30 64 6 020 00 6 986 00 966 00 13 83 SIMOB Simons bistro 58 172 66 182 00 10 014 40 10 556 00 541 60 5 13 QUEEN Queen Cozinha 122 84 71 86 14 10 334 30 10 509 40 175 10 1 67 Other 4 229 17 28 19 58 73 076 75 82 814 85 9 738 10 11 76 Grand Total 11 7 134 24 92 28 29 177 788 50 201 790 65 24 002 15 11 89 Figure 41 The date range that determines a report can be modified more interactively from the same report page by clicking the calendar icon next to the date range A page like the one shown in Figure 49 enables the user to select a new date range for their report The lt lt and gt gt buttons cha
43. he first level of a report after following a set of selections from the wizard pages as described above The following settings have been used to generate this example report e Select Report Type Standard Report e Choose Analysis Report Parameters First Examine is set to Salesperson the top Then drilldown into is set to Customer and the final Then drilldown into is set to Item e Choose Date Ranges This was set to Last Year e Filter Data All fields in the filter data were set to All e Choose Report Configuration Group By was set to Sales by Quarter while Order By was set to Avg Price Analyze By Then By Order By Group By E Salesperson v Al e Customer e Avg Price v Desc an Sales By Quarter v Al Y Ve UE DA DA A A A S ww Sabar A y Y EE BE LL amp r Wizard Advanced Lock Favorites Print Export CSV Compare Visualize Cols Filters Table Horz Stack Stk Vert Stack Stk Line Companies MYOB Premier Item Sales Sales Date 1 1 2008 12 31 2008 D I D Last Updated 7 29 2011 10 46 07 AM lt 8 100 Sai Salesperson ID Salesperson Qty Avg Cost Avg Price Total Costs Total Sales Profit Margin9 o 27 Yap Richard 1 14 06 10 00 14 06 10 00 4 06 40 60 Total 1 Q4 2007 2008 1 14 06 10 00 14 06 10 00 4 06 40 60 27 Yap Richard 4 133 66 212 38 534 64 849 52 314 88 37 07 0 115 91 24 143 27 10 493 16 16 476 19 5 983 03 36 31 Total 2 Q1 2008 119 92 67 145 59 11 027 80 17 325
44. he resulting report 3 8 Report Dates The next set of options provides the date range from which the data will be extracted The user can select a predetermined date range that may be chosen from the drop down menu of Date Range These include Last Year YTD Year to Date Last Quarter Yesterday and many more If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to each date box and select the dates from there 3 9 Properties The user can customise the reports further by selecting to show hide specific rows and or select the table layouts 3 10 Customise Look and Feel If the user wishes to customize the way their reports look they can click the Customize Look and Feel link to reveal the options that format the appearance of the report by selecting the Font family the Font size and colour as well as the table width The Show in Page setting provides a selection of options with respect to how many data should appear on a report page or whether the results should appear within a scrollable table or not 3 11 Report Filters When generating reports it is often desirable to restrict the analysed data to just a subset of what is available Perhaps you are only interested in a particular categ
45. hoose Report page Figure 2 is clicked a popup box appears This contains two pieces of information the version of the current BlforMYOB and the date at which this version was created About IR Version 3 3 0 Build date 22 July 2011 Close Figure 3 1 4 Change Password BlforMYOB provides the facility for a user to change their password without having to contact the System Administrator To change a password the user must click on the Change Password link at the top of the Choose Report page The user will be then directed to the screen of Figure 4 To change Password type the current password into the Current Password box and the new password into the other two boxes Then press Update If the password is incorrect a message will appear with details about which part of the process was not performed properly Once the procedure has been completed correctly the user is returned to the Choose Report page if a selection of reports is available Otherwise they are returned to the Report Type Page Change Password Help Change password Enter your existing password and enter the new password twice Current Password New Password Confirm Password Figure 4 1 5 Logout The Logout link logs out the current user whose user name is shown after the semi colon In Figure 2 the user s name is demo as can be seen in the top right corner Once the logout link is pressed the user is directed to
46. ion of data to be visible at a report The View list contains several options e Al to select all the data e Top 5 100 to select the top 5 100 results e Bottom 5 100 to select the bottom 5 100 results The associate By field is the value upon which the Top Bottom option is chosen BlforMYOB User Manual 14 Interactive Reporting The Properties link when clicked opens a new window with more options that can be applied to the way the data are displayed see Figure 12 The user can select how the data should be displayed in the table horizontally with the labels shown in rows and the data in columns or vertically with the labels in columns and the data in rows The user can select whether to show hide the Grand Total row or whether they would only like to view only totals by hiding the Report Rows They can select to show hide the Group Subtotals in grouped reports They can select to show hide the Other Row when viewing a Top Bottom report and select whether to show hide rows which contain only zeros And they can select to Suppress the report headers when printing or exporting to Excel Clicking the Reset to Current link will reset the properties selection to whatever choices were present when the properties popup window opened Clicking the Reset to Default link will reset the properties to their default values as set in the system preferences on the administration side Prope
47. ly the same way as it was described in the date range selection of standard reports Figure 7 Report Tasks Companies MYOB Premier Item Sales Compare ZA Companies Choose Date Range for Comparison K Wizard Select the date ranges you wish to compare Advanced Ww Favorites Compare Sales Date e Compare Date Range This Year v Start Sales Date 1 1 2011 End Sales Date 12 31 2011 with Date Range Last Year Start Sales Date 1 1 2010 End Sales Date 12 31 2010 gt Advanced BlforMYOB User Manual Figure 22 ao O Interactive Reporting Report Tasks Companies Z wizard o Advanced K Favorites Companies MYOB Premier Item Sales Compare Choose Date Range for Comparison Select the date ranges you wish to compare Compare Sales Date Compare with Date Range This Year Date Range Last Year Start Sales Date Start Sales Date 1112010 E End Sales Date End Sales Date Simple Compare with Date Range MTD This Yr Date Range MTD Last Yr X Start Sales Date Start Sales Date 7 1 2010 E End Sales Date End Sales Date Figure 23 An example of a comparison report is presented in Figure 28 The following report compares the sales figures from each Salesperson between the first and second quarter Analyze By fh OE OO TEE Wizard Advanced Lock Favorites Print Export Compare Cols Filters Table Horz Stack Stk Companies MYOB P
48. n J o ne Total Sales by Salesperson ordered by A Hidden O Segments o Show Values o Show Values Border o Show Constant Line y o Constant Line Value 0 o Constant Line Label O Constant Line Color FF0000 SS o Constant Line Thickness 3 O Constant Line Style Solid e Show Average o Line Style e Line Symbol Type S o Line Symbol Width O Line Thickness e Show All Unit Axis Text V o Unit Axis Scale Mode Auto o Unit Axis Min Value o Unit Axis Max Value O Axis Label Visibility Show All o Series Bar Spacing 10 O Fill Style Solid e O Unit Axis Label o Item Axis Label o gt More Figure 16 BlforMYOB User Manual 19 Interactive Reporting cC Properties Reset to Current Reset to Default Suppress Headers in Print Excel Show Caption Y Caption Total Sales by Salesperson ordered by A Hidden Segments Show Values Show Values Border Show Constant Line Constant Line Value o Constant Line Label Constant Line Color ES Constant Line Thickness 3 Constant Line Style Solid Show Average Line Style Solid Y Line Symbol Type Circle Filled X Line Symbol Width Line Thickness Show All Unit Axis Text Unit Axis Scale Mode Ato Unit Axis Min Value 0 Unit Axis Max Value Axis Label Visibility Show All Series Bar Spacing 10 Fill Style Solid Unit Axis Label po 1 Item Axis Label po 1 More Figure 17 BlforMYOB User Manual
49. ndow when clicking the relative button of the report variables as shown in Figure 51 By selecting the Vertical layout the data table can then be displayed in a vertical layout with the labels appearing in rows and the data in columns as displayed in Figure 52 By unselecting the option to Show Grand Total the report is shown without the grand total row in horizontal column in vertical layout see Figure 53 When a Top Bottom selection is applied selecting to view the Show Other Data the results will include a row with the sum of the remaining data as shown in Figure 39 By unselecting the option to view the Show Report Rows only the totals of a report can be displayed see Figure 54 By selecting to Suppress Headers from Excel and printout reports all the information displayed by the filters and date ranges data is not shown Properties Reset to Current Reset to Default Layout Horizontal Labels in Rows Data in Cols ey Show Grand Total y Show Report Rows y Hide Zero Rows 0000 Suppress Headers in Print Excel Done Cancel Figure 44 Analyze By Then By Order By Group By Go AA v Desc e gt No grouping Eg Customer Al Invoice No Profit AA BE 1 amp 06270784043 ar he S a razak o a Y ih CM nu Wizard Advanced Lock Favorites Save Update Print Export Compare Visualize Cols Filters Table Horz Bar Vert Bar Pie Line Companies MYOB Premier Item Sales Customer by Margin
50. nge the date range backwards and forwards by the same amount of time as the one used to generate the report In the example report of Figure 39 clicking the lt lt button would have generated reports for the year 2009 or clicking the gt gt button would have generated reports for the year 2011 As another example if a user had generated a report for April 2005 the lt lt and lt lt buttons would have created reports for March 2005 and May 2005 respectively BlforMYOB User Manual 41 Interactive Reporting Select New Date Range Date Range This Year Start Date 1 1 2011 End Date 12 31 2011 Done Cancel Figure 42 4 6 Report Results The final and more important part of the page contains the data that the user wishes to view In a standard report these are displayed within a table but they can readily be represented by a chart or visualization format The data can be seen within a scrollable table or not and they can be sorted in ascending or descending order from within the table itself This can be done by clicking on the table column header of the field the user wishes to order by In this case a blue arrow appears next to the column heading to indicate the sort order as shown in Figure 39 In addition if a table contains too many columns the user can lock the textual columns so that when scrolling horizontally there is always a point of reference as to which data the user sees This locking of the
51. on and click the relevant arrow button or double click it For example highlight Cooler Filter Large and then click the gt button The filter values displayed in the Search Results or in the Selection section are ordered by First Column Code or Description depending on the choice made for the filter ordering in the Administration system settings or mapping preferences First Column means that the filter values will be sorted by the first column of the tables By Code or by Description means that the filter values present will be sorted by the mapped key or mapped description values respectively Clicking on the column headings will also allow the user to change the order of the filter values in the search popup window Search Show All Search Results Selection Item Number Item Item Number Item 100 Cooler Set Large 200 Cooler Filter Large o 300 Cooler Set Medium ENT 400 Cooler Filter Medium gt 500 Cooler Set Small 600 Cooler Filter Small 700 Glass Crock Se 800 Steel Stand 900 20 Litres Clear Carbon 9100 20 Litres Orange Carbon Done Cancel Figure 9 BlforMYOB User Manual 12 O Interactive Reporting If the search results list contains more that 1000 values then a paging option is enabled in the filter popup page as shown in Figure 10 To navigate between the different Search Results pages the user must click the Left Right paging buttons to move up and down by one page or
52. ory of goods or the revenue generated by an individual member of the sales team BlforMYOB filter mechanism allows restriction of data through text boxes Simply enter the code title as appropriate upon which you wish to restrict the report and combo boxes and then choose from a drop down list of the codes title for each particular category of information The list of filters appear when the Add a Textual Filter link is clicked and the advanced page now displays all the existing filters as shown in Figure 38 In addition numeric filters can be applied to the data when the Add a Numeric Filter link is clicked to add restrictions to the source or result fields that are employed at the reports BlforMYOB User Manual 32 O Interactive Reporting LHTp ARMZy EE FVL E Xe GG Employee Pvt Pa EH Invoice by Marg EH Monthly Payroll LI Profit amp Loss C Ly Profit by Job C WW More Favorites Help Choose the report variables you wish to view set appropriate filters and dick on the Go button rcp L ea v Add a Textual Filter Business Nature vor Business Nature vor Colour wor Country of Origin vor Customer wor Customer City vor Customer Country wor Customer Is Active vor Customer Postcode wor Customer State vor Department wor Designation wor Invoice No vor Invoice Status wor Item vor Item Is Active wor Job vor Location vor Location vor Sales Volume
53. page Update allows the user to update an existing favorite report When clicking this button the user is redirected to the page of Figure 43 The user can then select from the list which existing favorite report they wish to update Clicking the Update button redirects the user to a page similar to that of Figure 42 so that the user can then edit the favorites options if they wish before finalising the update procedure Clicking the Update button returns the user to the report page Print enables the user to print the current report In the standard grouped report format there is the additional option to print each subgroup at a separate page as well as print the whole report as a total Export enables the user to view the report in Excel Compare allows the user to produce a comparison report form the one currently in view Clicking this button directs the user to the comparison date range selection page as shown in Figure 44 After selecting the desired date ranges for the report click Compare and the new comparison report appears Cols allows the user to modify the report configuration by adding removing columns that appear at the report When this button is clicked a new window opens as the one shown in Figure 46 The user can then select which textual and or numeric fields wishes to hide or show at the report Moreover the order with which the numeric fields can appear in the table can also be modified by selecting
54. perties 3 Employee Allowa w Customize Look amp Feel 3 Employee Deduct gt Tahoma 8 e Table Width 100 3 Employee Pvt Pa 3 Employee Pvt Pa Show in Page Alw Scrolls v i Invoice by Marg Monthly Payroll L w Profit amp Loss C w Back Finish LJ Profit by Job C 4 More Favorites Figure 11 The Order By option specifies the manner in which a report should be ordered For example the sales data for Salesperons can be ordered on Avg Price When the report is generated the Salespersons will be listed in order of the highest Avg Price Please note that this does not apply to grouped charts pivot or comparison charts The user can have up to 3 Order by fields by clicking the plus icon next to the Order by options Then a new order by field appears To remove the extra order by options the user must click the delete icon next to the additional order by field The Group By option selects a variable by which a report is to be grouped For example the sales data for Salespersons can be divided into quarterly segments by selecting Sales by Quarter from the drop down menu Also the way the grouped report data should be displayed can be selected The data can either be viewed with the group values shown in individual columns by selecting the Cols option or with subgroups separated by the group totals by selecting the option Totals The View By option specifies a select
55. produce a simple report filtered to include only those data that contribute to this particular figure i e filtered to include data from both the relevant row and column Clicking a data value from within the table results produces such a report For example clicking the Total Sales data number for Callahan and O3 2010 of the report of Figure 58 generates the standard report of Figure 61 Analyze By Then By Reports Northwind Demo Sales Rep v Quarter Quarter sales Rep ing HADOR sales Date 01 01 2010 31 12 2010 DI p uu i E eu A x se EE E EE E EE GC EE 1C e E EE SE eege 1L17 Reports Northwind Demo Sales Rep v Quarter Categories Sales Date 01 07 20 10 30 09 2010 D I D RE MM la fs adds MEE Figure 54 BlforMYOB User Manual 48 O Interactive Reporting 4 9 Chart Report One of BIforMYOB most powerful features is its ability to provide interactive charts of data When performing straightforward 1 D analyses as described earlier one may zoom in to the next level of detail by clicking on a link This unique feature is also available through charts A typical Chart report looks like the one shown in Figure 62 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to view Sales by Month as a horizontal chart bar for the year 2010 and select to view To
56. ption will display each pivot quantity in a separate column whereas the latter will show all pivot quantities within the same table cell BlforMYOB User Manual 22 Interactive Reporting Companies MYOB Premier Item Sales Configuration Wizard di Companies Choose Report Configuration Wizard Select the desired parameters that configure your report further such as report grouping ordering view top by display quantities and look amp feel 1 Pivot Fields 2 Date Range d 3 Filters Order Description e Desc e 4 Configuration Group by No grouping M op Advanced View All v by TotalSales Top 10 Favorites y El Customer by Mar Pivot Quantity All H GG Customer by Pro All V GG Employee Allowa O Margin GG Employee Deduct Profit GG Employee Pvt Pa GG Employee Pvt Pa O Total Costs El Invoice by Marg DI Monthly Payroll O Total Sales Ly Profit amp Loss C Ly Profit by Job C WwW More Favorites gt Customize Look amp Feel EJ Figure 20 Figure 25 shows a pivot report for Sales Rep vs Sales by Quarter with all the pivot quantities shown at the report end Order By Group by j Display n 2 amp G AR SHG Y GERD ih V Ema Lock Favorites Print Export Cols Filters Table Horz Stack Stk Vert Stack Stk Line Companies MYOB Premier Item Sales Salesperson v Quarter Sales Date 1 1 2008 12 31 2008 DI O O La
57. rameters on which your report should be created First examine W Then drilldown into ey C Businees Nature Business Nature C Colour Country of Origin O Customer Customer X Ad d E uS es m E CP 2 Customer City Customer Country Customer Is Active Customer Postcode gt Customer State e n B x J ES Then drilldown into 9 gt Department Designation Detail 9 Invoice No 2 Invoice Status eem Top 10 Favorites Item Item Is Active Job Location Location ki Customer by Mar B E a ET 2 Sales by Day Sales Volume Sales Volume a Salesperson O Salesperson Is Active 3 Customer by Pro re a E H i ines lbn 2 Size Supplier Supplier Is Active Years of Service Employee Deduct 3 Employee Pvt Pa 3 Employee Pvt Pa Back Next gt gt DI Invoice by Marg EH Monthly Payroll LE Profit amp Loss C LE Profit by Job C Yd More Favorites Figure 6 The first option to select is the list on the left side of the screen under the First Examine title This is the value upon which the first level of data is shown when the report is generated In the above example of Figure 6 the Salesperson has been chosen This will result in a report on Salesperson data being generated The next options to select correspond to the deeper levels of the report These can be seen on the right side of the page under the heading Then drilldown into There will be
58. remier Item Sales Salesperson Comparison Sales Date 1 1 2009 3 31 2009 v 10 1 2008 12 31 2008 D I Q D Last Updated 7 29 2011 11 30 20 AM o Te sem sumere a Testen votos enm vor e vetements moe reer rt tee Tete n 133 62 208 41 74 79 89 0 00 0 00 0 00 0 00 aes 208 41 343 42 500 89 157 47 31 44 801 81 1 274 28 472 47 08 E 458 39 773 39 comer ve ven Gua ane e no mm 2 2 Figure 24 BlforMYOB User Manual 25 Interactive Reporting 2 13 Advanced Reporting The Advanced Reporting option directs the user to the advanced reporting interface for generating reports This option refers mainly to users that have greatly familiarized themselves with BlforMYOB and can create their reports from a more compact page than the simple wizard pages The Advanced Reporting tool is explained in more detail in Chapter 4 2 14 View Favorites The View Favorites option directs the user to a list of predefined reports as shown in Figure 29 The list contains all previously saved reports that the user has generated Any favorite reports that other users have created can also be shown if they have given access to their favorites to be shared with the current user for example the favorite Top Selling Reps of Figure 29 The current user may choose not to view any shared favorites by clicking on the Hide Shared Link at the top of the Favorites List When a favorite report
59. rties Reset to Current Reset to Default Layout Horizontal Labels in Rows Data in Cols Uy Show Grand Total y Uy Show Report Rows Y kl Show Group Subtotals y ey Hide Zero Rows ey Suppress Headers in Print Excel Done Cancel Figure 12 The Customize Look and Feel link in Figure 11 when clicked allows the user to format the appearance of the report by selecting the Font family the Font size and colour The width of the table can also be selected The Show in Page setting provides a selection of options with respect to how many data should appear on a report page There are four numeric options 50 100 200 and 500 and two non numeric options All with scrolling and All w o scrolling The numeric options correspond to how many records will appear at a report page If the report contains more records than this selection the remaining ones will be shown at subsequent pages holding the same amount of data For example if a user selects to show 100 results per page a report that contains 360 records will be shown in 4 pages If the option All with scrolling is selected the whole set of data will be shown at a scrollable table within the borders of the browser screen Otherwise if the All w o scrolling option is chosen the whole range of data will be shown on the browser window extending as long as it takes without additional scroll bars BlforMYOB User Manual 15 O Interactive Reporting Figure 13 shows t
60. st Updated 7 29 2011 10 46 07 AM Display Qty Total Costs Total Sales Profit Margin f 115 210 10 493 16 53 163 00 16 476 19 68 238 10 15 075 10 22 09 Al Sales By Quarter Al v Figure 21 BlforMYOB User Manual 23 Interactive Reporting 2 12 Comparison Report The Comparison Report is the final report wizard option This report allows the user to compare data over two or four date ranges To generate a comparison report the user selects the Comparison option from the Choose Analysis Report Parameters page Figure 6 The user then follows the same set up format as the standard report with one difference The Choose Date Range page of Standard report has been replaced by the Choose Comparison page as can be seen in Figure 26 Here the user is provided with a number of options First the user must select the date type for which they wish to create the comparison report Some reports may offer more than one type of date e g invoice dates sales date and delivery dates which can be selected from the Compare list Second the user must decide whether they want to compare two or four date ranges To compare data over four date ranges the user must click on the Advanced link The display will change to that of Figure 27 Once the date type and the complexity levels have been decided the user must then enter the desired date ranges This can be done in exact
61. t Companies MYOB Premier Item Sales Salesperson Save Report Save Report Save current report as a favorite Favorite Title Entertile 6 Schedule E mail D Share Favorite ey Category a Report Tasks a Companies X Wizard Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format Figure 35 Companies MYOB Premier Item Sales Customer by Margin Update Favorite Customer by Margin Update Favorite Edit options of Favorite Customer by Margin Favorite Title Customer by Margin Y Schedule E mail v Share Favorite U Category Accounting v Y Figure 36 Report Tasks AS Companies Companies MYOB Premier Item Sales Compare Choose Date Range for Comparison Select the date ranges you wish to compare Compare Sales Date Compare Date Range This Year Start Sales Date End Sales Date Date Range Last Year Start Sales Date End Sales Date BlforMYOB User Manual Figure 37 Mg O Interactive Reporting Configure Report Edit Filters Business Nature wor Business Nature vor Colour wor Country of Origin vor Customer wor Customer City vor Customer Country wor Customer Is Active wor Customer Postcode wor
62. t GG Employee Pvt Pa GG Employee Pvt Pa GI Invoice by Marg El Monthly Payroll LT Profit amp Loss C L 3 Profit by Job C Ww More Favorites BlforMYOB User Manual Choose Chart Format Select the chart type to represent the data in the report e Horizontal Chart View your data in a horizontal bar chart This option may be better for printing on standard paper 3 Line Chart Line charts are good for tracking data over a long period of time Use a line chart to see how data fluctuates Pie Chart Create a pie chart to better visualize what data contributes the most to your total results gt Vertical Chart View your data in a vertical bar chart This option allows you to easily compare data values visually Back Next gt gt Figure 14 17 Interactive Reporting The second variation appears at the Choose Report Configuration page and it is mainly the existence of an extra criterion for selecting the Chart Quantity see Figure 15 This sets the value they wish the data to reflect in their chosen chart Again the user simply clicks on the desired option to make their selection Wizard E Companies 1 Wizard 1 Chart Format 2 Analyze by Fields 3 Date Range 4 Filters 5 Configuration op Advanced Top 10 Favorites 1 11 1 11 ti Es Ey Customer by Mar 3 Customer by Pro Employee Allowa Employee Deduct Employee Pvt Pa 3 Employee
63. ta ata ata tata ata ata tata ata ata T 23 19 24 50 478 19 80 20 19 9 463 10 9 648 90 185 80 1939 pn iE S 8 E 8 8 H S 8 B 8 i 3 8 e 8 3 ch A Q200 4 0 es 59 ft09144 fL15729 e H 1 386 20 20 R z o S t E 8 i 15 845 80 16 294 60 448 80 2 75 55 le EE ISIN IEEE EEE EEE AY AP A A A losssccccccscscoccccccscscccccscoscocccccescsscsccccssssssecce i D i amp S S m 3 2 B 5 B Dr m i B 5 8 2 pem e i e 2 y e e m S Ds E Li a e D 8 a 8 w E f j j H H H Then By Order By Se e E EE Sales By Quarter v1 AI si Customer w Rep Group by Asc HP r r el oo O x K UG Bw P Lieb aalt D Toone EE anced Lock Favorites Dashboards Save Update Print Export Compare Visualize Cols Filters Table Horz Stack Stk Vert Stack Stk Li Reports Northwind Demo Quarter by
64. tal Sales Analyze By Then By Order By Group By Display E IP e A Lol y Al y E LA y ue Month _ Y Je Y 3p dd going Y Ke LE cl Y Xl p aperi SS IE e e LZ Yt h Qu Wizard Advanced Favorites Dashboards Save Update Print Compare Cols Filters Tied E E Bar VertBar Pie Line Reports Northwind Demo Month Sales Date 01 01 2010 31 12 2010 fe D ogout Total Sales by Month ordered by Month 4 Jan 2010 Feb 2010 Mar 2010 Apr 2010 May 2010 Jun 2010 Jul 2010 A we Aug 2010 a T Sep 2010 Oct 2010 Nov 2010 Dec 2010 en 10 000 20 000 30 000 40 000 50 000 60 000 70 000 a y Resize Chart Figure 55 The chart reports functionality buttons provide one more configuration option mainly the ability to modify the size of the chart to adjust it to the browser s dimensions To achieve this click the Resize button A new page Figure 63 opens and the user can then select the width and or height of their choice Or they can simply select to fit the chart into their browser s screen size When finished with the size adjustment simply click the Done button to return to the report page where the chart with the new dimensions is displayed Similar options are available at the side and bottom of the chart reports which enlarge reduce the size of the chart by a predefined amount along a specific dimension or resize the chart according to the
65. ter grouped by Sales Rep We can see that a grouped report produces subtotals of the quantities of interest for each of the sales representatives One may change the grouping variable or revert to the simpler analysis given earlier by selecting as appropriate from the Group by dropdown From the Properties options Figure 51 the user can select to hide the group subtotals and view only the report results Figure 56 An alternative table structure can also be used for the grouped reports by selecting the Columns option from the Group Layout option of the Properties in which the group values are shown in separate columns in the left part of the table as shown in Figure 57 Analyze By Then By Order By Group By IF ZS Sales By Quarter Al e Invoice No y Profit Desc e e Salesperson Al D be En E Logout En SNL 48 Te mm X 8 LJ amp dm Ls cy Y ESE EE dle MM Wizard Advanced Lock Favorites Save Update Print Export CSV Compare Visualize Cols Filters Table Horz Stack Stk Vert Stack Stk Line Companies MYOB Premier Item Sales Customer by Margin Customer by Month Customer by Salesperson Quarter by Salesperson Invoice Status Closed Credit Open Y 9 Sales Date lt All gt DI Last Updated 7 29 2011 11 30 20 AM Quarter Qty Avg Cost Avg Price Total Costs Total Sales Profitv Margin Q3 2008 320 195 90 252 83 62 686 82 80 904 78 18 217 96 22 52 Q1 2008 1
66. the field of interest and clicking the up down arrows that exist next to the Show header of the right panel When the user is finished with their selection the Done button must be clicked to return to the report page which will now contain the new collection of fields Filters allows the user to apply new filters or modify existing filter values When this button is clicked a new window opens as the one shown in Figure 47 The user can then select which textual and or numeric filters to apply to the report When the user is finished with their selection the Done button must be clicked to return to the report page Table displays the report at a table format as shown in Figure 39 Horz bar displays the report as a horizontal bar chart Vert bar displays the report as a vertical bar chart Pie displays the report as a pie chart Line displays the report as a line chart Fonts allows the user to select the font family size and colour they prefer for viewing the report Width allows the user to set the width of the table Paging allows the user to select how many data to view at a page or select whether to view data with or without scrollbars BlforMYOB User Manual 38 Interactive Reporting Report Tasks EA Companies Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite forma
67. the main login screen Figure 1 BlforMYOB User Manual 7 O Interactive Reporting Chapter 2 Generating Wizard Reports Putting BlforMYOB to Work BlforMYOB provides a simple and easy to use Wizard interface to access your company s data It provides a point and click means of specifying the sales data you wish to analyse 2 1 Report Type The Report Type page Figure 5 allows the user to choose from one of six options in generating a report e Standard Report to generate Analyze by reports by using the wizard interface Chart Report to generate Chart reports by using the wizard interface Pivot Report to generate Pivot reports by using the wizard interface Comparison Report to generate Comparison reports by using the wizard interface e Advanced Reporting to use the more complex BlforMYOB interface for the generation of reports e View Favorites to view and select reports from previously saved favorites MYOB Links Companies MYOB Premier Item Sales Es MYOB Website O User Manual Select Report Type A Administration Standard Report SES Create an analytical report of your data Drill down to see the underlying data and specify how to sort your information as needed E Companies Similar to a regular report but helps you dearly visualize your data K Wizard LO Advanced yA Ww Favorites Report Tasks a Chart Report ura Pivot Report A pivot report allows
68. tion The lt lt and buttons navigate to the previous and next values in the select list respectively When a large number of filter values are selected only the first 20 values are displayed on the report page but a appears next to the list of filter values which when clicked shows all the filter values selected as seen in Figure 48 Finally a filter can be removed by clicking the delete icon next to its value If a filter is of the text format the select list that enables navigation does not appear and the user can choose a new value by clicking the search icon Analyze By Then By Order By By View By SE ND al T Y ES de Or m B Lire JE 3 Wizard Adv Se Lock Favorites Dashboards Save Update Print Export compone Visualize Cols Filters Table Horz Bar VertBar Pie Line Reports Northwind Demo Customer Top 10 Item Alice Mutton Aniseed Syrup Boston Crab Meat Camembert Pierrot Carnarvon Tigers Chai Chang Chartreuse verte Chef Anton s Cajun Seasoning Chef Anton s Gumbo Mix Chocolade C te de Blaye Escargots de Bourgogne Filo Mix Flotemysost Geitost Genen Shouyu Gnocchi di nonna Alice Gorgonzola Telino Grandma s Boysenberry Spread Sales Date 01 01 2010 31 12 2010 2 ES Di D Alice Mutton Aniseed Syrup Boston Crab Meat Camembert Pierrot Carnarvon ES z gers Chai ven Chartreuse m Chef Anton s Cajun Seasoning uc E Anton s Gumbo Mix Chocolade C te de Blaye Escargots de Bour
69. to goto the first or last page A message displaying which numbers of rows are currently viewed will be displayed at the top of the filter tables Note however that the filters paging option is not supported by all databases Search Results Displaying Rows 1 1000 Figure 10 Another option for the case when the search results list contains a large amount of data is to use the search box at the top of the search popup page as shown in Figures 9 and 10 The user may enter part or all of the value they want into the box and press Search For example typing Cooler in the search box of Items would result in the following appearing in the Search Results section Cooler Set Large and Cooler Filter Large To view the full range of values again click the Show All button Once the selection has been made click the Done button When the user returns to the filter page they will see the selected values highlighted 2 7 Add Numeric Filter By clicking the Add a Numeric Filter link as shown in the bottom part of the filters page Figure 8 another section for filter selection appears which corresponds to filtering any numeric fields that are relevant to the reports This section contains a select list with all the source and result numeric fields that are used to generate the reports Next to it there is a select list of options such as gt z z etc Finally there is a text box in which the user can enter the value of the filter the
70. user s will BlforMYOB User Manual 49 Interactive Reporting Resize Chart Report Width 550 Height 550 Fit to Screen Figure 56 Just as tables allow drill down so do charts For example clicking on the bar associated with the May 2010 volume will give a bar chart of the performance during that quarter similarly to zooming in with the tabular Analyze report As before one may recursively drill down until the greatest level of granularity is attained Just as one can group the results of a simple tabular analysis one can also produce corresponding grouped charts One simply changes the Group by dropdown from No Grouping to the desired grouping option There are several ways in which the data may be grouped within the chart One may produce grouped stacked or stacked versions of the bar charts Clicking on the Switch icon alternates the displayed and the grouping by fields A grouped chart looks like the one shown in Figure 64 The stacked version of the same report appears at Figure 65 BlforMYOB User Manual 50 Interactive Reporting Group By 28 9 Ww Wizard Advanced Favorites Dashboards Save Update Print Compare Reports Northwind Demo Sales Rep by Quarter Sales Date 01 01 2010 31 12 2010 DI 1 45 000 Y 40 000 3 B _ gt lt lt _X AY _ pag 35 000 e o 488 ay
71. vanced MYOB Premier Inventory Advanced Top 10 Favorites E Customer by Mar MYOB Premier Item Sales Advanced 3 Customer by Pro MYOB Premier Jobs Advanced i Employee Allowa 3 Employee Deduct AAA MYOB Premier Profit amp Loss Advanced MYOB Premier Sales Advanced Invoice by Marg Eli Induded Invoice Detail from abss GI Monthly Payroll Y Profit amp Loss C MYOB Premier Sales FX Advanced LJ Profit by Job C abss Project Sales with Fx Currency 4 More Favorites MYOB Premier Sales v Inventory Advanced Choose Report Help Select the report you wish MY OB Premier Salesperson Performance Advanced to use To use other reports your System Administrator must assign you access rights a e Touse the Wizard to generate a report simply click on the report name e To use the advanced method to generate a report dick on the word Advanced next to the report name Figure 2 1 2 Top 10 Favorites The Top 10 Favorites task bar at the left side of the Choose Report page Figure 2 allows the user to view directly one of the 10 most popular previously saved reports More favorites can be viewed by clicking the More Favorites link at the bottom of the task bar This task bar is also available at the wizard and advanced report pages BlforMYOB User Manual 6 Interactive Reporting 1 3 About When the About link of the upper right corner of the C
72. ws the user to select a different report The select list contains the same reports that appear at the Choose Report page Figure 2 when logging in If the user has access to only one report the Report selection list will contain only that report By changing the report the user is directed to the advanced page specific to the new report 3 3 Report Parameters The Report Parameters section allows the user to select the specific information they wish to see at the report and to select how to format the report 3 4 Report Variables The report variables are the fields by which the user wishes to analyse their data They may specify the following using the drop down list boxes Analyze By the main variable for which to display data In the example above it is Sales Reps If an analysis is performed the first level of the report will display the Sales Reps data e Then By the variable by which the user wishes to perform further analysis when going to secondary levels of the report In the example above there are two Then By options Customer and Categories Let s assume that an analysis report is generated for Sales Reps If a particular sales representative is selected the customers of this sales representative are then displayed If a particular customer is selected the report will show all the categories used by this customer for the specific Sales Rep 3 5 Report Ordering Order By This indicates how to sort the
73. y wish If the between option is chosen from the second list two text boxes appear one should hold the first value and the other the second value of the range that the user wishes to see data for For example a user can select to view only data with margin between 2096 and 3596 In this case only data whose margin value corresponds to this range appear at the report The user has the option to add more numeric fields by clicking the Add Another Link Up to 5 numeric filters can be added for a report generation If the user wishes to remove any of these filters they can click the delete icon next to the filter options BlforMYOB User Manual 13 O Interactive Reporting 2 8 Choose Report Configuration The final section of the report wizard is choosing the report configuration Figure 11 This contains four segments Order By Group By View By Properties and Customize Look and Feel geng Companies MYOB Premier Item Sales Configuration E Companies Choose Report Configuration K Wizard Select the desired parameters that configure your report further such as report grouping ordering view top by display quantities and look amp feel 1 Analyze by Fields 2 Date Range 3 Filters Order By Avg Price Desc e 4 Configuration x A Gp Advanced Then By Description Asc Group by Sales By Quarter v Totas Top 10 Favorites View Al B by Total Sales El Customer by Mar 3 Customer by Pro Pro

BIforMYOB User Manual 3.3 - Interactive Reporting Ltd

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