Launch a Report from the Report Library
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1. You can navigate to the Report Library by either typing Report Library into the Universal Search Bar or by opening Reports Category on the Dashboard Menu on the left side of your screen and clicking on Report Library

2. Scroll to the New Comparison Report report and click the Report to launch it (as an example report)

Drill into the data
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1. With the report rendered in front of you, scroll down to the data beneath the graph
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2. Click on one of the Brands listed in the ‘Brands’ column to see a pop-up displaying the options available to drill further
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3. Select Company and a pop-up display with the specific Customers/Companies that purchased those brands this month is shown

4. To exit this more granular view of your data, click the grey x in the upper right corner of the pop-up window

Update filters with the quick edit toolbar
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1. With the report rendered in front of you, the Quick Edit side-bar should be displaying the Filters tab on the side of your screen
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2. Click Customer or Product to expose the available filters
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i. From the Customer filter, click into the City filter and select a City
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ii. Click Create Report to see the reporting data refresh with a view of your Top Brands and their $Volume Sales within the city you selected

i. Clear the customer filter (if applied)
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ii. From the list of Product Filters, click on the Brand filter and select a single Brand
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iii. Click Create Report to see the reporting data refresh with a view of just the $Volume Sales for that one brand ‘this month’

Update rows & columns with the quick edit side-bar
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1. In the Quick Edit side-bar, click Layout

2. The Layout tab allows you to manipulate how granular the data in your Rows is as well as the different values available to display in columns
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i. Click Add Group By, and search for + select the Package option
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ii. Click Create Report to see the reporting data refresh with the Parent Rows still displaying the Suppliers, but with the more granular $Volume Sales for each package within those brands nested beneath each brand

i. In the Quick Edit toolbar (Still in the Layout tab) scroll down to the Comparison category. Change the drop down to Year
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ii. In the Metrics category, add the Case Equivs or Gallons

iii. Click Create Report to refresh the reporting data; displaying the $Vol and the Case Equivs (or Gallons) sold this month for each Supplier as columns in the report

Print your report
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1. In the Quick Edit side-bar, click Settings

2. Modify the display options as needed

3. Click the Print button