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Creating a Distribution Report

Distributor steps for building a product distribution report from the Report Library in Encompass: pick a Distribution report, change layout, filters and graph, then save it. v24.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.05

Steps

How to Create a Distribution Report

  1. Using Universal Search, navigate to the "Report Library"
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  2. Scroll to the Distribution section of the Common or Sales Reports tabs, then click to select a report
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  3. Click "Layout" to modify the report using drag and drop to reposition columns & groupings
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  4. Click "Filters" to modify, add, or update the report values
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    Example: Common changes include limiting it to certain Brands, Suppliers, Distribution Areas, or Customer Types.
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  5. Click "Graph" to add or change a graph
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  6. Click "Run Report" to apply changes
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  7. Click "Comments" to review comments from you or someone you've shared the report with
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  8. Click "Settings" to set data & display preferences for formatting, printing, and other options
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  9. Click "Save as new report" to save it to your Saved Reports

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