Minimum Version Required: 22.01
Steps
Launch a Report from the Report Library
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 down to the 2 Years by Top Brands This Month report and click the Report to launch it
The report launches in its basic ‘canned’ format with the data and a graph presented in the middle of the screen and the Quick Edit tool on the right side of the screen
Hover your mouse over the graph to see specific data values related to the visual appearance
Drill into the data
1. With the report rendered in front of you, scroll down to the data beneath the graph
2. Click on one of the Brands listed in the ‘Brands’ column to see a pop-up displaying the options available to drill further
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
1. With the report rendered in front of you, the Quick Edit toolbar should be displaying the Filters tab on the right side of your screen
2. Click Customer or Product to expose the available filters
Customer Filter Example:
i. From the Customer filter, click into the City filter and select a City
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
Product Filter Example:
i. Clear the customer filter (if applied)
ii. From the list of Product Filters, click on the Brand filter and select a single Brand
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 toolbar
1. In the Quick Edit toolbar, click Columns
2. The Columns tab allows you to manipulate how granular the data in your Rows is as well as the different values available to display in columns
Example: Add Package as Child Row:
i. Scroll down to the Additional Group By list. Select Package and drag and drop that Package record into the Child category at the top of the Quick Edit window
ii. Click Create Report to see the reporting data refresh with the Parent Rows still displaying the Brands, but with the more granular $Volume Sales for each package within those brands nested beneath each brand
Example: Remove the Year over Year Column and add Case Equiv Values:
i. In the Quick Edit toolbar (Still in the Columns tab) scroll down to the Column category. Select Year and drag it into the Additional Column category
ii. Scroll down a bit further into the Values category. Select Case Equivs or Gallons and drag and drop it beneath $Vol in Values
iii. Click Create Report to refresh the reporting data; displaying the $Volume Sales and the Case Equivs (or Gallons) sold this month for each brand as columns in the report
Print your report
1. In the Quick Edit toolbar, click Settings
2. Modify the display options as needed
3. Click the Print button
Best Practices
After you have completed your quick edits and are happy with the way the data is displaying, be sure to save your report so that you don’t have to make the same adjustments again