Minimum Version Required: 22.01
Pre-Conditions
To use this feature, a user must be logged into an Encompass site to access data and Product information.
Steps
How to Create a Products Comparison Report
1. Using Universal Search, navigate to the New Comparison Report dashboard.
2. Select the Products tab.
Use Case: A user wants to take a look at all active products listed in the Encompass system produced by a Supplier and Brand. This type of list would be helpful if a user must review products by Supplier, Brand, and Product name.
1. In the Parent Field, enter or select Supplier. This divides the list by the suppliers of a user’s choosing.
2. In the Child Field, enter or select Brand. This adds specific brand names beneath each supplier in the rows of the report.
3. In the Detail Field, enter or select Product Name. This ensures that the name of each product within a brand is shown in the report.
4. In the Column Field, a user will want to make sure that the word None is in the field and it is not left blank.
5. Scroll down to the area of the report builder that says Product Filter
a. Under the Status field, enter or select Active.
b. Under the Brand Family field, enter or select a Brand Family.
c. Select the products to include in the report as populated by the report generator.
d. Under the Brand Family field, enter or select preferred Brand (Example: Wind and Clouds Demo Series).
e. Select all products auto-populated by the report generator for that brand
6. Click the Create Report button when all filters, Tables, Columns, and Values have been entered.
Fields And Definitions
* = required field
*Parent Field - The information/data in the report that a user wants listed in rows.
Child Field - The additional information/data in the report that a user wants listed in rows branching from the 'Parent' Field.
Detail Field – The additional information/data in the report that a user wants listed in rows branching from the 'Parent' and 'Child' Fields.
*Column Field – The data in the report that a user wants listed in columns.
Product Filter – A filter that allows a user to limit information/data rendered by status, appellation, brand, brand country, and brand family.
Best Practices
When viewing the report , a user can return to edit the report by clicking on the Edit button.
To save the report in the Report Library and return to it later, click Save. Additional features include the Share, Export or Print buttons at the top of the page.