Minimum Version Required: 22.01
Steps
How to Create a New Comparison Report
1. Using the Universal Search Bar, navigate to the New Comparison Report page
2. Select the Products tab
3. Enter values to the Parent and Column fields and any additional information in the Child, Data, and Values fields
Example: Create a product-focused report on Brands
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. Navigate to a New Comparison Report and select the Products report tab
2. In the Parent* Field, enter or select Supplier, this divides the list by the suppliers of a user’s choosing
3. In the Child Field, enter or select Brand, this adds specific brand names beneath each supplier in the rows of the report
4. 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
5. In the Column* Field, a user will want to make sure that the word None is in the field and is not left blank
6. 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: Campos
e. Select all products auto-populated by the report generator for that brand
7. Click the Create Report button when all filters, Tables, Columns, and Values have been entered
8. View the report in Comparison Report format
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 your Report Library and return to it later, click Save. Additional features include the Share, Export, or Print buttons at the top of the page