Encompass Technologies

Link list (no steps) with video for distributors on prompt engineering: writing good AI prompts for ReportingIQ in Encompass to get report and data insights. Requires v25.01+.

Prompt Engineering

Distributor guide to the background scheduled task that cleans up expired report results, old drafts and versions, and archives report run history in Encompass. Requires v26.07+.

Scheduled Task: Delete Report Histories

Distributor guide to the scheduled task that extends the Encompass reporting calendar (DateConversions), fiscal periods and business days used by date-based reports. Requires v26.07+.

Scheduled Task: Update Date Conversions

Distributor guide to the scheduled task that standardizes capitalization of names, cities, products and brands in Encompass, explaining why a value's casing changed on its own. Requires v26.07+.

Scheduled Task: Fix Case Differences

Explains how the Scheduled Reports task sends Encompass reports by email, text or eChat on a set frequency, and what to check when a distributor's scheduled report stops arriving. v26.07+.

Scheduled Task: Scheduled Reports

Distributor tips for building Fusion reports in Encompass: which tables to use for sales (InvoiceTransReport), assigned reps, contacts, default sales filters and common term aliases. Requires v26.01+.

Fusion Report Creation Tips and Troubleshooting

Distributor steps to add Report Sharing Roles (Role View Permissions) to Fusion reports in Encompass, now required for users to view reports created on v26.03+. Needs report ownership or Shared…

Fusion Report Sharing Roles (Role View Permissions)

Video only with link list for distributors on reportingIQ in Encompass: Data Insights natural language reporting, reporting terms, AI Business Brief and AI podcast pronunciations. Requires v26.01+.

reportingIQ: Unlock Your Data Insights

Distributor reference for the Date Conversions table in Encompass used in reports: week numbering (setting 3431), business days (setting 341), trimesters and selling days. Requires v26.02+; admin to change.

Understanding Date Conversions

Explains ReportingIQ AI reporting tiers: free monthly limits for Report AI Summaries, Data Insights and Business Briefs vs unlimited use, infographics, Cortex Search and Data Hygiene with the ReportingIQ app.…

ReportingIQ

Video only: BevAge Encore session "Splash of Fusion" on Fusion reporting, with links to Comparison Reports, Products Comparison Report, Period Filter definitions, Fusion Lite, Fusion Report View and Quick Edit…

BevAge Encore: Splash of Fusion

Distributor steps for generating AI summaries of any Encompass report (Executive, One-Page, Opportunities), emailing them, and choosing the AI model via System Setting 3383. Requires v25.10+.

AI Report Summaries

Video only, with related links (no steps): distributor walkthrough of the key dsdlink KPIs and metrics to track, plus links to dsdlink navigation and Advertisements Dashboard resources. For v25.12+ sites.

Metrics that Matter: dsdlink KPIs

Video plus link list: distributor webinar on calculating goals and metrics with Fusion reports, linking to custom tables, Fusion for Business Users, Fusion Lite and Fusion Expressions and joins. Requires…

Using Fusion to Calculate Goals and Metrics

Distributor steps for scheduled imports from a Fusion report: create a New Table Import, choose destination table, map fields and Link On, test run, then schedule it under an Import…

Use Fusion to Import Projects

Link list (no steps): reporting learning path for new users, with Skills Kickstart videos on Comparison Reports, reportingIQ and Fusion, plus Fusion 1, Fusion 2 and API & Code Blocks…

Reporting for New Users

Distributor reference for ID Array variables in Fusion report filters ({CustomerIDArr}, {SupplierIDArr}, {LocationIDArr}, {ManagerUserIDArr} etc.) to filter data dynamically for the viewing user. Requires v25.04+.

Using Advanced Expressions: Arrays

Distributor overview of Comparison Report types in Encompass (products, customers, purchases, pricing, AR, surveys, ranking, compound, discount) with a video. Requires v24.01+.

Comparison Reporting - Sales & Beyond

Explains Case Equivalents (CEs) in Encompass with a beer example converting cases and kegs to a standard 288 oz case to compare sales volume. Needs the Case Equivalents table set…

Case Equivalents (CEs)

Steps for adding a table with an Expression Join in an Encompass Fusion report, choosing Inner vs Left joins and matching on multiple fields. Needs the Fusion Edit permission and…

Fusion Expression Joins

Tips to speed up slow or timing-out Fusion reports in Encompass: trim columns, add default filters, flatten queries, use join pruning and the Explain tab, and how timeout disabling works.…

Report Optimization

Distributor overview of what to expect with an Encompass Snowflake Reader account: admin responsibilities, lost-access reset fees, BI tool support limits, and billing. For technical SQL users. Requires v22.01+.

Snowflake Reader: What To Expect

Distributor reference defining each Period filter on Encompass Comparison and Fusion reports, such as Year to Date, Last 4 Weeks, Month to Selling Day, or Rolling 12 Months, based on…

Period Filter Definitions

Distributor guide to Fusion Report View in Encompass for changing groupings, metrics, comparisons, filters, graphs, and comments on pre-built reports without FusionEdit permission. Requires v24.01+.

Fusion Report View

Distributor steps for adding, viewing, replying to, and deleting comments on cells of Fusion reports in Encompass to discuss report data with colleagues. Comparison reports not supported. v24.03+.

Fusion report comments

Distributor steps for browsing and adding saved functions in the Fusion report expression editor in Encompass, with definitions for each expression. Requires v22.01+.

Fusion Saved Expressions

Distributor reference for the DivideByZeroThenZero Fusion report expression in Encompass, which divides two numbers and returns 0 instead of an error when dividing by zero. Needs FusionEdit, v23.01+.

Using Advanced Expressions: DivideByZeroThenZero

Distributor guide to the SPLIT_PART advanced expression in Encompass Fusion reports: return the part of a text string split at a delimiter by occurrence. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Split Part

Distributor guide to the DATE_FORMAT advanced expression in Encompass Fusion reports: format a date or datetime field as text like MM/DD/YYYY (dates stored in MST). Requires v23.01+.

Using Advanced Expressions: Date_Format

Distributor guide to TO_NUMBER and TRY_TO_NUMBER advanced expressions in Encompass Fusion reports: convert text to a number, returning an error or NULL if it fails. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: To_Number & Try_To_Number

Distributor guide to the TO_DATE advanced expression in Encompass Fusion reports: convert a datetime or text value such as {LocalToday} to a date for date functions. Requires v23.01+.

Using Advanced Expressions: To_Date

Distributor guide to concatenating fields and text with the || operator in Encompass Fusion reports, with IFNULL to avoid NULL results. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Concatenate

Distributor guide to the TO_VARCHAR advanced expression in Encompass Fusion reports: convert a field to text and set a custom date display format. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: To_Varchar

Distributor guide to the WEEK and MONTH advanced expressions in Encompass Fusion reports: pull the week number (1-54) or month number (1-12) from a date. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Week & Month

Distributor guide to the TRY_CAST advanced expression in Encompass Fusion reports: convert a value to another data type, returning NULL instead of an error. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Try_Cast

Distributor guide to ADD_DAYS, ADD_YEARS, ADD_MINUTES and other ADD_ expressions in Encompass Fusion reports: add or subtract time from a date. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Add_[DatePart]

Distributor guide to the LAST_DAY advanced expression in Encompass Fusion reports: get the last day of the month, quarter, week or year for a date. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Last_Day

Distributor guide to the DATE_TRUNC advanced expression in Encompass Fusion reports: round a date back to the start of its year, month, week or day. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Date_Trunc

Distributor guide to Data Insights in Encompass: ask questions in plain English about sales, AR, purchases, inventory and survey data (beta) and get report results. Requires v25.01+ and dashboard access.

Data Insights: Natural Language Reporting

Distributor guide to the DATEADD advanced expression in Encompass Fusion reports: add days, weeks, months or other time units to a date. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: DateAdd

Distributor guide to the DATEDIFF advanced expression in Encompass Fusion reports: count the days, weeks, months or years between two dates. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: DateDiff

Distributor guide to the IFNULL advanced expression in Encompass Fusion reports: show a fallback value when a field is blank (NULL). Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: IfNull

Distributor reference for the LEFT and RIGHT advanced expressions in Fusion reports: syntax, arguments and examples for returning the leftmost or rightmost characters of text. Needs FusionEdit permission, v23.01+.

Using Advanced Expressions: Left\/Right

Distributor guide to the REPLACE advanced expression in Encompass Fusion reports: remove or swap out characters or words in a text field. Needs FusionEdit permission and v23.01+.

Using Advanced Expressions: Replace

Link list (no steps) with a video on Encompass comparison reports for distributors: sales, product and survey comparisons, converting to Fusion, and period filters. Requires v26.01+.

Comparison Reports

Link list (no steps) for distributors: a Fusion Lite reporting video plus links to Encompass help on saved expressions, Fusion for business users, Fusion Report View, and saved reports. Requires…

Fusion Lite

Distributor overview of Advanced Analytics (Power BI) in Encompass: installation and workspace limits like 100GB storage, 1,000 reports and daily data refresh. Needs the app, EnableAdvancedAnalytics, v24.01+.

Advanced Analytics Overview (Power BI Integration)

Distributor steps for using the Advanced Analytics (Power BI) dashboard in Encompass: create, edit, save and reopen Power BI reports. Needs the Advanced Analytics app and EnableAdvancedAnalytics permission, v24.01+.

Advanced Analytics Dashboard

Distributor guide to the updated Fusion Report View beta in Encompass: enable beta, change groupings, metrics, filters and graphs on reports without FusionEdit permission. Requires v24.01+.

Updated Fusion Report View Beta

Distributor guide to the Sales KPI Dashboard in Encompass: dollar volume, case equivalents, placements, sales by rep or manager, out-of-stock lost sales and weekday comparisons. v24.05+.

Sales KPI Dashboard

Distributor glossary of Encompass reporting terms: distribution and base periods, buyers, non-buyers, re-buys, new and lost placements, potential placements and product count. v24.03+.

Basic Reporting Terminology Definitions

Producer guide to the Production KPI Dashboard in Encompass: production units, finished goods, waste, production costs, batch costing, WIP in equipment and depletions. Production Cloud only; v24.05+.

Production KPI Dashboard

Distributor guide to the updated Report View beta in Encompass: filter, group, add metrics and comparisons, graphs, settings and comments on reports without FusionEdit permission. v24.01+.

Updated Report View Beta

Distributor guide to the Executive KPI Dashboard in Encompass: dollar volume, case equivalents, gross profit, margin, placements, inventory value, open AR, lost sales and top reps. v24.05+.

Executive KPI Dashboard

Distributor guide to the Chain Review KPI Dashboard in Encompass: margin, case equivalents, products sold, stores serviced, perfect invoice rate and store/product performance by chain. v24.05+.

Chain Review KPI Dashboard

Distributor guide to the Operations KPI Dashboard in Encompass: pick completion and productivity, inventory value, out-of-stock lost sales, count activity, receiving stats and depletions. v24.05+.

Operations KPI Dashboard

Distributor steps in Encompass for adding reports, dashboards, categories and custom dashboard tabs to the Report Library. Needs Global Setting Edit permission and v23.12+.

Adding Reports and Categories to the Report Library

Reference table for distributors explaining what common Encompass report Group By fields mean, e.g. Sales Rep Actual vs Assigned, Route, Chain, Off-Day Delivery, accounts. Requires v22.01+.

Common report field definitions - Group Bys

Reference table for distributors explaining how Encompass report value fields are calculated, e.g. $Vol, Case Equiv, Gross, Margin %, Barrels, Stop Count, per Drop averages. Requires v22.01+.

Common report field definitions - Values

Distributor overview of the Encompass Snowflake Reader: a paid, read-only Snowflake account for querying production data or connecting BI tools like Power BI. Requires setup by Encompass; v22.01+.

Understanding the Snowflake Reader

Distributor steps for building a Power BI report from a Power BI template file using an ODBC connection to the Encompass Snowflake data warehouse. Needs Setting 558 set by Encompass…

Power BI Template File Setup\/Use - ODBC Connector

Distributor steps for setting up a Windows ODBC data source (DSN) for the Encompass Snowflake data warehouse reader node, for tools like Power BI. Needs the Snowflake ODBC driver, Setting…

Setup ODBC Connection to Snowflake Reader Node

Distributor steps for building a Power BI report from a Snowflake connector template file (DirectQuery, no refresh needed) on the Encompass data warehouse. Needs Setting 558 set by Encompass and…

Power BI Template File Setup\/Use - Snowflake Connector

Distributor steps for testing an expression in a Fusion Report in Encompass with the Expression Builder and Run Test, and reading pass/fail and SQL compilation errors. v22.12+.

Testing Expressions in a Fusion Report

Distributor steps for building a Products Comparison Report in Encompass, e.g. listing active products by supplier, brand and product name with product filters. Requires v22.01+.

Products Comparison Report

Distributor guide to the beta Fusion report view in Encompass: filter, group, add columns, graphs and comparisons on reports without FusionEdit permission, and turn the beta on or off. Requires…

Updated Fusion View Beta

Distributor steps for manually syncing data warehouse tables from a Fusion report's Details tab in Encompass, at $.01 per second. Needs the ManualDataWareHouseSync permission; v23.01+.

Manually Sync Tables in a Fusion Report

Distributor steps for using the Quick Edit side-bar on Fusion Reports in Encompass: drill into data, change filters, add rows or columns, change comparisons, and print a report. v22.01+.

Making Quick Edits In Fusion Reports

Distributor steps for scheduling a Fusion report category in Encompass to be sent to users as a link by email, eChat or text on a daily, weekly or monthly schedule.…

Scheduling reports to be sent to users

Distributor guide to Fusion Cubes, pre-built data sets you can add and join into any Fusion report in Encompass to build reports faster. Needs Fusion Edit permission and v23.05+.

Understanding Fusion Cubes

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+.

Creating a Distribution Report

Distributor steps for setting up a table import in Encompass that uses a saved Fusion report as its source, mapping fields, testing it and scheduling it in an Import Project.…

Fusion to Import Projects

Distributor guide to the Saved Reports dashboard in Encompass: find reports by category, view run logs, share with roles, delete, and schedule reports by category. Requires v22.01+.

Navigating Saved Reports

Distributor guide to writing custom Snowflake SQL expressions (fx) in Fusion reports in Encompass, including aggregate function rules and testing. Needs FusionEdit permission and v22.01+.

Using Fusion Expressions

Distributor steps for changing a Fusion report's chart in Encompass, like switching to a pie chart, using the Quick Edit Graph tab and saving it to the report. Requires v24.01+.

Update your report with a Different Graph Using Quick Edit

Video only, plus links: Fusion reporting training for distributor business users in Encompass, with links to quick edits, report themes, the expression library and report library. Requires v24.06+.

Fusion For Business users: For Distributors

Distributor steps for finding and using built-in functions in the Fusion report expression editor (fx) in Encompass, including viewing each function's definition. Requires v22.01+.

Fusion Expression Library

Video only: Connect Summit 2022 session on Fusion reporting for business users on Orchestra Cloud. No written steps. Requires v22.01+.

Fusion for Business Users: For Orchestra Cloud Users

Distributor steps for connecting a Power BI template file directly to the Encompass Snowflake data warehouse (DirectQuery, no refresh needed). Needs Setting 558 set by Encompass and v23.01+.

Power BI Template File Setup/Use - Snowflake Connector

Distributor steps for connecting a Power BI template file to the Encompass data warehouse through an ODBC connection to Snowflake. Needs Setting 558 set by Encompass and v23.01+.

Power BI Template File Setup/Use - ODBC Connector

Distributor steps for finding and deleting old or unused saved reports in Encompass using the Saved Reports dashboard's Not Run in 30/90 Days lists. Requires v22.01+.

Clean-Up Saved Reports Dashboard

Distributor steps for finding and customizing reports in the Encompass Report Library and adding company custom reports to library categories. Requires v24.01+; custom reports need Fusion Edit permission.

Report Library

Distributor steps for requesting a custom report built by Encompass through the support portal's professional services request ($250/hour), or getting Fusion certification to build your own.

Submit a Custom Report Request to Encompass

Distributor steps to turn a Comparison report into a Fusion report with Convert to Fusion, then add joins, filters and fields; notes sharing and non-convertible reports. Needs Fusion Edit permission;…

Comparison Reports: Convert to Fusion

Distributor steps for building a Comparison Report in Encompass, with an example listing active products by supplier, brand and product name, then saving, sharing or exporting it. Requires v22.01+.

Create a new Comparison Report

Bailey Naas-Thornton

Reporting

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.