Customise and Schedule Reports...19 Customise and Schedule Reports - Settings...20 How to create a Custom Report...23 How to Schedule a Report...

Transcription

1 REPORTS

2 Table of Contents Useful Hints... 4 Hide, Move, Filter, Group and Sort data on reports... 5 Report on Multiple Seasons at once...10 Date Range in reports...12 Abbreviations in...14 Increase number of lines on report screen...15 Exporting with Images...16 What do AVG PRICE and WTG AVG PRICE mean?...18 Customise and Schedule...19 Customise and Schedule - Settings...20 How to create a Custom Report...23 How to Schedule a Report...29 Bestsellers...34 Bestseller by Category...35 Bestseller by Style...37 Customer...38 Sales - Customer List...39 Current Season Stockist List...40 Current Season Stockist List - By Product...42 Current Season Stockist List - By Product/Size...44 Financial...46 Sales Order Book Value...47 Production Order Values...49 Raw Material Purchase Order Values...51 Product Closing Stock...53 Raw Materials Closing Stock...55 W I P value...59 Margin Reporting...61 Sales...64

3 Open Sales Orders...65 Sales History - Order Value/Payment Terms...66 Order Gross Profit...68 Full Country Product List...69 Intrastat...71 > Sales > Intrastat...72 Invoices/Credit Notes...74 Invoice/Credit Notes...75 Raw Materials...77 Purchasing Required Report - (Inventory Users Only)...78 > Materials > Full Purchase Order List...81 > Materials > Raw Materials Inventory (ZM)...83 > Production > Manufacturer Raw Materials...84

4 Useful Hints Page 4

5 Hide, Move, Filter, Group and Sort data on reports You can hide, move, filter, group and sort by any of the data values in a report From the HOME SCREEN, go to REPORTS Select the report you want to work on You can DISPLAY REPORT first, but is it not essential Page 5

6 HIDE columns you dont need Right Click on any header > go to 'Columns' > Deselect the data you want to hide > Click DISPLAY REPORT again MOVE columns on the report Page 6

7 Drag and Drop any header from its original position to where you want it to be FILTER data on the report Type in the relevant field > click on the champagne glass and select the filter logic > wait for the page to reload Page 7

8 GROUP by one or more data fields on a report Drag and drop a header into the light blue band at the top of the screen......or right click the header and select 'Group By' Page 8

9 The report is now grouped by that data field. Any of the columns showing totals will now also showing subtotals for each group. SORT by a data field on a report Click on a header to sort the report Ascending by that field....click it again to Sort Descending The header is now darker and shows the arrow up for Ascending and arrow down for Descending Page 9

10 Report on Multiple Seasons at once You can report on two or more seasons at once. (Currently available only on some reports. It will be added to all going forward) The season column shows "CURRENT SEASON" - click on it You see a list of all your seasons: select the ones you want to report on, or (Select All) (you may need to scroll up/down to see all your seasons) Page 10

11 Click on the filter symbol to apply this filter. The report will automatically display - repeat the process if you need to change the filter Page 11

12 Date Range in reports Filter your report by date range Date fields on reports are showing a FROM and TO filter option Select your date range using the calendars or typing in the dates Click on the filter symbol and select the logic required. Most often will be "BETWEEN" Wait for the page to reload (Remember to remove the CS-Current Season filter or select ALL SEASONS in the season field if required) Page 12

13 Display The Report or export to CSV or Excel Page 13

14 Abbreviations in In most reports there are some abbreviations in the first columns :- AC = If ticked = ACTIVE. If unticked = INACTIVE IS = If ticked = Product in Season. If unticked = Product NOT in Season CS = If ticked = Orders in current Season. If unticked = Orders in all seasons ZM = ZERO MOVEMENT = if ticked excludes items with no movement in report. If unticked includes all items other abbreviations: CLS = Closed APP = Approved CCY = Currency i.e. To report on all seasons, click on the CS filter options and select NoFilter Page 14

15 Increase number of lines on report screen You would like to see more lines on a report screen From Home Screen, go to REPORTS and select the report you want to see, then DISPLAY SCREEN 1. You can move from page to page by clicking on the > 2. Number of pages in report 3. Page size = how many lines per page 4. Total number of lines in this report To increase the number of lines on the screen, type the required number in the PAGE SIZE field ( see 3 above ) and then click on CHANGE Scroll up and down to see al the lines on each page. Page 15

16 Exporting with Images You would like to export a report that contains images. For example...you would like to see this report and you would like to export it to excel - which one to chose? EXCEL If you are working on PC, please use this one and the images will be visible in your report Page 16

17 EXCEL STYLE If you want your report with filters use this one and, on PC, the images will be visible in your report EXCEL BIFF If you are working on MAC, please use this one and the images will be visible in your report Page 17

18 What do AVG PRICE and WTG AVG PRICE mean? These calculations appear in REPORTS in the PRODUCTS area and it is useful to know what they mean. The figures in these two columns are expressed in your DEFAULT currency. Any unit prices of products on orders in other currencies will be converted back to your DEFAULT currency using the exchange rates in your SETTINGS. AVG PRICE AVG PRICE = average product price, by the number of orders in which it has been sold. For example - you have a product on 7 orders. It looks at the product price on each order, converts to your default currency, adds them all up and divides it by 7 = AVG PRICE WTG AVG PRICE WTG AVG = average unit price, by the total number of units sold across all orders. For example - you have a product on 7 orders, for a total of 32 units. it looks at each unit price, converts to your default currency, adds them all up and divides it by 32 = WTG AVG PRICE These figures appears in the following reports :- FULL PRODUCT LIST FULL PRODUCT SIZE LIST FULL PRODUCT SIZE LIST FINANCIAL Page 18

19 Customise and Schedule Page 19

20 Customise and Schedule - Settings General Information As part of your licence fee you can create 1 custom report and 1 schedule report. If you would like further information and prices about multiple reports, please contact the Zedonk team at support@f2it.co.uk - CUSTOM REPORTS will allow you to start from an existing report and customise it to your needs, remove/add fields, decide the order of your columns, customise the name of the headers, set default sorting, grouping and set your filters. You can save it and access it anytime you need it. - SCHEDULE REPORTS will allow you to schedule your standard or your custom report to be ed to you daily, weekly or monthly at a set time window. You will be able to type in the recipient, the subject and body of the and the name of the csv file which will be sent. Note that you will have a maximum number of Custom and Scheduled reports depending on the package you have purchased. User Permissions needs to be given to a user in order to access these functionalities. SETTINGS > COMPANY USERS EDIT > SELECT USER >SYSTEM ACCESS REPORTS - CUSTOM REPORTS CUSTOM REPORTS allows the user to display and export existing Custom (created by other users) REPORTS - CUSTOM REPORTS - EDITOR CUSTOM REPORTS - EDITOR allows the user to create and save Custom REPORTS - SCHEDULED REPORTS - EDITOR Page 20

21 SCHEDULED REPORTS - EDITOR allows the user to set up a schedule for an automatic report to be ed out. CUSTOM REPORTS will be shown in the reports section grouped together and sorted alphabetically You can see how many Custom you have created against your total availability SCHEDULED REPORTS will be shown in the reports section grouped together and sorted alphabetically Page 21

22 Next to each Scheduled Report a letter shows if you set your schedule to be D=Daily, W=Weekly or M=Monthly You can see how many Daily, Weekly and Monthly you have Scheduled against your total availability Page 22

23 How to create a Custom Report (Make sure your user permissions settings allow you to create Custom ) - to see how to do this, read this From the HOME PAGE, go to REPORTS Find and Select the report you want to start from and click on CUSTOMISE Page 23

24 Here is where you can make all your changes.. (This will not overwrite the existing report but it will create a new one) Custom Report Name: Type in the name for your Custom Report will be sorted alphabetically. We suggest you start with your name or department in order to find it easily in the list. Zedonk shows the "parent" report which defines the possible fields you will be able to add Zedonk shows the API Key to access the report via API (for more info and to obtain access to API please contact support@f2it.co.uk) Page 24

25 If this report allows it, you can ADD extra fields from the dropdown REMOVE a field by clicking on the red cross Note that if you remove a field which has an active filter, the filter will no longer apply. i.e. Removing the field CS (current season) from the example above, would make the report run across all seasons and you will not be able to sort/filter by this field. You might want to keep the field and just remove the filter if required. Amend HEADERS Adjust the WIDTH of a column Page 25

26 Organise SORT PRIORITY - insert priority number (1,2,3..) and define Ascending or Descending In this example the report will be automatically sorted by "Customer Category", Descending (ZtoA). Within the Category, by "Customer Country", Ascending (AtoZ) Within the Country, by "Customer Name", Ascending (AtoZ) [You can leave the Sort Priority blank if not needed] Organise GROUP PRIORITY - insert priority number (1,2,3..) In this example the report will be automatically grouped by "Customer Category" and within the category, by "Customer Country" Page 26

27 Select you FILTER rule from the dropdown, then set your filter value In this example the report will only show orders created on or after 01/01/2015 not including my customer category "Stock" Save + Close Back to your report list where you can DISPLAY or EXPORT or SCHEDULE your new custom report It will be shown in the folder CUSTOM REPORTS Page 27

28 Click on CUSTOMISE to make any amendments, copy or delete this report Make any change and "Save+Close" to amend the report. "Close" to exit without saving "Delete" to remove the report from the list "Copy" to create a copy - then you can change name and settings for a different result. Page 28

29 How to Schedule a Report Make sure your user permissions settings allow you to Schedule - to see how to do this - read this You can Schedule a report to be ed automatically by Zedonk to one or more addresses on a set date and time. From the HOME PAGE, go to REPORTS Find and Select the report you want to Schedule and click on SCHEDULE NOTE you can Schedule a Custom Report if you wish - for more information click here) Schedule Name: Type in the name for your Schedule Page 29

30 Scheduled will be sorted alphabetically. We suggest you start with your name or department in order to find it easily in the list. REPORT DETAILS 1- The drop down menu lets you select a different report to schedule (just in case you realise the one selected is not the one you wanted) 2- Select the SEASON for your Schedule Report to collect the data from 3- Select you FILTER rule from the dropdown, then set your filter value DELIVERY DETAILS 1- Enter the ADDRESS for the recipient 2- Enter the SUBJECT of the which will be sent automatically (the will be delivered from noreply@zedonk.biz) 3- Enter the BODY of the 4- Enter the name of the file (the file attached to the will be a zipped.csv file) Page 30

31 FREQUENCY and TIME RANGE 1- Daily within a set time window (UK Time) 2- Weekly on a set day and within a set time window (UK Time) 3- Monthly on a set day and within a set time window (UK Time) NOTE: You can schedule any monthly date from the 1st to the 28th Select 99 if you want the report to be scheduled for the last of each month. Save + Close Page 31

32 Back to your report list where you can see your scheduled reports sorted alphabetically in the folder SCHEDULED REPORTS. The name of the report is followed by M if monthly, W if weekly and D if daily. Click on the schedule name in the list to make any amendments, copy or delete a schedule. Make any change and "Save+Close" to amend the schedule "Close" to exit without saving "Delete" to remove the schedule from the list "Copy" to create a copy - then you can change name and settings for a different result. Page 32

33 The ZIP file is delivered to your address from Page 33

34 Bestsellers Page 34

35 Bestseller by Category Zedonk will give you a report on your bestseller by Category From the HOME SCREEN, Click on REPORTS > Products > + Bestsellers... (Click on the + sign to expand the menu) Select the Report Category = what you put in the MARK UP Category in SETTINGS - for more info read this By Category - the report lists the highest value first Page 35

36 In this example the highest value seller was BOTTOMS but the largest quantity was PANTIES You can then export the report eg to Excel Page 36

37 Bestseller by Style Best Seller by "Style" From the HOME SCREEN, Click on > Bestseller > Zedonk Report By Style The list displays with the best selling style at the top And images will be included if you have uploaded them. You can export to EXCEL, EXCEL STYLED or CSV Page 37

38 Customer Page 38

39 Sales - Customer List You can download a report containing data entered in the Customer Record area From the HOME SCREEN click on REPORTS SALES - Customer List Columns for CONTACT, ADDRESS, DELIVERY ADDRESS and ACCOUNTS ADDRESS will ONLY populate with the record that you have ticked as DEFAULT For more information about DEFAULT details, please read this You can export the report into EXCEL, EXCEL STYLED and CSV Page 39

40 Current Season Stockist List You can use this report to find the current season stockist list with addresses + Order Values + Profit + Commission and lots lots more... Home Page - SELECT SEASON THAT YOU WANT THE INFORMATION FOR Go to REPORTS Click on SALES CUSTOMER LIST Page 40

41 You can pre filter the report eg to a "Category" of Customer Scroll to the right to the column "SOLD QUANTITY type in 0 ( zero ) and then filter (click on champagne glass) to "Greater Than" This filter will eliminate any customers who have not placed an order in the current season. After each filter be sure to allow Zedonk to update your request. You will see the screen flicker and re set itself but you will not see anything on the screen "Display Report" or simply export to CSV or Excel Page 41

42 Current Season Stockist List - By Product To find the current season stockists for each of your products Home Page - SELECT SEASON THAT YOU WANT THE INFORMATION FOR Go to REPORTS Click on SALES click on FULL QUANTITY SOLD BY STYLE This report is defaulted to group your results by "Product Style" Page 42

43 "Display Report" or simply export to CSV or Excel Displays the Stockists who bought each of your products, their order number, the image of the product, WH and RRP price, Sales Order Quantity and more.. Page 43

44 Current Season Stockist List - By Product/Size To find the current season stockists for each of your products/sizes Home Page - SELECT SEASON THAT YOU WANT THE INFORMATION FOR Go to REPORTS Click on SALES click on QUANTITY SOLD BY STYLE + SIZE This report is defaulted to group your results by "Product Style" Page 44

45 "Display Report" or simply export to CSV or Excel Displays the Stockists who bought each of your products/size, their order number, WH and RRP price, Sales Order Quantity and more.. Page 45

46 Financial Page 46

47 Sales Order Book Value You can report on the full sales order book value for a season. are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our scheduled reporting function ( for more info click here ) From the HOME PAGE select REPORTS Click on + System Click on + Sales Page 47

48 Select ORDER VALUE/PAYMENT TERMS This is an excerpt from the report headings... You can export into one of these formats You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more You can find a fuller report at REPORTS, SALES, FULL ORDER LIST Page 48

49 Production Order Values You can report on the complete production order value for a season are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our schedule reporting function ( for more info, click here ) From the HOME PAGE select REPORTS Click on + System Click on + Production Page 49

50 Select PRODUCTION ORDER COSTS This is an excerpt from the report headings... You can export into one of these formats You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more Page 50

51 Raw Material Purchase Order Values You can report on the complete production order value for a season are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our schedule reporting function ( for more info, click here ) From the HOME PAGE select REPORTS Click on + System Click on + Materials Page 51

52 Select FULL PURCHASE ORDER LIST This is an excerpt from the report headings... You can export into one of these formats You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more Page 52

53 Product Closing Stock You can report on the value of your closing stock are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our scheduled reporting function ( for more info click here ) From the HOME PAGE select REPORTS Click on + System Click on + Products Page 53

54 Select INVENTORY Select PRODUCT INVENTORY VALUE This is an excerpt from the report headings... You can export into one of these formats You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more Page 54

55 Raw Materials Closing Stock You can report on the value of your closing stock are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our scheduled reporting function ( for more info click here ) From the HOME PAGE select REPORTS Click on + System Click on + Materials Page 55

56 Select INVENTORY Select RAW MATERIALS INVENTORY This is an excerpt from the report headings... You can export into one of these formats You may also need to consider Unallocated Raw Materials held at factories. Page 56

57 From REPORTS - Click on + Production Select MANUFACTURER RAW MATERIALS These are the report headings You can export into one of these formats You will need to add a column to multiple UNALLOCATED STOCK x COST Unallocated stock is RAW MATERIALS that are at the factory and are not needed for any production orders i.e it is YOUR stock Page 57

58 You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more Page 58

59 W I P value WIP is Work in Progress - undelivered products against Production Orders You can report on the value of your WIP. are time sensitive - data is pulled from the live system. If you need historical reporting, be sure to download your report or use our scheduled reporting function ( for more info click here ) From the HOME PAGE select REPORTS Click on + System Click on + Products Page 59

60 Select FULL PRODUCT DETAILED LIST This is an excerpt from the report headings... You can export into one of these formats You will need to add a column to multiply WORK IN PROGRESS x UNIT COST You can customise any report and schedule any report to be automatically ed to your desktop Click here to read more Page 60

61 Margin Reporting You can report on your margins and gross profit values These reports are available - GROSS PROFIT - by PRODUCT GROSS PROFIT - by CUSTOMER GROSS PROFIT - by ORDERS GROSS PROFIT BY PRODUCT from the home page, click on REPORTS Click on + SYSTEM REPORTS and then PRODUCTS Page 61

62 GROSS PROFIT This report contains the GP and % margin for each product sold and extends it across quantity sold. GROSS PROFIT BY CUSTOMER, click on SALES CUSTOMER GROSS PROFIT This report contains summaries of sales value, cost and profit by client and is pre-grouped by country. Page 62

63 GROSS PROFIT BY ORDERS, click on SALES ORDER GROSS PROFIT This report is by order and takes into consideration any discout given to the client. Page 63

64 Sales Page 64

65 Open Sales Orders Open Sales Orders - A listing of all Orders that have not been Completely Delivered or Closed. When an Order has not yet been fully delivered it is still considered to have an OPEN Status. You can easily generate a report of "OPEN" Orders in. From the HOME SCREEN, Click on REPORTS > Sales > Open Sales Orders Open Sales Orders - A listing of all Orders that have not been Completely Delivered or Closed. Page 65

66 Sales History - Order Value/Payment Terms A report about the Season, Customer, City, Payment Terms, Order Quanity, Value, Cost & Profit From the HOME PAGE, Click on REPORTS > SALES > Order Value/Payment Terms Grouped by Country the report will display, filter to the information you require. Page 66

67 To export click on eg Excel Page 67

68 Order Gross Profit From the HOME SCREEN, Click on REPORTS > SALES > Order Gross Profit The report will display the Customer, Order Value, Costs & Predicted Gross Profit To export the report click on eg excel Page 68

69 Full Country Product List A "Full" report about Which Country, how many customer purchased what Products and financial information about this. From the HOME PAGE, Click on REPORTS > Sales > Full Country Product List The report is displayed, grouped by Country Page 69

70 with financial information. To export the information eg click on excel Page 70

71 Intrastat Page 71

72 > Sales > Intrastat Some European Companies have to complete Intrastat required by their Governments. The reporting system will aid this process. See Also Full IN/CN Product List From the HOME SCREEN, Click on REPORTS > Sales > Intrastat zedonk will generate the report, you can group & filter to find the information you want. Page 72

73 The Intrastat code is entered in the Product Costing Record. To export the report click on eg. excel If you want to know more about Intrastat in general, read this Page 73

74 Invoices/Credit Notes Page 74

75 Invoice/Credit Notes You can generate reports to show all the invoices and credit notes that have been raised From HOME PAGE, go to REPORTS and then select SALES INVOICE/CREDIT LIST - List of all documents with basic data i.e client names, dates and values FULL INVOICE/CREDIT LIST - List of all documents with extended data i.e. full client data, dates, invoice values ( transport, % discount ), GP and commission value FULL IN/CN Product List - List of all documents by products Page 75

76 You can search by document MONTH Export the document into EXCEL STYLED and filter by the required data Page 76

77 Raw Materials Page 77

78 Purchasing Required Report - (Inventory Users Only) The Purchasing Required Report is a listing of all the Raw Materials that you need to order to fulfil your sales and production orders. It takes into consideration any stock held in the Raw Material Inventory. From the HOME SCREEN, Click on REPORTS > Materials > Purchasing Required. Page 78

79 Grouped by Supplier the report tells you what you need to order, Projected Stock is negative. You can filter your report to exclude or include something eg Page 79

80 You can export the data to excel or other, just click on your preferred method of export. Your report will then open using excel or Page 80

81 > Materials > Full Purchase Order List The report contains information about the Purchase Orders to Suppliers for Raw Materials From the HOME SCREEN, Click on REPORTS > Materials > Full Purchase Order List The report will open, displaying information about your Purchase Orders Page 81

82 To EXPORT all the data, simply press the preferred export method eg excel or excel styled This will open an Excel Spreadsheet. You can save this to your desktop Page 82

83 > Materials > Raw Materials Inventory (ZM) Excludes all raw materials where there is no ( zero) movement Page 83

84 > Production > Manufacturer Raw Materials You want to know the raw material status by manufacturer From Home Page, click on From PRODUCTION, click on MANUFACTURER RAW MATERIALS Page 84

85 This is the data that will appear in the report 1. Sold Quantity This is the quantity of raw material required to produce the products on sales orders for the season. This figure takes into consideration any closing stock of product containing this raw material. 2. Production Quantity This is the quantity of the raw material required to produce the products on production orders for the season. 3. Combined Quantity This is the quantity of the raw material required to produce the products needed for the higher of the sales and production quantities. This figure also takes into consideration any raw material stock held ( opening stock and transfer/adjust ) 4. Dispatched Quantities This is the total quantity of raw material that has been actually been delivered to the manufacturer this season i.e across all dispatch notes ( dispatch notes and purchase order direct delivery ) 5. Unallocated Quantity This is the difference between the [Dispatched Quantity] and the [Production Quantity]. In this example the manufacturer needed 60m for production, he was sent 90m, so he is holding 30m ( 90m-60m = 30m) of unallocated ( not required for production) fabric 7. On Order Quantity This is the quantity of this raw materials that is on purchase orders yet to be delivered direct to the Manufacturer. Page 85

86 DISPLAY REPORT on your screen Or export it into Excel I can see in Raw Material Inventory that the Raw Material has been dispatched but it does not appear in this report? Then the Raw Materials has been made ' invisible' in that season. Untick 'IS" and click on the champagne glass and select ' NO FILTER' and all invisible raw materials that have activity in this season will appear. Page 86