TECHNOLOGY TRAINING PROGRAM. Supplier Decision Support System. User Manual

Transcription

1 TECHNOLOGY TRAINING PROGRAM Supplier Decision Support System User Manual

2 PREREQUISITE(S) A basic knowledge of Internet Explorer is recommended. You should be familiar with terms such as Address Bar, Hyperlink, etc., which are commonly used in Internet Explorer. FEEDBACK REGARDING THE USER MANUAL Please send any feedback (comments, corrections, or suggestions) to: tross@c-sg.com REVISION HISTORY V. Date Description Name Final Revision Terri Ross Version 1 Page 2

3 CONTENTS INTRODUCTION... 5 GETTING STARTED... 6 SYSTEM REQUIREMENTS... 7 JAVA VERSION AND SETTINGS... 8 INTERNET BROWSER SETTINGS INTERNET EXPLORER ADD URLS (WEB ADDRESSES) TO TRUSTED SITES ALLOW POP-UP BLOCKERS GOOGLE CHROME ALLOW POP-UP BLOCKERS FIREFOX ALLOW POP-UP BLOCKERS SAFARI ALLOW POP-UP BLOCKERS EXTERNAL TOOLBARS LOGGING IN PASSWORD MANAGEMENT ENROLLING WITH THE PASSWORD MANAGEMENT TOOL RESETTING YOUR PASSWORD SCREEN ELEMENTS VIEWS DATA OPTIONS FILTER AND CROSS-DRILL FILTER SETTINGS REPORT AREA REPORT AREA ICONS TITLE BAR ICONS THE DASHBOARD DATA SELECTION OPTIONS THE CHARTS AND TABLES TOTAL BUSINESS BUSINESS BY CHANNEL ON AND OFF ACCOUNT RANK DEMOGRAPHICS BRAND COMPARISON REPORT OPTIONS SELECTING DATA FOR A REPORT DRILLING THROUGH DATA SETTING STANDARD FILTERS STEPS TO SET FILTERS Version 1 Page 3

4 CLEARING FILTERS ONE OR MORE FILTERS ALL FILTERS SETTING CROSS-DRILL FILTERS DOUBLE-FILTERING BETWEEN STANDARD AND CROSS-DRILL FILTERS SELECTING ATTRIBUTES TO SHOW IN COLUMNS STEPS TO DISPLAY AN ATTRIBUTE IN COLUMNS REMOVING AN ATTRIBUTE FROM COLUMNS PRINTING A REPORT EXPORTING A REPORT EXCEL FORMAT POWERPOINT FORMAT PDF FORMAT ADD A REPORT TO THE EXPORT QUEUE ADD A REPORT FOR IMMEDIATE EXPORT BOOKMARKS CREATING BOOKMARKS PERSONAL BOOKMARKS PUBLIC BOOKMARKS OPENING BOOKMARKS DELETING BOOKMARKS SHARING BOOKMARKS HELP OPTIONS APPENDIX A: THE TEMP FOLDER APPENDIX B: APPLICATION DIFFERENCES ON MOBILE DEVICES Version 1 Page 4

5 INTRODUCTION A decision support system, or DSS, is a tool that analyzes performance data such as case sales from many different perspectives such as customers or products allowing you to make well informed business decisions. An important element of maintaining an ongoing partnership with our suppliers is sharing such data. The Supplier Decision Support System, or SDSS, was created to help suppliers obtain this data. This data is accessed through a web portal and is updated on a daily basis. Version 1 Page 5

6 GETTING STARTED SDSS is available through the Supplier Area of the distributor website such as the example shown below. Simply move your cursor over the Login button to display the menu and click the Supplier Area hyperlink. You may also access SDSS by entering the URL ( directly in the address bar of your Internet browser. SDSS can also be accessed on mobile devices by entering the URL ( directly in the address bar of your Internet browser of your mobile device. When you first access the site, you will receive a prompt to run the application. If you place a checkmark in the Do not show this again checkbox prior to clicking the Run button, you will not receive this prompt again. The transmission of information over the internet for SDSS is protected by Secure-Socket Layer (SSL) technology. You can tell you are using SSL by the presence of a padlock icon located at the bottom of the Internet Explorer screen for version 8 or within the address bar for version 9 and above. Before accessing the application, please verify that you meet the system requirements and set up your browser settings. Version 1 Page 6

7 SYSTEM REQUIREMENTS Supplier DSS is built on a platform that utilizes a web interface. Therefore, the user must have: Operating system: o Windows XP or later version o Apple OS X, Version or later o Apple ios An internet connection (a broadband connection is recommended for faster performance) Firewalls may cause issues while using SDSS. Please refer to your System Administrator to troubleshoot any issues. Java: Version 7, update 21 or later Internet browser: o Explorer, Version 7 or later o Mozilla Firefox, Version 4 or later o Google Chrome o Safari, Version or later Version 1 Page 7

8 JAVA VERSION AND SETTINGS You must have Java version 7, update 21 or later to use the SDSS application. Follow the steps below to verify your version of Java and to allow application components. 1. Click the Windows Start button and select Control Panel. 2. Click the Programs icon. 3. Click the Java icon. Version 1 Page 8

9 4. Click the About button. 5. Verify the version and click the Close icon. If you need to update your version of Java, select the Update tab and click the Update Now button and follow the update instructions. 6. Select the Advanced tab. Version 1 Page 9

10 7. Scroll down to locate the Mixed Code section and select the Enable hide warning and run with protections radio button. 8. Click the OK button. Version 1 Page 10

11 INTERNET BROWSER SETTINGS Before accessing SDSS, there are two settings that need to be configured for your Internet Browser: 1. Add the URL (web address) to your trusted sites [Internet Explorer only] 2. Allow pop-up blockers for the application Adding the web address to Internet Explorer s trusted sites will prevent firewall settings from blocking the application. Configuring pop-up blocker settings is required in order to share bookmarks. Additionally, allowing pop-ups will ensure that all windows open without interruption. INTERNET EXPLORER Internet Explorer version 7 and later is supported. 1. Open Internet Explorer. ADD URLS (WEB ADDRESSES) TO TRUSTED SITES 2. Click the Tools icon and select Internet Options. 3. Select the Security tab. Version 1 Page 11

12 4. Select Trusted Sites. 5. Click the Sites button. 6. Enter the following URLs (one at a time) in the Add this website to the zone field and click the Add button: a. b. The entries you make will appear in the Websites: section. Version 1 Page 12

13 7. Click the Close button. 8. Click the OK button. Version 1 Page 13

14 Internet Explorer Version 8 ALLOW POP-UP BLOCKERS 1. Select Internet Options from the Tools menu. Depending on your toolbar settings, some users will have the menu bar displayed, others will not. If you do not have your menu bar displayed, the Tools menu can be accessed as shown below. If the Pop-up Blocker Settings option is grayed-out, you must first set your popup blocker setting to On. 2. Enter the following URLs (one at a time) in the Address of website to allow field and click the Add button: a. b. The entries you make will appear in the Allowed sites: section. Version 1 Page 14

15 3. Click the Close button. 4. Click the OK button. Version 1 Page 15

16 Internet Explorer Version 9 and above 1. Open Internet Explorer. 2. Click the Tools icon and select Internet Options. 3. Select the Privacy tab. 4. Place a checkmark in the Turn on Pop-up Blocker checkbox and click the Settings button. Version 1 Page 16

17 5. Enter the following URLs (one at a time) in the Address of website to allow field and click the Add button: a. b Click the Close button. The entries you make will appear in the Allowed sites: section. 7. Click the OK button. Version 1 Page 17

18 GOOGLE CHROME ALLOW POP-UP BLOCKERS 1. Click the Customize and Control Google Chrome icon and select Settings. 2. Scroll down to the bottom of the page and click the Show Advanced Settings hyperlink. 3. Click the Content Settings button in the Privacy section. Version 1 Page 18

19 4. Scroll down to the Pop-ups section and click the Manage Exceptions button. 5. Enter the following URLs (one at a time) in the text field, select Allow from the dropdown menu, and press the [Enter] key on your keyboard. a. b Click the Done button. Version 1 Page 19

20 7. Click the Done button. FIREFOX Mozilla Firefox version 4 and above is supported. ALLOW POP-UP BLOCKERS 1. Click the Firefox button then select Options from the dropdown menu. 2. Select the Content tab. 3. Click the Exceptions button. Version 1 Page 20

21 4. Enter the following URLs (one at a time) in the Address of website field and click the Allow button: a. b. The entries you make will appear in the bottom section of the window. 5. Click the Close button. 6. Click the OK button. Version 1 Page 21

22 SAFARI Safari version and above is supported. The URL to access SDSS on the ipad is: ALLOW POP-UP BLOCKERS When using SDSS, whether on the Mac or ipad, you should turn off your pop-up blocker to ensure all windows open properly. Prior to accessing SDSS, turn off your pop-up blocker by following the steps below. Remember to turn your pop-up blocker back on once you have finished with the SDSS session. 1. With Safari open, select Safari > Preferences from the menu bar. 2. Select the Security tab. 3. Remove a checkmark in the Block pop-up windows checkbox. EXTERNAL TOOLBARS There are a lot of pop-up blockers available from external toolbars (e.g., Yahoo!, Google, etc.) and each one is different. Try to locate the Always allow pop-ups option, or something similar, to allow pop-ups from the SDSS website. Version 1 Page 22

23 LOGGING IN Now that you have verified your system settings and configured your Internet browser settings, you are ready to access SDSS. To log in to the application, enter your SDSS user name and password in the respective boxes and click the Login button. From the Welcome page, you can choose the area of the portal you would like to access. Analyze Your Business allows you to view and create reports relating to your business with The Charmer Sunbelt Group. Visualize Your Business allows you to view the same information displayed in a visual format. User Manual allows you to view the complete user manual covering all the capabilities of SDSS. How-to Videos allow you to view short videos on basic and advanced features of SDSS. If the system remains inactive for more than 30 minutes, you will be prompted to restart. When you receive this message, click the Log Out & Reload hyperlink as shown below. Version 1 Page 23

24 PASSWORD MANAGEMENT Your password will expire every 180 days. The password management tool allows you to establish security questions that you will answer when changing your password. Once you have registered with the password management tool, you will be able to reset your password at any time. ENROLLING WITH THE PASSWORD MANAGEMENT TOOL 1. Select the Click here to enroll in the password reset management tool option. 2. Select Supplier from the Domain dropdown menu, enter your SDSS user ID and password, and click the Next button. Version 1 Page 24

25 3. Click the Next button. 4. Select your security questions, enter an answer to each of the questions, and click the Next button. You must select and answer three security questions. Answers are not case sensitive when changing your password. Version 1 Page 25

26 5. Place a checkmark in the Show Answers checkbox, verify the answers to each question and click the Finish button. RESETTING YOUR PASSWORD You must be enrolled in the Password Reset Management Program in order to reset your password. 1. Select the Click here to reset your password option. 2. Select Supplier from the Domain dropdown menu, enter your SDSS user ID, and click the Next button. Version 1 Page 26

27 3. Place a checkmark in the Show Answers checkbox, enter the answers to each question and click the Next button. Answers are not case sensitive. 4. Enter your new password in both fields and click the Finish button. Version 1 Page 27

28 SCREEN ELEMENTS VIEWS There are five ways to view your data in SDSS. Each view is essentially an aspect of the business for which you can analyze. Dashboard The Dashboard offers a visual snapshot of your business performance, overall and through various lenses, with each illustration conveying a different piece of your business story. There are a total of six illustrations in either a bar chart or table form, some of which can be customized to tell multiple stories. Please refer to the Dashboard section for additional information. Houses The Houses view displays data at the state level. You will only see data for the state(s) you are authorized. Products The Products view displays data at the product hierarchy level(s). Hierarchy levels include Vendor, Brand, Family, Group, and Product. You will only see data for the vendor(s) you are authorized. Customers The Customers view displays data at the customer hierarchy level(s). Hierarchy levels include Premise, Chain, and Customer. You will only see customer data for the state(s) you are authorized. When expanded to the lowest level, you can click the Info icon to display additional properties pertaining to the customer as well as see the customer s location on Google Maps. Sales Force The Sales Force view displays data at the sales force hierarchy level(s). Hierarchy levels include Division Manager, Area Manager, Field Sales Manager, and Sales Representative. You will only see sales force data for the state(s) you are authorized. Version 1 Page 28

29 DATA OPTIONS The following data options are available for the Houses, Products, Customers, and Sales Force views. A checkmark next to an option indicates the selected view. Menu Name Description Data As Of This date determines when the data is effective through and can be changed, if needed. There are two options: 1. Data as of the previous day 2. Data as of the previous month The default setting is the previous day. Time Period The Time Period option allows you to define a specific time period for which you can analyze data. These periods are used in conjunction with the Data as of field. The default setting is Current Month/Current Year. Measure Year The Measure option allows you to specify whether to view data for cases or accounts sold. The default setting is 9L Cases. The Year option allows you to select whether you want to analyze data by calendar year or by the vendor s fiscal year. The default setting is Fiscal. Version 1 Page 29

30 Rows The Rows option contains predetermined options to view the top or bottom performers. The option for Other allows you to determine how many top or bottom performers to display in your report. The default setting is Show All. If you have set a row option and select a different view, the setting does not remain and the new screen will be blank. Select Show All to display the data on the new view. If desired, you can set the row option again on the new view. Only data for which you are authorized will display on the screen. FILTER AND CROSS-DRILL FILTER SETTINGS This area displays any filter or cross-drill filter settings and is only available for the Houses, Products, Customers, and Sales Force views. Only three filters appear in the Filter Settings area. The list turns into a scrolling list once you set more than three filters. Please refer to the Setting Standard Filters and Setting Cross-Drill Filters sections of this manual for additional information. Version 1 Page 30

31 REPORT AREA The report area is the starting point for building a report and displays all data pertaining to the report. From here, you can select the dimensions and measures you wish to include in your report for further analysis. Other options for building your report include drilling up or down into the hierarchies, filtering data, setting a cross-drill filter, and adding an attribute to display in columns. REPORT AREA ICONS The following icons are available for the Houses, Products, Customers, and Sales Force views. The functionality of each icon is discussed in other sections of this manual. Icon Name Description Expand All Levels Filter Clear Filters Remove Cross Drill Bookmark Expands and collapses all rows at once Refer to the Drilling Through Data section for additional information. Allows you to select a specific set of data to include in your report Refer to the Setting Standard Filters section for additional information. Removes all filters Refer to the Clearing Filters section for additional information. Removes the cross drill filter Refer to the Setting Cross-Drill Filters section for additional information. Allows you to share your report with others by sending a link to the report through Refer to the Sharing Bookmarks section for additional information. The recipient will only see data for which they are authorized. Version 1 Page 31

32 TITLE BAR ICONS The following icons are static and will remain on the screen for all views. The functionality of each icon is discussed in other sections of this manual. Icon Name Description Export to PDF Export to Excel Export to PowerPoint Bookmarks Help Log Out & Reload Exports the report in a PDF format Refer to the Exporting a Report section for additional information. Exports the report in an Excel spreadsheet format Refer to the Exporting a Report section for additional information. Exports the report in a PowerPoint presentation format Refer to the Exporting a Report section for additional information. Opens the Bookmark window allowing you to create, open, or delete a bookmark Refer to the Bookmarks section for additional information. Provides links to the SDSS User Manual as well as helpful online tutorials Refer to the Help Options section for additional information. Logs you out of SDSS and reloads the login screen Click this link when you are prompted to restart. Refer to the Logging In section for additional information. The first time you click an icon from the Title Bar, you will receive a security warning. Click the Don t Block button to continue. You will only need to do this once. Refer to the Java Version and Settings section for further information. Version 1 Page 32

33 THE DASHBOARD Having a visual component to analytics is extremely valuable because it is the simplest way for us to show your business performance at a high level. As previously mentioned, the Dashboard offers a visual snapshot of your overall business performance through various lenses, with each illustration conveying a different piece of your business story. There are a total of six illustrations in either a bar chart or table form, some of which can be customized to tell multiple stories. The dashboard is flexible in that it allows you to display performance for a single brand, a group of brands, or your entire portfolio. Not only are these illustrations depicting real-time data (as of yesterday s close of business), but they can also be conveniently imported into your presentations. At any time, you can export a snapshot of the dashboard to PowerPoint and PDF. Even though you can select Excel as an option, nothing will copy to the file. DATA SELECTION OPTIONS The data displayed for each chart when you first reach the dashboard reflects the default global filter settings of fiscal year, 9L cases, and month-to-date sales for all products as of the previous month. Global filter settings apply to the majority of the tables and charts. At any time, you can change these settings to meet your needs. Data in each of the charts will pertain to only the houses, etc. for which you are authorized. Version 1 Page 33

34 Each setting is selected from the global filter lists at the top of the chart area as shown below. Some charts have additional filter lists to select data and overrides any global selection. Global Filter Lists Defined Global Filter List Name Description Year Measure Products Customers Time Period Data As Of Houses Allows you to select calendar year or fiscal year Allows you to select what you are measuring (case format or accounts sold) Allows you to select the relevant set of brands Allows you to select specific channels or individual customers Allows you to select a predetermined period Allows you to select the option to view data as of yesterday or the previous month Allows you to select the state(s) If you are authorized to view data for only one state, you will not be able to select a house. Version 1 Page 34

35 THE CHARTS AND TABLES TOTAL BUSINESS The first chart on the dashboard provides a summary of your total business across all markets. By default, this chart tracks month-to-date against two benchmarks performance in the same period last year as well as for the entire month last year. The percentage is a comparison of the first two columns (MTD and LYMTD by default). BUSINESS BY CHANNEL ON AND OFF The second and third charts on the dashboard provide a quick snapshot of your products performance for the on-premise and off-premise channels. These two charts include their own filter menu that allows you to drill deeper into the customer hierarchy without changing the data for the other charts on the dashboard. Version 1 Page 35

36 ACCOUNT RANK The fourth chart on the dashboard provides the trend and share of business percentage rankings of the top on-premise and off-premise accounts. The percentages indicate performance for the selected time period from the global filter list compared to the same period last year. Green font represents a gain whereas red font represents a loss. To view additional detail on the trend rankings, you can click on any of the percentages listed in the Trend column. When you click the trend percentage, a window displays with a listing of the customers that make up the percentage. To view a list of your brands purchased by a customer, click on the customer s name. Version 1 Page 36

37 DEMOGRAPHICS The fifth chart on the dashboard provides the trend and share of business percentage rankings for on-premise and off-premise accounts based on the demographic group when the consumer base is over 50%. The General Market demographic group consists of all accounts that do not fall neatly into one of the other listed groups (African American, Hispanic, and Asian) and includes, but is not synonymous with, accounts frequented largely by Caucasian consumers. BRAND COMPARISON The sixth chart on the dashboard can be customized to compare brand performance against a relevant benchmark. This makes it easier to assess whether the growth of your brand has met its full potential based on current market conditions. For instance, if you have a new innovation brand whose performance you want to compare against a parent brand, select the innovation brand from one filter and the parent brand from the other filter. Both sets of data displays side by side as shown below. Version 1 Page 37

38 REPORT OPTIONS There are several options to analyze and manipulate the data in your report. You can select which data to include in your report, drill up or down into the hierarchies, set standard filters and cross-drill filters, select an attribute to display in the columns of your report, and export the data in various formats. SELECTING DATA FOR A REPORT Once a report is displayed for a particular view, you can edit the basic criteria within the report. The criteria that can be changed include: Data As Of (Yesterday or Last Month) Time Period (Current Month/Year, MTD, YTD, etc.) Measure (Regular Cases, Nine Liter Cases, etc.) Year (Calendar or Fiscal) Rows (Top and Bottom Performers) To change the data within a report view, simply click the appropriate dropdown list to display the options from which to choose. For example, the report displayed on the screen shows data for regular cases, but you would like to view the data for standard cases. Click the button under Measure and select Standard Cases. Version 1 Page 38

39 DRILLING THROUGH DATA As you first display a view, the data is shown at the highest level of the hierarchy. For example, when you select the Customers view, the data will display at the channel level. To drill down into a channel, click the Expand icon to the left of the channel description. This will expand to the next level in the hierarchy, Chain Name. Continue clicking the Expand icon until you reach the customer ID level. An example is shown below. Continuing with the example above if you wish to revert to viewing the data at the channel level, click the Collapse icon to the left of the channel description. It is not necessary to collapse all levels leading up to the channel level. If you wish to view all customers for all channels, you can quickly do so by clicking the Expand All Levels icon. Click the Expand All Levels icon again to collapse all levels. When you select another view with all levels expanded, the length of time it takes for the screen to change will be increased. Version 1 Page 39

40 SETTING STANDARD FILTERS Report filters allow you to display only a subset of data that meets the criteria you specify. In the SDSS application, you can set up to 10 filters for a report. With each filter, there are 15 items from which to choose. Houses * Lifestyle State Account Type - ON Lock Box/Curio Products * Account Type - OFF Volumetrics Beer ON Region Af.Am. Nights Volumetrics Beer OFF Size Bottle Service Volumetrics Spirits ON Commodity Class Cocktail List Volumetrics Spirits OFF Commodity Type Cold Box Volumetrics Wines ON Sales Force * Consumer Ethnicity Volumetrics Wines OFF Sales Divisions Display Size Customers * Samples In-Store Tastings Market TDLinx Latin Nights City * This attribute will not appear on the list when on the same view. For example, if you are on the Houses view, you will not see Houses on the list. The Customers filter will display all customers regardless of the selected house. 1. Click the Filter icon. STEPS TO SET FILTERS 2. Select the item you wish to set a filter for from the Select Filter column then select the filter value from the Select Filter Values column. Filter values will include all options whether you are authorized to view the data or not. If an unauthorized selection is made, data will not display in the report. Version 1 Page 40

41 3. Click the Set Filters button when you have set all your filters. Notice in the image below that your filter settings appear in the Filter Settings area of the screen. CLEARING FILTERS ONE OR MORE FILTERS If you do not wish to clear all filters at once, you must reset each desired filter(s) to All. 1. Click the Filter icon. 2. Change the filter value to All in the Select Filter Values column for the filter you wish to clear and click the Set Filters button. ALL FILTERS To clear all filters, simply click the Clear Filters icon. If you are already on the Filter Selection screen, you can click the Clear Filters button to clear all filters. Version 1 Page 41

42 SETTING CROSS-DRILL FILTERS Typically, when you are viewing report data on a particular view (e.g., houses) and go to another view, filters and settings will reset. The cross-drill filter option allows you to view your report data in a particular view and drill to another view without losing your settings. For example, your current report is in the Products view as shown below. You decide you want to see which customers purchased Brand A. To do so, click the Cross- Drill icon to the right of Brand A and select Drill to Customers. As shown below, your view changes to the Customers view and the brand the cross-drill was filtered on is listed in the Cross Drill Filter Settings area. Cross-drill filter settings will disappear when you change views. For example, if you are on the Houses view and set a cross-drill filter to Products then select the Customers view, the cross-drill setting will disappear when the screen changes to the Customers view. Version 1 Page 42

43 DOUBLE-FILTERING BETWEEN STANDARD AND CROSS-DRILL FILTERS Double-filtering between the same type of standard filters and cross-drill filters is not permitted. For example, you are on the Customers view and set a filter for a brand. You then decide to set a cross-drill filter to Products for one customer. You will receive an error message stating, The product hierarchy already appears in the axis because you already have a filter set to an item (brand) within the product hierarchy. After clicking the OK button for the error message, you will be taken to the Products view. However, there will be no data. Go back to the Customers view to revert to the previous screen. Conversely, if you are on the Customers view without any standard filters established and cross-drill to the Products view, you will not be able to set a standard filter for an item within the product hierarchy. SELECTING ATTRIBUTES TO SHOW IN COLUMNS In addition to being able to filter your data, Focus Marketing attributes can be added to the columns of your report layout. However, you can only add one attribute to the column area of your report. Attribute options include: Houses * Lifestyle State Account Type - ON Lock Box/Curio Products * Account Type - OFF Volumetrics Beer ON Region Af.Am. Nights Volumetrics Beer OFF Size Bottle Service Volumetrics Spirits ON Commodity Class Cocktail List Volumetrics Spirits OFF Commodity Type Cold Box Volumetrics Wines ON Sales Force * Consumer Ethnicity Volumetrics Wines OFF Sales Divisions Display Size Customers * Samples In-Store Tastings Market TDLinx Latin Nights City * This attribute will not appear on the list when on the same view. For example, if you are on the Houses view, you will not see Houses on the list. The Customers filter will display all customers regardless of the selected house. Version 1 Page 43

44 1. Click the Filter icon. STEPS TO DISPLAY AN ATTRIBUTE IN COLUMNS 2. Select the attribute you wish to add to columns from the Select Show in Columns Category column then select the attribute value from the Select Show in Columns Values column. 3. Click the Set Filters button. 1. Click the Filter icon. REMOVING AN ATTRIBUTE FROM COLUMNS Version 1 Page 44

45 2. Change the attribute and attribute value to All and click the Set Filters button. If desired, you may also clear all filters at the same time by clicking the Clear Filters button. PRINTING A REPORT Printing reports cannot be achieved from the SDSS application. You must export the report prior to printing. EXPORTING A REPORT Reports can be exported in three formats: Excel, PowerPoint, and PDF. You can export a report immediately or you can add multiple reports to the Export Queue so that they all export into one file. You can only export multiple reports into PowerPoint or PDF format. 1. Click the Excel icon. EXCEL FORMAT 2. Name your file, locate the folder you wish to save the file to, and click the Save button. Version 1 Page 45

46 POWERPOINT FORMAT Exporting to the PowerPoint format is a good option to capture a snapshot of the Dashboard for your sales presentation. You can add multiple snapshots as separate slides by adding (copying) them to the export queue. In order to export to PowerPoint, you must have a Temp folder on your C-drive. Refer to Appendix A for instructions on verifying and/or creating the folder. 1. Place your cursor over the PowerPoint icon and select Add Report to PowerPoint. There is no visual confirmation, but the report has been copied to the queue. You must select Add Report to PowerPoint even if you are adding only one snapshot for exporting. 2. Once you have added all reports to the queue, place your cursor over the PowerPoint icon and select Create and Open PowerPoint. PDF FORMAT You can add multiple snapshots of reports to the PDF file by adding (copying) them to the export queue. For example, you can add a report to the export queue while on the Products view then add another report to the queue while on the Customers view. Both snapshots will appear in the same file. All rows and columns in the report(s) will copy to the PDF file. The pages in the PDF file are letter size. Depending on the quantity, not all rows and columns will appear on a page. Therefore, there may be multiple pages to capture all the rows and columns into the file. ADD A REPORT TO THE EXPORT QUEUE 1. Place your cursor over the PDF icon and select Add PDF. There is no visual confirmation, but the report has been copied to the queue. Version 1 Page 46

47 2. Once you have added all reports to the queue, place your cursor over the PDF icon and select Add PDF and Print. ADD A REPORT FOR IMMEDIATE EXPORT You can select either Create PDF or Add PDF and Print to instantly export the report in PDF format.. Version 1 Page 47

48 BOOKMARKS Bookmarks are links to your reports. You can create, open, delete, or share bookmarks. CREATING BOOKMARKS Once you have created a report, you can create a bookmark for easy access in the future. Once you create a bookmark, you cannot rename it. You will need to create a new bookmark with the new name and delete the old bookmark. 1. Click the Bookmarks icon. PERSONAL BOOKMARKS 2. Enter the name of your report in the Create New Bookmark field and click the Create icon twice. The first time you click the Create icon, it is so you can verify the name of your report. The second time you click the icon adds the report to the list. Version 1 Page 48

49 3. Click the Close icon when you are finished. PUBLIC BOOKMARKS Public bookmarks contain reports that are created by CSG for all users to access. You cannot create a public bookmark. You can, however, open a public bookmark to view. Once you open a public report, you are able to make changes and save the new report as your own personal bookmark. OPENING BOOKMARKS Once you have created a bookmark, you can open it at any time. When opening a bookmark, it will open on the view displayed when the bookmark was saved. Data automatically refreshes upon opening. If you wish to save old data, you will need to export your reports. 1. Click the Bookmarks icon. Version 1 Page 49

50 2. Choose one of the following: a. Select the Personal radio button to open reports you created. b. Select the Public radio button to open public reports. 3. Click the Open or Delete Existing Bookmark dropdown arrow and select the report you wish to view. 4. Click the Show icon. Version 1 Page 50

51 DELETING BOOKMARKS You can only delete personal bookmarks. 1. Click the Bookmarks icon. 2. Select the bookmark you wish to delete from the Open or Delete Existing Bookmark dropdown menu and click the Delete icon. SHARING BOOKMARKS Once you have saved your report as a bookmark, you are able to share that bookmark with other authorized SDSS users. The recipient will receive an from sdss@c-sg.com that contains a link to the bookmarked report. You can only share bookmarks of your reports with authorized SDSS users. What the recipient sees in terms of houses or suppliers is restricted to their access. Once the recipient opens the bookmarked report, they are able to make changes and/or save the report as their own bookmark. If you wish to share your report with unauthorized SDSS users, please refer to the Exporting a Report section of this manual. You must first save your report as a bookmark before you can share it. Version 1 Page 51

52 1. Click Bookmark icon. 2. Select the bookmark from the Select Bookmark list, enter the following information, and click the Send Bookmark button. a. Recipient s address b. Subject of the c. Any comments you wish to relay to the recipient Version 1 Page 52

53 HELP OPTIONS When you need additional help, you can access the user manual and short How-to video tutorials. The user manual covers all capabilities of the SDSS application. The How-to videos provide a demonstration on basic and advanced features of SDSS. You can access these helpful tools by clicking the Help icon from any view in SDSS or by selecting the appropriate option from the Welcome screen. Version 1 Page 53

54 APPENDIX A: THE TEMP FOLDER 1. Open Windows Explorer, select Local Disk (C:), and verify that you have a Temp folder. 2. If you do not see the Temp folder, click the New Folder button. 3. Change the name of the folder to temp and press the [Enter] key on your keyboard. Version 1 Page 54

55 APPENDIX B: APPLICATION DIFFERENCES ON MOBILE DEVICES As with all mobile applications, there are some differences in the SDSS application when accessing through your mobile device. The black Title Bar is not available on the mobile version. To restart the application, click the Refresh icon in your mobile browser. Bookmark functionality is accessed through the Bookmark button instead of an icon. Reports can only be exported in PDF format by clicking the Export to PDF button. Also, you cannot add multiple views for exporting in PDF format. You can only select one filter value for each filter you set. Version 1 Page 55