My Sysco Reporting Job Aid for CMU Customers. My Sysco Reporting. For CMU Customers (Serviced by Program Sales)

Transcription

1 My Sysco Reporting For CMU Customers (Serviced by Program Sales) 1

2 Accessing My Sysco Reporting... 2 Logging In... 2 The Reporting Dashboard... 3 My Sysco Reporting Process... 6 Generating a Report... 7 Viewing Report Results Customizing a Report Adding and Removing Columns Adding and Removing Section Breaks Setting Report Filters Exporting Report Results Saving, Scheduling, and Sharing Reports Saving a Report Scheduling a Report Share a Report Frequently Asked Questions Note: Unless otherwise noted, screen captures in this document were obtained from Google Chrome. Your screens may vary slightly depending on the type and version of web browser you are using. 1

3 This job aid describes how to access and use My Sysco Reporting for Corporate Multi-Unit (CMU) customers (serviced by Program Sales). My Sysco Reporting is a web-based reporting tool used by both customers and sales associates. Accessing My Sysco Reporting This section walks through how to access and log into My Sysco Reporting. Logging In To access My Sysco Reporting: 1. In the internet browser address bar, type and press Enter. The My Sysco Reporting log-in page displays. 2. In the Username field, type your username. 3. In the Password field, type your password. 4. Click the Login button to proceed. Note: If you are unsure of your log-in credentials, contact your Sysco Sales Contact for assistance. Tip! Bookmark the webpage for easy access later (recommended). Refer to the FAQ section on how to Bookmark a webpage based on your web browser. The Reporting Dashboard screen (also known as the homepage) displays. 2

4 The Reporting Dashboard This section walks through the different elements that make up the Reporting Dashboard. # Section Purpose Home Standard Reports Click on the Home tab to return to the Reporting Dashboard screen (homepage). Click on the Standard Reports tab to generate reports you have access to run. Note: These can also be accessed from the Reports pane section on the dashboard. 3

5 # Section Purpose My Reports Tip! Hover over the information icon to view a description of the report. Click on the My Reports tab to view, manage, and run saved reports. To quickly run a report from here: 1. Click the icon or double-click a folder to expand the folder and view the reports in the folder. My Inbox 2. Click a report to select it, and then click the button to generate the saved report. Refer to the Saving a Report section for details about saving your customized reports. Note: These can also be accessed from the My Reports section on the dashboard. Click on the My Inbox tab to view reports that have been shared with you. Tip: Hover over the report name to view the report description, and scroll down to see more reports. To view a report, click on the report name. Note: If you save the report, it will display in the My Reports folder. 4

6 # Section Purpose Note: These can also be accessed from the My Inbox section on the dashboard. My Scheduled Reports Click on the My Scheduled Reports tab to view, run, edit, or delete reports you have scheduled to run automatically. Search Note: These can also be accessed from the My Scheduled Reports section on the dashboard. Type all or part of a report name in the Search field, and click the Search button to quickly locate a report. Resource Center Customer Support Click on the Resource Center button to access My Sysco Reporting support documentation, video tutorials, and FAQs. Click on the Customer Support button to view information on who to contact in the event you require technical or functional assistance. 5

7 My Sysco Reporting Process 1. The process begins when either the Purchase or Account Balance Report is generated in My Sysco Reporting 2. Once the report generates, a new tab displays where you can view the results. If all you wanted to do was view and analyze the results, you could stop the process here. You can also export the results at this time. 3. You can also customize the generated report to display or hide specific columns, apply filters, or include section breaks. 4. After you customize the report, you can export the results to PDF, CSV, or Excel. You can export the results prior to customizing the report, but it is recommended if you are going to customize it that you do it at this time. 5. Lastly, you can save the report customizations, schedule the report to run at a specific time, and share the report with other My Sysco Reporting users. Now that you are familiar with the process, let s take a look at the first step in the process, Generating a Report. 6

8 Generating a Report This section walks through how to generate a report in My Sysco Reporting. Two reports are available for you to run: Report Name Purchase Report Account Balance Description Use this to view a list of items you ve purchased from Sysco to help manage and reduce your spend. See where you are spending the most money, and what you are purchasing the most of. This report can also help you see if you are meeting contractual requirements (such as rebates or discounts). Use this to view your running Accounts Payable statement. See what invoices you ve paid, what is outstanding, and what is inside or outside of your terms. To generate a report: 1. From the Reporting Dashboard, select the Standard Reports tab. 2. Click the icon next to the Folder to display the available reports. For this example, the Purchases folder is expanded. 3. Click on the Report Name to generate the report. For this example, Purchase Report is selected. 7

9 The Report Input screen displays. The Preview section contains a description and snapshot of a sample report. At the bottom of the screen, a list of report prompts specific to the selected report display in the Enter Report Attributes section. Note: These fields may vary based on the report selected. Next, complete the necessary prompts from the Enter Report Attributes section. 8

10 4. From the Date Range drop-down menu, select a predefined date range (predefined date ranges shown below), or select the Custom option to specify your own dates. For this example, Custom is selected. Predefined date ranges include: Previous Day Previous Closed Calendar Week Previous Closed Calendar Month Previous Closed Calendar Quarter Last Closed 3 Calendar Months Last Closed 6 Calendar Months Previous Calendar Year Calendar Year to Date Previous Closed Fiscal Week Previous Closed Fiscal Period Previous Closed Fiscal Quarter Previous Closed Fiscal Year Fiscal Year to Date Notes: - The Date Range field is required; all other fields are optional. - When scheduling a report, the predefined date range should match up with how often you would like the report to run to get the results you are looking for. For instance, if you select Previous Closed Calendar Week from the date range field and set the report to run on a monthly basis, the returned results will only show data for the previous closed week not for the previous month. To show data for the previous month, you would instead select Previous Closed Calendar Month. 9

11 5. If you selected a Custom date range, type the From and To dates in the fields, or click the Calendar icon and select the dates. 6. Use the additional prompts to narrow the results displayed in the report. To make your selections, type the account number in the field that you have access to. A list of filter values display in a drop-down menu. If no values display, this may be due to an invalid entry. a. From the National ID# drop-down menu, select your multi-unit account ID or name. 10

12 b. From the Sold-to/Primary Account drop-down menu, select the account that the product is being sold to. c. From the Decentralized ID field, select your multi-unit account subgroup ID or name. d. From the Ship-to/Secondary Account drop-down menu, select the account that the product is being shipped to. Note: This could be the same as the Sold-to/Primary Account. e. From the GPO (Group Purchasing Organization) drop-down menu, select your GPO. f. From the Distribution Center drop-down menu, select the name of the OpCo the product is being delivered from. The following options display only for customers serviced by an SAP OpCo: From the Customer Hierarchy Master drop-down menu, select the highest level of the hierarchy. For example, McDonalds. From the Customer Hierarchy Business Unit drop-down menu, select the middle level of the hierarchy. For example, McDonalds Fast Food. From the Customer Hierarchy Sub Business Unit drop-down menu, select the lowest level of your hierarchy. For example McDonalds Pizza. Note: To display all data, leave these fields empty. Be aware that generating an open report consisting of all data could result in a long wait time and substantial network bandwidth. 7. Specify how you would like the results to initially sort by selecting the appropriate radio button. Product # By product number (SUPC) Desc $ By descending dollars Desc Case Eqv By descending case equivalents 8. Click the button to generate the report. 11

13 Viewing Report Results The Report Results display. From here you can: Review and analyze the results, Export the results, Sort the results, and Adjust the column positions. This section walks through how to do this. 12

14 # Section Purpose Results tab Prompt Selections A new tab displays at the top of the window titled Results. Select the Results tab to view the report results. Tip! To return to the Report Input screen, select the Landing Page tab at the top of the window. On the left-side of the results screen, the report criteria entered on the Report Attributes screen displays. To quickly update or change any of the report criteria: 1. Select the new report attributes from any of the drop-down menus in the left pane. 2. Select the radio button for the desired sort order. 3. Click the Refresh button. Updated report results display in the Results tab. Tip: You can click the icon to collapse this pane and allow you to view more report results on the screen. Glossary Click on the Glossary tab to view the meaning of a column heading. Type keywords in the search field to quickly locate a term. Export Results Once the report is generated, you can export the results to Excel, CSV, or PDF. If you intend on customizing the results, it is recommended to export the results after the customizations are made. Refer to the section on Exporting Results for details on how to do this. 13

15 # Section Purpose Sort or Reorder Columns Click any of the column headers to sort the report results in ascending or descending order. Notice in this example, the results are sorted in ascending order by the product number. To reorder the columns, drag and drop the column header to the desired location. In this example, the Category # column is being moved to the right of the Product # column. 14

16 Customizing a Report After the report is generated and you view the results, you have the option of customizing the results further by: Adding and Removing Columns, Adding and Removing Section Breaks, and Setting Report Filters. This section walks through how to perform these customizations. Adding and Removing Columns You can add or remove columns from the report view as needed. To add or remove columns: 1. Select the Columns tab. 15

17 The Columns screen displays. 2. To add a column to the report, select the column to add from the Columns Not Included in the Report section. 3. Then, click the Add Columns button. The selected column displays at the bottom of the Columns Included in the Report section. Tip! To select multiple columns, hold down the Shift key and select the columns. 4. To remove a column, click the column to remove from the Columns Included in the Report section. 5. Then, click the Remove Columns button. The selected column displays in the Columns Not Included in the Report section. 16

18 6. Select the Results tab. The Results display. The changes made to the columns are not reflected yet. 7. Click the Refresh button to view the revised columns. Notice the added columns display at the end of the report. Adding and Removing Section Breaks You can add section breaks to the report as needed. To add section breaks: 1. Select the Section Breaks tab. 17

19 The Section Breaks page displays. Note: Options displayed may vary depending on the selected report. Subtotals are used only for numeric value columns. 2. Select the checkbox next to the options you want to add to the report. For example, you can select the Product # checkbox to section the report by Product #. 3. Click the Refresh button refresh the results. 4. Click on the Results tab to view the updated report. Setting Report Filters You can further filter the displayed report results. To filter the report: 1. Select the Filters tab. 18

20 The Filters screen displays. 2. From the Select Filter Column drop-down menu, select the Column you want to filter by. Note: Filter menu options are based on the columns included in the report. See the Adding and Removing Columns section to revise the columns included in the report. 3. From the middle drop-down menu, select how you want the results filtered. The following table describes the available methods of filtering report data. 19

21 Filter method Equals Include only results equivalent to the designated criteria in the selected column. Example List only items in the 06 category: Not equal to Include all results except those equivalent to the criteria in the selected column. Less than Include only the results that are less than the designated criteria in the selected column. Greater than Include only the results that are more than the designated criteria in the selected column. Less or equal Include only the results that are less than or equal to the designated criteria in the selected column. Greater or equal Include only the results that are more than or equal to the criteria in the selected column. Contains Include only results that include the designated criteria anywhere within the selected column. Does not contain Include all results except those that include the criteria anywhere within the selected column. Starts with Include only results that start with the designated criteria in the selected column. List all items except those in the 06 category: List all items purchased for less than $25: List all items purchased for more than $25: List all items purchased for $25 or less: List all items purchased for $25 or more: List all items that include potato in the Product Description: List all items that do not include sys in the Brand ID: List all items that start with sys in the Brand ID field: 20

22 4. From the right drop-down menu, type the criteria to use to filter the results. Note: If you select the Equals or Not Equal to filter method, you will see a drop-down menu as you begin typing in the filter criteria field. These menu options are obtained from the report results in the selected column. Results are further narrowed as you continue typing. If you select any other filter method, a preview of the available results is not displayed and the entered filter criteria is used as a search. Tip! Clear a filter by clicking the Remove button, or clear all filters by clicking on the Remove All Filters button. 5. To apply additional filters to narrow down the displayed report results further, move to the next row and enter another set of filter criteria. 6. Click the Refresh button refresh the results. 7. Click on the Results tab to view the updated report. 21

23 Exporting Report Results Once the results are generated you can export the results to Excel, CSV, or PDF file. If you are customizing the results, it is recommended that you wait to export the results until after you have completed the customizations. To export a report: 1. From the Results tab, click the Export Excel, Export CSV, or Export PDF button. 2. Select the desired formatting options for the report (these options will vary depending on the selected file type. 22

24 3. Open or Save the report in the selected format. Note: The steps to do this will vary depending on your browser and file download settings: Browser Internet Explorer Result Click the Open button to open the report in the selected format, or click the Save button to save the report. Google Chrome Select Open from the Download drop-down menu. Safari Double-click the report from the Downloads drop-down menu to open the report in the selected format. Firefox Select the Open with radio button to open the report in the selected format, or select the Save File radio button to save the report. Click OK. 23

25 Saving, Scheduling, and Sharing Reports Once you are finished customizing the results, you can save, share, and schedule the report. This section walks through how to do this. Saving a Report Saving a report lets you save all of the settings you have made to the report, such as adding or removing columns or adding filter criteria, and quickly run the saved report later using the same preferences. To save a report: 1. Select the Save, Share, & Schedule tab. 24

26 The Save, Share, & Schedule screen displays. 2. Select the radio button. 3. In the Report Name field, type a name for the report. 4. Click in the Browse Folder field, and navigate to where you want to save the report in your My Reports folder. Tip! Create and manage folders for your saved reports. Refer to the FAQ section on Saving Reports for additional information. 5. In the Recipient field, type the Name of the person you would like to share the report with (optional). 6. Click the button to save the report. 25

27 Scheduling a Report Scheduling a report lets you set a specific day and time for when you would like a report to be generated. To schedule a report: 1. Select the Save, Share, & Schedule tab. The Save, Share, & Schedule screen displays. 2. Select the radio button. Scheduling options display. 26

28 3. In the Report Name field, type a name for the report. For example, ItemsExceed In the Recipient field, type the address of anyone you want to send the scheduled report to or select the recipient from the drop-down menu. Each time the report runs, the recipient receives an notification. For example, Smith, Amy. Note: The recipient must have a My Sysco Reporting account. 5. Select the frequency that you want the report to run. For example, Weekly. The Recurrence pattern for the frequency selected displays. Note: Recall, the frequency should match up with predefined date range selected earlier in the generating a report section to get the results you are looking for. For example, you want to have the Purchase Report generated and sent to you monthly showing your purchases for the last month. To set this up, first select Previous Closed Month from the pre-defined date range field. Then, when scheduling the report set the frequency to monthly and select the 1 st day of the month. The generated report will then show your purchases from the previously closed month. When Daily is selected, the following recurrence pattern displays: When Weekly is selected, the following recurrence pattern displays: 27

29 When Monthly is selected, the following recurrence pattern displays: 6. In the Start Date field, type the date you want to start running the report, or click the Calendar icon and select the start date. For example, select October 1, In the End Date field, type the date you want to stop running the report, or click the Calendar October 15, 2016). icon and select the end date (for example, select Note: An end date must be selected, and this date cannot exceed a year from today. 8. From the Start Time drop-down menu, select the time you want to run the report (for example, select 8:00 PM). Tip! It is recommended that reports are scheduled during off-peak hours to prevent network bandwidth issues. 9. From the Time Zone drop-down menu, select your time zone (CST is the default selection). 10.From the File Type drop-down menu, select the format that you want the report to be delivered in (CSV, PDF, or Excel). 28

30 11.Select the radio button for the desired formatting options for the report (these options will vary depending on the selected file type. 12.Click the button to proceed. The report is scheduled to run at the designated start date and time. Each time the report runs, you receive an notification. Tip! View all scheduled reports from the My Scheduled Reports section. You can also run, edit, and delete any scheduled reports from here. Refer to the FAQ section on Scheduling Reports for additional information. Note: Reports are ed from If you have questions about a report you have received or if you are receiving a report in error, contact your Sysco Sales Associate. Share a Report Reports can be shared with other My Sysco Reporting users, while in the Save or Schedule feature. To share a report with another associate: From the Save feature: in the Recipient field, type the name of the recipient that you would like to share the report with. Then, click the Submit button. 29

31 From the Schedule feature: in the Recipient field, type the name of the recipient that you would like to send the report to. 30

32 Frequently Asked Questions This section provides answers to frequently asked questions. Question Answer Logging into My Sysco Reporting What are the recommended Below are the current supported browser/versions: browsers? Google Chrome* Mozilla Firefox* Apple Safari* Microsoft Internet Explorer* *Current and previous major releases, for example IE versions 10 and 11 A message displays stating that my browser is not supported when I attempt to log into the application. Why is this happening? Can My Sysco Reporting be accessed from a mobile device? When I attempt to log into My Sysco Reporting, I get an error message stating Please Update Compatibility View Settings. Why is this happening? Why can t I log in to My Sysco Reporting after requesting access? Why does a blank page display after I log in? Your browser/version is not supported by the application. Download the latest version of the browser. Refer to the previous section on the recommended browsers. Reports should be initially set up and configured on a desktop system. Report results can be accessed on mobile devices, but are not optimized for mobile experience. Compatibility View is turned on in the browser settings. Disable the compatibility view setting in the browser: 1. Go into the browser Tools/Options. 2. Select Compatibility View Settings. 3. Clear the Display all websites checkbox. The new user ID has not been loaded and processed in the My Sysco Reporting application. After approval, the users are provisioned in a daily batch process. Wait till the next day after approval has been granted before logging in. The My Sysco Reporting application is still loading due to using the internet with low bandwidth. Wait for the disappear before proceeding. box to display and 31

33 Question How do I bookmark the webpage using Chrome? Answer Bookmarking 1. From click on the Favorites icon. 2. Click the Edit button. The Edit Bookmark pop-up displays. 3. In the Name field, type the name you want for your bookmark (by default, this is the title of the page). 4. In the URL field, type 5. Select the location for the bookmark. You can also create a new folder for the bookmark by clicking the New Folder button. 6. Click the Save button. 32

34 Question How do I bookmark the webpage using Internet Explorer? Answer Bookmarking (Continued) 1. From click on the Favorites icon. 2. Select Add to favorites The Add a Favorite pop-up displays. 3. In the Name field, type the name you want for your bookmark (by default, this is the title of the page). 4. From the Create in drop-down list, select the location for the bookmark. You can also click New Folder to create a new folder. 5. Click Add button. 6. Click the Favorites icon. 7. Click on the Favorites tab. 33

35 Question Answer Bookmarking (Continued) 8. Right-click the My Sysco Reporting bookmark, and select Properties. The My Sysco Reporting Properties pop-up displays. How do I bookmark the webpage using Firefox? 9. In the URL field, type 10.Click the OK button. 1. From click the Favorites icon to open the bookmark s details. 2. In the Name field, type a name for your bookmark (title of page is the default). 3. From the Folder drop-down menu, select the location for the bookmark. Tip! Create a new folder by clicking the icon, and selecting New Folder. 4. In the Tags field, add keywords/ short phrases to quickly locate the bookmark at a later time. 5. Click the Done button. 6. Click the View Bookmarks icon. Select Show All Bookmarks from the drop-down menu. 34

36 Question Answer The Library screen displays. What reports are available in My Sysco Reporting? I tried to run a report, but the application does not display the Results page. Why didn t the report generate? Is there a Select All option in the report prompts that I can use to create a comprehensive report including all of my customer data? Why are prompt values already selected when I access the Report Input screen? 7. Navigate to folder where you saved the My Sysco Reporting bookmark. 8. Select the bookmark to display it in the right pane. 9. In the Location field, type 10.Click the icon to close the Library screen. Generating Reports The initial release of My Sysco Reporting provides the following reports: Purchase Account Balance Note: Additional reports will be available in future releases. After selecting Submit to generate a report, the application fails to display the report results page. The system is still processing and did not register the initial submission by the user. Click the Submit button again. If no values are selected for a report prompt field, all available values are included in the report. The Date Range prompt is the only value you are required to select to generate a report. If no additional prompt values are selected, all available data is included in the report. Be aware that generating an open report consisting of all data could require a long period of time and substantial network bandwidth. Report prompts from a previously generated report are retained when you return to the Report Input screen to generate another report. If you want to clear a report prompt, click in the prompt field and select a different value. 35

37 Question Why doesn t the report contain any business transactional data for today's transactions? Why does the error message "Provide a valid date range" display when I enter a date range for a report? What happens if I generate the report without specifying any prompt values? Why can't I find the customer that I want to report on in the report prompts Sold-to/Primary Account or Shipto/Secondary Account fields? Why can t I find the National ID that I want to report on? Why does an Index error message display after I update the report prompt, column, or filter information for a report? Why aren t filtered results displayed in the report after I applied filters? Why does a drop-down menu display for only certain filter selections? Answer Generating Reports (Continued) Data is updated daily in a batch process. Transactions show up only for data older than previous day's transactions. Run the report the day after the business transaction occurred. You may have selected a date range that includes today s date. The data is updated daily in a batch process, so you can only enter date selections prior to today s date. Change the date range in the report prompt selection to include a date prior to today s date. The Date Range is the only prompt required to generate a report. If no additional prompt values are selected, all available data is included in the report. Be aware that generating an open report consisting of all data could require a long period of time and substantial network bandwidth. The customer has been excluded from the selection based on values entered in the other prompts (Distribution Center, Date, National ID, and Decentralized National ID). Clear the values for the other prompts (National ID, Decentralized National ID, Customer Hierarchy Master, and Distribution Center). National IDs are filtered in the report prompts based on validity date. You might have entered a date range in the report prompt selection that is not valid for the National ID. Change the date range in the report prompt selection to include a known valid date for the National ID. Customizing Reports You didn t wait for the box to display before continuing with the next step. Wait for the proceeding. box to display and disappear before You didn t click the button. Click the button after updating filters. If you select the Equals or Not Equal to filter method, you will see a drop-down menu as you begin typing in the filter criteria field. These menu options are obtained from the report results in the selected column. Results are further narrowed as you continue typing. If you select any other filter method (contains, starts with, and so on), a preview of the available results is not displayed and the entered filter criteria is used as a search. 36

38 Question Is there a limit to the size of report that I can export? Why can t I export the report to an Excel, CSV, or PDF file? Where can I view a saved report? Answer Exporting Results The maximum report size that can be exported to an Excel, CSV, or PDF file is 1,048,576 rows. After running a report and selecting an export button, there is no response. This could be due to the size of the export file; the system takes a long time to generate the file. The export process does not display any indication of status or progress. Wait for the system to generate the export file, or revise the report to limit the number of columns and data in the report and export again. Saving Reports From the Reporting Dashboard, select the My Reports tab to view previously saved reports and organize your reports. The My Reports page displays with all of your saved folders and reports. After saving a report, why can t I see the report in the My Reports tab? How can I delete an existing folder? The view has not been updated. Click the Refresh List button on the My Reports tab. 1. Click the folder or report to delete. 2. Click the Delete Folder or Report button. Note: Before you can delete a folder, all reports contained within the folder must be deleted. 3. Click the OK button to confirm. How do I run a saved report? 1. Double-click the folder to view the reports in the folder, if necessary. 2. Click the report to run. 3. Click the Run Report button. The report runs and the Report tab displays at the top of the window. 37

39 Question Why can t I find a report recipient name when attempting to share a report? I have shared a report with a colleague, and they have received the report in their Inbox. Why can t the recipient edit the report I have shared? Where can I view my scheduled reports? Answer Sharing Reports The recipient has not been provisioned to the My Sysco Reporting application. Request access for the user to share the report with. Contact your Sysco Sales Associate for assistance. The recipient should click the attempting to edit the report. button before Scheduling Reports From the Reporting Dashboard, select the My Scheduled Reports tab to view all scheduled reports. You can also run, edit, and delete any scheduled reports. Scheduled reports display in the left pane. I would like to run a scheduled report right now. How do I do this? I would like to change the frequency that a scheduled report runs. How would I do this? I no longer need a scheduled report to run. How do I delete the scheduled report? To run a scheduled report, select the report in the left pane and click the Run Report button. To edit a scheduled report, select the report in the left pane, and click the Edit Report button. Make your changes, and then click the Save Changes button. To delete a scheduled report and all remaining scheduled occurrences, select the report in the left pane, and click the Delete Report button. Click OK to confirm your selection. 38

40 Question Is there a limit to the number of reports that can be scheduled? Who distributes scheduled reports? I set the frequency of the report to run every month, but when I open the results it is only showing one week of data. I want to see an entire month of data. How do I log out of My Sysco Reporting? Answer Scheduling Reports (Continued) A user can schedule up to 100 active reports. However, there is no limit on the user s ability to save and share reports. The save and share functionality only saves the report format and the data is populated upon the run report. Scheduled reports are sent from the noreply@sysco.com address. If you have questions about a report or are receiving a report in error, contact your Sysco Sales Associate. The frequency of the report does not determine what span of time the results are being pulled from in My Sysco Reporting. This setting only controls how often the report runs. It is the pre-defined date range that controls what data is being pulled. For this question, the pre-defined date range would need to be modified to Previous Closed Month, so that the data returned is for an entire month. Logging Out Always formally log out of My Sysco Reporting, versus simply closing the browser window. Failing to log out requires you to select if you want to re-enter or end the existing session upon the next login. To log out of My Sysco Reporting, click the in the top right corner of the page. button 39

41 Question How can I use existing Onelink reports to get started in My Sysco Reporting? Will existing scheduled Onelink reports be migrated into My Sysco Reporting? Answer Onelink Migration Existing Onelink reports are not imported directly into My Sysco Reporting. You should retain the data generated in your currently used Onelink reports prior to My Sysco Reporting go-live. The following are some options for ways you can retain this information: Save or print a copy of the Onelink extracted reports Take a screenshot of the reports, ensuring all columns in the report are visible Manually record the columns included in each report The customer should contact their Sysco Sales Associate for assistance in setting up comparable reports in My Sysco Reporting. Also, refer to the Cross Reference Tip Sheet for additional details. No, existing scheduled Onelink reports are not migrated into My Sysco Reporting. Existing scheduled Onelink reports should be reviewed prior to My Sysco Reporting go-live to determine which new reports should be used, and how they should be customized and scheduled to meet your needs. Your sales contact can provide assistance configuring and scheduling new reports if needed. 40