The system allows you to create, display and export different type of reports.

To access reports:

  • Click on Home.
  • Click on Reports.
  • You will see a list of already-created reports.

Here you can Delete Report, Export Report (as a tab-delimited text file) or Display Report in Browser.

Types of Reports

Here is a list of the different types of reports that can be created:

  • Accounts & Labels: This report exports accounts and labels associated with the account.

  • Account Change-Log: This report shows all locations (as per allocation) ant changes that are made to their account.(log can be viewed for individual stores in the store profile).

  • Allocations: This report displays allocations that will expire or start in the next X days, which can be defined by users.

  • Assets: This report exports all live assets (Live Devices). their SIM # and Phone # location of the asset.

  • Compliance Activity: This report shows what and when something has been marked as compliant or non-compliant by each store.

  • Compliance Summary: This type of report communicates overall compliance by store to the head office. A detailed Compliance Report can be downloaded from the Report page. Click on Download Detailed Compliance Report to download it.

  • Elements in Use: This report will extract all collateral used in all stores. This will give you list of all active collateral.

  • Elements Produced: This report shows all collateral elements and the quantity produced in the specified time period.

  • Fixture Summary: This report count all selected fixtures/zones in selected locations. Report gives you total number of specified fixtures in every location.

  • Fixtures & Zones: This report communicates fixture type, zone and count in each store. Users using the New Report Setup Tool will set up search criteria and export results in an Excel-friendly format.

  • Fixture Change-Log: This report displays store layout changes in the specified time frame.

  • Issues: The Issues report captures all tickets in the system.

  • Login Activity: This report displays who logged in and out of the system in the specified timeframe.

  • Login Stats: This report displays when the store was last logged in and how many times the store has logged into the system.

  • Orders: This report allows you to see what elements are being ordered by stores. You can also preset report to show only collateral produced by specific vendor.

  • Digital Content: This report allows you to see what digital content is playing where, and to see any offline TVs. In order for the system to pull this report, fixtures that hold digital content have to be marked in the Digital category.

  • Parts Orders: This report allows you to see what parts are being ordered by stores.

  • Supply Orders: This report allows you to see what supplies are being ordered by stores.

  • Hardware Orders: This report allows you to see what hardware is being ordered by

  • Tickets by Store: This report allows you to see how many tickets each store issued by category and total.

stores.

Note

  • When viewing reports in a browser, clicking on the report title will take you to Report Settings.
  • Depending on the report settings (allocation), the report might be very large. It is recommended that you download the report instead of viewing it on your browser.
  • Depending on the report settings (allocation), it might take a few minutes for the report to be created (generated).

Create Report

To create a report, from the home page:

  • Click on the Home tab
  • Click on the Reports sub-tab.
  • Choose the report type from the New Report… dropdown menu on the top left.
  • Enter the report name.
  • Choose the Ticket Type. (this option only available for Issues report)
  • Using the standard Allocation tool, choose the locations you want to include in the report.
  • Click Save to save the report.

Automated Report

You can set up a report(s) to be automatically emailed to any email address. Automated reports have @ sign in the list of reports between Type and Created columns. Automated reports are created daily at 4 a.m. and sent to recipients as per the schedule. Reports are tab delimited text files compressed in ZIP and sent to recipient(s) as an attachment.

Report file names are generated as:

\[Report Name\]\_\[Full Date\].zip.

The system also saves a copy of emailed reports. To create an automated report, please fill in following information under the Schedule section when creating a report:

  • Recipients (separate email addresses with a comma)
  • Days (check days on which the report should be emailed)
  • Type [text] [PDF] – if applicable, choose the type of file to send.