Advanced Reporting Module

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Advanced Reporting Module

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The Advanced Reporting Module is an advanced tool enabling you to create individualised reports specific to your company needs.  Select from over 65 fields to create unique reports that export directly to excel.  With three report styles to select from, you can analyse company data to investigate daily, monthly or annual trends.  Advanced users may choose to further manipulate report templates to use excel functions for advanced analysis.  The Advanced Reporting Module requires purchase of an additional licence.

Quickly and easily create custom reports that export directly to excel.  Use Mobileezy data to your advantage!

 

Initial setup and configuration        Initial setup and configuration

Enabling the Advanced Reporting Module system requires the Advanced Reporting Module licence.  Once you have added this licence to your installation, shortcuts will need to be configured on each PC requiring access.

To setup shortcuts:

1.Browse to C:\Program Files (x86)\mobileezy v7\ReportWizard.exe
2.Right click on the file Advanced_reporting_exe icon and select Create shortcut
3.Select Yes when prompted to place the shortcut on the desktop

 

The desktop icon will appear as

Advanced_reporting_desktop icon

Creating a new report        Creating a new report

New reports can be created by either copying an existing report or starting a new report from scratch.

Copying an existing report        Copying an existing report

Copying an existing report can often be the fastest means of creating a new report - especially when there are only small alterations required.  To copy an existing report simply:

1.Select the report from the list
2.Click the copy button
Copying an existing report
Copying a report
3.The new report will appear in the list with the same name, suffixed with the word (Copy)
4.The report can then be edited by following the instructions for Editing reports below

Creating a new report        Creating a new report

The steps for creating a new report are:

1.Open the Advanced Reporting Module
2.Select the New button, and click next at the Report Wizard window (not pictured)
Create new report
Create new report
3.Select the required report fields by clicking on the field name in the Available Fields window and using the Right Triple Arrow to move to the Selected Fields window.  Hold down the Ctrl key to select multiple fields simultaneously.  To enable advanced fields tick the Show Advanced Field check box.
Adding report fields
Add report fields

NOTE: When selecting fields, think about all the data you will need.  You will need to think about both the data to display and that to use when filtering your report.

4.Select Next
5.Select the Report Style (see subheadings below for details) and Address Options and select Next.
Select report options
Select report options
6.Add the report filters - multiple filters are allowed.  Configure filters to be either permanent or dynamic (ie. set during report use).
7.To do this, select the field from the drop down list and press the Add button.
For permanent filters, enter the requirements and press Add
Setting permanant report filters
Setting permanant report filters
For dynamic filters, tick Prompt for details later and enter a short (< 32 characters) title for the filter.  This title will be displayed when running the finished report.
Setting dynamic report filters
Setting dynamic report filters
8.For variance reports (see below) a second filter option will be requested.
9.Press Next and then follow the instructions below to define the layout for each of the report types.

 

NOTE: When selecting data fields, ensure they are related to each other in order to produce the report.  Using unrelated field may result in errors when displaying the report.

Standard reports        Standard reports

When to use standard reports        When to use standard reports

Standard reports are used when you want to combine and display various data for export in an excel format.  The report builder enables both grouping of data by selected fields, display of detail and functions such as maximum, minimum, summing and averaging of data.

Such functions may be useful if you want to report for example on the average invoice value for your customers, the sum of invoices for a territory of customers, or the maximum or minimum sale of items across a time period.

Using the standard report builder will take some time to become accustomed to.  Whilst you are learning to use it you may find you need to build, check and edit multiple times until the results are ideal.

Building standard reports        Building standard reports

1.When prompted during report creation (before selecting the report filters), select the Standard report type
Selecting the standard report type
Report type selection
2.Create the report filters and then click the Next button to reach the report builder.
3.To produce a simple report:
Click in the Sort\Group By cell
Select the data field for report grouping from the drop down list
Select SortAsc from the Cell Details drop down list to sort in ascending order and SortDesc to sort in descending order.

 

Select the sorting option
Configure sorting
Add column details to the report by selecting a column cell (eg. the cell underneath heading Column 1, Column 2 etc)
Select the field for display and the type of display from the drop down lists at the top.
Select field for display
Selecting field for display
Select type of display
Selecting data display type
Continue for the remaining columns until all required data has been selected
Completing reportcolumns
Completing report columns
Press the Next button and then follow instructions for publishing the report below.

 

Completed Standard report
Completed Standard report
4.To add report grouping:
To add additional grouping to your report, from the Report Builder, click Add Section
Select the field you wish to group by from the drop down list
Add report grouping
Adding report grouping
To display the grouping field data, select one of the column fields, then select display from the Cell Details drop down list and the field type from the drop down list to the right.
You may also choose to reset the detail fields to improve report alignment
Display grouping data
Display grouping data
Press the Next button and then follow instructions for publishing the report below.
Standard report with grouping
Standard report with grouping

Tabular reports        Tabular reports

When to use a tabular report        When to use tabular reports

Tabular reports are used to display data from two fields across a data set.  One field will be displayed in the report rows and the other in columns enabling you to quickly summarise large amounts of data.

Such reports are useful when you wish to summarise the total invoice value across your customers by day, month or year across a date range, or if you want to see which customers are purchasing which items.

Tabular reports are the simplest report to build and can be produced quickly with minimal effort.

Building tabular reports        Building tabular reports

1.When prompted during report creation (before selecting the report filters), select the Tabular report type
Selecting the Tabular report
Report type selection
2.Create the report filters and then click the Next button to reach the report builder.
3.Select the data you wish to summarise, by selecting the field for display in the rows, columns and data for report cells.
Building the Tabular report
Building the Tabular report
4.Press the Next button and then follow instructions for publishing the report below.
Tabular report
Tabular report

Publishing reports        Publishing reports

Once the report is defined, it is published from the Finalise Report window by following these steps:

1.Enter the Report Name - this description will appear in the report list in the Desktop Administrator
2.Enter a Report Description - this description is only available in the Advanced Reporting Module
3.Select Publish to Desktop - this make the report available in the Desktop Administrator.  If you do not select the option, the report will only be available from the Advanced Reporting Module.
4.Enter a label in the Report Type - the report will be categorised by this label.
Publishing reports
Publishing reports
5.Press Finish to publish the report
Published report
Published report

Editing report templates        Editing report templates

Individual report templates can be edited in Microsoft Excel, enabling you to add or alter formatting and use features or functions inbuilt in excel for further customisation of your reports.

To do this:

1.From the Advanced Reporting Module report list, select the report template you wish to edit and press the Edit Template button
Initiate template editing
Iniating template editing
2.This will open the report template in excel.
Report template
The report template
3.The report template can be edited by adding formatting or additional calculations.  When editing do not delete any of the existing fields.  The functions that are acceptable include:
Set column or row widths
Edit column/row width
Edit column/row width
Increase font size
Edit font size
Edit font size
Add italics / bold / underline / color to fonts
Edit font formatting
Editing font format
Insert rows and borders
Add rows and borders
Adding rows and borders
Add text above - such as headings, company details or other information
Add text
Adding text
Add functions such as additional summation, averaging or summary data
Add functions
Adding functions
4.In excel, select File and Save to save the template.  Next time you run the report the template will be used.
Report with edited template
Report with edited template

Editing reports        Editing reports

You may find a need to edit reports once they have been completed - a function that is particularly relevant during report development as you create and test reports to get them just right.  Reports can be edited at any time for functions such as adding fields, columns, filter options, or even setting pre-configured filters for reports that are run frequently.

To edit your reports, simply:

1.From the Advanced Reporting Module select your report from the list
2.Use the search function to search for a report by name
Search for report
Searching for a report
3.Press the Edit button
4.To add or remove fields, use the Select Data Fields window.  Add fields by selecting the field in the Available Fields window and using the Right Triple Arrow.  Remove fields by selecting the field in the Selected Fields window and using the Left Triple Arrow to deselect.
Adding report fields
Add fields
5.To edit the report style, deselect the Locked checkbox and edit under the Select Options window
Editing report options
Editing options
6.Adjust or edit any filters by making alterations and then pressing the Add button
Editing report filters
Editing report filters
7.Edit sections and fields in the Report Developer and press the Next button
8.Finalise the report and press the Finish button to publish

 

Note: If you are making changes to an existing report, it is advisable to make a copy/backup first or making changes on a copy of the reports.

Running reports        Running reports

Reports can be run from either the Advanced Reporting Module or the Desktop Administrator.

Running reports from Advanced Reporting        Running from the Advanced Reporting Module

1.Select the report from the list
2.Press the Display button
3.Set the report filters and press the OK button

Running reports from Mobileezy Desktop Administrator        Running from the Desktop Administrator

1.From the Reporting icon, select the Sales tab
2.Locate the report in the list and click on it to select
3.Press the Open Report Icon or the Display button
4.Set the report filters and press the OK button

Backing up reports        Backing up reports

The default storage location for reports produced by the Advanced Reporting Module is:

C:\Program Files (x86)\mobileezy v7\AppData\Reports or C:\ProgramData\mobileezy v7\Reports

 

To back-up your reports,  copy and paste the contents of this folder to another location.  If backing up a single report, ensure you copy both files (.wrx and .xls) for the relevant report.

See Also:

Using Reports