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
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 and select Create shortcut |
|3.||Select Yes when prompted to place the shortcut on the desktop|
The desktop icon will appear as
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 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|
|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
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|
|3.||Select the required report fields by clicking on the field name in the Available Fields window and using the 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.|
|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.
|5.||Select the Report Style (see subheadings below for details) and Address Options and select Next.|
|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|
|•||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|
|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.
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
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
|1.||When prompted during report creation (before selecting the report filters), select the Tabular report type|
|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|
|4.||Press the Next button and then follow instructions for publishing the report below.|
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.|
|5.||Press Finish to publish the report|
Editing report templates
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|
|Searching for a report|
|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 . Remove fields by selecting the field in the Selected Fields window and using the to deselect. |
|5.||To edit the report style, deselect the Locked checkbox and edit under the Select Options window|
|6.||Adjust or edit any filters by making alterations and then pressing the Add button|
|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.
Reports can be run from either the Advanced Reporting Module or the Desktop Administrator.
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 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 or the Display button|
|4.||Set the report filters and press the OK button|
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.