Welcome!

1. Welcome! Introduction to Reporting/Analysis Presenter: Mike Import

2. Reporting/Analysis Major Topics To Be Covered In This Presentation • Foundations of Reporting • Basic Report Types • List Screens • Analysis Reports • Report Designer and Saved Reports • Other Analysis Reporting • Advanced Reporting Sessions • Reporting for Special Tasks

3. Reporting/Analysis Foundations of Reporting

4. Foundations Foundations of Reporting • Universal Item Attributes – Class, Brand, Categories, Time • Evolution from Paper Reporting • Email • Mobile Devices • Reporting Frequency, Scheduling • Data Accuracy

5. Reporting/Analysis List Screens

6. List Screens List Screens • Action Buttons • Filters – Creating and Saving • Setting Exceptions • Grids • Creating Data Sorts and Summaries • Output Options

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14. Reporting/Analysis Analysis Reporting

15. Analysis Reporting Analysis • Reports Classification – Reports Book • “Single Goal” Reports vs. Ad Hoc and Built • Filtering, Grouping, Setting Exceptions • Output Options • Saving Selections, Scheduling, and Distribution • Output Options

16. Reporting/Analysis Report Designer Saved Reports

17. Report Designer Report Designer and Saved Reports • Creating Reports • Saving Created Reports • Recalling Saved Reports

18. Reporting/Analysis Special Reporting Tasks

19. Special Reporting Special Reporting Tasks • Sales Auditing • Merchandise Sold • SBO Items Sold Below Cost • SBO Items Sold - Markdowns • Daily Closing Reports • Audit Trail Inquiry • Inventory Auditing • Other Suggested Reporting and Auditing Tasks

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23. Reporting/Analysis Reporting Suggestions and Questions