dynamic reports expert for spi buyer direct

Dynamic Reports ExpertSTUART GREENGART

1. What is DRS?

2. Tables and Views

3. Customize Options

4. Create Reports

5. Configuration Utility

6. Best Practices

DYNAMIC REPORTS

Reporting Tool Customize Save Export

What is DRS?

What Does DRS Provide?

• Select Columns & Name• Column Order • Filter, Format, Summarize

Flexibility

• By User Name or Custom Class• “Overstock Reports”• “Merchant’s Reports”

Classification

• Use Excel functionality• Pivot Tables, GroupingExport to Excel

• Administration• FADM_PARAMETERSFADM

• Forecasting• FFCT_OFFER_PRODUCTFFCT

• Master Scheduling• FMSH_ITEM_MASTERFMSH

DRS Tables

VDRS_SPREAD_ANALYSIS_BY_SKU

VDRS_SCHEDULED_RECEIPTS

VDRS_BACKORDER

DRS Views

Available Reports

• Order DetailMarketing

• Backorders• Scheduled Receipts• Hot Lists -Vendor/Product/SKU

Master Scheduling

• Offer Product• Spread Analysis• Price Range

Forecast*21 / MAPS

• Forecast Volatility• Event Reporting• Product/SKU History

Venture*21

Parameters Stock On Hand

All TablesAll Views

Custom Views

Other DRS Uses

DRS Reports – Open Existing

Create an Open Purchase Order ReportReports are saved from the same Base View

This view is VDRS_SCHEDULED _RECEIPTS

FILTERSSelect field filters - Scheduler, DateAssign filter type - Single Date or Date RangeAdd Offer filters – Select multiple offers and versions

FORMATCurrency, Date format, PercentChange Column Headings, Filter LabelsSummarize groups by total, average

SORTING AND GROUPING FIELDSACTION ITEMS

DRS Customization

Open PO Report

Open PO Report

Grouping

Sort by Group

Subtotals

Open PO Report

Link Directly to Modules to Review

Work Through the List of Products

Save Report

Create a SKU Listing Report

We will use an Offer Filter for this ReportSelect a single offer or multiple offers and select version:

Working, Projected, Actual

Create a SKU Listing Report

Repository of all the Tables and Views Available

Customize and Save the Base View

Use the Report Wizard to Create a New Report in DRS from the Base View

DRS Configuration

DRS Configuration

Table or View Template

DRS Configuration

DRS Report Wizard

• Sales/Inventory• Range - Monthly, Quarter, Daily, Offer Required Reports

• Vendor, Product, SKU, ForecastsDetermine the Fields and level you want to

see

• DRS Expert• Avoid duplicating the same report

Dedicated person to design the reports

• MAPS Budget/Hotlists/etc. can be exported directly to Excel

Check the modules before creating

reports

Best Practices

Contact Me

•Stuart GreengartEmail: stuart.greengart@spi.comPhone: 401-474-3868