REPORTING TIPS

TIPS AND TRICKS WEBINAR SERIES

We learned your business does better when we provide training and support services

• Create Awareness through Support & Training• Events likes these• Seminars• In Person

•Close the consumption gap

Fun Fact: Did you know that active Dydacomp

customers that attended at least one Dydacomp training

event are conducting 18% more business

than those that have not?

Source: Technology ServiceIndustry Association

AGENDA

Objective – Help you get the information you need when you need it M.O.M. Reports Tips and Tricks

Built In M.O.M. Reports AR Reports AP Reports Inventory Reports Profit and Response Reports Listing Reports Manager’s Dashboard Reporting

Custom M.O.M. Reports Custom Report Building and Auto Scheduling Reports in SQL

Common Questions Q&A

ACCOUNTS RECEIVABLE REPORTS

The reports in this section are designed to show sales and income information Sales Listing Report Journal Activity Report

ACCOUNTS RECEIVABLE REPORTS

Sales Listing Report This report lists individual invoices for

orders.

ACCOUNTS RECEIVABLE REPORTS

Sales Listing Report

ACCOUNTS RECEIVABLE REPORTS

Journal Activity Report This report contains a complete listing of

both invoices and payments accrued with the daily use and processing of the system.

ACCOUNTS RECEIVABLE REPORTS

Journal Activity Report You may process this report prior to

posting to provide a full detail of what is being posted.

ACCOUNTS PAYABLE REPORTS

The reports in this section are designed to show payable information Journal Activity Report

ACCOUNTS PAYABLE REPORTS

Journal Activity Report This report contains a complete listing of

both invoices and payments accrued with the daily use and processing of the system.

ACCOUNTS PAYABLE REPORTS

Journal Activity Report You may process this report prior to

posting to provide a full detail of what is being posted.

INVENTORY REPORTS

The reports in this section are designed to show inventory information such as units in stock, backordered items, inventory transactions, etc. Master Inventory Report Inventory Transaction Report

INVENTORY REPORTS

Master Inventory Report This report provides an accurate picture of

the quantity of each product on the shelf.

INVENTORY REPORTS

Master Inventory Report

INVENTORY REPORTS

Inventory Transaction Report This report is used to show inventory

quantities and changes to the quantities, values, and/or locations (bins and warehouses) for a given period of time.

INVENTORY REPORTS

Inventory Transaction Report

PROFIT AND RESPONSE REPORTS

The reports in this section are designed to show your profit information and break down your selling tools and order promotions Profit by Product Report Lost Sales Report

PROFIT AND RESPONSE REPORTS

Profit by Product Report This report lists profit figures for each stock

item.

PROFIT AND RESPONSE REPORTS

Profit by Product Report

PROFIT AND RESPONSE REPORTS

Lost Sales Report This report lists any orders that were lost

because an item was deleted from an order or because the entire order was cancelled.

PROFIT AND RESPONSE REPORTS

Lost Sales Report

PROFIT AND RESPONSE REPORTS

Lost Sales Report Set up in Global Parameters

MANAGER’S DASHBOARD

Set up per user ID

MANAGER’S DASHBOARD

Pick the reports you want to see

MANAGER’S DASHBOARD

CUSTOM M.O.M. REPORTS

Report Building M.O.M. 7 has a report builder package to

build custom reports Get any data you need quickly Easy to use interface Six step report creation No knowledge of the M.O.M. database

necessary

CUSTOM M.O.M. REPORTS

Schedule a report In Report Builder go to Tools -> Schedule

Report

CUSTOM M.O.M. REPORTS

Schedule a report

CUSTOM M.O.M. REPORTS

M.O.M. XL is a SQL database Use a tool such as Query Analyzer and

Management Studio Must have an understanding of SQL select

statements and the M.O.M. database Can use simple statements, and also join

and group data

CUSTOM M.O.M. REPORTS

Third Party Report Builders Knowledge of the database Make sure the tool will work with your

current version M.O.M. 6 and 7 have database containers The report builder must be able to access those

files

COMMON QUESTIONS

We see a lot of support questions about reporting

The next few slides will walk through some common questions that we see, and give possible resolutions

COMMON QUESTIONS

Why do my reports not match? The reports in M.O.M. aren’t designed to

match Reports pull different criteria from different

databases to get different results Ex. Some reports use the order date, ship date,

invoice date, post date, etc.

COMMON QUESTIONS

Why is my report printing cut off? Try printing the report in landscape

COMMON QUESTIONS

Why are some orders not showing on my report? Check the report criteria Ex. The report may be using the order

invoice date and this order might not be an invoiced order

COMMON QUESTIONS

How do I separate orders on reports? Most reports have a selection screen to

choose the orders you want Make sure orders have a trigger, such as

an order type and the customer has a trigger, such as a customer type

COMMON QUESTIONS

How do I export reports to a file or email? You can do this in M.O.M.

COMMON QUESTIONS

Or use the Report Builder

COMMON QUESTIONS

I want additional fields to show on my report, how do I do this? The reports in M.O.M. are hard coded, so

that would be custom work. Or…you could use the Report Builder and

build your own report

COMMON QUESTIONS

Report Builder Example

COMMON QUESTIONS

I spend too much time entering the criteria to run a report, is there a way to have M.O.M. remember my settings? Most reports have a saved reports section

where you can save the report layout Or you could use the Report Builder and

set the report up once, and then run off the saved report

COMMON QUESTIONS

M.O.M. Saved Reports

COMMON QUESTIONS

How do I automatically get a report from M.O.M. emailed to me? M.O.M. will not auto send reports The Report Builder tool will

RELATED TOPICS

M.O.M. 7 Reporting Features Report Builder

Create your own reports Simple Layout Auto send reports to email Get more visibility to your data

RELATED TOPICS

QuickBooks Transactional Posting Also provides visibility to your data

And don’t forget PCI Compliance Deadline July 2010 M.O.M. 7 is the only compliant version

QUESTION & ANSWER

Support support.dydacomp.com support@dydacomp.com 973 237 0300

Sales sales@dydacomp.com 800 858 3666