Reporting in M.O.M. Tips
45
REPORTING TIPS
Transcript of Reporting in M.O.M. Tips
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 [email protected] 973 237 0300
Sales [email protected] 800 858 3666
