Working with Reports
This document contains the techniques used to open, view, print preview, print, and close a report in Apollo.
Opening a Report
A report is actually a template set up in tabular form. It consists of summary information pertaining to the section that is active when the report is opened. There are several reports already constructed for you, but you can build and save your own reports for later use with other sections. This module will deal with reports that already exist. The intermediate class discusses building your own reports.
Steps / Result/Comment1.Open a section you wish to work with reports in
2.Click on the Report button to begin the process of opening a report / The View Report dialog box appears:
3.Locate and double click on the report to be used / The report opens. Notice that the title bar displays the title of the report.
Ways of Viewing a Report
- You may zoom the view of a report using the percentage of zoom control. The zooming of the report on the screen has no effect on the printed copy.
- Depending on the size of the report, you may need to use the scroll bars to move around the report. Some reports are wider than the others. Wider reports will have a horizontal scroll bar.
Previewing a Report
- You can get a sense of how a report will print by using the Print Preview feature of Apollo.
Steps / Result/Comment
1.Open the report to be used / See the previous page of these notes.
2.From the FILE menu, choose PRINT PREVIEW / The current report is displayed in Print Preview mode.
Print Preview Options
The NEXT button moves to a preview of the next page when a report is comprised of more than one page (notice that just above the buttons the page number and total number of pages appears).
The PREVIOUS button moves to previous pages in the report.
You may use the ZOOM IN button more than one time to enlarge the view of the report.
Up to 4 pages of a multiple page report can be viewed on the screen at one time with the MULTIPLE button.
The SINGLE button (available when the report is in multiple page view) returns to previewing one page of the report at a time.
The SETUP... button moves to the Page Setup dialog box. Some of the specifics of how the page will be printed can be determined here.
The PRINT button performs the same operation as choosing FILE / PRINT from the menu when not in Print Preview.
Printing a Report
A report can be printed by choosing FILE / PRINT… from the menus while the report is active. You may also print from the Print Preview dialog box by clicking on the PRINT button.
Closing a Report
- An open report may be closed by clicking on its Close button.
- An open/active report may also be closed by selecting Close from the File menu.
The Standard Apollo Reports
The following list contains brief descriptions of the standard reports contained in Apollo. These reports were built internally at Procter & Gamble. The intermediate class deals with the editing of these reports, as well as creating new ones.
DATA VALIDATION REPORT
This report must be printed in Landscape setup. With this report, you can verify all critical product data to be accurate for the planogram in question.
All products allocated or unallocated will show up on the report. No products are being filtered out of the report.
Sort Priorities
1.Product Name
2.Brand (DESC D)
IMMEDIATE NEEDS REPORT
This report draws attention to products that are under spaced. In addition, it flags items that are over spaced or possible delisting candidates.
All unallocated are not included in this report. They are filtered out.
Sort Priorities
1.Lost Sales
2.Lost Units
3.Max DOS
FAIR SHARE EVALUATION
This report allows you to analyze the relationship of space allocated to products versus their relationship to percent movement and percent sales.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.%Cubic
2.%Movement
QUADRANT ANALYSIS REPORT
This report allows you to analyze, by Brand, %Movement, as it compares to %Sales, %Profit, %Cubic.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities
1.Brand break (Desc D)
2.% Movement
3.%Sales
OPPORTUNITIES BY BRAND
This report requires that an inventory model be selected. Otherwise target inventory and "+/- units" will not calculate. This report allows you identify Brands as they relate to movement and projected unit inventory and dollar sales.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities
1.Brand break (Desc D)
2.Movement
3.Sales
REMERCHANDISING STEP 3
This report identifies SKUs that have an excessive MAX DOS, and therefore allows you to consider adjusting NOF, or simply delisting selected SKUs.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities
1.Max DOS
REMERCHANDISING BY SHELF STEPS 5
As a position report, this report assumes that the shelf "NAME" begins with a numeric value, and that the base shelf has the lowest numeric value (i.e. Base = 1). The report reads left to right as you face the Gondola. The first item in the leftmost position is RANK = 1, and the last item on the shelf has the highest RANK value. This report allows you to identify, by position, the strength of each SKU based on movement and Max DOS.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities:
1.SHELF break
2.RANK
OPPORTUNITIES BY MFG.
This report requires that an inventory model be selected. Otherwise target inventory and "+/- units" will not calculate. This report allows you to identify the Manufacturers as they relate to movement and projected unit inventory and dollar sales.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities:
1.Manufacturer break
2.Movement
3.Sales
OPPORTUNITIES BY SUBCATEGORY
This report requires that an inventory model be selected. Otherwise target inventory and "+/_ units" will not calculate. This report allows you to identify Subcategory as they relate to movement and projected unit inventory and dollar sales.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities
1.Subcategory (Desc A) break
2.Movement
3.Sales
OPPORTUNITIES BY CATEGORY
This report requires that an inventory model be selected. Otherwise target inventory and "+/_ units" will not calculate. This report allows you to identify Category as they relate to movement and projected unit inventory and dollar sales.
All unallocated products are not included are not included in this report. They are filtered out.
Sort Priorities:
1.Category break
2.Movement
3.Sales
OPPORTUNITIES BY SECTION
This report requires that an inventory model be selected. Otherwise target inventory and "+/-" units will not calculate. This report allows you to identify top moving SKUs in the section.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities:
1.Movement
2.Sales
OPPORTUNITIES BY SHELF
This report requires that an inventory model be selected. Otherwise target inventory and "+/- units" will not calculate. This is a position report that aids in making recommendations on shelf inventories based on projected potential "+/- Units" by SKU.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities:
1.Shelf break
2.Rank
BRAND EVALUATION
This report allows you to identify Brands as they relate to dollar sales and dollar profits.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.Brand break (Desc D)
2.Sales
3.Profit
MANUFACTURER EVALUATION
This report allows you to identify Manufacturers as they relate to dollar sales and dollar profits
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.Manufacturer break
2.Sales
3.Profit
SUBCATEGORY EVALUATION
This report allows you to identify Subcategories as they relate to dollar sales and dollar profits.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities:
1.Subcategory break (Desc A)
2.Sales
3.Profit
CATEGORY EVALUATION
This report allows you to identify Categories as they relate to dollar sales and dollar profits.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities:
1.Category break
2.Sales
3.Profit
SECTION EVALUATION
This report allows you to identify top dollar and profit producing SKUs.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.Sales
2.Profit
EVALUATION BY SHELF
This report must be printed in Landscape. This report identifies by shelf potential lost sales, based on movement, by SKU.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.Lost $
2.Lost Units
DIMENSIONS BY SHELF
This report allows you to view SKUs by position on shelf and their dimensions
All unallocated products are not included in this report. They are filtered out.
Sort Priorities
1.Shelf
2.Rank
SHELF BUILDING INSTRUCTIONS
This report supplies all necessary information to implement the planogram.
All unallocated products are not included in this report. They are filtered out.
Sort Priorities:
1.Shelf
2. Rank
Apollo 9.1 CBT / Working with ReportsModule 10 / Page 1