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Overview
Reports can be customized in a number of manners. Columns can be added or removed, item names changed, as well as the display units adjusted to display in different ways.
Display UOM
Every report displays a default unit of measure which can be customized easily by selecting within the Item Name column.
Report logic for default Unit of Measure display is as follows:
- PURCHASED item size (individual size, not case/package), THEN;
- INVENTORIED item size, THEN;
- Use one of the item sizes under the brand
Selecting the Item Name will present all available display options for that specific item and brand.
Display Size Labels:
- In Stock: This size has been inventoried in the current period.
- Sold: This size was sold as an ingredient
- Purchased: This size was recently purchased
Important Note:
Adjusting the display UOM requires a report regeneration to recalculate the single report line. Changing this display will note impact overall calculations as it is simply a display change.
Custom UOM
Creating a custom display size, or custom serving size to display a brand with the variance reports is easy to do.
Simply, select the name of the item as it is displayed in the Item Name column of the report. This will present all available display options for that specific item and brand. Select the “By a Custom Serving Size” and enter in a value greater than 1.
Add the “Serving Size” column to your report to further enrich your reports.
Pro-Tip
Set a Custom Size: Select “By a custom serving size”, and enter a number larger than 1, select your UOM, and “Save”.
Set a Standard Unit Size (Oz/ml etc): Or revert your item back to “Ounce”. Simple use the serving size of 1 of any unit and select “Save”
Adding Columns
All reports have a default set of columns available, but there are additional column options available within “Customize” on your screen.
Select “Customize” within the report. The Customize feature is only available for select reports. This will be in the top right corner of the report screen.
Review Column Headers
Below you will see two groupings. Current Report Columns and Available Columns.
The Current report columns are identified as a “Sculpture Standard,” which means they are required to be provided to the client on this report.
The columns which are available, you can drag and drop at your own will.
Where you drop the column name, this is where it will appear within the report.
Click & Drag
Select the Available Column which you would like to add to your report. Remember, where you drop it is where it will appear within the report
Exporting to Customize
If a user wants to export a report and manipulate the data in a fashion to expand on the capabilities of what is currently in place within the inventory platform, the user will need to export without the Units of Measure attached to the .xlsx file.
Removing the Units of Measure allows the excel cell to be numerical instead of alpha-numeric, which can then have additional formulas integrated with it.
Save to Excel
Select the “Save to Excel File” button in the top right corner
Downloaded File
Your exported .xlsx file will now be downloaded to your system. Located this downloaded file within your computer’s “downloads,” or the default location of your downloaded files.
Open & Edit
Opening your Excel File & Enabling Editing. After you have downloaded your .xlsx file & Enable Editing, you will have full control to edit the numbers to however you may choose.
Convert Data
Convert your exported data to Numbers.
Note: A user can select and convert multiple cells at once
Once a user has converted the cells to numbers, the cells can be used in any other fashion. Each Excel Cell will need to be converted to a Number. This is achieved by selecting the exclamation point. Not converting each cell will result in sums of “0”.
Settings
When customizing a Report a user has the ability to make certain changes in the way each report is displayed. Outside of editing columns, a user can choose to include spills, comps, wastes, and other miscellaneous information. See your options other than column adjustments below.
Sales
Unchecking any of these boxes will remove the specific sales component from the report a user will generate. This will be specific to the report you are customizing, not all reports.
Miscellaneous
UOM Display
A checked box will remove the Units of Measure from the reports when generated. This feature is essential for anyone exporting to Excel who then plans to manipulate the data in any particular fashion.
- Checked: Units of measure will NOT be included in the generated report and therefore a user will have full capabilities.
- Unchecked: Units of measure will be included on generated report and the report data will not be able to be used in additional functionality.
Class Revenue – Calculates the revenue potential based on the categorical totals.
Grand Totals – Includes non-variance items within Summary Reports.