EoStar Reports

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eoStar Reports

eoStar is an open-architecture database. Therefore, it is easy to mine the data with various tools, and all data within eoStar is real-time. Some tools that are built into eoStar currently include:

  • SQL Reports – can be developed by the user in eoStar, and show on the various report panels in eoStar

Reports1.png

  • Crystal Reports – can be developed by the user, and added to the eoStar database. They can also display in the various report panels in eoStar

Reports2.png

  • Sales Analyzer – Built-in graphical data query tool which is accessible from various records in addition to a system-wide viewer

Reports3.png

  • ION Reports – High-powered built-in data analysis tool using a perpetually updated data cube that allows the users to dissect mass amounts of data virtually instantaneously

Reports4.png

Other tools which can be run outside of eoStar include, but are not limited to:

  • Business Objects
  • Margin Minder
  • COGNOS
  • SQL Reporting Services


This is located on the bottom of every reports panel
For each Record, there is an option to view reports based on that record through the Reports panel. The selected report can be changed under the Report segment at the bottom and by the time period. Any reports shown in this panel can be sent to both the printer and excel by clicking on the icons.

For all available reports, go to Records>Reports>Records.

How-To View a Report in the Reports Panel

  1. From the reports panel, use the drop down arrow to select the type of report off the list.
  2. If available, select the time period wished for the report.
  3. Click the command button Run.


This is the Reporting>ION Reports Screen explained.
ION Reports are high powered reports that use information saved into a cache on the workstation which allows the users to dissect mass amounts of data instantaneously without bogging down the server. Added with the ION Plugin, these reports show only delivered data. For a list of all available ION reports and their functions, see Overview: ION Reports.

Note: If the Auto Refresh check box is checked, than any changes made to ION Reports will instantly be shown. When this is unchecked, in order to show changes made to the reports, click the command button Refresh.

In order for employees to access these screens and edit them, the "Reporting>ION Reports" and "May Customize Report Fields" checkboxes on the Plugins Panel must be checked.

In July 2009, changes were made so that all inventory reports now include empties, even if an empty is assigned to a product category and that category is flagged to be omitted from ION sales reports.

In December 2009, changes were made to the ION Sales report and ION Price-point review where, based on the Sales Channel selection of the checkbox Track Excise Tax on Order Lines. For more information, see TN Tax - Track Excise Tax on Order Lines.

What is ION

ION Reports is an analysis tool that uses a continually updated cache which allows users to quickly get information without having to actually connect to the database to create the reports. This cache needs frequent updates to provide the most accurate information, but when the cache is complete, ION Reports are precise and fast to run. Additionally, the cache is attached only to the specific workstation, so the reports are only run from the information on that workstation. This ensures that multiple users can create reports simultaneously, yet eoStar will continue with the same level of functionality. To update the ION Cache, go to Reporting>ION Reports and click the hyperlink Update ION.

The same functionality available is also available off-line via Mobile ION.

Reasons for ION Reports in eoStar:

  • Performance both within the database and the level of information within the reports.
  • The graphical interface for ease of report creation through the ability to point and click items for instant changes in the report.
  • ION Reports work when it is disconnected from the server so that it doesn't tie down eoStar and keeps production levels up.

Mobile ION

Mobile ION is the use of ION Reports without a direct connection to eoStar. It functions by taking the information needed to create reports directly from the ION cache on the workstation. This functionality is very useful for instances where quick reports are needed to be generated when the user is unable to connect to the database. For instance, a salesperson may wish to generate a No Buy Report for a specific Customer Chain for a sales pitch. Mobile ION allows the salesperson to generate this report instantly on their laptop with the information from their last ION update.

  • Note: Mobile ION limits some functionality like the ability to Save and Delete Layouts or take Layout Snapshots. However, the ability to load previously saved layouts still functions.

In order for employees to access this functionality, the "May Use Mobile ION" checkbox on the Plugins Panel must be checked.

How-To Enable Mobile ION

Mobile ION Status bar on the Mobile ION screen.
  1. Go to Reporting>ION Reports.
  2. Check the check box Mobile ION Enabled. (This means that now it is possible to disconnect from the database.)
    1. You can either run the reports from this screen, which also allows the user access to other information within eoStar.
  3. To run a more limited form of ION Mobile, go to File>Connect to Database.
  4. Click the hyperlink Mobile ION.
  5. You will be taken to the Login screen. Login as you would usually do.
    1. Note: Now there are only two menu options - File and Help. Also note the Mobile ION Status bar located on the right. This contains the status of ION.
  6. Go to Reporting>ION Reports.

Layouts

Layouts are the reports design including the location of the columns and the type of information contained within them. Layouts are useful if the user has a specific type of information they frequently need a report on. For instance, an Inventory Levels report for all Miller products.

How-To Create a Layout:

  1. Create the layout you wish for the report. Include the Products, customers, warehouses, and column headings.
  2. Click the command button Save Layout.
  3. Add a Report Number, Name, Description, and access information, and click the command button Add.
  4. To load this report, click the command button Load Layout.

Snapshots

Snapshots are a way of marking a reports design or layout before changes are made. The snapshot includes the information and the dates of the data at the point of the snapshot; however, unlike layouts, snapshots are not permanent. Instead, snapshots only last until the user logs out.

To take a snapshot, click the hyperlink Take Layout Snapshot. To load a snapshot, click the hyperlink Load Last Snapshot.

Left Panel Tabs

These are some of the tabs available in the left panel.

The Tabs available are:

  • Reports - This tab lists all the reports available for creation in the ION Reports screen.
  • Warehouses - In this tab it is possible to select the warehouses to be charted. To select a warehouse, check the check box next to the warehouse name.
  • Date Selection - In this tab it is possible to select the cutoff date for the selected report.
  • Fields to Display - This tab is used to edit the fields in the Data Tab.
  • Conversions - This tab is used to select the type of information reports. Sample conversions are gallons, cases, or wine bottles.
  • Figures - This tab is used to add additional figures to the Data tab.
  • Formulas - This tab is used to create and maintain Expressions for use in the report. For more information, see ION Formulas.

Top Tabs

Each report will have different availabilities for tabs. For some reports, there are two possible tabs - Data or Graph.

Data Tab

Located at the top, this tab contains any information associated with the selected Report. This will show a spreadsheet of the selected information.

Graphs of Data Tab

This tab show a graph of the data selected. There are multiple types of graphs available for each report, and the look and feel of the graph can change.

Right clicking with the mouse on a chart brings up certain options for that chart. These are:

  • Gallery - Here it is possible to select a graph or chart to view the data in.
  • Color - Here it is possible to change the color scheme of a section of a graph, or the entire graph.
  • Properties - In this section it is possible to edit the properties of the graphs.

Dx Formats

This tab is used to create DevX reports using the Report designer. For more information, see ION Reports - Dx Formats Tab.

Product and Customers Selection

Product Selector Include and Exclude screen

To select what products or customers will be shown in the report, use the drop down arrow to bring up the Include or Exclude Screen. Under Include, check the check boxes associate with the information wanted in the report. Under Exclude, check the checkboxes associate with the information that should be excluded in the report. To exit the Include and Exclude screen, click the x located at the top.

Note: If two Include categories are selected, the information reported will be information that meets both of those criteria. For instance, if the Brand Family of Miller was selected as well as the product class of kegs, then the information reported would be all Miller Brand family products which are kegs.

For additional information, see Product and Customer Selection Popups.

How-To Exclude Products and Customers From All ION Reports

Occasionally, certain product categories and customer sales channels will not need to be used in reports.

  • To exclude Customers from ION, go to the Records>Customers>Sales Channel screen. Check the check box Omit from ION Reports.
  • To exclude Products from ION, go to the Records>Products>Categories screen. Check the check box Omit from ION Reports.

By excluding customers or products, all sales regarding these will not be reported. If there is a major discrepancy in what is reported and what the company should have, make sure these checkboxes are not checked.

ION Reports Issues

If Reports are displaying incorrect values, then the ION Cache may not have been properly updated. To fix this issue, rebuild the ION Cache.


ION Reports Panel
ION Reports are used to create a variety of different types of reports. Due to the fact that these reports are run from a cache, the reports are quick to load and contain all recent actions within the system.

For information regarding oddities when viewing a sales report for an invoice for bill and hold transactions, refer to the Bill and Hold Reporting in ION.

The following is a list of the types of ION reports available:

Inventory

  • ION Report - Depletion Report - This report shows the beginning and ending amounts of product for a given time frame, as well as the subsequent purchases, sales, repacks, write-offs, and transfers that might affect the inventory levels.
  • ION Report - FIFO Layers - The Fifo Layers Report will display any layers for the products using Fifo. For more information, see FIFO Plugin.
  • ION Report - Inventory Hits - This report measures the frequency of orders of products and then assigns the products a rank. The rank correlates with the most effective place to put the inventory for ease of picking many orders.
  • ION Report - Inventory Levels - This report lists the number of products at the selected warehouses based on a cutoff date and time period.
  • ION Report - Inventory Turnover - This report tracks inventory movement by cost.
  • ION Report - Inventory Valuation - This report values the products in the selected warehouse based on the costing method for that product and then assigns a rank for that product based on Jon Schreibfeder's White Pages.
  • ION Report - Retail Date Codes - It will display all retail date codes entered in the system through eoTablet.

Lists

Purchasing

Sales

SRS

Transactions

Vending

Additional Information


Style Conditions Editor
The style conditions editor is used to apply specific fonts and display options to specific cells within the grid in an ION report. For instance, this is particularly useful if a cell in a specific column should be displayed red if it is below an amount and green if above. To do the above example, the Condition must be set to less, the value should be 0, and the font should be red.

The Style Conditions Editor will change a field based on a selected Condition. The Field Properties Editor will simply alter the fields.

How to Add a New Style

  1. Select the grid column.
  2. Click the hyperlink Add New Style Condition at the bottom of the popup.
  3. Using the drop down arrow, select the condition and any values.
  4. Check the checkboxes correlating to the location the condition will be applied to.
  5. Under the heading "Appearance when applied" use the drop down arrows to select the specific appearance for the items. To expand the grid to include more options, use the +.


In October 2009, changes were made to add the tab "Dx Formats" to all ION Reports. This tab can be used to create DevX reports saved within the system which can be used to quickly run data in a user created format.

The Dx formats tab works with both regular ION and Mobile ION.

How-To Add a New Report

  1. Select the ION Report and use the left hand tabs to select any additional information.
  2. Click the tab at the top of the screen labeled "DX Formats".
  3. Click the command button New Report.
  4. Name the report and click the command button OK.
  5. Click the design button on the bar.
  6. Use the report designer to design the report.

Printing DX Reports

Report Designer

The report designer is used to create the reports. For additional information, see DX Reports.

Corrective Actions

Record>Report>DX Reports
DX Reports can be used to quickly run data in a user created format. This option was added in October 2009. This screen is used to maintain DX report records.

For more information, see ION Reports - Dx Formats Tab or Report Records - Dx Formats Tab.

Reference videos can be found at DX-Basic Training and DX-Advanced Training

Notes about the Report Designer:

  • The design surface is the area of the report. (The white area with spots)
  • The report bands are how the report appears and divide the page. The size of the report bands may be adjusted. There are several bands:
    • Top Margin
    • Report Header
    • Page Header - Used for column headers for tables.
    • Group Header
    • Detail - Contains the actual details of the report.
    • Group Footer
    • Report Footer
    • Page Footer
    • Bottom Margin
  • The data source contains the specific information that may be linked to fields within the report.
  • The Report tag (>) in the upper left hand corner can be used to make edits for the entire report. This report tag also contains the report wizard.

For information on adding DX reports, see Adding DX Reports.

How-To Create a New DX Report Record

  1. Go to Record>Report>DX Reports.
  2. Click the command button New.
  3. Select the record number.
  4. Add information - name, data source.
    • Data sources include: Pallet information, Invoices and/or picklists, Purchases, Item transfers, Service tickets, Equipment transfers
  1. Click the command button Save.

How-To Design a DX Report

  1. Go to Record>Report>DX Reports.
  2. Select the design panel, and click the command button Select Test Data.
  3. Using the +, check the checkboxes correlating with the test data in the parameters box.
  4. Use the drop down arrow to select a cutoff date.
  5. Click the left arrow > on the bar.
  6. Use the Report Designer to create the report.
  7. When finished, save the report.

DevExpress Documentation

Additional Information

Design Panel

The top bar of the tab can be used to design, view, print, zoom in on, or export the report.


Grouping in DX

If you’ve got all of the relevant info all set to go in ION, it’s a pretty easy process to get DX to group it. Say we’re basically looking at something like this:

Dx-iongrid.png

If you want to see DX sort things similar to how they are here in ION, you need to make sure you set up grouping rules. This means first having a group header under which my details will be listed:

Dx-addgroup.png

Now that you have your group band, you can assign the rules to it that it will group by. In this example, you would just be looking to sort by the manufacturer (by name). Naturally, you would place the manufacturer field inside that group header, but you also want to specify that the group band is actually sorting and grouping using this same field:

Dx-group1.png Dx-group2.png Dx-group3.png

Once all of this is set up, your detail lines will now be sorted according to this rule.

Dx-groupresult.png


Summaries and Counts

1.Create a report footer (right click->insert band)

2.Bring in your desired field to be summed (t1.customer)

3.Edit field properties, edit Summary string

4.Summary function, Count (since we’re not using sums of qty’s, we want to see # of stops for this example)

5.Set to run this count by your desired range (in this case what is contained within the whole report)

Dx-countsum.png

Additions

February 2012, new DX Warehouse objects were added to Transfer Field Lists. They include ToWhseLocation and FromWhseLocation

SQL Report sample
SQL reports are a changeable report format created and maintained within the system in the Records>Report>Records screen. In order to see these reports, SQL 2005 must be installed.

The reports may also be printed using the Print Report screen.

Crystal Report sample
Crystal Reports are a format of reports which may be created by the user. Additionally, these reports can be added to the eoStar database through the Records>Report>Records. These reports can additionally be viewed and printed on the File>Print Report screen.

Crystal Viewer is required in order to view and create crystal reports within the system.

For information on troubleshooting involving Crystal reports, see Crystal Reports Issues. For information on updating a Crystal Report, see Replacing a Crystal Report.

In January 2010, changes were made removing Crystal report functionality from the core schema, and placed it into the Crystal 32 Plugin.

Below is a list of common Crystal Reports issues and their solutions.

SQL Expressions in Crystal Reports

The error message associated with SQL expressions in Crystal reports

If a Crystal Report containing SQL expressions errors out, it can be corrected by placing parentheses around the SELECT statement. This fixes the error because with the parentheses, Crystal can make the statement into a separate query. For an additional explanation, see ittechguys.blogspot.com.

SQL expressions in crystal reports 1.gif

Downloading Crystal Reports

If, when downloading a crystal report with a header and footer, the download drops the header and footer, then in Crystal go to File>Export>Report Export Options. Select the default and click Okay. In the Options box, select the option that allows the exporting of the page headers and footers.

Replacing A Crystal Report

For more information, see Replacing a Crystal Report.

Installation Error

During the installation of Crystal 2008 Viewer, the following error message occasionally appears.

Crystal viewer error message.gif

Continue through it, and complete the installation. The Crystal Reports appear fine inside eoStar.

Report Loading/Viewing Issues

Crystal Reports may have issues loading if the Crystal 32 Plugin is not installed. This issue would only appear in versions 10.1.14.0 or later.