How To EM Product Reports

Introduction

The Enactor application provides a range of Product Reports to support operational insight into product-related activities. These built-in reports are accessed through the Estate Manager and cover sales performance, replenishment activity, returns, price changes, and stock analysis.

The purpose of this guide is to demonstrate how to navigate to, filter, and interpret each of the Product Reports available in the Estate Manager. The integrated reports can be enhanced by custom reports produced by the retailer, which can be incorporated into the Reports User Interface.

info

Both the built-in and custom reports are presented in a standard User Interface, which typically includes the capture of report parameters before generating the report.

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Overview

The following Product Reports are covered in this guide:

1. Best / Worst Sellers by Units Report - Tabulates best and worst selling products by the number of units sold
2. Best / Worst Sellers by Value Report - Tabulates best and worst selling products by the value of sales
3. Best / Worst Selling Styles by Units Report - Tabulates best and worst selling styles by the number of units sold
4. Best / Worst Selling Styles by Value Report - Tabulates best and worst selling styles by the value of sales
5. MMG Summary Pie Chart - Displays MMG Summary information in pie chart form
6. MMG Summary - Tabulates sales details based on the MMG Level defined at report criteria
7. Price Changes - Tabulates details of price changes done during a specified period of time
8. Product Sales - Tabulates product sales by the number of units sold
9. Replenishments - Displays replenishment information according to specified criteria
10. Returns - Displays return information according to set criteria
11. Rolling Replenishment Stock Ledger Transactions - Tabulates stock ledger transaction details

note

Additional reports are available in the Product Reports category but are not covered in this guide: Rolling Replenishment, Sales Tax, Sales Transactions, Stock Valuation, and Trading Summary.

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Product Reports

Best / Worst Sellers by Units Report

The Best / Worst Sellers by Units Report tabulates the best and worst selling products by the number of units sold. Users can filter results by region, location, terminal, merchandise group, and date range.

Navigate to the Best / Worst Sellers by Units Report using the Search or the path: Reports > Product Reports > Best / Worst Sellers by Units

Filter Criteria

Use the filter criteria to narrow the reporting data before generating the report.

Select the filter criteria for the Best / Worst Sellers by Units report. Set Region, Location, and Terminal to narrow results. Use Top and Bottom to specify how many best and worst sellers to display, and Date Range to set the reporting period.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Bottom	Numeric value indicating the number of worst sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

Once the report has been generated, the summary screen displays the filter criteria in the header and the transaction details below.

The report summary displays best and worst selling products by units. Each row shows Product ID, Style ID, Description, MMG ID, MMG Description, Colour, Size, Sales Value, and Sales Qty. Use the toolbar to export the report.

tip

The report output toolbar provides additional export options. Use Print, View PDF, Save XLS, or Save DOC to export the report in the required format.

The report toolbar provides Back, Print, View PDF, Save XLS, and Save DOC buttons for navigating and exporting the report.

Button	Description
Back	Returns the user to the previous screen.
Print	Sends a copy of the report to an attached printer.
View PDF	Enables the user to view the report in PDF format.
Save XLS	Saves the report in Excel spreadsheet format.
Save DOC	Saves the report in Word format.

This completes the Best / Worst Sellers by Units Report.

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Best / Worst Sellers by Value Report

The Best / Worst Sellers by Value Report tabulates the best and worst selling products by the value of sales. Users can filter results by region, location, terminal, merchandise group, and date range.

Navigate to the Best / Worst Sellers by Value Report using the Search or the path: Reports > Product Reports > Best / Worst Sellers by Value

Filter Criteria

Select the filter criteria for the Best / Worst Sellers by Value report. The filter fields are the same as the Best / Worst Sellers by Units report.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Bottom	Numeric value indicating the number of worst sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays best and worst selling products ranked by sales value rather than units sold.

This completes the Best / Worst Sellers by Value Report.

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Best / Worst Selling Styles by Units Report

The Best / Worst Selling Styles by Units Report tabulates the best and worst selling styles by the number of units sold. This report groups products by style rather than individual SKU.

Navigate to the Best / Worst Selling Styles by Units Report using the Search or the path: Reports > Product Reports > Best / Worst Selling Styles by Units

Filter Criteria

Select the filter criteria for the Best / Worst Selling Styles by Units report. The filter fields are the same as the Best / Worst Sellers reports.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Bottom	Numeric value indicating the number of worst sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays best and worst selling styles ranked by units sold. Products are grouped at the style level rather than individual SKU.

This completes the Best / Worst Selling Styles by Units Report.

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Best / Worst Selling Styles by Value Report

The Best / Worst Selling Styles by Value Report tabulates the best and worst selling styles by the value of sales. This report groups products by style and ranks them by sales value.

Navigate to the Best / Worst Selling Styles by Value Report using the Search or the path: Reports > Product Reports > Best / Worst Selling Styles by Value

Filter Criteria

Select the filter criteria for the Best / Worst Selling Styles by Value report. The filter fields are the same as the other Best / Worst reports.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Bottom	Numeric value indicating the number of worst sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays best and worst selling styles ranked by sales value.

This completes the Best / Worst Selling Styles by Value Report.

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MMG Summary Pie Chart

The MMG Summary Pie Chart report enables the user to view MMG Summary information in pie chart form. The chart provides a visual breakdown of sales by merchandise group.

Navigate to the MMG Summary Pie Chart using the Search or the path: Reports > Product Reports > MMG Summary Pie Chart

Filter Criteria

Select the filter criteria for the MMG Summary Pie Chart report. Set Location and Terminal to narrow results. Use MMG Level to select the merchandise group hierarchy level (1 to 10), and Date Range to set the reporting period.

Filter Criteria	Description
Location	Dropdown list selection of configured Locations. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MMG Level	Dropdown list selection of fixed options: levels 1 to 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The pie chart displays a visual breakdown of sales by merchandise group. Each segment is colour-coded and labelled with the MMG category name. The legend identifies each group.

The data is also represented in a table format below the chart:

The tabular summary below the pie chart shows MMG ID, MMG Description, Net Sales Value, and Net Sales Qty for each merchandise group.

This completes the MMG Summary Pie Chart.

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MMG Summary

The MMG Summary report tabulates the sales details based on the MMG Level defined at report criteria. This report provides a text-based summary as an alternative to the pie chart view.

Navigate to the MMG Summary using the Search or the path: Reports > Product Reports > MMG Summary

Filter Criteria

Select the filter criteria for the MMG Summary report. Set Region, Location, and Terminal to narrow results. Use MMG Level to select the hierarchy level, and Date Range to set the reporting period.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MMG Level	Dropdown list selection of fixed options: levels 1 to 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays sales details for each merchandise group at the selected MMG Level, including net sales value and quantity.

This completes the MMG Summary.

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Price Changes

The Price Changes report tabulates the details of price changes done during a specified period of time.

Navigate to the Price Changes report using the Search or the path: Reports > Product Reports > Price Changes

Filter Criteria

Select the filter criteria for the Price Changes report. Set Location to filter by store, and Date Range to specify the period for price change activity.

Filter Criteria	Description
Location	Dropdown list selection of configured Locations. If no Region is specified, all Locations configured are shown.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays all price changes that occurred within the selected location and date range.

This completes the Price Changes Report.

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Product Sales

The Product Sales report tabulates product sales data including units sold and sales values.

Navigate to the Product Sales report using the Search or the path: Reports > Product Reports > Product Sales

Filter Criteria

Select the filter criteria for the Product Sales report. Set Location, Terminal, and MM Group to narrow results, and Date Range to set the reporting period.

Filter Criteria	Description
Location	Dropdown list selection of configured Locations. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays product sales data for the selected filters, including product details, sales values, and quantities.

This completes the Product Sales Report.

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Replenishments

The Replenishments report enables the user to view replenishment information according to specified criteria.

Navigate to the Replenishments report using the Search or the path: Reports > Product Reports > Replenishments

Filter Criteria

Select the filter criteria for the Replenishments report. Set Location and MM Group to narrow results. Use Top to specify the number of items to display, and Date Range to set the reporting period.

Filter Criteria	Description
Location	Dropdown list selection of configured Locations. If no Region is specified, all Locations configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays replenishment information for the selected filters, including product and location details.

This completes the Replenishments Report.

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Returns

The Returns report enables the user to view return information according to set criteria.

Navigate to the Returns report using the Search or the path: Reports > Product Reports > Returns

Filter Criteria

Select the filter criteria for the Returns report. Set Location, Terminal, and MM Group to narrow results, and Date Range to set the reporting period.

Filter Criteria	Description
Location	Dropdown list selection of configured Locations. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays return information for the selected filters, including product details and return values.

This completes the Returns Report.

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Rolling Replenishment Stock Ledger Transactions

The Rolling Replenishment Stock Ledger Transactions report tabulates stock ledger transaction details for products in rolling replenishment.

Navigate to the Rolling Replenishment Stock Ledger Transactions report using the Search or the path: Reports > Product Reports > Rolling Replenishment Stock Ledger Transactions

Filter Criteria

Select the filter criteria for the Rolling Replenishment Stock Ledger Transactions report. Set Region, Location, Terminal, and MM Group to narrow results. Use Top and Bottom to specify how many items to display, and Date Range to set the reporting period.

Filter Criteria	Description
Region	Dropdown list selection of configured Regions.
Location	Dropdown list selection of configured Locations in the selected Region. If no Region is specified, all Locations configured are shown.
Terminal	Dropdown selection from a list of all Terminals configured at the selected Location. If no Location is specified, all Terminals configured are shown.
MM Group	Dropdown list selection of defined MM Groups.
Top	Numeric value indicating the number of best sellers to display. The default value is 10.
Bottom	Numeric value indicating the number of worst sellers to display. The default value is 10.
Date Range	The date range required to generate the report.

Press Back to return to the previous screen. Press Next to create a scheduled job to run the report. Press Reset Filters to clear all selections.

Wait For Report

When a report is submitted, the system displays a progress screen indicating the report is in a queue. Several self-explanatory messages can appear at this point with options to Cancel, Don't Wait, or Refresh.

The Wait For Report screen displays the report queue status. Select Cancel to cancel the report job, Don't Wait to continue working while the report generates, or Refresh if the report is taking a long time to display.

Button	Description
Cancel	Cancels the report job.
Don't Wait	Allows the user to continue working. The report will be available from saved reports when complete.
Refresh	Refreshes the report status if it seems to be taking a long time to display.

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Report Summary

The report summary displays stock ledger transaction details for products in rolling replenishment, including product, location, and transaction information.

This completes the Rolling Replenishment Stock Ledger Transactions Report.

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