This document provides an introduction to the Mail Order Manager Report Builder module. It outlines the prerequisites for using the Report Builder and walks through the steps for installing, setting up, and activating the software. The main sections of the Report Builder are explained, including creating quick reports, cross tabulation reports, labels, and chart reports. Various examples are provided to illustrate how to build different types of reports. Support resources and suggestions for future webinars are also mentioned.
2. Agenda
First Webinar for Report Builder, more to come!
Installing the Report Builder
Setting up the Report Builder
Creating reports with the Report Builder
Quick Reports
Row/column report
Cross Tabulation Reports
Similar to Excel Pivot Tables
Used for data analysis
Labels
Mailing and other labels
Chart Reports
Graph data
Q&A
3. Prerequisites
Mail Order Manager 7.0 and up
M.O.M. Report Builder Software
Find the install on the knowledge base, KB899
Can also be found on the support section of our website
under Misc Utilities for M.O.M. 7i
The latest M.O.M. 7i program update installed dated
10/20/09 and beyond.
Remember to run a successful backup before doing a
program update
One license of a Report Designer/Viewer comes
with 7i
Additional designers and viewers can be purchased
4. Running the setup.exe file for the report
builder will launch the M.O.M. Report Builder
Setup Wizard
5. Dydacomp recommends installing the M.O.M.
Report Builder on individual computers that
have a M.O.M. 7i workstation install.
6. Specify a location for the Report Builder
program to be installed
10. Choose if you would like to launch the report
builder or not
11. When the Report Builder is run for the first
time, a screen will appear allowing you to
specify the location of the report data files
and the Mail Order Manager program folder.
For example: C:MOMlocal7
12. Specify e-mail settings allowing the report
builder to send reports via e-mail. Click on
Test to receive a test e-mail.
13. This screen allows activation of the M.O.M.
Report Builder, e-mail technical support
support@dydacomp.com or visit the
Dydacomp website www.dydacomp.com
Click activate
16. Enter the serial number provided from your
purchase and click Online. An activation
code will be generated online for the M.O.M.
Report Builder software.
17. Please note: The Registration number is
unique to every computer. The activation
code that is created uses the registration
number and the serial number to generate a
unique activation code. If you move
computers and would like to re-install the
Report Builder software, please contact
Dydacomp Support so that we can re-activate
the serial number. The reactivation process
may take up to 24-48 hours.
18. After a successful activation, you will see the
following message
19. To activate additional licenses, click add and
enter the serial number from your purchase,
then click online
An Options Update must be done in M.O.M.
20. User IDs must be set up in the Report Builder
Report Designer
Can view and create reports
Report Viewer
Can only view reports
21. Under the Options drop down, choose M.O.M.
Report Builder
Choose M.O.M. Report Builder Setup
22. Choose the path for the M.O.M. Report
Builder exe file
After this is set up, the report builder can be
launched by going to Options -> M.O.M.
Report Builder -> Launch M.O.M. Report
Builder
23. The default user name and password is
ADMIN/ADMIN
Company drop down is available if you have
the Multi Company Controller Module
24. Once logged in, you can double click a report
to launch it, or choose New to create a new
report
25. Data groups
In Step 1 of all reports, choose the correct data
group
26. In each data group, the most popular tables
have been joined
76. This is the first of many webinars on the Report
Builder
Future webinars will explain formulas, properties of
fields, and feature different reports
Support offers light guidance
Create a ticket using Online Support
Set up guide KB896
Help file KB897
Check the KB for report templates
Check the forum for report templates and tips
support@dydacomp.com
Custom work is available
sales@dydacomp.com
Suggestions
Suggestions for future webinar topics as well as the
module
reportbuildersuggestions@dydacomp.com