Review the use of Dynamic Reports, Configuration, Action Items and discuss how clients are utilizing DRS to improve efficiencies. Presented by Stuart Greengart (Customer Experience Consultant, SPI) at the 2016 SPI Conference.

1. Dynamic Reports
Expert
STUART GREENGART

2. 1. What is DRS?
2. Tables and Views
3. Customize Options
4. Create Reports
5. Configuration Utility
6. Best Practices
DYNAMIC REPORTS

3. Reporting Tool Customize Save Export
What is DRS?

4. What Does DRS Provide?
• Select Columns & Name
• Column Order
• Filter, Format, Summarize
Flexibility
• By User Name or Custom Class
• “Overstock Reports”
• “Merchant’s Reports”
Classification
• Use Excel functionality
• Pivot Tables, Grouping
Export to Excel

5. • Administration
• FADM_PARAMETERS
FADM
• Forecasting
• FFCT_OFFER_PRODUCT
FFCT
• Master Scheduling
• FMSH_ITEM_MASTER
FMSH
DRS Tables

6. VDRS_SPREAD_ANALYSIS_BY_SKU
VDRS_SCHEDULED_RECEIPTS
VDRS_BACKORDER
DRS Views

7. Available Reports
• Order DetailMarketing
• Backorders
• Scheduled Receipts
• Hot Lists -Vendor/Product/SKU
Master Scheduling
• Offer Product
• Spread Analysis
• Price Range
Forecast*21 /
MAPS
• Forecast Volatility
• Event Reporting
• Product/SKU History
Venture*21

8. Parameters
Stock On
Hand
All Tables
All Views
Custom
Views
Other DRS Uses

9. DRS Reports – Open Existing

10. Create an Open Purchase Order Report
Reports are saved from the same
Base View
This view is
VDRS_SCHEDULED _RECEIPTS

11. FILTERS
Select field filters - Scheduler, Date
Assign filter type - Single Date or Date Range
Add Offer filters – Select multiple offers and versions
FORMAT
Currency, Date format, Percent
Change Column Headings, Filter Labels
Summarize groups by total, average
SORTING AND GROUPING FIELDS
ACTION ITEMS
DRS Customization

12. Open PO Report

13. Open PO Report
Grouping
Sort by Group
Subtotals

14. Open PO Report
Link Directly to Modules to Review
Work Through the List of Products

15. Save Report

16. Create a SKU Listing Report
We will use an Offer Filter for this Report
Select a single offer or multiple offers and select version:
Working, Projected, Actual

17. Create a SKU Listing Report

18. Repository of all the Tables and Views
Available
Customize and Save the Base View
Use the Report Wizard to Create a New
Report in DRS from the Base View
DRS Configuration

19. DRS Configuration
Table or View
Template

20. DRS Configuration

21. DRS Report Wizard

22. • Sales/Inventory
• Range - Monthly, Quarter, Daily, Offer
Required Reports
• Vendor, Product, SKU, Forecasts
Determine the Fields
and level you want to
see
• DRS Expert
• Avoid duplicating the same report
Dedicated person to
design the reports
• MAPS Budget/Hotlists/etc. can be
exported directly to Excel
Check the modules
before creating
reports
Best Practices

23. Contact Me
•Stuart Greengart
Email: stuart.greengart@spi.com
Phone: 401-474-3868