The User Defined Reports lets you create a customised report, define your own fields, filter, comparison values, etc. You can create various type of reports using Create New Report and save them for generating the reports later.
You can also write custom SQL Queries to extract data out of RPM. Please contact Corum Support to know more about SQL Query functionality.
To generate the user defined report:
1. In the RPM menu, click Reports and then click User Defined Reports.
The User Defined Report screen is displayed.
2. Select the Create New Report.
The Report Generator dialogue is displayed.
3. Select one of the following Report Type:
The report type will define which field will be shown in the Available Fields.
| Fields | Descriptions |
|---|---|
Products | The product report type contains all the Stores, Products and stock related fields. It is customisable and provides a large variety of filters. |
Transaction | The transaction report type contains the cost, transaction, Department, Sub Department and promotional fields. It is customisable and provides a large variety of filters. |
Product Defaults | The Product defaults contain optional fields throughout RPM menu, such as Ask Price and Price on Label. It is customisable and provides a large variety of filters. |
Customer | The Customer report type contains the Customer, Transaction, Club Member, Product, Membership Type, and Store fields. It is customised and provides a large variety of filters. Customer: This fields enables you to add Customer details in the user defined report. Transaction: This fields enables you to add details of the transactions made by the Customer. Club Member: This field enables you to show whether the Customer is Data Inactive member or Points member. Product: This field enables you to add the filters such as Department, description, GST Buy, Sell, etc. for the user defined report. Membership Type: This field enables you to define the Membership type of the Customer. Store: This fields enables you to add the filters such as Store, Store Code, Zone. |
Sale Comparison (Sub Department) | The sale comparison enables you to compare the sales between different Sub Departments. It is customisable and provides a large variety of filters. Profit: This field enables you to compare the gross profit for current year and previous year between Sub Departments. Dollar Sales: This field enables you to compare the sales (in dollars) for current year and previous year between Sub Departments. Unit Sales: This field enables you to compare the unit sales for current year and previous year between Sub Departments. General: This field enables you to add the filter in the report such as: SOH, Store Name, and Sub Department. |
Sub Department Analysis | The Sub Department analysis enables you to compare the cost and sale between different Sub Department. Values: This field enables you to compare cost sales and other Sub Department comparison information. General: This field enables you to filter the information by providing more details such as Description, PDE, Store Name, and Sub Department. |
Sales Comparison (Department) | The sales comparison enables you to compare the sales of the different Departments. It is customisable and provides a large variety of filters. General: This field enables you to filter the report by providing details such as SOH, Store Name, and Sub Department. Profit: This field enables you to compare the gross profit for current year and previous year between Departments. Dollar Sales: This field enables you to compare the dollars sales for current year and previous year between Departments. Unit Sales: This field enables you to compare the unit sales for current year and previous year between Departments. |
Tiered Pricing | The tiered pricing enables you to compare the sales, cost and gross profit between different products with all Stores individually. 12 Month History: This field enables you to display sales history for specific number of months. General: This fields enables you to compare sales, cost, profit, markup, etc. between products. Products: This fields enables you to filter the information by providing additional fields such as Product, UPI, Department. |
Tiered Pricing (Consolidate Stores) | The tiered pricing (consolidate Stores) report provides the same information as tiered pricing with an exception that the Stores will be consolidated. |
Deal Pricing | The deal pricing report type provides the information for product, deal pricing, and deal. Product: This field enables you to add the details regarding the Products barcode, Tagged Group, Date Created, Modified, etc. for the user defined report. Deal Pricing: This field enables you to add the filters for deal pricing for the user defined report. Deal: This field enables you to provide information regarding deals such as Deal Name and Is active. |
Store Invoice to Deal Comparison | The Store invoice to deal comparison enables you to compare the invoices of the Product, Stores, deals for current year and previous year. Store: This field enables you to add the detailed address of the Store for the user defined report. Product: This field enables you to add the details of the Product for user defined report. Deal Pricing: This field enables you to add the filters of deal pricing for user defined report. Store Invoice: This field enables you to add the filters of Store invoice for the user defined fields. Deal: This field enables you to provide information regarding deals such as Deal Name and Is active. |
4. Enter the Report Title.
5. Drag and drop the fields from available fields which you wish to display in Display Fields.
You can move the columns upward and downward and remove the columns
6. To apply conditions, drag and drop the fields from available fields to Condition Fields.
The Search Condition dialogue is displayed.
7. Do the following and select OK:
- Select the Conditions from the drop-down list.
- Enter the Comparison Value.
- To prompt the values each time report is run, select the check box.
8. To sort the report column, use Sort Order options.
Drag and drop those fields which are already displayed in the Display Field. You can move the columns upward and downward and remove the columns.
NOTE
If you select more than 11 Display Fields an error will be prompt.
9. Select Save to save the user defined report.
The report is listed in the User Defined Report screen. You can Edit, Copy, and Delete the user defined report.
10. Select View Report to view the report.
The User Defined Report will be generated.
Sample of User Defined Report
The fields displayed in the sample report can vary depending on your selection. The items displayed have been described in the table below.
| Columns | Descriptions |
|---|---|
| Products | The name of the Product. |
| Av Real Cost Ex GST | The average cost of the Product excluding GST. |
| Retail Excl GST | The retail price of the Product excluding GST. |
| Retail Incl GST | The retail price of the Product including GST. |
| M/UP | The mark up of the Product. |
| GP | The gross price of the Product in percentage. |
| Single Unit GP$ | The gross price of each unit in dollars. |
| SOH | The stock in hand of the Product. |
| 12 Month Total Units | The total units of the product in 12 months. |
| 12 Month COGS | The cost of goods sold in 12 months. |
| YTD Total GP$ | The total gross price in dollars from the previous year till the current date i.e Year To Date (YTD) . |
