Eclipse Reports. Release 8.7.8

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Eclipse Reports

Release 8.7.8

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contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license

agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners.

Epicor Eclipse Release 8.7.8 Online Help Documentation

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Eclipse Reports Overview

Eclipse Reports uses your company's real-time data to provide you accurate information about your business in a format that you choose. Use Eclipse Reports to collect and format that data to answer your business questions by building a report that exactly fits your needs. You can begin creating reports without any setup in the system. You do not need to know control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how to select data from the Eclipse database.

Important: Your company must be running Solar Eclipse to use Eclipse Reports.

As you create your report, the web-based system uses live data from your database to show you a sample report. This sample view helps you decide what data you want to include on the report. For example, you may need to run a product sales report, but want to eliminate one of the cost columns. You can apply post-filters to reports to make smaller reports. For example, you run a sales report, but then can filter the report for each salesperson.

In addition, by creating templates, Eclipse Reports provides a way to repeat or rerun a report without having to define parameters each time. Also, you can organize your reports by those that you run most often. You can change how your reports are handled by making them exclusive to a specific set of users, or you can make a report public so that everyone can has access to the report that you build.

You can also restrict access to who can pull certain types of data. Use any usual authorization keys to make sure that only authorized individuals can add restricted information, such as costing, to reports. The system defaults to a home page that displays what reports are running or are scheduled to run, a list of reports that you have marked as favorites, a list of all reports available to you, and any report templates that you have made.

You can use a current report to create smaller reports based on the data that you have already collected and because the system refreshes the report information with data from your own business, the reports are always up to date. For example, you can create a report pulling all open purchase orders. Then you can use that report to create smaller reports by writer or inside salesperson. This functionality lets you filter the data precisely.

Important: We recommend opening Eclipse Reports through the Solar application. If you do not, the system uses a separate license to run Eclipse Reports.

Report Writer and Eclipse Reports

Eclipse Reports does not replace Report Writer. If you have reports created using Report Writer and you want to transition them to Eclipse Reports, you need to recreate them in Eclipse Reports. Although you can leave all your reports currently scheduled through Report Writer, we recommend moving any reports that you run frequently to Eclipse Reports. You can use Report Writer and Eclipse Reports on the same system at the same time, if necessary. With the advanced features of Eclipse Reports, we recommend using the application for any new reports you design.

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How Eclipse Reports is Organized

Eclipse Reports separates data into four areas: your Home page, the Report Wizard, the Report Builder, and the Report Viewer.

Note: There are some key terms you should familiarize yourself with before using reports. For more information about how terms are used in Eclipse Reports, see Key Terminology.

Your Home Page

Your Home page provides quick access to all your reports and templates in one location. Your Home page view is specific to your user ID. Use the Home page to view details for reports currently running, any reports that are due to run, or manage your reports by drilling into the details and editing the reports, as needed.

The Favorites tab and the Templates tab display similar information. You can use either tab to view reports you marked as favorites. Use the Templates tab to find reports you want to mark as a favorite. After marking a report as a favorite, that reports displays on the Favorites tab.

For more information about the Home page and the information displayed, see Eclipse Reports Home Page Overview.

The Report Wizard

The Report Wizard walks you through creating report templates. The system saves the template you create so you can run the report when needed. By creating templates you can repeat or rerun a report without having to define parameters each time. You can grant access for other users to templates and reports.

For more information about the Report Wizard and how to use it, see Creating Reports Overview.

The Report Builder

The Report Builder page provides tools to manipulate the data columns and other report properties. Decide how to arrange the columns on the report either when viewed on the screen or when printed. For more information about formatting reports, see Formatting Reports.

The Report Viewer

The Report Viewer page provides tools to help you limit data on a report and create smaller reports, as needed, for different uses. For example, you may run a report that gives you details about how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers.

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Key Terminology for Eclipse Reports

Eclipse Reports uses the following terms throughout the documentation. Review to familiarize yourself with how the system uses the terminology: it may be different from what you are accustomed to.

• Template • Report

• Pre-filter or Run-Time Filter • Post-Filter

• Report Wizard • Report Builder

Template

Each time you create reports you also create report templates. The system creates a unique template ID and a default report name. You should rename the report meaningfully so you can identify the report template in the system later. The templates could be reports that you started and did not finish or reports that are flagged as favorites. All reports that you create are under the Templates tab.

Report

The Reports tab, or Report Viewer, is the same as a Your Hold File in the Eclipse system for reports. After a report runs the system displays it under the Reports tab. Any report that you have not viewed displays in bold. Use the Report Viewer to filter, add sub-total, total data, and hide columns. You also have the option to export the report data into common formats, such as pdf, xls, and csv.

Pre-filter or Run-Time Filter

When you are creating a report using the Report Wizard you have the option to apply a filter. A pre-filter gives you access to all data elements in the dictionary tree and lets you limit the report before running it. If you know there is a data element that you can filter on initially, select it to reduce the time it takes to compile the report. For example, you can filter by branch on a report. If you know you want to run the report for branch 1 only, apply the pre-filter so the report pulls data for only branch 1, and you do not have to filter after the report runs. All data elements from the report source are available for filtering.

Note: By default the system uses the user's home branch for any Br/Tr/All field.

Post-Filter

After a report runs you can apply additional filters to create a smaller subset of report data. The only data elements available to use are the ones on the report you are viewing. For example, you can run a sales report for all branches and create filters after the report runs to show only each branch, salesperson, or price line. You can create as many post-filters as you want for a report.

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Report Wizard

The Report Wizard helps you start the process of building a report. Based on what category you select you have different report sources from which to choose. You then name your report and give it a detailed description. The Report Wizard is like filling in header information for the report: what is the name and who can see it? For more information, see Creating Reports Overview.

Report Builder

The Report Builder helps you select and decide on the layout for a report before it runs. You have all the data elements available based on the report source you selected. You can move columns around and set pre-filters along with column property information. After you are done you can run the report and it displays and prints according to your selected layout.

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Setup Requirements for Eclipse Reports

Following are the control maintenance records, authorization keys, and other system requirements used for setting up Eclipse Reports.

Note: Users cannot view any categories or report sources for companion products for which they do not have permission. If your company does not have a companion product, those categories and report sources do not display.

Review the following items for setting up Eclipse Reports: • Control Maintenance Records

• Authorization Keys • Browser Requirements

• Monitor Resolution Requirements • Trusted Sites Settings

• Preference Settings • Licensing

• Drivers

Control Maintenance Records

• Default E-Mail From Name - Enter the name with which to populate the From field any time an e-mail is created. For example, enter [email protected]. This can be removed and replaced at the e-mail level. The system checks the user's default e-mail in User Maintenance first. If no e-mail is listed, the system uses this control maintenance record. If this control maintenance record is blank, the system uses [email protected].

• File System For Eclipse Reports - Use to identify where the system should store your reports. The path you enter in this control maintenance record displays on the Admin page. To view the current path for the storage location, click Admin at the top of the Eclipse Reports application. The path is listed in the Partition Location field under the System Stats area.

Note: This path is identified at the time of installation or at upgrade. Consult Eclipse Support before changing this path.

• Allow ODBC Access For Eclipse Reports - Use to allow access to the core report files and manage them in an ODBC editor. This is the first step to using the ODBC files in a third-party interface. For more information about ODBC setup, see Configuring Your System to Access ODBC Files.

Authorization Keys

• REPORTER.ADMIN - Assign to users so they are authorized to stop reports and grant authorization to data, but do not have super user status.

• REPORTER.EDIT - Assign to users so they can view, create, and edit reports. In addition, this gives permission to use export options.

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Browser requirements

You must be running the following browser in order to run Eclipse Reports properly. Also, you need to update your browser's trusted sites information.

• Internet Explorer 7.0 or higher • Firefox 2.0 or higher

Note: We recommend using Firefox 3.0 for the best speed in creating your reports and for the fastest page rendering.

To set Internet and trusted sites:

1. Launch Eclipse Reports or another browser window.

For Firefox For Internet Explorer

1. From the Tools menu, select Options. 1. From the Tools menu, select Options. 2. Click the Main tab. 2. Click the Security tab.

3. In the Downloads area, make sure the following check boxes are selected:

• Show the Downloads window when downloading a file.

• Save files to:

3. In the Security level for this zone area, click Custom level...

4. Select a folder where you want to store any reports that you download from the system.

4. Scroll to the Downloads area and make sure all selections are marked as Enable. 2. Click OK to save your settings.

Computer Monitor Resolution Requirements

To make sure that reports open in minimum viewable area and that the Create Report wizard can be viewed correctly, set your computer monitor resolution to a minimum of 1027 x 768.

Use your monitor's property settings, to make sure you have the minimum setup. Generally, you can access these setting by right-clicking on the desktop and selecting Properties, then select the Settings tab.

Preference Settings

To make sure that your reports open in their respective applications, use the Preferences settings to set the application file extensions. Enter the file extension in the extension column then define the program to be used. You can browse for these files and will be found under c:\Program Files during the setup.

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2. From the File menu, select Preferences.

3. Enter .xls, .iqy, and .csv in the Extensions column.

4. In the File to Open column enter the path to open Microsoft Excel or another spreadsheet program.

5. Click Advanced.

6. Select Confirm open after download and click OK.

Licensing

Eclipse Reports uses an Eclipse license when running. However, if you access Eclipse Reports through the Reports > Eclipse Reports menu in Solar Eclipse, the system uses the same license that you used to open Solar Eclipse to run Eclipse Reports.

If you access Eclipse Reports through your web browser independently of Solar Eclipse, the system uses a new license.

Drivers

The IBM UniVerse ODBC driver should be installed with your version of UniVerse. If you need to install it and you do not have the original UniVerse disc, you can download it from the UniVerse web site or from the customer web site for Eclipse:

• UniVerse link • Eclipse link

For more information about manipulating ODBC files, see Configuring Your System to Access ODBC Report Files.

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Report Storage Locations

Your system administrator identifies the system storage location for all reports at the time of installation. Once established, we recommend not changing the location. If you find that you are running out of space on your server, you should delete reports that are no longer needed or allocate more space for that part of the system.

Use the File System For Eclipse Reports control maintenance record to identify where the system should store your reports. The path you enter in this control maintenance record displays on the Admin page. To view the current path for the storage location, click Admin at the top of the Eclipse Reports application. The path is listed in the Partition Location field under the System Stats area.

For more assistance with storage locations, contact Eclipse Support.

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Defining Your Display Settings

Before creating reports in Eclipse Reports, you can define your preferred display settings. You can update your settings at anytime.

Note: None of this set up is required to use Eclipse Reports. The system uses defined defaults.

To define your display settings:

1. From any page in Eclipse Reports, click My Profile at the bottom of the page.

2. From the Selected Skin drop-down menu, select the theme you want to use for the main areas in Eclipse Reports. By default, the system uses Eclipse. The theme determines the colors used in the application.

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Restricting Access to Report Data

Based on your company's setup and structure, you can limit the access to report data. You can restrict access to information based on fields on a report, entire sources, data item groups, or individual data items.

Note: If you add users to a forward list for a report, this does not restrict access. Granting access through a forward list gives an assigned user permission to access the report through Eclipse Reports. This permission includes viewing and editing data on the report.

We recommend using your current authorization keys set up in your system to be consistent with your user permission structure. By using current authorization keys, you can ensure that users who normally have permission to view certain data, such as costing, continue to be the only ones allowed to add that kind of data to a report. You can also create user-defined authorization keys to set up specific permissions for reporting only, if necessary.

Note: For information about setting up user-defined authorization, launch the online help from Eclipse and see Creating User-Defined Authorization Keys in the

Authorization Keys documentation.

For example, you may prefer to limit all pricing and cost information to purchasing agents or limit all accounts payable and receivable information to accounting personnel.

To restrict access to report data:

1. From any page in Eclipse Reports, click Admin at the top of the page and then click the Authorization tab.

2. Select the type of data you want to restrict by clicking one of the following areas: Report Categories, Report Sources, Report Data Item Groups, or Report Data Items. Note: The selections may be outside the viewable area. Scroll down, if needed. 3. From the lists that display, select an entry from the first column.

Note: Use the search field at the top of the column to narrow the selection. For example, type S to limit entries to those beginning with an S.

4. In the Authorization Key column, in the field that corresponds with the entry you selected, enter the authorization key for which you want to restrict that data. The system displays an error if the authorization key you enter does not match any key in the system.

Any users without this assigned authorization key will not be able to add the data to any report. 5. Repeat steps 2-4 to apply any additional authorization keys.

6. Click Save Changes.

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Stopping Reports That Are Running

Eclipse Reports provides an administrative tool for users in your organization who monitor how resources on your server are used. This tool gives the option of stopping reports that are running if they are draining server resources and slowing down other parts of the system.

If you stop a report from running, you are only stopping that instance of the report. A user with a regularly scheduled report may need to reschedule that report so as not to affect resources.

For example, some reports take longer to run than others and the owner of the report may not know the impact of running the report at peak times. You can stop the report and ask the owner to run the report during off hours.

Note: You must be assigned the REPORTER.ADMIN authorization key to access this page. Contact your system administrator if you need to stop a report that is running.

To stop a running report:

1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. Click the Running Reports tab.

3. Select the check box next to the report you want to stop. You can select more than one check box if you want to stop more than one report at a time.

Note: You can also search for a report if you are notified to stop a report run. Use the search field to search for the report by name.

4. Click Kill.

The report stops processing. The system runs the report at the next scheduled time. To delete the report altogether, see Deleting Reports from the Server.

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Deleting Reports from the Server

By default, the system keeps all reports created. However, you can delete reports to free up space on your server. We recommend deleting reports regularly if you do not need them to save space.

Note: We recommend you establish a policy for how often reports are deleted from the server. For example, you may want to delete reports that are over 90 days old. By using a standard policy, you can keep your server clear of unneeded report copies. The Completed Reports tab on the Eclipse Reports Admin page displays all reports completed in the system. To view reports for only your user, click Home and then click the Reports tab.

For example, if you have an employee leave your company and that employee regularly runs reports, you can sort by report owner name to isolate which reports that employee was responsible for. Then you can either delete the reports or copy the reports. You cannot assign a new owner for a report. If you delete a report, the system removes the report from the owner's list and from the server.

Note: You must be assigned the REPORTER.ADMIN authorization key to access this page. Please see your system administrator for more information.

Delete a single report from the server:

1. From any page in Eclipse Reports, click Admin at the top of the page to display the Eclipse Reports Admin page.

2. From the Completed Reports tab, select the check box for the report you want to delete as shown here:

3. Click Delete.

Delete multiple reports from the server:

1. From any page in Eclipse Reports, click Admin at the top of the page to display the Eclipse Reports Admin page.

2. From the Completed Reports tab, select the check boxes for the reports you want to delete as shown here:

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Clearing Report Source Cache

In order to improve performance, the system saves, or caches, report sources. By saving this information, reports are quicker to build on your system. You have the option on the Administration page to clear the cache, if needed.

Note: The cache automatically clears when the Jboss server restarts. To clear the report source cache:

1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. In the Server Information area, click Clear Report Source Cache.

After clearing the cache, reports may take slightly longer to build.

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Restricting File Download Size

By default, the maximum size of a report a user can download is 5 MB. Setting a limit on the file download size ensures that your system bandwidth is not tied up with a large file download. In addition you can indicate whether users can download a partial report up to the maximum file size.

To change the maximum file download size:

1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. In the Report Download Settings area, enter the maximum file download size in MB.

3. In the Allow Partial Download field, select Yes to allow users to download files that exceed the maximum download size up to the size limit. Select No to not allow users to download any portion of a report that exceeds the download size.

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Creating Report Templates Overview

Eclipse Reports provides a wizard to walk you through creating report templates. The system saves the template you create so you can run the report when needed. By creating templates you can repeat or rerun a report without having to define parameters each time. You can grant access for other users to templates and reports.

Important: We recommend opening Eclipse Reports through the Solar application. If you do not, the system uses a separate license to run Eclipse Reports.

You can begin creating reports without any setup in the system. You do not need to know control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how to select data from the Eclipse database.

We recommend running one larger or all-encompassing report before applying filters. By applying post-filters, instead of creating pre-filters at the time of report creation the system manages the data more quickly and lets you view the report results faster. For more information about creating and applying filters, see Creating and Applying Report Filters.

Note: Restrictions to specific data may apply. For more information, see Restricting Access to Report Data.

This section provides information on each step in creating the report template: • Creating a report description

• Completing any prompts for the report • Scheduling the report

• Setting up the report display • Applying report filters • Arranging report columns

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Default Report Categories and Sources

By default, Eclipse Reports contains the following report categories and report sources from which to select data for your report compilations.

Click one of the following categories to display the corresponding report sources and default columns: • Accounting

Source Default Columns

Cash Receipts Branch, Cash Receipt ID, Customer ID, Bank Name, Customer Name, Check Number, Cash Amount, Invoice#, Applied Order Cash Amt, Applied Order Cash Date

Checks/Disbursements Disbursement Chk#, Branch, Name, GL Date, Disbursement Amount

General Ledger Information

ID, Account Description, Account Type, Short Account Description, Internal Account Description, Balance Account, Active

Journal Entries Journal Entry ID, Internal Notes, Posting Branch, GL Posting Date, Posting GL Account, Sub-Ledger, GL Posting Amount

Open AR / Aging Bill to ID, Customer Name, AR Future Balance, AR Current Balance, AR 30 Day Balance, AR 60 Day Balance, AR 90 Day Balance, AR 120 Day Balance, AR Balance

Payables Payable ID, Branch, GL Date, Name, Invoice Number, Invoice Date, Invoice Amount, Pay Amount

• Customers

Contact Information Contact ID, First Name, Last Name, Title, Phone #1, Phone Description #1, Phone Code #1, Email

Customer Part Numbers

Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc., Cust/Vendor Part #, Cust/Vendor Location

Customer Sales Comparison

Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY

General Customer Information

Customer ID, Customer Name, Address, City, State, Zip Code

Sales by Customer Customer ID, Customer Name, Order Number, Shipping Branch, Total Sales Amt, Total COGS Amt, Total GP$ (COGS), Total GP% (COGS), Ship/Rec Date.

• E-Commerce/B2B

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Product Location Detail

Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $

• Job Management

Job Management Sales

Customer Name, Order Number, Shipping Branch, JM Order Qty, JM

Description, JM Fixture ID, JM Lot/Unit, JM Unit Price, JM Unit Cost, JM Ext Price, JM Ext Cost, JM Vendor, Ship/Rec Date

Product Sales Detail w/ JM

Product ID, Description, Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec Date

• Pricing

General Matrix Information

Customer Class, Customer Name, Sell/Buy Group, Product Description, Branch/Terr, Effective Date, Expire Date

• Products

General Product Information

Product ID, Description, Status Desc, Price Line, Buy Line

Product Change Log Product ID Description, Work Order $ MTD, Work Order $ YTD, Work Order $ LY

Product Lifecycle Queue Product Lifecycle Queue Branch/Territory, Product ID, Product Description, Lifecycle Queue On Hand, Lifecycle Description, Lifecycle Queue Days Supply, Lifecycle Queue Date

Product Location Detail Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $

Product Purchase Detail Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS

Product Purchases Comparison

Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY

Product Sales Comparison

Product ID, Description, Sales $ MTD, Sales $YTD, Sales $ LY

Product Sales Detail Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec. Date

Product Transfers Comparison

Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY

Product Work Orders Comparison

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Open Purchase Orders/Bids

Vendor ID, Vendor Name, Order Number, Recv. Branch, Order Date, Order Status

Product Purchase Detail

Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS

Product Purchases Comparison

Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY

Product Rebate Data

Branch, PO#, PO Ship Date, Quantity, Product Number, Description, Rebate Cost, Cost, Rebate Amount

Purchases by Vendor

Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date.

Vendor Purchase Comparison

Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY

• Sales

Customer Sales Comparison

Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY

Direct Through Stock Queue

Branch/Territory, Job Name, Description, DTS Order Quantity, Open Qty On DTS PO, DTS Shipped Quantity, DTS Available Quantity

Open Sales Orders/Bids

Customer ID, Customer name, Order Number, Shipping Branch, Order Date, Ship/Rec. Date, Order Status

Product Sales Comparison

Product ID, Description, Sales $ MTD, Sales $ YTD, Sales $ LY

Product Sales Detail

Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP$ (COGS), Ship/Rec. Date

Sales by Customer

Customer ID, Customer Name, Order Number, Shipping Branch, Total Sales Amt, Total COGS Amt, Total GP$ (COGS), Total GP% (COGS), Ship/Rec. Date

• Shipping Information

Manifest Information Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time

Packed Cartons

Ship Via Info Ship Via ID, Ship Via Code, Shipper Code, Charge Frt %, Auto-Charge Frt % In, Auto-Auto-Charge Ft % Out, Pick Priority, Tax Jurisdiction

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Manifest Information Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time

Open Transfers Order Date, Ship Amount $, Ship COGS$, Recv Amount $, Recv COGS$, Ship Via

Product Transfer Detail

Order Number, Description, From Branch, To Branch, Ship/Recv. Status, Ship/Recv Date, Quantity, Recv COGS$, Ship COGS$

Product Transfers Comparison

Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY

• Un-Quality Event Tracking

Un-Quality Event Tracking

@ID, Category Desc, Code Cost, Code Description

• Use Metrics

Metric Detail Product ID, User ID, Key, Value, Date, Time

Metric Monthly Product ID, Key, Value, Year, Month, Number of Uses

Metric Weekly Product ID, Key, Value, Year, Week, Number of Uses

• User Job Queue

User Job Queue Information

Tracker#, Customer/Vendor ID, Work Area, Sub Area, Source Original Comment, Entered Date

• Vendors

General Vendor Information

Vendor ID, Vendor Name, Address, City, State, Zip Code

Purchases by Vendor Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date

Vendor Part Numbers Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc. Cust/Vendor Part #, Cust/Vendor Location

Vendor Purchase Comparison

Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY

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Product Work Orders Comparison

Product ID, Description, Work Order $ MTD, purchases $ YTD, Purchases $ LY

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Step 1: Create the Report Template Description

You can begin creating reports without any setup in the system. You do not need to know how to set control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how select statements work.

Select the parameters for a report you want to create and what identifiers you want to define your report. Note: If you are only running one report and do not want to set up a schedule, you can

click Finish at the bottom of the wizard window to skip to the Report Builder. To create the report template description:

1. From the main menu bar at the top of the Home Page, click Create Report to display the Create New Report wizard.

2. Complete the following fields, as needed. Required fields are marked with an asterisk (*).

Note: Restrictions may apply to categories, sources, and columns for report data. See your manager or system administrator to verify your authorization. In addition, if your company does not have a companion product, those categories and report sources do not display.

Field Description

Category* Select what type of report you want to create from the drop-down menu. Category names are based on functional areas of the system, such as Purchases, Inventory, or Sales.

The selection in this field determines the selections in the Source field.

Source* Narrow your report results by selecting a subcategory from which the system pulls data. The Source field selections only populate after you select a category. The selection in the Source field determines which columns you have on your report.

Title* Change the title for the report you are creating.

By default, the system uses the source information to create a title for you, such as My Product Location Detail.

Consider viewing this report in a list of reports and make the title meaningful to you. If you do not change the title, you could have several reports with the same title.

Description Enter a complete description for the report you are creating. Words entered in the description are used to search for the report from other areas.

Favorite If you want to save the report on your favorites list, click the star icon. By default, a report is not marked as a favorite. If checked, the star displays as yellow.

Access Type Indicate if you want to make this report a private or public report by selecting the check box. By default, reports are marked as private.

Note: Private reports are accessible only by you unless you grant users access using

the User field. By default, a report remains private unless you deselect the check box.

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Copies Select this check box to save server space. Be default, the check box is selected. If you deselect this check box, the system saves a new copy of the report each time it is run. By saving each version of a report that you may not need to refer back to, you run the risk of filling up free space on the server.

For example, if you run sales reports that you continually compare to previous versions, deselect this check box. For product reports for which you need refreshed copies of what is unavailable, leave this box selected.

Eclipse Reports uses ODBC (open database connectivity) to enable the system to refresh the data without any further work from the user. Leaving this check box selected keeps your report current without saving past copies.

Note: Check the System Stats area on the Administration page to determine the file

storage limits and how much space is free.

User Enter any users you want to have access to the report and template. Even if this is a private report, you can grant or restrict specific users access to the report template.

Note: If you grant access to someone during the report creation process (during this

step), then that person has access to both the report results and the report template. If you grant access to someone by adding them to the forward list after the report has already been created, then that person only has access to the report results.

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Step 2: Complete Required Prompts

Based on the report you are building and the source you select to create your report, the system displays fields that are required for the report. The system displays these fields based on which source you select for your report. (See step 3 in Create the Report Description). If nothing is required, the system displays the following message: No Required Prompts for this source.

Note: These required prompts apply to the entire report not just a particular column

For example, if you are building a report that requires a time period, the system displays Start Date and End Date fields as shown below. You want to run the same report for "year to date." Set up the report with the same start date and then you can adjust the finish date as needed when it is run.

By default, the system uses your home branch to populate any Br/Tr/All field, the month to day for a date range (meaning if it is the 12th of the month the system uses the 12th of the previous month up to the current date), and the current date for the As of Date field.

Note: Eclipse Reports supports variable dating.

To complete required prompts and set default values for your report: 1. Create the report description.

2. Enter the appropriate values in the fields provided. 3. Click Next to go to the next step.

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Step 3: Schedule the Report

Use the scheduling selections to ensure that your report runs at the right time and with the right

frequency. If you know that a report takes several hours to run, we recommend you run that report during off hours. If you are unsure how long the report will take to run, click the Reports tab when the report finishes and check the Duration column. The system also displays the run time for your report on the Home page. If your report requires a long period of time to complete, you can return to this Scheduling page and change the run time to your company's off hours. For example, if you have a report that takes three hours to run, you may want to run that report on Mondays at 3:00 AM rather than Mondays at 2:00 PM.

Scheduling Example

You want to run your report three times at five minute intervals both Friday and Monday beginning at 9:00 PM. Set your schedule parameters as follows:

• Enter the date and time as 01/01/09 09:00 PM in the Start Date/Time field. • Enter 5 in the Repeat Every ___ Minutes field.

Important: This means the report begins every five minutes regardless of how long the report takes to run.

• Enter 3 in the Until Time field.

• Select the Friday and Monday check boxes.

Note: If you leave the Expire Date/Time, Run Days, and Frequency fields blank and the Repeat Every Minutes field set to zero (0), then the system runs the report only once.

To schedule the report:

1. Create or modify the report description. 2. Complete the required prompts, if available. 3. Complete the following fields, as needed.

Title Ensure that the title is correct or change it, if needed.

Note: By default, the system uses the source information to create a title for

you. Consider viewing this report in a list of reports and make the title meaningful to you. If you do not change the title, you could have several reports with the same title.

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Start Date/Time Click the calendar icon and set the date and time.

• Select a date on the calendar. The time field at the bottom of the calendar pop-up window only displays after you select a date.

• Click the time field to display the hour/minute adjustment window. Enter the time you want the report to run and click OK. Click Clear to reset the time. • Click Apply to set the date and time.

Repeat Every ___ Minutes

(Optional) Indicate if you want to run the report in succession at set minute intervals. For example, if you wanted to take snapshots of a certain part of the system, you can set the report to run every 10 minutes for an hour.

Owner (View Only) The system displays your user information in this field.

Expire Date (Optional) Enter the date you want the report to stop running. If you do not select an expire date, the system continues to run the report as scheduled indefinitely.

• Click the calendar icon and select a date on the calendar. The time field at the bottom of the calendar pop-up window only displays after you select a date.

• Enter the time you want the report to stop running and click OK. Click

Clean to reset the time.

• Click Apply to set the expiration date and time.

Until Time (Optional) Enter the maximum number of times you want the report to run within the set period of time. See the example above.

4. Use the Run Days check boxes to select which day or days during the week to run the report. For example, if you want a snapshot of what happened with purchases during the week, run your report on Sunday morning.

Note: Setting run days is optional, but if you do not select a run day, the system runs the report only once on the date indicated in the Start Date/Time field.

5. If you want your report to run regularly, use the Frequency check boxes to indicate how often it should run: daily, weekly, bi-weekly, monthly, at month end, quarterly, or yearly. You can select only one of these boxes at a time. This field works in conjunction with the Run Days field. For example, if you need a report to run weekly for six months, use the Weekly check box in conjunction with the Expire Date/Time field set to a six-month date.

If you need to run a report each week on Monday and Thursday, select Monday and Thursday in the Run Days area and Weekly in the Frequency area.

Note: Setting the frequency is optional, but if you do not select a frequency, the system runs the report only once on the date indicated in the Start Date/Time field. 6. In the Forward List area, edit the users who receive the report:

• To add a user, enter the user ID in the Add User field. The system displays possible matches in a pop-up window. Select the user and the system adds the user to the Forward List. The report then displays in the Reports tab for that user.

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electronic copy of the report to different users. Use a semicolon (;) to separate e-mail addresses. Note: The system sends a Microsoft .xls file when you use this method. The user must

have Microsoft Excel or a spreadsheet program that will view .xls files to view the attachment.

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Adjusting Columns on Reports

The Report Builder page provides tools to move, hide, and sort the data columns and other report properties. Decide how to arrange the columns on the report either when viewed on the screen or when printed. You cannot set up separate layouts for printing or online viewing. You must create a copy of the report and change the column arrangement, as needed.

Important: If you are adjusting columns from the Report Viewer, you are only changing the view of a report. To adjust columns on a report template, see Editing Report Templates.

When creating a new report, the system automatically displays the Sample Report Data tab after you finish scheduling the report while using the Report Wizard. This display gives you a more accurate view of the report you are about to generate with live data from your system.

Note: To access this page for a current report, select the report you want to view and use the Actions > Edit option.

To adjust columns on a report: 1. Do one of the following:

• If you are not on the Sample Report Data tab of the Report Wizard, from the Home page, click the Reports tab, select the check box for the report whose columns you want to arrange, and select Actions > Edit.

• If you are already in Edit mode, continue to step 2. 2. Rearrange or modify report, as needed.

Note: If your report has columns that extend off the screen, use the scroll bar at the bottom of the report columns to move left and right and access data that is not in the viewable area.

Use the Refresh button to re-display the report data if it does not automatically refresh.

To... Do this...

Add a column to the report In the Available Columns section, use the arrows to display the columns in the folders that are available, then drag and drop a column title to the body of the Sample Report Data tab or right-click the column name and click Add Column.

You can search on column data, if needed. If you are viewing your data using the Report Wizard, the search field displays over the Available

Columns area. After finding the column you want to add, press Enter to

add that column to the report.

Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column

Properties tab. The system removes the indicator after you have viewed

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To... Do this...

Move columns on the report

Click the header of the column you want to move, drag and drop the column to the right or left depending on the order in which you want the columns to display when viewed or printed.

You can also select the column and then use the Actions menu or right-click, and select Move Right or Move Left.

Delete a column from the report

Select the column you want to remove from the report, use the Actions menu or right-click, and select Remove the <column selected> Column. Rename a column (also

called a label)

Select the column you want to rename, and select Edit Label from the

Edit menu. You can also double-click the column name you want to

change and enter the new name.

For example, if you add the same data field to the report, but have a different formula applied to each column, you can name each one with specific names, such as changing Cost Code (COGS)-1 to Cost Code (COGS) 2.

Note: The -1 in the example above indicates that this is the second Cost Code (COGS) column on the report, not that it is Branch 1 in your

company.

Hide a column Select the column to which you want to hide, then from the Edit menu, select Hide Column.

Note: To unhide a column, click the Columns tab and re-select the check

box for the column you want to add back.

Add or edit a formula Select the column to which you want to apply a formula, then from the

Edit menu, select Insert a Formula.

Sort data numerically or alphabetically by a column

Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort.

Add a total or subtotal field at the bottom of a column

Select the column for which you want a total, then from the Actions menu, select Set/Unset Totals or Set/Unset Subtotals-By. You can also right-click and select Set Total or Set Subtotals-By.

If you apply a total to a percent column, such as GP%, the system totals the numbers, not the values, for that column. To attain a true percentage total, you need to export the report and use Excel to total manually. Totals added to a formula column, even if they contain a percentage, will calculate correctly.

Note: By default some columns have the Set/Unset Totals feature set,

such as the Total Sales Amt. A sum symbol (Σ) displays in the field below the column title. You can remove the calculation, if needed, using the same steps above.

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To... Do this...

Modify how the text looks in a column

Note: Changing text with

these options updates both the online display of the report and the printed output.

Select the column that you want to change, then from the Edit > Data

Format menu, select the option you want to use:

• Style - Change the text to bold or italic. Or align the text to one side of the column, such as right-justified for columns displaying prices.

Note: If you use italics, you may effect the layout or column width you

have set.

• Date - Indicate how you want dates to display on the report. For example if you need more room for other data, you may choose to truncate a date, such as 1/1/09 rather than January 1, 2009.

Eclipse Reports supports variable dating.

• Currency - Select how you want large numbers, and negative numbers to display.

suppress column data 1. Display the Report Viewer page.

2. Click the heading of the column you want to suppress. 3. From the Actions menu, select Suppress/UnSuppress Detail. You can also click the Columns tab and deselect the column you want to suppress.

change the column width 1. Display the Report Viewer page.

2. From the Edit menu, select Edit Column Widths or select a single column and from the Actions menu, select Edit Column Width. 3. Change the widths of columns, as needed.

Note: Columns widths are based on a 12 pt Arial font. If you have a

different font selected or are using italics, you may need a larger column width to display all your data.

3. Use the icons on the submenu to complete the report.

• Run - Runs the report immediately.

• Schedule - Displays the Schedule page to set up when you want the report to run. • Save - Saves your changes to the template.

• Properties - Gives you the opportunity to change the properties of a report, such as the title, description, and how many copies of the report to save.

• Copy - Copies the template as is to another report.

• Cancel - Cancels your changes. If it is a new report, the system deletes the template completely.

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Creating and Applying Report Pre-Filters

There are different kinds of filters used in Eclipse Reports: pre-filters, post-filters and quick-filters. Use the Filters tab from the Report Viewer page to indicate how you further want to define your report. You can filter the contents of a report after it runs. These post-filters are faster to apply because they run only on the data in the original report. You can filter the report and create mini reports based on the original report data. For example, you may run a report which gives you details about how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers. If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying post-filters, instead of applying pre-filters at the time of report creation.

To create and apply a report pre-filter:

1. From your report listings, either through pre-filters from the Favorites or Templates tab or through post-filters using the Reports tab on the Home page, click the report name you want to edit to display the report in edit mode.

2. Click the Optional Filters tab to display the filter information. 3. Click New, enter a name for the filter, and click OK.

4. In the Select Filter Column field, enter a column name or drag and drop a column from the Available Columns area into the field. If you type a column name in this field, the system displays a list of available columns matching the text you type.

Important: The system provides a way to anticipate the required prompts on a report. If you add a column that has required properties, such as Br/Tr/All fields or As of Date fields, a Properties link displays beneath the list of filters when the column is added to the report. You can change the defaults set to values that best suit the report you are creating. Use this Properties link to change these defaults.

5. In the next drop-down box, select a qualifier for your filter, such as contains, does not equal, or greater than.

6. In the remaining text field, enter the text you want the filter to apply to the qualifier.

For example, you need to sort your report by all locations starting with S to include Sacramento, Sarasota, and Spokane. Set the filter as follows:

7. Repeat steps 3 - 6 to apply additional filters, as needed, using one of the following two options: • Add new AND group - Adds additional line and grouping parentheses. You can filter by

groups and then add an additional filter. For example, you may want the report to sort first by Product and Product Location and then by Branch. Your first two filters for Product and Product Location are grouped, then the system sorts by Branch.

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8. Use the stop sign icon to delete a single filter you no longer want to use or use the puzzle piece icon to delete an entire grouping.

9. Use the icons on the submenu to complete the report.

• Run - Runs the report immediately.

• Schedule - Takes you to the schedule page to set up when you want the report to run. • Save - Saves your changes to the template.

• Copy - Copies the template as is to another report. Click Cancel to discard your changes.

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Running Reports

By default, the system runs reports only when scheduled. However, you can still run any report manually, when needed.

Note: When a report is running, the system displays a message "Selecting..." to indicate that the system is currently pulling information from the database. After the report begins running, the system displays a progress bar.

Run a single report from the Home page:

1. From the Templates or Favorites tab, select the check box for the report that you want to run as shown here:

2. Click Run.

Rerunning a report through edit or view mode:

1. From the Templates or Favorites tab, select the check box for the report that you want to run as shown here:

2. From the Actions menu, select Edit to display the report's sample data.

3. Add additional columns to the report, as needed, or make any formatting changes. 4. From the main menu, click Run.

Run multiple reports:

1. From the Templates or Favorites tab, select the check boxes for the reports that you want to run as shown here:

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Viewing Reports Currently Running

The Running Reports area on the Home page displays information for any reports that are in process. Reports display on separate rows for each report that is currently running. If no reports are currently in process, the Running Reports area is blank.

The following columns populate, if reports are running. Otherwise, the columns are blank. • Name - The report name given to the report by the owner.

• Owner - The person who created the report.

• Elapsed - Amount of time passed during the running of the report.

Use the following links in the Running Reports area, as needed. By default, the system only displays your reports.

• Display Mine / Display All Shared Reports - Toggle between viewing all reports for which you are on the forward list or only the reports you have created and therefore are listed as owner. • Show / Hide - Toggle between having both the Running Reports and Scheduled to Run areas

display. Select Hide to collapse the page to display only the Favorites, Reports, and Templates tabs of your Home page.

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Editing Report Templates

You can edit the template of a report if you find that you need to change the format. For example, you create a master sales report and find that you want to remove two columns because you do not review it. To edit a report template:

1. From the Home page, do one of the following:

• From the Templates tab, click the report template you want to edit. • From the Report Viewer, from the submenu click Edit Template. 2. Use the following to edit the template, as needed:

To... Do this...

add or edit a formula Select the column to which you want to apply a formula, then from the Edit menu, select Insert a Formula.

sort data numerically or alphabetically by a column

Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort.

change the report title Click Properties in the submenu, change the title.

change users on the forward list Click Properties in the submenu, deselect the Private check box, and then add users as needed.

adjust columns Select the column to which you want to apply a chance, and move, hide, add sums or formulas, as needed to columns.

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Editing and Copying Report Templates

After you create a report template, you can view and change the report template from the Report Viewer. For example, you can run a report for your customer base that includes Payment Terms and Home Branches. However, for your branch managers, you want to limit the report to just the customers in their area. Use the filters to indicate which branches you want in each report and save each report so you can run it again later.

Viewing Reports

From the Reports tab on the Home page, select the report you want to view and use the Actions > View option. The report displays along with the actions menu bar:

Use the icons shown above to perform functions, such as creating a PDF or Excel version of the report or e-mailing the report to another user.

Icon Use to...

Delete Remove the report from the tab's list.

Share Add users to the report's forward list.

PDF Create a PDF of the report data.

Excel Create an MS Excel spreadsheet of the report data.

CSV Create a .csv file of the report data.

Re-Run Run the report again. Use this function if you change filter parameters and want to re-run the report immediately.

Edit Template

Display the Report Wizard so that you can make changes to the primary template and save those changes.

You can also mark reports as Read or Unread. For example, you have your report e-mailed to you and have reviewed the content through a spreadsheet application. You can mark the report as read so you do not read the same report twice.

To mark a report as read or unread: 1. Click the Reports tab.

2. Select the check box for the report you want to mark. 3. From the Mark As menu, select Read or Unread.

Editing Report Templates

After running reports you can edit the template to refine the report output. You can refine the current report to address changing business needs, or create smaller reports for individuals or areas of your company.

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1. From the Favorites or Templates tab on the Home page, select the check box for the report template you want to edit, such as:

2. Click the name of the report template orfrom the Actions menu, select Edit to display the report in edit mode.

Note: You cannot select more than one report to edit at one time. The system displays an error message if you have more than one report selected when you use the edit option.

3. Use the following tabs to edit the report as needed:

Tab Available Functions

Sample Report Data Format the report columns.

Selection Prompts Change values for any required fields.

Run-Time Filters Create and apply report filters.

Column Properties Displays basic information about the columns, such as when the template was last updated.

Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column

Properties tab. The system removes the indicator after you have viewed

the Column Properties tab.

Copying Report Templates

You can copy a report template and then adjust the parameters, if needed. To copy a report template:

1. From the Favorites or Templates tab on the Home page, select the check box for the report template you want to edit, such as:

2. From the Actions menu, select Copy to display the Copy <Report Name> page.

3. In the New Name and New Description fields, enter information for the new report you want to create.

4. Click Copy Template to create the new report template and display the Report Data page. 5. Format the new report template, as needed.

6. From the actions menu bar, click Save, then click one of the following from the menu bar: • Run to run the report immediately.

Eclipse Reports. Release 8.7.8

Eclipse Reports

Table Of Contents

Eclipse Reports Overview

Report Writer and Eclipse Reports

How Eclipse Reports is Organized

Your Home Page

The Report Wizard

The Report Builder

The Report Viewer

Key Terminology for Eclipse Reports

Template

Report

Pre-filter or Run-Time Filter

Post-Filter

Report Wizard

Report Builder

Setup Requirements for Eclipse Reports

Control Maintenance Records

Authorization Keys

Browser requirements

Computer Monitor Resolution Requirements

Preference Settings

Licensing

Drivers

Report Storage Locations

Defining Your Display Settings

Restricting Access to Report Data

Stopping Reports That Are Running

Deleting Reports from the Server

Clearing Report Source Cache

Restricting File Download Size

Creating Report Templates Overview

Default Report Categories and Sources

Step 1: Create the Report Template Description

Step 2: Complete Required Prompts

Step 3: Schedule the Report

Scheduling Example

Adjusting Columns on Reports

Creating and Applying Report Pre-Filters

Running Reports

Viewing Reports Currently Running

Editing Report Templates

Editing and Copying Report Templates

Viewing Reports

Editing Report Templates

Copying Report Templates