report builder setup for dydacomp's multichannel order manager

8/7/2019 Report Builder Setup For Dydacomp's Multichannel Order Manager

1/30

1

M.O.M.ReportBuilderSetupandDailyUse

Prerequisites1. MailOrderManager7.0andup2. M.O.M.ReportBuilderSoftware3. ThelatestM.O.M.7iprogramupdateinstalleddated10/20/09andbeyond.Remembertorunasuccessfulbackupbefore

doingaprogramupdate.

Installation

1. Logintothesupportwebsite(https://www.dydacomp.com/support/login.asp)usingyourlicense#andcontactinformation.

2. UndertheVersionsection,clickontheradiobuttonforM.O.M.7i.3. Nextundertheoptionssection,clickontheradiobuttonforMisc.Utilities4. NextclickontheGobutton.

5. ClickontheMOMReportBuilderInstalllink.ThiscontainsthesetupfilesfortheReportBuilderinstallation.6. Onthenextscreenclickheretodownloadthefile.

7. Thescreenbelowwillappear:

8. ClickSaveandspecifyalocation.9. Nextextractthefilestoaspecifiedlocation.10. Doubleclickonthesetup.exefile.11. Thescreenbelowwillappear:


2/30

2

12. ClickonNexttocontinue.13. ThescreenbelowwillappearwithinstructionstoinstalltheReportBuilderonindividualcomputersortoinstallitona

network

server.

Pleasenote:DydacomprecommendsinstallingtheM.O.M.ReportBuilderonindividualcomputersthathaveaM.O.M.7i

workstationinstall.TherewillbeafutureguideoncreatingaM.O.M.ReportBuilderservertobeaccessedoverthenetwork.

14. ClickonNexttocontinue.15. SpecifyalocationfortheReportBuilderprogramtobeinstalled.


3/30

3

16. ClickonNexttocontinue.

17. YoucanspecifyadifferentStartMenufolderandthenclickonNexttocontinue.

18. Youcanunchecktheoptiontocreateadesktopicon,otherwiseclickonNexttocontinue.


4/30

4

19. ClickInstallafterreviewingtheinstallationsettings.20. YoucanunchecktheoptiontoLaunchM.O.M.ReportBuilder.ClickonFinishtocompletetheinstallation.

Setup

1. WhentheReportBuilderisrunforthefirsttime,ascreenwillappearallowingyoutospecifythelocationofthereportdatafilesandtheMailOrderManagerprogramfolder.Forexample: C:\MOMlocal7.


5/30

5

Pleasenote:TheMailOrderManagerprogramfolderreferstotheMOMLocal7folderthatpointstotheM.O.M.7data.Ifyou

areunsurewherethelocationoftheMOMlocal7folder,pleasedothefollowing:

1.) LocateyourM.O.M.Version7ishortcutbutton

2.) RightclickontheiconandthenleftclickonProperties

3.) Inthescreenbelowyouwillbeabletoseethepathtomomwin.exe

2. ClickNextoncethespecifiedfieldsareentered.


6/30

6

3. Onthenextscreen,theusercanspecifyemailsettingsallowingthemtosendreportsviaemail.ClickonTesttoreceiveatestemailfromtheReportBuilder.

4. ClickFinishtocontinue.5. AnotherscreenwillappearallowingtheusertoactivatetheM.O.M.ReportBuilder;emailtechnicalsupport(

[email protected])orvisittheDydacompwebsite(www.dydacomp.com).

6. ClickonthelinktoactivateM.O.M.ReportBuilder.7. ClickNextonthescreenbelowtocontinue.


7/30

7

8. Entertheappropriatecontactinformationonthenextscreen.9. ClickonNexttocontinue.

10. Onthescreenbelow,entertheserialnumberprovidedfromyourpurchaseandclickOnline.AnactivationcodewillbegeneratedonlinefortheM.O.M.ReportBuildersoftware.

Pleasenote:TheRegistrationnumberisuniquetoeverycomputer.Theactivationcodethatiscreatedusestheregistration

numberandtheserialnumbertogenerateauniqueactivationcode.Ifyoumovecomputersandwouldliketoreinstallthe

ReportBuildersoftware,pleasecontactDydacompSupport([email protected])sothatwecanreactivatetheserial

number.Thereactivationprocessmaytakeupto2448hours.


8/30

8

11. Thescreenbelowwillbedisplayedafterasuccessfulactivation

12. ClickOKtocontinue. ThenclickFinish.13. TheloginscreenfortheM.O.M.ReportBuilderwillappear.14. ThedefaultloginnameandpasswordisADMIN/ADMIN.15. Underneathisapulldownmenuforthecompany.ThismenuisselectableifyouhavetheMultiCompanymodule.16.

Usernames

must

be

assigned

either

as

a

Report

Designer

or

Report

Viewer.

Please

follow

the

M.O.M.

Report

Builder

UsernameAssignmentssectionforthosesteps.

M.O.M.ReportBuilderUsernameAssignments

Pleasenote:AllM.O.M.ReportBuilderUsernamesmustbedesignatedaseitheraReportDesignerorReportViewer.Report

Designerscanbuildandviewreports.ReportViewerscanonlyviewreports.ThenumberofReportDesignerandReport

ViewerassignmentsisdirectlyrelatedtothenumberofseatsyouhavefortheReportDesignerorReportViewer.

1. WithintheM.O.M.ReportBuildergotoTools>MaintainUsersandGroups

2. Onthenextscreen,selectaUser.OntherighthandsideyouwillseeasectioncalledVersion.Pleasenote:YoumusthaveactivatedatleastoneReportDesignerorReportViewer.

3. UnderVersion,youcanselectwhetherthisM.O.M.ReportBuilderuserisaReportDesignerorReportViewer.


9/30

9

4. Onceyouhavemadeaselection,clickSave.

ActivatingAdditionalReportDesigners

ForM.O.M.clientsthatwouldliketoactivateadditionalM.O.M.ReportBuilderDesigners,pleasefollowthestepsbelow:

1.) LogintotheM.O.M.ReportBuilder2.) GototheToolsdropdownmenuandthentoLicenseManager

3.) Thescreenbelowwillappear:

4.) ClickAdd5.) EntertheserialnumberprovidedfromyourpurchaseandthenclickOnline.Pleasenote:TheRegistrationnumberisuniquetoeverycomputer.Theactivationcodethatiscreatedusestheregistration

numberandtheserialnumbertogenerateauniqueactivationcode.Ifyoumovecomputersandwouldliketoreinstallthe

ReportBuildersoftware,pleasecontactDydacompSupport([email protected])sothatwecanreactivatetheserial

number.Thereactivationprocessmaytakeupto2448hours.


10/30

10

6.) Thescreenbelowwillbedisplayedafterasuccessfulactivation

7.) ClickOkontheM.O.M.ReportBuilderdialogscreen.8.) ClickOkontheAddLicensescreen.9.) UsernamesmustbeassignedeitherasaReportDesignerorReportViewer.PleasefollowtheM.O.M.ReportBuilder

UsernameAssignmentssectionforthosesteps.

ActivatingAdditionalReportViewers

Pleasenote:DuringtheDydacomporderprocess,thesalesrepresentativewillissueaM.O.M.InternetOptionsUpdate.Followthe

stepsbelowtoapplytheInternetOptionsUpdate:

1. LogeveryoneoutofM.O.M.2. HaveoneuserlogbackintoM.O.M.3.

Go

to

Help

>

About

MOM.

4. NextgototheModulestabandthenclickontheUpdateOptionsbutton.

5. ThefollowingdialogboxshouldappeariftheInternetOptionsUpdateissuccessful:


11/30

11

6. IfthedialogboxdoesnotappearyoumaywanttocontactDydacompSupport([email protected]).YouwillneedtohavetheabilitytoaccesstheinternettosuccessfullyapplytheInternetOptionsUpdate.

7. ClickOktofinish8. OtherM.O.M.userscanlogbackintothesystem.9. LogintotheM.O.M.ReportBuilder.10. YoucanverifythenumberofReportBuilderViewersbygoingtoTools>LicenseManager

11. Onthenextscreen,thetotalReportBuilderViewerswillappearundertheTotalLicensessection.

12. UsernamesmustbeassignedeitherasaReportDesignerorReportViewer.PleasefollowtheM.O.M.ReportBuilderUsernameAssignmentssectionforthosesteps.

M.O.M.Setup

1. UnderOptions >M.O.M.ReportBuilder,clickM.O.M.ReportBuilderSetup.


12/30

12

2. ChoosethepathoftheReportBuilderexecutablefile.

3. ClickSave.4. Afterthisissetup,thereportbuildercanbelaunchedbygoingtoOptions >M.O.M.ReportBuilder >LaunchM.O.M.

ReportBuilder.

CreatingReports,Labels,andCharts

Pleasenote:TheM.O.M.ReportBuilderhasmanydifferentoptions.Onthemajorityofthescreensthereis

aHelpbutton .ThiswillbringuptheM.O.M.ReportBuilderHelpbaseduponthescreenyouare

on.

QuickReport

1. ClickonNewandthescreenbelowwillappear.ChooseQuickReport.


13/30

13

2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseQuickReport.


4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommonheadings.

PleasechoosethemostappropriateDataGroup.

5.For

Step

#2,

choose

the

appropriate

table

and

select

the

fields

to

be

displayed

on

the

report.

The

user

can

sort

fields

and

applydifferentfontsandheadingstoeachfieldbyselectingthePropertiesbutton.WhentheFormulabuttonisselected,a

customcalculationcanbebuilttobedisplayedonthereport.TheAdvancedbuttonallowstheusertoaddadditionalfilters

duringthereportcreation.SelectthePreviewbuttontogeneratethereportwiththecurrentcriteria.Foradditional

informationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthandcorner.

6. ClickNexttocontinue.7. OnthenextscreenStep#3,filtersandexcludescanbecreatedtonarrowthereportdata.


14/30

14

8. ClickontheFilterbuttontodisplaythefilterscreen:

9. ClickAddtocreatethefirstfiltercondition.Thescreenbelowwillappear:

10. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.ClickontheOKbuttontocompletethefiltercondition.

11. Iftheuserchoosestoaddanotherfilterconditiontheywillbegiventheoptiontoconnectthenewfilterwiththepreviousone.


15/30

15

12. ClicktheOKbuttononthefilterscreentocontinue.13. ClickNextonthepreviousscreentomoveontothestep#4.14. Step#4allowstheusertospecifyhowtherecordsareorderedonthereport.Theusercanchangetheorderofthefields

anddata.

15. ClickNexttocontinue.16. Step#5allowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurther

informationonthedifferentoptionsavailable.


16/30

16

17. ClickNexttocontinue.18. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReportBuilder.

19. ClickFinishtocompletethereport.Oncethereporthasbeencompleted,theReportBuildermainscreenwillappear.

20. Togeneratethereportdoubleclickonthereportname.Thepreviewscreenwillappeardisplayingthereportandallowingtheusertoprint,export,email,orclosethepreviewscreen.


17/30

17

CrossTabulationReport

1. ClickonNewandthescreenbelowwillappear.ChooseCrossTabulationReport.

2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseCrossTabulationReport.




5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.WhentheFormulabuttonisselected,acustomcalculationcanbebuilttobedisplayedonthereport.SelectthePreviewbuttontogeneratethereport

withthecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthand

corner.


18/30

18

6. ClickNexttocontinue.7. OnthenextscreenStep#3,theusercanarrangethelocationofthefieldstoappearonthecrosstabulationreport.

8. LeftclickonthefieldsandthendraganddropthemintotheRow,ColumnandDatasections.AnyofthefieldsintheDatasectionwillbesummedtogether.YoucandeletethefieldsbyleftclickingonthefieldandthenpressingtheDeletekeyon

yourkeyboard.TheusercansortfieldsandapplydifferentfontsandheadingstoeachfieldbyselectingtheProperties

button.TheAdvancedbuttonallowstheusertoaddadditionalfiltersduringthereportcreation.SelectthePreviewbutton

togeneratethereportwiththecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelp

buttoninthelowerlefthandcorner.

9. ClickNexttocontinue10. OnthenextscreenStep#4,filtersandexcludescanbecreatedtonarrowthereportdata.


19/30

19


12. ClickAddtocreatethefirstfiltercondition.Thescreenbelowwillappear:



20/30

20


15. ClicktheOKbuttononthefilterscreentocontinue.16.

Click

Next

on

the

previous

screen

to

move

on

to

the

Step

#5.

17. Step#5allowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurtherinformationonthedifferentoptionsavailable.



21/30

21




22/30

22

Labels

1. ClickonNewandthescreenbelowwillappear.ChooseLabel.

2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseLabel.




5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.WhentheFormulabuttonisselected,acustomcalculationcanbebuilttobedisplayedonthereport.SelectthePreviewbuttontogeneratethereport

withthecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthand

corner.


23/30

23

6. ClickNexttocontinue.7. OnthenextscreenStep#3,filtersandexcludescanbecreatedtonarrowthereportdata.


9. ClickAddtocreatethefirstfiltercondition.


24/30

24



12. ClicktheOKbuttononthefilterscreentocontinue.13. ClickNextonthepreviousscreentomoveontothestep#4.14.

Step

#4

allows

the

user

to

specify

how

the

records

are

ordered

on

the

report.

The

user

can

change

the

order

of

the

fields

anddata.

15. ClickNexttomoveontotheStep#5.16. Step#5allowstheusertospecifydifferentformattingoptionsforthelabel.ClickontheHelpbuttonforfurtherinformation

onthedifferentoptionsavailable.


25/30

25





26/30

26

ChartReport

1. ClickonNewandthescreenbelowwillappear.ChooseChartReport.

2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseChartReport.


4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommon

headings.PleasechoosethemostappropriateDataGroup.

5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.TheusercansortfieldsandapplydifferentfontsandheadingstoeachfieldbyselectingthePropertiesbutton.WhentheFormulabuttonis


27/30

27

selected,acustomcalculationcanbebuilttobedisplayedonthereport.TheAdvancedbuttonallowstheusertoadd

additionalfiltersduringthereportcreation.SelectthePreviewbuttontogeneratethereportwiththecurrentcriteria.

Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthandcorner.

6. ClickNexttocontinue.7. Step#3allowstheusertospecifywheretheavailablefieldsshoulddisplayonthereport.

Category:Acategoryfieldappearsinthecategory,orXaxisofallbutpiecharts.Forpiecharts,acategoryfieldisusedfortheslices.Forexample,toshowachartofsalesbyproductbyyear,usetheproductnameas

thecategoryfield.

Values:Avaluesfieldisthenumericvalueforeachcategoryiteminthechart.Forpiecharts,thisisusedtodeterminethesizeofaslice.Forallothercharts,it'susedforthevalues,orYaxis.Forexample,toshowa

chartofsalesbyproductbyyear,usethesaleamountasthevaluesfield.

Series:Aseriesfieldisusedtocreatemultiplecharts.Forexample,toshowachartofsalesbyproductbyyear,usethesaledateastheseriesfieldanddisplaytheyearratherthanindividualdatesusingtheProperties

button. Notallchartshaveaseriesfield.

8. ThePropertiesbuttonwillbeavailablewhenyouclickonafieldnamethatisintheCategory,Value,orSeries. Usethistochoosehowthefieldshouldbedisplayed. Theexamplebelowshowsthedisplaypropertiesforanorderdatefield.


28/30

28

9. ClickOKonthePropertiesscreen.10. ClickNexttocontinuetoStep#4.11. Thisstepallowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurther

informationonthedifferentoptionsavailable.

12. Afterformattingthechart,clickNexttocontinue.

13. Step#5filtersandexcludescanbecreatedtonarrowthereportdata.14. ClickontheFilterbuttontodisplaythefilterscreen.15. ClickAddtocreatethefirstfiltercondition.


29/30

29

16. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.IfAskatruntimeischecked,whenthisreportisranapromptwillaskwhatcriteria

thereportshouldusetogenerate. ClickontheOKbuttontocompletethefiltercondition.


18. ClickOKontheFilterConditionscreen.19. ClickOKontheFilterscreen.20. ClickNexttocontinue.21. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReport

Builder.



30/30


24. Forareportwithafilterthatissettoaskatruntime,aFilterConditionpromptwillallowyoutochangethefilterifnecessary. ClickOKtogeneratethereport.

report builder setup for dydacomp's multichannel order manager

Documents