Eclipse Reports. Release 8.7.8

Transcription

1 Eclipse Reports Release 8.7.8

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its 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 Online Help Documentation Copyright Epicor Software Corporation All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Publication Date: April 10, 2014

3 Table Of Contents Eclipse Reports Overview... 1 Report Writer and Eclipse Reports... 1 How Eclipse Reports is Organized... 2 Your Home Page... 2 The Report Wizard... 2 The Report Builder... 2 The Report Viewer... 2 Key Terminology for Eclipse Reports... 3 Template... 3 Report... 3 Pre-filter or Run-Time Filter... 3 Post-Filter... 3 Report Wizard... 4 Report Builder... 4 Process for Using Eclipse Reports... 5 Setup Requirements for Eclipse Reports... 6 Control Maintenance Records... 6 Authorization Keys... 6 Browser requirements... 7 Computer Monitor Resolution Requirements... 7 Preference Settings... 7 Licensing... 8 Drivers... 8 Report Storage Locations... 9 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 iii

4 Eclipse Reports 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 Adding and Editing Formulas on Reports Using the Report Viewer Using Post-Filters and Quick Filters Eclipse Reports Home Page Using the Templates and Reports Tabs Templates Tab Reports Tab Managing Your Favorites Searching in Eclipse Reports Deleting Reports Sharing Reports Exporting Report Data to Another Format Numeric Value Error in Excel Using Internet Explorer with Eclipse Reports Creating Shortcuts to Reports Using Excel Examples: How to Use Eclipse Report Filters Example 1 - Source: Product Sales Details Example 2 - Source: General Product Information Example 3 - Source: Product Location Detail Configuring Your System to Access ODBC Files Setting Up the UniVerse Driver Locating the ID for the Reports Locating the Eclipse Account iv

5 Table Of Contents Example setup: Microsoft Access Configuration Example: Setting up Excel to Handle ODBC Files v

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7 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 Epicor Software Corporation. All rights reserved. 1

8 Eclipse Reports Rel 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. For more information about managing your report data, see Viewing and Managing Report Data Epicor Software Corporation. All rights reserved.

9 Rel Eclipse Reports 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 pre-filter. A prefilter 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. If you know you are going to create several smaller reports, we recommend running one larger or all encompassing report first and then applying post-filters, instead of applying pre-filters at the time you 2014 Epicor Software Corporation. All rights reserved. 3

10 Eclipse Reports Rel create the report. Post-filters apply more quickly because they only filter data from the existing report, versus filtering data from your entire database. 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 Epicor Software Corporation. All rights reserved.

11 Rel Eclipse Reports Process for Using Eclipse Reports 2014 Epicor Software Corporation. All rights reserved. 5

12 Eclipse Reports Rel 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 From Name - Enter the name with which to populate the From field any time an is created. For example, enter webmaster@mycompany.com. This can be removed and replaced at the level. The system checks the user's default in User Maintenance first. If no is listed, the system uses this control maintenance record. If this control maintenance record is blank, the system uses EclipseReports@doNotReply.com. 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 Epicor Software Corporation. All rights reserved.

13 Rel Eclipse Reports REPORTER.VIEW - Assign to users so they can view reports. 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: 4. Select a folder where you want to store any reports that you download from the system. 3. In the Security level for this zone area, click Custom level 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. Note: A list of your files extensions can be found on your computer. From Start, go to your Control Panel > Folder Options > File Types Epicor Software Corporation. All rights reserved. 7

14 Eclipse Reports Rel To set your file extension preferences: 1. Launch Solar Eclipse. 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 Epicor Software Corporation. All rights reserved.

15 Rel Eclipse Reports 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 Epicor Software Corporation. All rights reserved. 9

16 Eclipse Reports Rel 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. 3. Click Update Profile to apply the selections and return to the Home page Epicor Software Corporation. All rights reserved.

17 Rel Eclipse Reports 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 Epicor Software Corporation. All rights reserved. 11

18 Eclipse Reports Rel 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 Epicor Software Corporation. All rights reserved.

19 Rel Eclipse Reports 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: 3. Click Delete Epicor Software Corporation. All rights reserved. 13

20 Eclipse Reports Rel 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 Epicor Software Corporation. All rights reserved.

21 Rel Eclipse Reports 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 Epicor Software Corporation. All rights reserved. 15

22 Eclipse Reports Rel 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 postfilters, 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 Epicor Software Corporation. All rights reserved.

23 Rel Eclipse Reports 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 Cash Receipts Checks/Disbursements General Ledger Information Journal Entries Open AR / Aging Payables Default Columns Branch, Cash Receipt ID, Customer ID, Bank Name, Customer Name, Check Number, Cash Amount, Invoice#, Applied Order Cash Amt, Applied Order Cash Date Disbursement Chk#, Branch, Name, GL Date, Disbursement Amount ID, Account Description, Account Type, Short Account Description, Internal Account Description, Balance Account, Active Journal Entry ID, Internal Notes, Posting Branch, GL Posting Date, Posting GL Account, Sub-Ledger, GL Posting Amount 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 Payable ID, Branch, GL Date, Name, Invoice Number, Invoice Date, Invoice Amount, Pay Amount Customers Source Contact Information Customer Part Numbers Customer Sales Comparison General Customer Information Sales by Customer Default Columns Contact ID, First Name, Last Name, Title, Phone #1, Phone Description #1, Phone Code #1, Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc., Cust/Vendor Part #, Cust/Vendor Location Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY Customer ID, Customer Name, Address, City, State, Zip Code 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 Source WOE Statistics Default Columns Number of Logins, Customer Count, New Customers, Orders, Bids 2014 Epicor Software Corporation. All rights reserved. 17

24 Eclipse Reports Rel Inventory Source Product Location Detail Default Columns Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $ Job Management Source Job Management Sales Product Sales Detail w/ JM Default Columns 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 ID, Description, Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec Date Pricing Source General Matrix Information Default Columns Customer Class, Customer Name, Sell/Buy Group, Product Description, Branch/Terr, Effective Date, Expire Date Products Source General Product Information Product Change Log Product Lifecycle Queue Product Location Detail Product Purchase Detail Product Purchases Comparison Product Sales Comparison Product Sales Detail Product Transfers Comparison Product Work Orders Comparison Default Columns Product ID, Description, Status Desc, Price Line, Buy Line Product ID Description, Work Order $ MTD, Work Order $ YTD, Work Order $ LY Product Lifecycle Queue Branch/Territory, Product ID, Product Description, Lifecycle Queue On Hand, Lifecycle Description, Lifecycle Queue Days Supply, Lifecycle Queue Date Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $ Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Product ID, Description, Sales $ MTD, Sales $YTD, Sales $ LY Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec. Date Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY Product ID, Description, Work Order $ MTD, Work Order $ YTD Epicor Software Corporation. All rights reserved.

25 Rel Eclipse Reports Purchases Source Open Purchase Orders/Bids Product Purchase Detail Product Purchases Comparison Product Rebate Data Purchases by Vendor Vendor Purchase Comparison Default Columns Vendor ID, Vendor Name, Order Number, Recv. Branch, Order Date, Order Status Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Branch, PO#, PO Ship Date, Quantity, Product Number, Description, Rebate Cost, Cost, Rebate Amount Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date. Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Sales Source Customer Sales Comparison Direct Through Stock Queue Open Sales Orders/Bids Product Sales Comparison Product Sales Detail Sales by Customer Default Columns Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY Branch/Territory, Job Name, Description, DTS Order Quantity, Open Qty On DTS PO, DTS Shipped Quantity, DTS Available Quantity Customer ID, Customer name, Order Number, Shipping Branch, Order Date, Ship/Rec. Date, Order Status Product ID, Description, Sales $ MTD, Sales $ YTD, Sales $ LY Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP$ (COGS), Ship/Rec. Date 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 Source Manifest Information Packed Cartons Ship Via Info Default Columns Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time Ship Via ID, Ship Via Code, Shipper Code, Auto-Charge Frt %, Auto- Charge Frt % In, Auto-Charge Ft % Out, Pick Priority, Tax Jurisdiction 2014 Epicor Software Corporation. All rights reserved. 19

26 Eclipse Reports Rel Transfers Source Manifest Information Open Transfers Product Transfer Detail Product Transfers Comparison Default Columns Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time Order Date, Ship Amount $, Ship COGS$, Recv Amount $, Recv COGS$, Ship Via Order Number, Description, From Branch, To Branch, Ship/Recv. Status, Ship/Recv Date, Quantity, Recv COGS$, Ship COGS$ Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY Un-Quality Event Tracking Source Un-Quality Event Tracking Default Category Desc, Code Cost, Code Description Use Metrics Source Metric Detail Metric Monthly Metric Weekly Default Columns Product ID, User ID, Key, Value, Date, Time Product ID, Key, Value, Year, Month, Number of Uses Product ID, Key, Value, Year, Week, Number of Uses User Job Queue Source User Job Queue Information Default Columns Tracker#, Customer/Vendor ID, Work Area, Sub Area, Source Original Comment, Entered Date Vendors Source General Vendor Information Purchases by Vendor Vendor Part Numbers Vendor Purchase Comparison Default Columns Vendor ID, Vendor Name, Address, City, State, Zip Code Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc. Cust/Vendor Part #, Cust/Vendor Location Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Epicor Software Corporation. All rights reserved.

27 Rel Eclipse Reports Work Orders Source Product Work Orders Comparison Default Columns Product ID, Description, Work Order $ MTD, purchases $ YTD, Purchases $ LY 2014 Epicor Software Corporation. All rights reserved. 21

28 Eclipse Reports Rel 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 Category* Source* Title* Description Favorite Access Type Description 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. 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. 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. 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. 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. 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 Epicor Software Corporation. All rights reserved.

29 Rel Eclipse Reports Field Copies Description 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. 3. Click Next to go to the next step Epicor Software Corporation. All rights reserved. 23

30 Eclipse Reports Rel 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 Epicor Software Corporation. All rights reserved.

31 Rel Eclipse Reports 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. Field Title Description 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 Epicor Software Corporation. All rights reserved. 25

32 Eclipse Reports Rel Field Start Date/Time Repeat Every Minutes Owner Expire Date Description 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. (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. (View Only) The system displays your user information in this field. (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. To remove a user, highlight the user name and click Remove Epicor Software Corporation. All rights reserved.

33 Rel Eclipse Reports 7. Use the Excel Copy check box in conjunction with the Address field to send an electronic copy of the report to different users. Use a semicolon (;) to separate 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. 8. Click Finish to set the parameters and go to the next step Epicor Software Corporation. All rights reserved. 27

34 Eclipse Reports Rel 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 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... Add a column to the report Do this... 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 the Column Properties tab Epicor Software Corporation. All rights reserved.