UNDERSTANDING THE HOME PAGE

Transcription

1 UNDERSTANDING THE HOME PAGE Screen Element Description The channels that display are based on user access Tab where saved and scheduled reports are stored Report Tabs Top Frequently Asked Questions. To access the corresponding report, click on the hyperlinked question. To see what Tab contains the report, hover the mouse over the and a popup will display the report name and Tab The FAQ tab contains an entire list of frequently asked questions. To access the corresponding report, click on the hyperlinked question Displays the date when iqubed 2.0 data was updated and when the next update will occur Displays any important messages regarding the iqubed 2.0 application Hyperlink to training materials for iqubed 2.0 Displays contact information for assistance with iqubed 2.0

2 GETTING STARTED Definitions Data Warehouse iqubed 2.0 NARS Central repository for information New & improved reporting application North America Retail System Report Name Changes DMS Distribution Management System iqubed Name iqubed 2.0 Name AC Nielsen Syndicated data Dimensions Perspectives of how measurers can be analyzed. A single measure may have multiple dimensions. Questions & Task Detail Questions & Task Detail Hierarchies Levels ranked one above another Member Every item in a dimension that has a level New Item Speed to Shelf Detail New Item Speed to Shelf Detail Measures A data element that can be tracked iqubed 2.0 Report Icons Opens report parameters Exports a report Defines report column headings Clears report parameters Logs user off system Acosta IT Use Only Schedule/Save a report Generates the report Ported iqubed 1.0 Report New Item Speed to Shelf Summary New Item Speed to Shelf Summary Benefits of iqubed 2.0 Ability to schedule report delivery via Easier navigation Ability to toggle between different report views while maintaining report criteria updates of handheld data & weekly Nielsen data for both clients and internal users Faster overall system speed More export options including Excel 2007

3 REPORTING BASICS Logging onto iqubed 2.0 Exporting a Report 1. Type into the browser. Once the report has been generated: 2. Click the 3. Enter user log in information: 2. Select the desired format a. User Name b. Password c. Domain 5. Click Running a Report New Item Speed to Shelf National Summary 1. Select the folder at the top of the screen. 2. Select 3. The report will generate in the selected format. Note: The report can also be delivered via by clicking on Select a delivery method 3. Click Select Report View Note: This will determine how the report will display the data. Select Date Range 5. Select Customer(s) by placing a next to desired options 6. Select Client(s) Note: To multi-select clients, Hold down the ctrl key on your keyboard while clicking desired clients 7. Click Display List by Item Description: Products listed in alphabetical order UPC: Products listed in numerical order by UPC 8. Click to populate items 9. Select desired Items by placing a next to desired options 10. Click Note: The report view can be changed even after the report has been generated. Click on Select Report View to change the display and the report will automatically reflect the new format. The report will run in the background and will be delivered when available. Report Parameters Defined Name Last Audit Flag Question Type Question Flag Tier Group Coverage Team Region Date Range Response Type Description/Data Provided Select Yes to view the last answer provided from the handhelds for the set time period Select No to see all answers provided from the handhelds for the set time period AdHoc Void Distrib- forced voids Void Distrib- uses weekly Nielsen data to send out against potential no scan items Determines how frequently the objective was deployed to the handheld Ask Always Ask until valid Ask only once Tiers relate to weekly store $ volume. Volume amounts subject to change Tier 1 = $383M & up, Tier 2= $234M-$382 M, Tier 3 = $146-$233M, Tier 4 = <=$145M. The Acosta retail team that is calling on the store (Red, Blue, Green) Acosta defined regions (East, West, etc.) Select either a predefined date range or create a custom date range. Predefined ranges include: Current: week, month, quarter, year to date Prior: week, month, quarter, year Custom date range, select a start and end date Type of P3 objective deployed

4 ADVANCED REPORTING Saving Report Parameters Saving report parameters allows you to save report selections for iqubed 2.0 reports only. Ported reports from iqubed 1.0 cannot be scheduled 1. Select the desired report tab 2. Under Actions, click next to the desired report 3. Type a Destination Name Important callouts for Scheduling Reports Date Range: This determines the data displayed within the report. It is important to select the appropriate date range in conjunction with the desired schedule and distribution dates to ensure you are receiving the appropriate data. Note: The name of the report will populate in this field so be sure to rename in order to clearly identify what the report is providing. 4. Set prompts by clicking and selecting appropriate values 5. Click to save the prompts 6. Set schedule and distribution to 7. Click Note: The saved parameters will now be stored in the My Report tab. The parameters can be edited or deleted at any time. Scheduling a Report Scheduling a report allows you to designate reports to be delivered via for a specified timeframe 1. Select the desired report tab 2. Under Actions, click next to the desired report 3. Type a Destination Name Note: The name of the report will populate in this field so be sure to rename in order to clearly identify what the report is providing. 4. Set prompts by clicking and selecting appropriate values 5. Click to save the prompts 6. Set schedule and distribution a. Select delivery date Note: When choosing weekly, select day of week for report delivery. When selecting monthly, select date within month for delivery. b. Select schedule start and expiration dates c. Select report format d. Enter recipient address Important: When sending data to users outside Acosta, please be sure to only send data to which the user is legally entitled (i.e. Nielsen syndicated data/td Linx data) e. Enter a subject line and text into body of (optional) 7. Click Note: The scheduled report will now be stored in the My Report tab. The schedule can be edited or deleted at any time. Reports will be ed from AcostaReports@acosta.com at the designated frequency once the report is available. Schedule and Distribution: If you select to receive reports monthly and choose a date that does not exist with every month (i.e. choosing to receive reports on the 30 th of each month and February does not have 30 days), you will not receive the scheduled report until the next month that contains that date. Note: For monthly scheduled reports, it is recommended to choose the 1 st day of the month for schedule and distribution (delivery date) and prior month as the date range. Reports will only generate when the most current data becomes available AC Nielsen data is refreshed weekly on Wednesday evenings so a daily report schedule is not recommended Running a Saved Report 2. Click on the report name hyperlink 3. Click Note: This will open the report in an Excel document. To display the report on the screen 5. Click 6. Select Editing a Saved/Scheduled Report 2. Click next to the appropriate report Note: The saved report prompts will be displayed. 3. Edit prompts (including report name) as needed Deleting a Saved/Scheduled Report 2. Click

5 FREQUENTLY ASKED QUESTIONS How do I Folder Report Updated find my New Item status at retail New Item New Item Speed to Shelf National Summary see the overall results of the Acosta handheld Client Question Results Summary view in store pictures taken by Acosta associates Client Question Images see the results of No Scan sent to Acosta handhelds verify that specific SKUs are in distribution see Nielsen reported % stores scanning by SKU see Nielsen reported % stores scanning by Retailer see Nielsen reported Dollars, units, and Pricing data Void Correction Void Correction National Summary Distribution Checks Distribution Check Summary Syndicated Scan Data SKU Scanning Summary Weekly Syndicated Scan Data Retailer Scanning Summary Weekly Syndicated Scan Data SKU Level Sales Summary Weekly see Total Distribution Points by SKU Syndicated Scan Data TDP Trends SKU Level Weekly see SKUs authorized by Subbanner Authorized Product Lists Authorized Product List Summary by Subbanner DMS Data view unscripted comments/pictures taken by Acosta associates Unscripted Call Comments View number of store calls Coverage Coverage National Summary TROUBLESHOOTING Trouble accessing the system? Contact Tech Support at Available 24/7 Can t find the data you need or data not populating? Contact Tech Support at to create a trouble ticket for your iqubed channel contact. Need access to iqubed? o o Clients Contact your CSD or Acosta Contact and have them fill out an Automated User Access Form Associates visit and fill out an Automated User Access Form NOVEMBER 2012