The purpose of this article is to discuss how you can save your reports to a CSV, XLS and PDF format for easy sharing.
You can save the following reports in a CSV or XLS format:
- Product Report;
- Fixture Report;
- Shelf Report;
- Changes Report;
- Performance Report;
- Demand Report;
- Congestion Report;
- Product Performance;
- Cross Merchandising;
- Clustering Report; and
- Availability Report.
Saving A Report To CSV Or XLS
First, open the report that you want to save to CSV or XLS. Navigate to the block in the upper left-hand corner of your report, right-click in and select ‘Save Grid’. From here you can choose to save as CSV or XLS file.
You will be provided with a pop-up window to name the file and select the file destination as shown below:
Saving A Report To PDF
When selecting the relevant report, a pop-up will appear asking you how you would like the planogram to be presented, as seen in image below.
Please note that ‘NOD per page’ refers to the number of drops of the planogram you would like to see per page.
PDF Planogram Report Examples
If you are happy with the report you have generated and have worked through the PDF Print Checklist, you can navigate to ‘File’ and select ‘Print’.
From the drop-down menu, choose ‘Print to PDF’. The shortcut to this step is to hold ‘Ctrl’ and ‘P’ on your keyboard. Select your file destination and save. See below for steps.
We recommend that you select A4 and Landscape orientation when printing to PDF.
Planogram PDF Print Checklist
Before you print your planogram to PDF, there is a list you can check to ensure consistency. That includes having the necessary information displayed.
Please follow the below steps before printing:
Step 1: Set the planogram’s effective date. The effective date is usually set after the ‘Date Completed’
The effective date indicates when you can practically implement the planogram in-store.
Step 2: Ensure that the name of the planogram is correct and in line with your company’s naming convention. For example, ‘Category Name_Store Name_Nr of Drops
Step 3: Make sure the logo setup is correct (where applicable)
Step 4: Always print in Landscape and not Portrait. You can check the orientation once you in the print screen. The default is Landscape but it’s worth noting before printing.
Your final product should have the following elements (highlighted in yellow) In the below example, we’ve used a Shelf Report.
Please note that the ‘Date Period’ is important as it indicates whether you have used up to date data.
The ‘Date Period’ is influenced by the dates your set for ‘Period From’ and ‘Period To’ in your CSV and which is mapped to those respective fields when importing the CSV into DotActiv.
Should the above steps not work for you, please create a support ticket. DotActiv support will assist you in uncovering the issue.