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Reporting On Changes For Proposed Vs Existing Planograms

Applicable Products: DotActiv Pro, DotActiv Enterprise

Changes Report

After opening a planogram, navigate to the ‘Reporting’ tab. Here, under the ‘Shelf Plan’ section, you can select ‘Changes’.

Doing so opens the ‘Map Planogram For Comparison’ window as seen below.

1.1 Reporting On Changes

The ‘Proposed Planograms’ would be the new planogram created. Meanwhile, ‘Current Planograms’ refers to the current planogram in store (or the “old” planogram).

You now have the option to either choose the files from a directory or use open planograms to create the report.

Please note that the planograms name is the same.

Should you wish to create reports for multiple planograms, simply select the ‘Specific Files’ option for ‘Current Planograms’. Then map each planogram you want to compare as shown below

Next, choose the type of ‘Changes Report’ that you want to see. It can either be a base report, a report by brand or a report by subcategory.  Select your desired option and click ‘OK’. 

The ‘Changes Report’ will appear in a separate tab in your DotActiv. Here, you can change the logo’s on the report and print or PDF.

Plano Report

The Plano Report is a print-ready version of your open planogram. It generates an image of the planogram with or without images.

Where To Find The Plano Report

With your planogram open, ensure you are in the ‘Reporting’ tab. Next, navigate to ‘Plano’ in the ‘Shelf Plan’ section.

After clicking on ‘Plano’, a window pops up where you can choose what to include in your report. Besides each field, is a checkbox that you can tick or leave unticked.

After clicking ‘OK’, your Plano Report will appear. It has a similar layout to the Shelf Report.

Once happy, click ‘File, then ‘Print’ and choose your print option from the ‘Print’ window.

Updated on November 14, 2019

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