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Reporting On Changes For Proposed Vs Existing Planograms

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Applicable Products: DotActiv Pro, DotActiv Enterprise

Changes Report

In order to create the Changes Report, you need to have a planogram open in the DotActiv application.

Once you have opened your planogram, navigate to the ‘Reporting’ tab. Here, under the ‘Shelf Plan’ section, you can select ‘Changes’ to start creating the ‘Changes Report’.

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

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

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

Please note that the planograms name has to be 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 the DotActiv software. Here, you can change the logo’s on the report and print or PDF the report.

If the above steps do not work for you, please log a ticke to our IT Support Team who is always willing to assist.

Updated on May 4, 2021

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