Publish Reports

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You can publish detailed reports of your planograms. These reports typically include the list of products and optionally shelf tools in your current planogram project as well as standard views of the planogram.

Reports are well suited for printing and transmitting your planogramming guidelines for implementation.

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Example of an HTML report opened in Microsoft ® Word

Save Reports

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To generate a report:

1.      Click on the Report button

2.      Select a destination folder

3.      Type a filename to save the report file(s)

 

There are several options to personalize your reports. All the options below are saved by the application for the next time you use PlanogramBuilder.

File Output

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File Format

provides a choice of file formats to save the reports. Reports can be saved in the following formats:

·         HTML (Hypertext Markup Language) with accompanying images in jpeg format.

Choose this format to:

- Publish the report and images “as is” directly on an Intranet or Internet web site.

- Open in Microsoft ® Word for editing and printing. This format provides a print friendly page layout. Once opened oin Word, you can also save as PDF, DOC or DOCX documents, which regroups the otherwise separate listing and images of the report in one single file.

·         XLS and XLXS (Microsoft ® Excel workbooks).

Choose these formats to:

- Open and edit the planogram product listing in a spreadsheet application.

The main advantage is that whenever possible, cell values contains a formula instead of a text value to represent a number. For example, the total quantity of products is represented as a formula showing the sum of all products. This lets you further edit the listing in your spreadsheet while maintaining the correct formulas. The Excel format is however not as convenient as HTML in terms of images and page layout.

Note: In the Excel format, each bay product listing is presented on a separate sheet.

Create a folder

Check this checkbox if you wish to have a new file folder automatically created when you save a report. The folder will be created within the folder selected in the Save dialog box and will be named with the same name as the report name.

Save views in document

This option is only available when XLS or XLXS formats are selected.

·         Check this option to have your planogram image views embedded in the Excel file.

·         Uncheck this option to save the images as separate JPG files in the same folder as the Excel file. In this case the Excel file displays the images as external links, not as embedded Images.

Note: See Report Views for information on available planogram views.

Report Formatting

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The settings below propose various options to customize the layout of your reports.

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Page

Page size: several standard paper sizes are provided in the drop-down list. You can also select “Custom” and type-in specific dimensions.

Note: Dimensions are displayed using your preferred measurement unit as set in Measurement unit.

Note: When you open a report in a web browser, the page size doesn’t have any effect when just viewing the report. Page size is only used to determine page layout for printing the reports from web browsers or when opening in paper-based applications like Microsoft ® Word.

Note: Please note that the page size is not recognized by all web browsers and applications, as shown in the table below for major players:

 

Microsoft ® Word

Microsoft ® Excel

Microsoft ® Internet Explorer

Google Chrome

Mozilla Firefox

Page size support

Yes

No

No

Yes

No

So this means you may have to set the page layout manually in your application when you want to print a report from Excel or Internet Explorer for example.

Back Color: sets the color of the page background for reports.

Border Color: lets you choose the color of borders for the tables containing product listings.

One page per bay (only available with reports in HTML file format):

Text

Font: lets you select the font (Arial, Verdana, etc.) and the point size of the text for product listings in reports. The smaller the font, the more columns you can fit on a page.

Text Color: lets you specify the color of text for product listings in reports.

Resolution

Resolution: this parameter defines the resolution in pixels per inch for all images in a report. Several preset choices are available and you can also enter a custom value. The higher the setting, the more detailed your images will be when you zoom in or when you print them. The tradeoff of a higher resolution is a larger file size.

Report Views

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You can include images of your planogram project in your reports. These images are different from the ones published with Publish Pictures : report views are taken from predefined viewpoints and are automatically cropped and zoomed to fit your planogram nicely in the report.

The parameters below let you choose which Navigation Commands to include in your reports.

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Project

This view displays all the elements in your planogram using the current display mode (realistic or schematic).

 

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       Project view

 

Bay(s)

A view of each individual bay is included in the report.

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           Bay view

Bay(s) schematic

A schematic view of each bay with is included in the report. PlanogramBuilder uses the current values set in the settings for Schematic View to determine the schematic view style (Product style, Product label, etc.).

Tip: To easily find each product in the report listing, set your schematic view to display number labels on the products (see Schematic View Settings) and also include the number column in the report.

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       Bay schematic

 

View Options

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This section lets you specify options related to the report views:

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Show bay dimensions

Check this option to include dimensions of your bays in the report. Dimension Lines are displayed in your reports as illustrated in Show Dimensions. Depending on the checked report views, different sets of dimensions are included:

·         Project views include the dimensions of each bay cluster (each isolated bay and each group of adjacent bays).

·         Bay views (Bay and Bay schematic views) include bay dimensions, plus vertical shelf measures and lateral distances between dividers.

Note: The size of the dimension text and arrows is adjusted automatically to result in a text height of 3mm in your printed report images, based on the report Page size and Resolution values. This does not correspond to the onscreen dimension text size in the viewing area.

Show Peg Hooks

Check this option if you want to see the pegged product hooks in your report images. (See Peg Hook Visibility for an example of displayed peg hooks.)

Show Flow Direction

Check this option if you want your defined flow directions to be shown by arrows in your report images. (See Bay Flow Direction for more information.)

Report Options

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This section lets you specify which type(s) of items are included in the report listing and how they are grouped.

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List products

The report lists products (see Type of Items).

List shelf tools

The report lists shelf tools (see Type of Items). In this case the report automatically includes a column labeled Type in which shelf tools are identified with the value Shelf Tool.

Merge items by reference

·         With this option unchecked (default), PlanogramBuilder outputs a report showing the position of each item in your planogram. This choice is applicable whenever you need to create a listing to assist in placing the products in store.

·         With this option checked, the report is simplified with any repeated reference(s) listed only once per bay. This choice is interesting if you need a list of products present in the planogram without position information, such as for an order list. Note: in this mode, some columns are not available: Shelf/Row, Horizontal ID, Facings Wide, Facings High.

Report Columns

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A report can contain the list of all the products used in a project. For each bay, a table is created with the corresponding list of products. Items are sorted in the table from the top shelf to the lowest shelf/row. For each row, products are listed from left to right.

You can decide which columns to display in your reports. Each column shows specific information for each product, such as its brand, width, name or its EAN/SKU code. Many of these properties are described in Database Item Properties.

Note: The type of information available can vary depending on your PlanogramBuilder version.

Note: when they are possible to compute, the sub-totals per shelf/row and the total value are also shown for each bay.

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Item Position

Number: assigns a number from 1 to n to each line (product group) in the list.

Tip: To quickly find the position of each product on the bay, the Number column can be combined with matching number labels on the products in the report schematic views. See Report Views.

Shelf/Row: when checked, a column shows on which shelf or row of the bay each product is. Note: Even empty shelves are numbered in reports.

Horizontal ID: a column numbering items from 1 to n from left to right on each shelf / row. All items stacked vertically in a same stack have the same horizontal ID value.

Note: any item of same reference placed several times side by side and with the same values for Facings Deep and Facings High will account for a single horizontal ID. In this case the Facings Wide value is set to the number of adjacent piles of the item. See the corresponding Facing Wide/High/Deep definitions below.

Item Picture

Thumbnail: Enable this column to display thumbnail images of each item in the report list. Thumbnails can help identify each product visually in the listing. The images are 2x2 cm, as in the catalog thumbnails. Note: Thumbnail images are always embedded in report files saved in Excel formats, but they are saved as separate jpeg files when using the HTML format.

Item Description

Reference: check this to include a column with each product Reference (typically SKU or EAN code).

Category, Brand, Product Line: these 3 columns correspond to the 3 customizable classification properties as described in Item Classification Properties. Their names can therefore vary depending on your settings.

Name: this column shows each product name.

Custom 1, Custom 2, Custom 3: these 3 columns correspond to the 3 customizable user properties as described in Item Custom Properties. Their names can therefore vary depending on the labels you assigned to them.

Item Facings

Items facings reflect the number of facings in each direction and the total capacity per product.

The number of facings is computed per block of same products, according to the following rules:

Facings Wide: if checked, a column is created showing the number of times each product reference is placed adjacently laterally. Each block is assigned a single horizontal ID.

If unchecked, no column is created for the number of facings but multiple occurrences of a given product are still grouped on a common line in the report.

Facings High: if checked, a column is created showing the number of times each product Reference is placed adjacently vertically.

If unchecked, no column is created for the number of facings but multiple occurrences of a given product are still grouped on a common line in the report.

Note: PlanogramBuilder also lets you stack different products vertically. In such case, the reports will list the different products on separate lines.

Item Dimensions

Width, Height: check these columns to include each product respective dimensions in your reports.

Item Type

Behavior: outputs each item behavior. For shelf tools, this is the item behavior as defined in the database (see Shelf Tool Behaviors). For products, this is the item behavior as defined in the database, or the item behavior set per facing in the current project if different (see Product Behaviors).

Item Space Used

Linear space [cm] / [in]: the width used by each facings block on the fixture.

·         For on shelf products (standard): linear space = facings block width. (in the case of shelved products with multiple facings high, each row uses the same shelf and backpanel slot, so we must count only the base row of the stack as using linear space)

·         For pegged products: linear space = facings block width × facings high. (in the case of pegged products with multiple facings high, each row uses a separate backpanel slot, so we must count each row as using linear space)

This column also gives the total linear space used by all products on each bay. The values are expressed in the measurement unit selected in Measurement unit.

Linear space [%]: the width used by each facings block expressed in percentage of the total space used by products on a given bay.

·         for on shelf products (standard): linear space = facings block width.

·         for pegged products: linear space = facings block width × facings high.

This column always gives a total linear space of 100%, corresponding to the space used by all products on the bay.

Front surface [cm2] / [in2]: the front area (width × height) used by each facings block. This column also gives the total facing area used by all products on a bay. The values are expressed in the measurement unit selected in Measurement unit.

Front surface [%]: the front area (width × height) used by each product expressed in percentage of the total area used by all products on a given bay. This column always gives a total area of 100%, corresponding to the area used by all products on the bay.

Note: Linear space, Front surface are computed based on the space taken by each product block including the gaps between facings if any. For example, a product measuring 10cm wide × 8cm high placed as 2 facings wide × 2 facings high, with a width gap of 1cm results in this front surface:

((10cm × 2 + 1cm) × (8cm × 2)) = 336cm2




PlanogramBuilder Light User Guide - © Copyright zVisuel, 2001-2020