This document provides an introduction to the Mail Order Manager Report Builder module. It outlines the prerequisites for using the Report Builder and walks through the steps for installing, setting up, and activating the software. The main sections of the Report Builder are explained, including creating quick reports, cross tabulation reports, labels, and chart reports. Various examples are provided to illustrate how to build different types of reports. Support resources and suggestions for future webinars are also mentioned.

1. Introduction to the Report Builder Module

2.  Agenda
 First Webinar for Report Builder, more to come!
 Installing the Report Builder
 Setting up the Report Builder
 Creating reports with the Report Builder
 Quick Reports
 Row/column report
 Cross Tabulation Reports
 Similar to Excel Pivot Tables
 Used for data analysis
 Labels
 Mailing and other labels
 Chart Reports
 Graph data
 Q&A

3.  Prerequisites
 Mail Order Manager 7.0 and up
 M.O.M. Report Builder Software
 Find the install on the knowledge base, KB899
 Can also be found on the support section of our website
under Misc Utilities for M.O.M. 7i
 The latest M.O.M. 7i program update installed dated
10/20/09 and beyond.
 Remember to run a successful backup before doing a
program update
 One license of a Report Designer/Viewer comes
with 7i
 Additional designers and viewers can be purchased

4.  Running the setup.exe file for the report
builder will launch the M.O.M. Report Builder
Setup Wizard

5.  Dydacomp recommends installing the M.O.M.
Report Builder on individual computers that
have a M.O.M. 7i workstation install.

6.  Specify a location for the Report Builder
program to be installed

7.  Specify a Start Menu folder

8.  Choose if you would like to create a desktop
icon or not

9.  Click next to install the report builder

10.  Choose if you would like to launch the report
builder or not

11.  When the Report Builder is run for the first
time, a screen will appear allowing you to
specify the location of the report data files
and the Mail Order Manager program folder.
For example: C:MOMlocal7

12.  Specify e-mail settings allowing the report
builder to send reports via e-mail. Click on
Test to receive a test e-mail.

13.  This screen allows activation of the M.O.M.
Report Builder, e-mail technical support
support@dydacomp.com or visit the
Dydacomp website www.dydacomp.com
 Click activate

14.  Click next to continue the activation

15.  Enter the appropriate contact information

16.  Enter the serial number provided from your
purchase and click Online. An activation
code will be generated online for the M.O.M.
Report Builder software.

17.  Please note: The Registration number is
unique to every computer. The activation
code that is created uses the registration
number and the serial number to generate a
unique activation code. If you move
computers and would like to re-install the
Report Builder software, please contact
Dydacomp Support so that we can re-activate
the serial number. The reactivation process
may take up to 24-48 hours.

18.  After a successful activation, you will see the
following message

19.  To activate additional licenses, click add and
enter the serial number from your purchase,
then click online
 An Options Update must be done in M.O.M.

20.  User IDs must be set up in the Report Builder
 Report Designer
 Can view and create reports
 Report Viewer
 Can only view reports

21.  Under the Options drop down, choose M.O.M.
Report Builder
 Choose M.O.M. Report Builder Setup

22.  Choose the path for the M.O.M. Report
Builder exe file
 After this is set up, the report builder can be
launched by going to Options -> M.O.M.
Report Builder -> Launch M.O.M. Report
Builder

23.  The default user name and password is
ADMIN/ADMIN
 Company drop down is available if you have
the Multi Company Controller Module

24.  Once logged in, you can double click a report
to launch it, or choose New to create a new
report

25.  Data groups
 In Step 1 of all reports, choose the correct data
group

26.  In each data group, the most popular tables
have been joined

27.  Stock item ordered by customer

28.  Step 1
 Name the report and data group

29.  Step 2
 Select the fields for the report

30.  Step 3
 Filter or exclude results for the report

31.  Example: Include certain stock numbers

32.  After creating a filter or exclude you are
returned to step 3

33.  Step 4
 Choose a field to sort the report on

34.  Step 5
 Choose formatting options to control how the
report will appear

35.  Step 6
 Define what groups can see the report, and have
access to modify or delete the report

36.  On the left side, you will see the report
 Double click the report name to run the report

37.  Example Quick Report

38.  Customer number and order total

39.  Step 1
 Name the report and data group

40.  Step 2
 Select the fields for the report

41.  Step 3
 Click and drag the available fields to the
appropriate place on the right side

42.  Step 4
 Filter or exclude results for the report

43.  Example: Choose an order date range

44.  After creating a filter or exclude you are
returned to step 4

45.  Step 5
 Choose formatting options to control how the
report will appear

46.  Step 6
 Define what groups can see the report, and have
access to modify or delete the report

47.  On the left side, you will see the report
 Double click the report name to run the report

48.  Example Cross Tabulation Report

49.  Stock labels

50.  Step 1
 Name the report and data group

51.  Step 2
 Select the fields for the report

52.  Step 3
 Filter or exclude results for the report

53.  Example: Include items that are not marked
discontinued

54.  After creating a filter or exclude you are
returned to step 3

55.  Step 4
 Choose a field to sort the report on

56.  Step 5
 Choose the label style and if the report can be
filtered or sorted

57.  Step 6
 Define what groups can see the report, and have
access to modify or delete the report

58.  On the left side, you will see the report
 Double click the report name to run the report

59.  Example Label

60.  Top performing customers chart

61.  Step 1
 Name the report and data group

62.  Step 2
 Select the fields for the report

63.  Step 3
 Click and drag the available fields to the Y and X
axis spots

64.  Step 4
 Choose a chart type
 This will change how the information is displayed

65.  Step 4
 Choose a Palette
 This will change the color scheme

66.  Step 4
 Choose a theme
 This will change the display of the chart

67.  Step 5
 Filter or exclude results for the report

68.  Example: Include customers that have
ordered within a certain time

69.  After creating a filter or exclude you are
returned to step 5

70.  Step 6
 Define what groups can see the report, and have
access to modify or delete the report

71.  On the left side, you will see the report
 Double click the report name to run the report

72.  Example Chart

73.  Click File -> Import Reports

74.  Choose the report to import
 Must be .sfx file

75.  The report now can be ran or edited

76.  This is the first of many webinars on the Report
Builder
 Future webinars will explain formulas, properties of
fields, and feature different reports
 Support offers light guidance
 Create a ticket using Online Support
 Set up guide KB896
 Help file KB897
 Check the KB for report templates
 Check the forum for report templates and tips
 support@dydacomp.com
 Custom work is available
 sales@dydacomp.com
 Suggestions
 Suggestions for future webinar topics as well as the
module
 reportbuildersuggestions@dydacomp.com