This webinar provides tips and tricks for using the built-in and custom reports in M.O.M. It reviews common AR, AP, inventory, profit, and custom reports and how to schedule and export them. It also addresses common questions about why reports may not match or include all data and how to save settings and automatically email reports using the report builder tool. Attending Dydacomp trainings can increase business by 18% by closing the knowledge gap.

1. Reporting Tips

3. Events likes these

4. Seminars

5. In Person

7. Accounts receivable reports The reports in this section are designed to show sales and income information Sales Listing Report Journal Activity Report

8. Accounts receivable reports Sales Listing Report This report lists individual invoices for orders.

9. Accounts receivable reports Sales Listing Report

10. Accounts receivable reports Journal Activity Report This report contains a complete listing of both invoices and payments accrued with the daily use and processing of the system.

11. Accounts receivable reports Journal Activity Report You may process this report prior to posting to provide a full detail of what is being posted.

12. Accounts Payable Reports The reports in this section are designed to show payable information Journal Activity Report

13. Accounts Payable Reports Journal Activity Report This report contains a complete listing of both invoices and payments accrued with the daily use and processing of the system.

14. Accounts Payable Reports Journal Activity Report You may process this report prior to posting to provide a full detail of what is being posted.

15. Inventory Reports The reports in this section are designed to show inventory information such as units in stock, backordered items, inventory transactions, etc. Master Inventory Report Inventory Transaction Report

16. Inventory Reports Master Inventory Report This report provides an accurate picture of the quantity of each product on the shelf.

17. Inventory Reports Master Inventory Report

18. Inventory Reports Inventory Transaction Report This report is used to show inventory quantities and changes to the quantities, values, and/or locations (bins and warehouses) for a given period of time.

19. Inventory Reports Inventory Transaction Report

20. Profit and response reports The reports in this section are designed to show your profit information and break down your selling tools and order promotions Profit by Product Report Lost Sales Report

21. Profit and response reports Profit by Product Report This report lists profit figures for each stock item.

22. Profit and response reports Profit by Product Report

23. Profit and response reports Lost Sales Report This report lists any orders that were lost because an item was deleted from an order or because the entire order was cancelled.

24. Profit and response reports Lost Sales Report

25. Profit and response reports Lost Sales Report Set up in Global Parameters

26. Manager’s Dashboard Set up per user ID

27. Manager’s dashboard Pick the reports you want to see

28. Manager’s dashboard

29. Custom m.o.m. reports Report Building M.O.M. 7 has a report builder package to build custom reports Get any data you need quickly Easy to use interface Six step report creation No knowledge of the M.O.M. database necessary

30. Custom m.o.m. reports Schedule a report In Report Builder go to Tools -> Schedule Report

31. Custom m.o.m. reports Schedule a report

32. Custom m.o.m. reports M.O.M. XL is a SQL database Use a tool such as Query Analyzer and Management Studio Must have an understanding of SQL select statements and the M.O.M. database Can use simple statements, and also join and group data

33. Custom m.o.m. reports Third Party Report Builders Knowledge of the database Make sure the tool will work with your current version M.O.M. 6 and 7 have database containers The report builder must be able to access those files

34. Common Questions We see a lot of support questions about reporting The next few slides will walk through some common questions that we see, and give possible resolutions

35. Common Questions Why do my reports not match? The reports in M.O.M. aren’t designed to match Reports pull different criteria from different databases to get different results Ex. Some reports use the order date, ship date, invoice date, post date, etc.

36. Common Questions Why is my report printing cut off? Try printing the report in landscape

37. Common Questions Why are some orders not showing on my report? Check the report criteria Ex. The report may be using the order invoice date and this order might not be an invoiced order

38. Common Questions How do I separate orders on reports? Most reports have a selection screen to choose the orders you want Make sure orders have a trigger, such as an order type and the customer has a trigger, such as a customer type

39. Common questions How do I export reports to a file or email? You can do this in M.O.M.

40. Common questions Or use the Report Builder

41. Common Questions I want additional fields to show on my report, how do I do this? The reports in M.O.M. are hard coded, so that would be custom work. Or…you could use the Report Builder and build your own report

42. Common questions Report Builder Example

43. Common questions I spend too much time entering the criteria to run a report, is there a way to have M.O.M. remember my settings? Most reports have a saved reports section where you can save the report layout Or you could use the Report Builder and set the report up once, and then run off the saved report

44. Common Questions M.O.M. Saved Reports

45. Common questions How do I automatically get a report from M.O.M. emailed to me? M.O.M. will not auto send reports The Report Builder tool will

46. Related topics M.O.M. 7 Reporting Features Report Builder Create your own reports Simple Layout Auto send reports to email Get more visibility to your data

47. Related Topics QuickBooks Transactional Posting Also provides visibility to your data And don’t forget PCI Compliance Deadline July 2010 M.O.M. 7 is the only compliant version

48. Question & Answer Support support.dydacomp.com support@dydacomp.com 973 237 0300 Sales sales@dydacomp.com 800 858 3666