1. Get Out the Data
October 17th, 2018
Presented by:
Bryan Dehler

2. Lets Talk About Data!

3. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

4. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

5. Reports
Queries
Tools
Alerts

6. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

7. Why Use Reports in Orchestrated?
Increases accountability for accurate data entry
Makes sure everyone is looking at the same numbers

8. Two Types of Reports in Orchestrated
SAP Reports
Typically found directly under “Reports” in each module
Displays data on the screen
Perfect for exporting to Excel
Some allow drill in capabilities
Generic manufacturing reports
Orchestrated Reports
Typically found directly under “Orchestrated Reports” in each module
Displays data in Crystal Reports
Perfect for printing
Some allow drill in capabilities (arrows won’t print)
Industry specific reports

9. ? ? ? Why Use Reports in Orchestrated?
It’s simple: Reports help you answer the questions you ask yourself all the time ? ? ?

10. What was my top selling brand last month?

11. Item Sales Analysis Report
Sales -A/R > Sales Reports > Orchestrated Reports>Sales Analysis

12. Who are my top customers?

13. Customer Sales Analysis Report
Sales A/R > Sales Reports > Orchestrated Reports > Customer Sales Analysis

14. What items do I have in each warehouse right now?

15. Inventory in Warehouse Report
Inventory > Inventory Reports > Inventory in Warehouse Report

16. Reports by Persona List of most popular reports by Persona
Bookmark it and return regularly!
Perfect for those new to the system

17. Follow up with our Customer Success Team
We can help with that!
Can’t find a report you are looking for?
Need help formatting a report?
Want to create a custom report?
Follow up with our Customer Success Team

18. Editing Crystal Reports
Minor Tweaks
Resources Online
Save As You Go
ALWAYS “Save As”
Don’t Bite Off Too Much!

19. Editing a Crystal Report – Practice #1
Do One of the Following (Same Result):
Pull up a Sales Order
Click on Tools > Layout Manager
Highlight the Report to adjust and click “Manage Layout” OR
Go to Report and Layout Manager (Administration > Setup > General > Report and Layout Manager)
Then pull up the report above mimicking the same path inside of the Report and Layout Manager
Sales – A/R > Sales Order > Order (Items)
Once highlighted, click “Edit” to pull up Crystal Reports

20. Editing a Crystal Report – Practice #2
Pull up Inventory Aging Report through Report and Layout Manager
Don’t forget to SAVE AS!

21. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

22. What are Orchestrated Tools?
Built-in pivot tables and charts
Have a consistent layout
Easy to use and organize

23. Orchestrated Tool Basics

24. Sales Analysis Tool
Sales > Sales Reports > Sales Analysis Tool

27. Sales Analysis Tool See Trend Charts year to year
Sales > Sales Reports > Sales Analysis Tool
See Trend Charts year to year
Can save versions locally as you go
Features:
Item Sales
Customer Sales
YTD Overview
Year over year (YoY) Comparison

28. Inventory Analysis Tool
Inventory > Inventory Reports > Inventory Analysis Tool

30. Inventory Analysis Tool
Inventory > Inventory Reports > Inventory Analysis Tool
Analyze any inventory data you’d like
Can quickly analyze Goods Issues, etc.
Take a look at Inventory by day
Features:
Currently on hand
Value by WH
Transactions by Day

31. P&L vs Budget Analysis
Financials > Financial Reports > P&L vs Budget Analysis

32. P&L vs Budget Analysis Screen Shot

33. P&L vs Budget Analysis Quickly see your Budget vs. Actual
Financials>Financial Reports>P&L vs Budget Analysis
Quickly see your Budget vs. Actual
YoY comparison
Features:
ROI
Profit Margins
Revenue per case (cans and bottles)

34. Sales Excise Tax Tool
Sales > Sales Reports > Sales Excise Tax Tool

36. Sales Excise Tax Tool
Sales > Sales Reports > Sales Excise Tax Tool
Helps you find the information needed to pay State Excise tax.
Allows you to see sales by state for tax reasons

37. QC Analysis Tool
Reports > Production > QC Analysis Tool

39. QC Analysis Tool Allows you to see QC data by warehouse type
Reports > Production > QC Analysis Tool
Allows you to see QC data by warehouse type
Less of a pivot table and more of a data collection
Analyze patterns and trends for brands or batches
Useful in the rare cases of audits

40. Take a break, you deserve it!

41. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

42. Let’s talk about queries!

43. Using Existing Queries
Tools > Queries > Query Manager

44. Using Existing Queries

45. Using Existing Queries

46. Generating A New Query
First we must find the Table/Field we are querying
View > System Information
We will enter this in to the Query Generator
Start simple, save as you go

47. Query Generator Table list Field list From tables Sort
Tools > Queries > Query Generator
Table list
Fields to return
Field list
From tables
Where (constraints)
Sort

48. Query Generator Tips Start simple
Start at the detailed level (lines, not header)
Execute often while making changes
If you think you have something good, save it!
Once you’re out of the Generator, you cannot go back

49. DEMO – Create a Basic Query

50. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

51. Alerts

52. Some Common Alerts Production Component Variance > 25%
Production Header Variance > 25%
Purchase Order Price vs Average Price > 10%
Sales Order Price vs Price List Difference

53. Activate an Existing Alert
Administration > Alerts Management

54. Editing an Existing Alert
Administration > Alerts Management

55. DEMO – Create an Alert

56. Agenda:
Introduction
Reports
Tools
Break
Queries
Alerts
Q & A

57. Have some Questions? We’ve got Answers!

58. Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210
Beaverton, OR 97006 P:
Web: support.orchestrated.com