Dashboards and Reports

2 Dashboards and Reports

Dashboard reports are role-based and can be configured to be the first screen displayed to you upon opening Pricing, based on role. They are intended to highlight actionable or frequently monitored activities. Actions taken from dashboard reports are executed seamlessly or launch into a Pricing workflow, passing parameters to facilitate further investigation. Pricing has two dashboards that are provided out of the box, each with a predefined set of reports. These reports provide a point of view on the information that is relevant to that particular role in your organization. But, because you may organize your users in a different manner, there is flexibility to change which reports are displayed on which dashboards, and also to add custom reports, if desired. For more information on making these changes see the Merchandising Customization and Extensions Guide.

Some dashboard reports can be configured by threshold values. These options can be defined in the System Options screen in Pricing. See the Pricing Implementation Guide for more about these configurations.

Filtering Dashboard Reports

Each dashboard in Pricing has a number of filters such as department, location, chain etc. that can be used to narrow down the information shown in the reports on that dashboard. These filters differ by dashboard and every dashboard has at least one mandatory filter where criteria value needs to be specified to populate reports. You can use these filters to configure the data displayed in your dashboard to be specific to your area of responsibility. The criteria can be provided either in Basic or Advanced mode, depending on the requirement. Basic is the default mode when the dashboard is entered. Click Advanced to access the filters panel in advanced mode where additional criteria can be specified. You can return to Basic mode by clicking Basic in the Filters section of the dashboard.

Basic Search Criteria

To filter the dashboard reports through the basic search criteria:

Enter, select or search default filter criteria in the Filters pane in basic mode.

Figure 2-1 Filters Section in Basic Search Criteria
You can also click on the Saved Search drop down button to select one of the saved sets of filter criteria. Selecting a saved search will populate filters with saved filter criteria. If the saved search is selected to run automatically then the search will be executed too. You can also choose to manage and personalize saved searches by clicking Personalize in the list which opens the Personalize Saved Searches window. For more information on personalized saved searches, see the section Personalize Saved Search.
Click Search. The data that matches the filter criteria is displayed in the dashboard reports.
Click Reset to remove the specified filter criteria.
Click the Save.. button to save the current set of filter criteria as a Saved Search. The Create Saved Search window appears. For information on the Create Saved Search window, see the section Create Saved Search.

Advanced Search Criteria

To filter the dashboard reports through advanced search criteria:

Enter, select or search the filter criteria in the Filters pane in advanced mode.

Figure 2-2 Filters Section in Advanced Search Criteria
You can also click on the Saved Search drop down button to select one of the saved sets of filter criteria. Selecting a saved search will populate filters with saved filter criteria. If the saved search is selected to run automatically then the search will be executed too. You can also choose to manage and personalize the saved searches by clicking Personalize in the list which opens the Personalize Saved Searches window. For more information on personalize saved searches, see the section Personalize Saved Search.
Click Search. The data that matches the filter criteria is displayed in the dashboard reports.
Click Reset to remove the specified filter criteria.
Click the Save.. button to save the current set of search filter criteria as a Saved Search. The Create Saved Search window appears. For information on the Create Saved Search window, see the section Create Saved Search.
Click Add Fields to add more filter criteria. To remove the field from the filter, click the x right next to the field.
Click Reorder to change the order of the available fields. The Reorder Search Fields window appears.
1. Select the desired field and use the up and down arrows to rearrange the order of the fields.
2. Click OK to confirm the new order of the fields and close the window.
3. Click Cancel to reject any changes and close the window.

Personalize Saved Search

Select Personalize from the Saved Search list to view the personalized saved searches. The Personalize Saved Searches pop up allows you to edit, copy, or delete saved search criteria set.

Figure 2-3 Personalize Saved Searches

Create Saved Search

You can save a set of search criteria by clicking the Save.. button in the Filters panel after you have entered the criteria for your search. The Save button will call up the Create Saved Search window where the search criteria set is given a name and the user determines whether it should be the default search as well as whether it should be run automatically.

To view the created saved search:

Click the Save.. button. The Create Saved Search window appears.

Figure 2-4 Create Saved Search
Enter the name of the search.
You can also choose to save the combination of the search criteria by selecting the following check boxes:
1. Set as default
2. Run automatically

Pricing Analyst

This dashboard is intended to highlight to a pricing analyst pricing events that require attention. This may be because it is due to go into effect in the next few days, it is an emergency price change, or it has conflicts.

Filter Criteria

This dashboard has the following filter criteria:

Basic
- Department*
- Class
- Subclass
- Zone
Advanced
- Channel
- Store
- Supplier Site
Note:

The fields marked with an asterisk (*) are mandatory.

Viewing the Pricing Analyst Dashboard

To view the pricing analyst's dashboard, from the task bar menu select Reports > Pricing Analyst. The Pricing Analyst Dashboard page appears.

Clearances Pending Approval Report

The Clearances Pending Approval report is intended to provide the pricing analyst with a view to unapproved clearance markdowns or resets that have an effective date in the next week or over the next four weeks, based a report level toggle.

Dashboard Filters

All dashboard-level filters are applicable to this report and the clearance groups shown in the report will be associated with the filter criteria specified.

Report Details

The report consists of a tile shown at the top of the dashboard, a bar chart, and a table.

Tile

The tile for this report shows a count of clearance markdowns and resets that are not yet approved but have an effective date in the next four weeks, based on the dashboard filter criteria. Both worksheet and submitted clearance events are considered. It also displays a bar chart that shows how the markdowns and resets^Foot 1 are distributed over those four weeks. Any weeks that have emergency markdowns or resets will be shown in red.

The color of the tile changes colors to reflect the severity issues represented by unapproved markdowns and resets. The rules for this are defined in the table below.

Tile Color	Rule
Green	There are no emergency markdowns or resets and The total count of markdowns and resets is less than the Critical Count of Unapproved Clearances report option.
Yellow	At least one emergency markdown or reset or There are more markdowns and resets needing approval than the Critical Count of Unapproved Clearances report option.
Red	At least one emergency markdown or reset and There are more markdowns and resets needing approval than the Critical Count of Unapproved Clearances report option.

Tile Color

Rule

Green

There are no emergency markdowns or resets and

The total count of markdowns and resets is less than the Critical Count of Unapproved Clearances report option.

Yellow

At least one emergency markdown or reset or

There are more markdowns and resets needing approval than the Critical Count of Unapproved Clearances report option.

Red

At least one emergency markdown or reset and

There are more markdowns and resets needing approval than the Critical Count of Unapproved Clearances report option.

Bar Chart and Table

The stacked bar chart has two views - one which shows the markdowns and resets needing approval, by day, for today and the next 6 days, and one where it shows these events for the next four weeks. In both cases, the charts shows the count of markdowns and resets that have effective dates in a time period, differentiated by whether it is a markdown with conflicts, markdown without conflicts, reset with conflicts, or reset without conflicts. Clicking on a bar in the chart will refresh the data in the table based on the time period selected. The first day or first week is selected by default in the chart.

The table shows a summary of the clearance groups that have markdowns or resets in the selected time period from the bar chart. The details available in the table for each group include:

Tile Color	Rule
Conflict	Displays a conflict icon () which indicates whether there are conflicts with any markdowns or resets in the clearance group, which may be why it is not approved. Clicking on the icon will take the pricing analyst to the Conflicts page to view the conflicts for the group.
Clearance Group	Indicates the group that contains the markdowns and resets that require approval. This ID is a hyperlink that will take the pricing analyst to the Clearance Group page to view the details of the markdowns and resets and act to approve them or update dates.
Description	The description of the group.
Markdowns with Conflicts	The count of markdowns in the group that are not approved and have conflicts.
Markdowns without Conflicts	The count of markdowns in the group that are not approved, but don't have conflicts.
Resets with Conflicts	The count of resets in the group that are not approved and have conflicts.
Resets without Conflicts	The count of resets in the group that are not approved, but don't have conflicts.
Earliest Effective Date	The earliest effective date for a markdown or reset in the group that requires approval.

Report Actions

Edit Clearance Group - Selecting this option from the Actions menu, or clicking on the clearance group hyperlink, will take the pricing analyst to the Clearance Group page where they can approve or update the markdowns and resets, based on privileges.
Review Conflicts - Selecting this option from the Actions menu, or clicking on the conflict icon in the table, will take the pricing analyst to the Conflicts screen for more details on the conflicts contained in the clearance group.

Item / Locations with Cost Above Retail Report

The Item / Locations with Cost Above Retail report provides pricing analysts with a detailed view of the set of item/location combinations for which the unit retail and pricing cost values are not in sync with the definitions for conflict rules 12 and 13 across the next four weeks.