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 predefined picture(s) 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

 

Report command

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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.

Report parameters

Several options can be set to personalize your reports.

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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:

Note: When printing the report from Excel, if the list is too wide to fit within the selected page size, additional pages are generated for the extra columns.

Note: Planogram pictures and item thumbnails are embedded in Excel files.

Note: Un these formats, any group that is shown in collapsed state in the Project Item List is also collapsed in the Excel report list. It can be expanded if desired in Excel.

Do not choose this format if you want to further edit the report layout or content.

Note: In the PDF format, each bay (images & product listing) is grouped on one page when possible. If the listing columns are too wide for the selected page size, additional pages are generated for the extra columns.

Note: Planogram pictures and item thumbnails are embedded in PDF files.

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.

Formatting

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

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.

Notes:

 

Microsoft ® Word

Microsoft ® Excel

Microsoft ® Edge

Google Chrome

Mozilla Firefox

Page size support

Yes

No

Yes

Yes

No

In case page size is not supported, you must set the page layout manually in your application when you want to print a report, from Excel for example.

Left, Right, Top, Bottom margin: sets the respective page margin in reports.

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.

Background 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.

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 Pictures

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

The following checkboxes let you choose which pictures to include in your reports.

Project

This picture displays all the elements in your planogram using the current display mode (realistic or schematic; perspective or orthographic).

The project report picture appears just after the report title, before any other image and report list.

You can choose two different viewpoints:

 

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       Project view - Front (Free Bays OFF)                 Project view - Front (free Bays ON)

 

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                                                     Project view – Top

 

Bay(s) orthographic view

A view of each individual bay with no perspective effect is included in the report.

You can choose two different viewpoints:

 

Note: If you have grouped items by Bay name or Bay number, bay pictures appear in the report above their respective bay item list. In all other cases, bay images appear above the  project item list.

 

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           Bay orthographic – Front view

 

Bay(s) perspective view

A picture of each bay with a perspective effect is included in the report.

You can choose two different viewpoints:

 

Note: If you have grouped items by Bay name or Bay number, bay pictures appear in the report above their respective bay item list. In all other cases, bay images appear above the  project item list.

 

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           Bay perspective – Front view

 

Bay(s) orthographic schematic view

A schematic view of each bay with no perspective effect 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 Position labels on the products (see Schematic View Settings) and also include the Position column in the report listing (see Report List).

You can choose two different viewpoints:

 

Note: If you have grouped items by Bay name or Bay number, bay pictures appear in the report above their respective bay item list. In all other cases, bay images appear above the  project item list.

 

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       Bay orthographic schematic – Front

 

Bay(s) perspective schematic view

A schematic view of each bay with a perspective effect is included in the report. PlanogramBuilder uses the current values set in settings for the Schematic View to determine the schematic style (Product style, Product labels, etc.). For example, to help you identify products on the report view, you can display position labels on the products corresponding to the report listing numbering.

You can choose two different viewpoints:

 

Note: If you have grouped items by Bay name or Bay number, bay pictures appear in the report above their respective bay item list. In all other cases, bay images appear above the  project item list.

 

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       Bay perspective schematic - Front

 


Notes on Report pictures:

When you output report pictures, the visibility of the following elements depends on your current display modes (see Display Modes and Options):

 

If dimensions are turned ON, the dimensions shown in the report pictures vary depending on the type of pictures:

Report List

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Reports also contain the list of all the products used in a project.

The report list content and parameters reflect what is displayed in the Project Item List.

Make sure to configure the Project Item List to obtain the desired layout and content in your reports. We advise saving preset list configurations for different needs.

 

Notes on groups in report lists:

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                                                 Example of a report list




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