Reports

You can publish your planograms as detailed reports which include the list of items in your project as well as optional predefined image(s) of the planogram.

Reports can be saved in common file formats such as PDF and are well suited for printing and transmitting your planogramming guidelines for implementation.

Example of Reports

 

In this pane, you can configure your reports for output.

 

Note: Once the report is configured, use the dedicated command to save it (Report).

File output

Under this section, you can configure file output for reports.

File format (Reports)

The file format to save the report.

• Supported values:

• Default value: HTML (*.html)

Create a folder

Toggles the creation of a new folder in which to save the report.

• Supported values:

• Default value: Not checkmarked

Formatting

The settings below provide diverse options to customize the layout of your reports.

Page size

A list of predefined values defining the dimensions of the pages in the report. This list includes common and custom page sizes.

• Supported values:

• Default value: A4 portrait
• Example: 18 x 24 cm

Notes:

• Page size for PDF format is well supported.
• When you open an HTML report in a web browser, the page size doesn’t have any effect when just viewing the report. Page size is only used to determine page layout for printing the reports from web browsers or when opening in paper-based applications like Microsoft ® Word.
• The page size for HTML and Excel formats are recognized only by some web browsers and applications, as shown in the table below:

	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 margin (Reports)

The width of the left margin in the report.

• Supported values: positive numeric value [0-9 and decimal point] (based on Measurement unit)
• Default value: 0
• Example: 15

Right margin (Reports)

The width of the right margin in the report in the current choice of Measurement unit.

Top margin (Reports)

The height of the top margin in the report in the current choice of Measurement unit.

Bottom margin (Reports)

The height of the bottom margin in the report in the current choice of Measurement unit.

Font (Reports)

Sets the typeface and its size of the text for product listings in reports. The report titles are also scaled based on the selected value.

• Supported values for the typeface: fonts installed on your computer.
• Supported values for the size: positive integer numeric values [0-9] corresponding to font point size. Maximum 100 points.
• Default value: Arial, 8
• Example: Tahoma, 14

Tip: If your report lists don't fit on the page, try to select a smaller font size.

Text color (Reports)

The color of texts in reports.

• Supported values: any color picked from the color palette.
• Default value: black
• Example: blue

Instructions:

1. Click on the color swatch on the right of Text color.
2. Pick any color from the color palette.

3. Click OK to confirm.

Background color (Reports)

The color of the page background for reports.

• Supported values: any color picked from the color palette.
• Default value: white
• Example: yellow

Instructions:

1. Click on the color swatch on the right of Background color.
2. Pick any color from the color palette.

3. Click OK to confirm.

Border color (Reports)

The color of borders for the tables containing product listings.

• Supported values: any color picked from the color palette.
• Default value: silver
• Example: dark grey

Instructions:

1. Click on the color swatch on the right of Border color.
2. Pick any color from the color palette.

3. Click OK to confirm.

Resolution (Reports)

The resolution in pixels per inch (PPI) 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. It’s useful when you zoom in or when you print them. The tradeoff of a higher resolution is a larger file size.

• Supported values:

One sheet per bay

Toggles the layout of reports between one and multiple Excel sheets.

• Supported values:

• Default value: Not checkmarked

Notes:

• This option is only available if an Excel file format was chosen in File format (Reports).
• This option is only available if Group by Bay number or Bay name is applied in Project item list.

Report pictures

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

The checkboxes in this section let you choose which images to include in your reports.

Notes for all images in reports:

• Image dimensions are maximum 10000 pixels in width and 10000 pixels in height. Images resulting in higher pixel width or height based on the chosen Page size and Resolution (Reports) are clamped down to the maximum allowed pixels.
• When you output report images, the visibility of the following elements depends on your current settings in View:

• If you have enabled Group by Bay name or by Bay number, image(s) of each bay appear(s) in the report above its respective item list. Otherwise, all images appear above the item list of the whole project.
• When View dimensions is checkmarked, your output images dimension text and arrows are adjusted automatically to result in a text height of 3 mm in your printed images. This does not correspond to the onscreen dimension text size in the visualization area.
• When View dimensions is checkmarked, the type of dimension shown in the report images vary depending on the type of images:

Project (Report pictures)

An image showing your entire planogram to include in the report. Note that this image also reflects if you have set the current viewing modes in Schematic view (View) and Orthographic view.

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

You can toggle each of the two available viewpoints:

Front

• Supported values:

• Default value: Not checkmarked

 

Image on the left: Example with Free bay placement not checkmarked

Image on the right: Example with Free bay placement checkmarked

 

Top

• Supported values:

• Default value: Not checkmarked

 

Example of a project seen from Top

Bay(s) orthographic

An image of each individual bay with no perspective effect to include in the report.

You can toggle each of the two available viewpoints:

Front

• Supported values:

• Default value: Not checkmarked

Example of Bay(s) orthographic – Front

 

Top

• Supported values:

• Default value: Not checkmarked

Bay(s) perspective

A picture of each bay with a perspective effect to include in the report.

You can toggle each of the two available viewpoints:

Front

• Supported values:

• • Checkmarked: the bay is shown from the front and is framed to fit on the page.
  • Not checkmarked: the image of the bay seen from the front is not included in the report.
• Default value: Not checkmarked

 

Example of Bay(s) perspective – Front

 

Top

• Supported values:
• • Checkmarked: the bay is shown from the top and is framed to fit on the page.
  • Not checkmarked: the image of the bay seen from the top is not included in the report.
• Default value: Not checkmarked

Bay(s) orthographic schematic

A schematic view of each bay with no perspective effect to include in the report.

PlanogramBuilder uses the current values set in Schematic view (Settings) to determine the style of the schematic view (Product style, Product labels, etc.).

Tip: To easily find each product in this report image and in the item listing:

1. Schematic view (Settings): select to display labels of Position on the products
2. Content choice (Project item list): also include the column of Position.

You can toggle each of the two available viewpoints:

Front

• Supported values:

• Default value: Not checkmarked

Example of Bay(s) orthographic schematic – Front

 

Top

• Supported values:

• • Checkmarked: the bay is shown from the top and is framed to fit on the page.
  • Not checkmarked: the image of the bay seen from the top is not included in the report.
• Default value: Not checkmarked

Bay(s) perspective schematic

A schematic view of each bay with a perspective effect to include in the report.

PlanogramBuilder uses the current values set in Schematic view (Settings) to determine the style of the schematic view (Product style, Product labels, etc.).

Tip: To easily find each product in this report image and in the item listing:

1. Schematic view (Settings): select to display labels of Position on the products.
2. Content choice (Project item list): also include the column of Position.

You can toggle each of the two available viewpoints:

Front

• Supported values:

• Default value: Not checkmarked

 

Example of Bay(s) perspective schematic - Front

 

Top

• Supported values:

• Default value: Not checkmarked

Report List

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

The report list reflects what is displayed in Project item list. For this reason, this list is always displayed in the task named Publish.

Make sure to configure Project item list to obtain the desired layout and content in your reports. We advise saving Presets of the list for diverse needs.

Notes on groups in report lists:

• If you have not grouped items by any property in Project item list, the report contains a single list with all items. (Consult Group by)
• if you have grouped items by Bay name or by Bay number, the report contains a separate item list for each bay in the report.
• If you have grouped items by any other property (e.g., category), the report contains a single list with all items. Additional rows with a distinct color show the name of each group (e.g., beverage). See below example:

Example of a report list