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.
- HTML (*.html): (Hypertext
Markup Language). A file with separate image files in jpeg format
(planogram pictures and item thumbnails). Choose this format
to:
- Publish the report and images “as is”
directly on an Intranet or Internet web site.
- Open in Microsoft ® Word for further editing
and printing. Once opened in Word, you can also save as PDF, DOC or
DOCX documents, which regroups the otherwise separate listing and
images of the report in one single file.
- Excel workbook (*.xlsx):
(Microsoft ® Excel workbook). Choose this format to:
- Open and edit the planogram product listing
in a spreadsheet application.
- Notes:
- 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.
- Planogram images and item thumbnails are
embedded in Excel files.
- In this format, any group (Group)
shown in collapsed state in Project item list is
also collapsed in the Excel report list. It can be expanded if
desired in Excel using the plus (+) symbol.
- Excel 97-2003 workbook (*.xls):
the older Excel file format. Use this for compatibility if
necessary.
- PDF (*.pdf): (Portable Document
Format). Choose this format to:
- Obtain the report and images in a format
ready to print or send to others.
- Notes:
- Do not choose this format if you want to
further edit the report layout or content.
- In this format, if the listing columns are
too wide for the selected page size, additional pages are generated
for the extra columns.
- Planogram pictures and item thumbnails are
embedded in PDF files.
- Default value: HTML
(*.html)
Create a folder
Toggles the creation of a new folder in which
to save the report.
- Checkmarked: a new folder is
automatically created when you save a report. The folder is created
within the folder selected in the Save dialog box and is
named with the same name as the report name.
- Not checkmarked: no new folder is
created when you save a report. The report is saved directly in the
folder specified when saving it.
- Default value: Not checkmarked
Formatting
The settings below provide diverse options to
customize the layout of your reports.
A list of predefined values defining the
dimensions of the pages in the report. This list includes common
and custom page sizes.
- A3 landscape
- A3 portrait
- A4 landscape
- A4 portrait
- Ledger (landscape)
- Legal landscape
- Legal portrait
- Letter landscape
- Letter portrait
- Tabloid (portrait)
- Custom: if you don’t find a suitable
preset value, choose this and set your own page width and height
values in the text box which appears below. Enter values as
follows: width x height unit (cm / mm / m /
in). Use the letter "x" to specify the multiplication
symbol. If no unit type is entered, it defaults to your current
choice of Measurement
unit as set in the application settings.
- 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.
The color of texts in reports.
- Supported values: any color picked from the
color palette.
- Default value: black
- Example: blue
Instructions:
- Click on the color swatch on the right
of Text color.
- Pick any color from the color
palette.

- 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:
- Click on the color swatch on the right
of Background color.
- Pick any color from the color
palette.

- 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:
- Click on the color swatch on the right
of Border color.
- Pick any color from the color
palette.

- 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.
- Screen: (96 ppi). This corresponds to the
Windows system ppi with a screen scaling at 100%. Suitable for
reports that are displayed on low-dpi screens that won't be zoomed
in.
- Print low: (200 ppi). Suitable for low
quality printing or onscreen reports.
- Print medium: (300 ppi). Recommended for
reports that will be printed.
- Print high: (600 ppi). Recommended for
reports that you want to print in high-resolution.
- Custom: you can specify any values up to 1000
ppi. Note that you don't have to enter ppi after the
value.
Toggles the layout of reports between one and
multiple Excel sheets.
- Checkmarked: the Excel report is split
into separate sheets for each bay. Each sheet includes the images
(Report pictures) and
the list of items (Project item list) for a
single bay.
- Not checkmarked: the whole Excel
report is shown on a single sheet, which includes the images
(Report pictures) and
the list of items (Project item list) for
all bays in the project. Images and lists are ordered vertically
from the first bay at the top, to the last bay at the bottom of the
sheet.
- 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.
You can include images of your planogram
project in your reports. These images are different from 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 the
visualization area (View):
- If you have enabled Group
by… Bay name or 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.
- If 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.
- If View dimensions is
checkmarked, the type of dimension shown in the
report images vary depending on the type of images:
- Project (Report
pictures): these images include the dimensions of each
cluster of shelving (each isolated bay and each group of adjacent
bays). Dimensions of room elements are also shown, but only for
room elements which are selected in the visualization area.
Images of individual bays (Bay(s) orthographic): these
images include bay dimensions, plus vertical shelf measures and
lateral distances between each Dividing panel.
Project (Report
pictures)
Image showing your entire planogram in the
report, displayed just below the report title.
Your current view settings determine the look
of the image, as set for example with Schematic view
(View), Schematic
view (Settings), View edges.
- the planogram project is framed to fit on the
page.
- Not checkmarked: the image of the
project is not included in the report.
- Default value: Not checkmarked

Example
Images showing each individual bay in the
report.
Your current view settings determine the look
of the images, as set for example with Schematic view
(View), Schematic
view (Settings) and View edges.
Tip: To easily find each product in the
report images and in the item listings:
- Enable Schematic view
(View).
- Checkmark Position
under Content
of labels, in Schematic
view (Settings).
- Also, checkmark Position
under Columns, in
Content
choice (Project item list).
- Checkmarked: the bay is framed to fit
on the page.
- Not checkmarked: the image of the bay
is not included in the report.
- Default value: Not checkmarked
Examples:

Example of Bay(s) orthographic
(with Schematic view (View) disabled)

Example of Bay(s) orthographic
(with Schematic view (View) enabled)
Tip: To easily find each product in the
report images and in the item listings:
- Enable Schematic view
(View).
- Checkmark Position
under Content
of labels, in Schematic
view (Settings).
- Also, checkmark Position
under Columns, in
Content
choice (Project item list).
Reports also contain the list of all the
products used in a project.
The report list reflects 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 items are not grouped in Project item
list, the report contains a single list with all items.
(Consult Group)
- 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