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.

image

Example of Reports

 

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

image

 

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.

Create a folder

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

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.

Notes:

 

Microsoft ® Word

Microsoft ® Excel

Microsoft ® Edge

Google Chrome

Mozilla Firefox

Page size support

Yes

No

Yes

Yes

No

Left margin (Reports)

The width of the left margin in the report.

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.

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.

Instructions:

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

image

  1. Click OK to confirm.

Background color (Reports)

The color of the page background for reports.

Instructions:

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

image

  1. Click OK to confirm.

Border color (Reports)

The color of borders for the tables containing product listings.

Instructions:

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

image

  1. 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.

One sheet per bay

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

Notes:

Report pictures

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:

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.

image

Example

Bay(s) orthographic

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:

  1. Enable Schematic view (View).
  2. Checkmark Position under Content of labels, in Schematic view (Settings).
  3. Also, checkmark Position under Columns, in Content choice (Project item list).

 

 

Examples:

image

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

 

image

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:

  1. Enable Schematic view (View).
  2. Checkmark Position under Content of labels, in Schematic view (Settings).
  3. Also, checkmark Position under Columns, in Content choice (Project item list).

Report 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:

image

Example of a report list




PlanogramBuilder - Copyright © 2002-2025 zVisuel SA. All rights reserved.