Report Property Sets

Report Property Sets drive the contents of all Reports and Live Insights. A Report Property Set specifies sub-sets of:

Properties reported for each Position in the display
Aggregates (calculations performed across all positions in the display, such as Total Cost)
Breakdowns, which report on percentages of properties in relation to some other parameter(s), in table, pie chart, and/or bar chart form

Users may define as many Report Property Sets as they wish. Admins may define public Report Property Sets, which all users can then use for reports. Non-admins may define private Report Property Sets that only they can use for reports.

Editing Report Property Sets

There are two ways into the editor:

File → Export → Report, then the Edit Sets button above the list of sets.
The button beside the Report Property Set dropdown in the Insights panel.

Either way you land in the same dialog, where you can modify an existing set or create one with Create Set. New sets start empty, so the first thing to do is add Properties.

If you are an admin of a Report Property Set, you can rename it and customize its Users, who can see and use the set, and Admins, who can modify it.

Inputs to specify name, users, and admins for a Report Property Set.

Saving your changes

Edits are held until you commit them. Save Changes writes them, and Undo Changes throws them away and reloads the set as it was last saved. Both buttons appear only while there is something pending.

While changes are pending you cannot switch to another set or create one, and closing the dialog asks whether you want to discard your work. Set names must also be unique, so saving under a name already in use is rejected.

Delete Set removes the Report Property Set entirely. It asks for confirmation first, and it cannot be undone.

Undo Changes and Save Changes appear once a set has pending edits

Every row shares the same controls

Properties, Aggregates, and Breakdowns each live on their own tab, but the rows behave identically on all three.

Name is what your users see in report output. Leaving it blank falls back to showing the expression itself.
The button beside the expression switches that row between a straight one-to-one mapping, chosen from a dropdown of fields, and a typed Calculation.
The button hides the row. Hidden rows are not offered in the Create Report dialog at all, which is the way to retire something without deleting it.
reorder the row, and reports follow that order.

Properties

Sample Properties

Report Property Sets can have any number of Properties, which are evaluated separately for every item in a report.

A Property maps either to a single catalog field or Dynamic Field, or to a custom Calculation such as width * height.

Aggregates

Sample Aggregates

Report Property Sets can have any number of Aggregates, which are calculations performed across all Positions in the display (such as Total Cost or Average Price).

Aggregates are always mapped to a custom Calculation. These calculations must contain an aggregate function. The currently supported aggregate functions are Sum() and Avg().

Breakdowns

Sample Breakdowns

Report Property Sets can have any number of Breakdowns, which report on percentages of properties in relation to other parameters. Breakdowns can be expressed as tables, pie charts, and bar charts when included in reports or Live Insights.

Each Breakdown maps a catalog field or Dynamic Field (called "Segments") to one or more other fields (called "Metrics"), and reads as a sentence in the editor: Each category as a % of cost, TotalProducts. The example above reports, for every category, what share of total cost and of total products that category represents. Each metric you add produces its own table and chart.

Example output in Live Insights for the above breakdowns. Tables and pie charts are generated for each metric.

It is most common to use the category, sub_category, or sub_sub_category fields to segment Breakdowns, but any catalog field or Custom Data field can be used.

Aggregate and Breakdown Scopes

In some advanced cases, you may want to have certain Aggregates or Breakdowns calculate on smaller portions of your report. To do this, you can specify scope for an Aggregate or Breakdown by pressing the icon.

When working with Aggregates and Breakdowns, the Scope determines what portion of your planogram the calculation applies to. Scope specifies whether you see calculations for the entire planogram or separately for each bay, aisle, or other grouping.

Example: Total Cost Aggregate

With a Plan scope, you see one total cost for the entire planogram
With a Fixture scope, you see a separate total cost for each aisle
With a Bay scope, you see a separate total cost for each bay

Example: Category Breakdown

With a Plan scope, you see what percentage each category represents across the whole planogram
With a Bay scope, you see separate category percentages calculated independently for each bay

Available Scopes:

Plan - Whole planogram
Bay - Each aisle bay separately
Fixture - Each aisle or surface separately
Project - Entire project
Store Plan - Entire Store Plan
All - Aggregate or Breakdown across all specified Plans and Projects

Use broader scopes (Project, Plan) when you want high-level summaries, and narrower scopes (Fixture, Bay) when you need detailed breakdowns for specific segments. If scope is not specified (the most common case), it will default to match the Breaks of the specified Report.

Options

The fourth tab stores default report options for this set. Whenever someone selects the set in the Create Report dialog, these values fill in the rest of that dialog for them.

The tab has two columns:

Report options, which are the same Format, Breaks, Font, Header Notes, and Other toggles offered at report time.
Image Options, which control the planogram images a PDF report embeds: scale, dimensions, header signs, fixture names, lock icons and layout type, hiding overlapping fixtures, template regions, and the two Store Plan toggles for section names and the schematic.

Defaults are a starting point, not a lock. Anything a user changes in the Create Report dialog applies to that one report and never writes back to the set.

This is the tidiest way to standardize output across a team. A set built for shelf-strip printing can default to PDF (Side-by-Side) broken by Bay with the company logo on, while an analysis set defaults to XLSX (Single Sheet), and nobody has to remember the combination.

Two things to know. Header Notes and the Font selector are always shown on this tab even when the Format is a spreadsheet, though both only affect PDF output. And Scope is deliberately absent, because it is chosen per report rather than stored on the set.

The Options tab, holding the default report and image options for a set

Using Report Property Sets

Users may now select the new Report Property Set from the Create Report dialog, choose the data they want, and generate reports.

Alternatively, users may use the Report Property Set to inform Insights.

Selecting a set in the Create Report dialog applies that set's saved Dimensions image option to the open planogram, since dimensions only render into generated images when they are shown on the plan. Your original setting is restored when you close the dialog.