Reporting

Reports export Properties about each Position in your planogram, Aggregate information calculated across all Positions in the display, and even data percentage Breakdown tables/charts.

Reports may be XLSX/CSV files for ease of further analysis, or PDF files that can include images and charts. Every format comes out of the same dialog, reached via File → Export → Report.

Report Property Sets

Regardless of format, all reports (and Live Insights) are driven by a structure called a Report Property Set.

These are user-defined sets of Properties, Aggregates, and Breakdowns that state what data a report will contain. Users may define as many Report Property Sets as needed (though only site admins may define sitewide ones).

The Create Report dialog lists all Report Property sets on your site.

All GoPlanogram sites start with a Default Report Property Set that can be modified, and several sample report property sets that demonstrate various features.

From here, Creating a Report walks through the whole dialog, and Report Formats covers which output format to choose.

Reporting via API

See the API documentation or contact support for more details.