Report Property Sets allow admins to specify sets of per-product properties and aggregate properties that users can choose from when generating planogram reports. Admins may define as many Report Property Sets as they wish. Users can then select from a set which properties they would like to include in their report.
To edit Report Property Sets, click the icon in the Report dialog (File -> Report), or navigate to File -> Customize Site, then click the Report Property Sets button.
To create a Report Property Set, refer to the steps and sample setup below:
The sample here defines two per-product properties to include in a report, and one aggregate (a calculation performed on all elements in the display, and then reported as a single cell).
The first per-product property appears to users as "ProdID" and has been mapped to the data property
ProductID. When a user selects this option, the report will contain a row for ProductID.
The second per-product property appears to users as "Margin", and has been mapped to a calculation
(Price - Cost) (all of which are defined in your products spreadsheet), then formatted as a percentage.
When a user selects this option, the report will contain a row displaying product margin.
The single aggregate defined here appears to users as "Total
Cost", and is mapped to the
Sum of all product
Cost's, formatted as currency ("C").
When a user selects this option, the report will contain
a single cell denoting the total cost of the display.
Users may now select the new Report Property Set from the Create Report dialog, choose the properties they want, and generate the report.
Alternatively, users may now select the new Report Property Set in the Print or Download Images dialog, choose the properties they want, and generate a report beneath the image of their display (choose "Print / Save to PDF").