Report Property Sets

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:

  1. Select a starting set from the top left dropdown. This will load in all basic and aggregate properties for that set in the interface below. All sites start with one set that cannot be overwritten, called "Default".
  2. Rename the set if you are creating a new set. If you want to edit the set and overwrite it, keep the name here the same.
  3. Define per-product properties and aggregate properties as with any other custom properties. (See Customizations and Calculations sections for help)
  4. Click Save to create the new Report Property Set (or overwrite the current one with the name you gave in Step 2). This set will now be available to your users!

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 dividing Price from (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").