sales report design specifications final v7.1

8/6/2019 Sales Report Design Specifications Final v7.1

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Sales Report Design Specifications

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Table of Contents

FUNCTIONAL OVERVIEW................................................................................................................. 4

REPORTING STANDARDS ................................................................................................................. 5

HIERARCHY .......................................................................................................................................... 5DATE RANGE ........................................................................................................................................ 5STANDARD REPORT FORMATTING REQUIREMENTS ................................................................................. 6

SECURITY ............................................................................................................................................. 7

WORLDWIDE CASE CREDIT REPORTS ............ ............. ............. .............. ............ ............. ............. 9

OVERVIEW ............................................................................................................................................ 9REPORT LAYOUT ................................................................................................................................... 9PROMPTS .............................................................................................................................................. 9

World Wide Case Credit World Report .............................................................................................. 9World Wide Case Credit Region Report ............. ............. ............. ............. ............. ............. ............. 12World Wide Case Credit Region Operating Company Report ............ ............. ............ .............. ........ 13World Wide Case Credit Operating Company Home Company Report ............ .............. ............ ....... 14

World Wide Case Credit Home Company Division Report ............. .............. ............ ............. ........... 15World Wide Case Credit Division Sales Area Report ....................................................................... 16World Wide Case Credit By Distributor ID Report .......................................................................... 17

REPORT TYPE AND SOURCES................................................................................................................ 17REPORT DATA..................................................................................................................................... 17

Source Data Providers: ................................................................................................................... 17Data Elements Prompts For World Wide Case Credits World Report .............. ............. ............. .... 18Data Elements World Wide Case Credits World Report ................................................................ 19Data Elements World Wide Case Credits Region Report ............. .............. ............ ............. ........... 19Data Elements World Wide Case Credits Region Operating Company Report ............ ............. ...... 20Data Elements World Wide Case Credits Operating Company Home Company Report ................. 20Data Elements World Wide Case Credits Home Company Division Report .................. ............. .... 21Data Elements World Wide Case Credits Division Sales Area Report .............. ............. ............. .... 21Data Elements Drill to Distributor information ............ ............. ............. ............. ............. ............. 22

OTHER CONSIDERATIONS .................................................................................................................... 22

GROWTH PERCENT REPORTS ............ ............. ............. ............. ............. ............. ............. ............. 23

OVERVIEW .......................................................................................................................................... 23NAVIGATION ....................................................................................................................................... 23REPORT LAYOUT ................................................................................................................................. 23

Growth % Region............................................................................................................................ 24Growth % Operating Company ....................................................................................................... 25Growth % Home Company .............................................................................................................. 26Growth % Report Division .............................................................................................................. 27Growth % Sales Area ...................................................................................................................... 28

REPORT TYPE AND SOURCES................................................................................................................ 29REPORT DATA..................................................................................................................................... 29Source Data Providers .................................................................................................................... 29

Data Elements Prompts: ............................................................................................................... 29Data Elements Growth % Region ................................................................................................. 29Data Elements Growth % Operating Company .............................................................................. 30Data Elements Growth % Home Company.................................................................................... 31Data Elements Growth % Division ............................................................................................... 32Data Elements Growth % Sales Area ............................................................................................ 33

OTHER CONSIDERATIONS .................................................................................................................... 33


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FUNCTIONAL OVERVIEW

xxxx acquired Cognos in early 2008. At that time, a pilot project was conducted to address thefollowing initial reporting needs:

Establish Cognos Environment

Build Framework Manager Models to support Distributor Area and Purchase AreaReporting. Build custom views to support Regional and Operating company security. Create Case Credit reporting by month with comparisons to the previous year. The

following levels of reports were built:- Level One Reporting (Region)- Level Two Reporting (Operating Company)- Level Three Reporting (Case Credits by Home Company)- Level Four Reporting (Case Credits by Division)- Level Five Reporting (Case Credits by Distributor Area)

As use of these initial reports has taken hold, additional reporting requests were identified,including:

1. Worldwide Case Credit Report2. Distributor Ratio Report3. Growth % Report4. Detail Level Distributor Report5. Case Credit by Product report6. Product Type Reports7. Purchase Area Report

In December 2008 the following reports went into production1. Worldwide Case Credits Reports2. Growth % Reports3. Top Distributors Reports

The purpose of this document is to outline the requirements for additional sales reports to bedeveloped against the new SQL database, existing cubes and corresponding FrameworkManager Models and Packages.

The new reports will be developed for the current management user base. It is anticipated thatthese reports will gradually be rolled out to additional users.


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REPORTING STANDARDS

As part of the current initiative, XXXX has decided to standardize all future reports with thefollowing features. During the development of the Phase Two reports a new level, World, wasadded to the report hierarchy. To ensure a consistent flow of the Phase Two reports all reports

start at the World hierarchy which serves as the entry point for all levels of report users.Hierarchy

Future reports will allow selection based on the organizational hierarchy of:

World+ Region

- Operating Company Home Company

Division

Sales Area

An example of this hierarchy is depicted in the table below.

World Africa

Asia

Europe

Latin America

North America

Region + NA

+ Asia

- Europe

OperatingCompany

+ Germany

- FRA

Home Company - FRADivision + Div 1

- Div 2

Sales Area Area 1

Area 2

The prompting of hierarchy will work in conjunction with security to ensure that users only see drilldowns based on what they are authorized to see.

The selected prompt values will be displayed in the header of each report. Subsequent drill downreports will carry forward the selected values in a cascading fashion.

Date Range

Reports will allow selection based on a year and a month. Year and month prompt formats will bestandardized on the reports and display as follows:

Starting Year/Mo: 2008 Jun

Ending Year/Mo: 2008 Jul

The prompts will allow a drop down showing the year and month, allowing the user to select thestart and ending period of the report. Validation will be included in the date prompts to verify thatthe start date precedes the end date.


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Standard Report Formatting Requirements

All reports will include the XXXX logo in the upper left corner. In addition, the reports will beformatted with the following font sizes.

Description Font Size Alignment / Other Specifications

Report Titles Tahoma 14 Bold, Underlined

Report Sub Titles Tahoma 12 Bold

Page Headers Tahoma 10 Bold

Page Footers Tahoma 10

Notes Tahoma 8

Report Cell /Columns Tahoma 8

Sub Total Tahoma 8 Decimals(3), Thousands Separator

Grand Total Tahoma 8 Decimals(3), Thousands Separator

Numeric Values Tahoma 8 Right

CurrencyTahoma

8Right ( Prefix $) Decimals(2),

Thousands Separator

Percentage Tahoma 8 Right (Suffix %, Decimals (2)

Characters Tahoma 8 Left

In addition, the default printer settings will be:

Page Orientation Landscape

Paper Letter


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A custom view needs to be created for each group in order to secure the data in a cube.Currently, XXXX has the following combinations of groups:

Option 3: Framework Manager Model Security

An alternative to these approaches involves establishing security within Framework Manager.This approach could eliminate the need to maintain and build SQL tables and Cognos views.

This approach is currently under investigation.


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WORLDWIDE CASE CREDIT REPORTS

Overview

These new reports display worldwide case credit information and personal and non-managercase credit totals starting at the World Level. Data in all of the reports is secured to limit data to

the location(s) that are appropriate to the user sign-on. This report also allows the ability to drilldown into progressively more granular data by location. All levels of the World Wide Case Creditsreports allow a drill through to a separate report, World Wide Case Credits Drill Down byDistributor Id Report.

Report Layout

Prompts

The report will allow the user to:1. Place a check mark in the box next to the desired region or select all regions. Ability to

select Regions will be limited by security.2. Specify time frame consisting of a Starting Year and Month and an Ending Year and

Month.3. Specify minimum number of case credits by selecting the radio button next to the

predefined options for number of case credits.4. Prompts will be replicated at the top of the report page in the World and Region Level

Reports thus allowing the report to be re-run with new parameters.

World Wide Case Credit World Report

Overview

The World Wide Case Credits World Report is at the top of the World Wide Case Credits Reportshierarchy and serves as the entry point to all of the sub-level reports. The World Wide CaseCredits World Report is structurally different than the reports below it in the hierarchy in that theCase Credits are not grouped by a location but grouped by Distributor ID. This report will be used


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primarily only by top executives that have the ability to view case credits in the context of theworld. The report can however be filtered by region if the select all option is not chosen.

Prompt Page

Navigation

The prompts on this report collect the parameters that will be passed through to the drill downreports. To launch the World Wide Case Credits Region Report click on the blue link in thefollowing the text on the header of the report page. Click to launch the World Wide Case

Credits Region Report for the following Region(s) ->ALL.

To launch the World Wide Case Credits by Distributor Id Report Click on the Distributor Id (bluetext in the ID column) and the report for that distributor will launch in a separate window.

Values selected in the prompts and in the report drill downs will be passed to the report header ofthe next report in the hierarchy.

Report Page


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World Wide Case Credit Region Report

Overview

The World Wide Case Credits Region Report is at the second level of the hierarchy and reflectsthe Case Credit data in descending order grouped by Region

Navigation

To navigate to the next level down in the hierarchy the, World Wide Case Credits RegionOperating Company Level report, the user will click the blue text of the desired Region in theRegion Column of the report.


Report Page


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World Wide Case Credit Region Operating Company Report

Overview

The World Wide Case Credits Region Operating Company Report is at the third level of thehierarchy and reflects the Case Credit data in descending order grouped by Region and

Operating Company

Navigation

To navigate to the next level down in the hierarchy the, World Wide Case Credits OperatingCompany Home Company Report, the user will click the blue text of the desired OperatingCompany in the Operating Company Column of the report.


Report Page


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World Wide Case Credit Operating Company Home Company Report

Overview

The World Wide Case Credits Operating Company Home Company Report is at the fourth levelof the hierarchy and reflects the Case Credit data in descending order grouped by Operating

Company and Home Company

Navigation

To navigate to the next level down in the hierarchy the, World Wide Case Credits HomeCompany Division Report, the user will click the blue text of the desired Home Company in theHome Company Column of the report.


Report Page


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World Wide Case Credit Home Company Division Report

Overview

The World Wide Case Credits Home Company Division Report is at the fifth level of the hierarchyand reflects the Case Credit data in descending order grouped by Home Company and Division

Navigation

To navigate to the next level down in the hierarchy the, World Wide Case Credits Division SalesArea Report, the user will click the blue text of the desired Division in the Division Column of thereport.


Report Page


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World Wide Case Credit Division Sales Area Report

Overview

The World Wide Case Credits Home Division Sales Area Report is at the sixth and lowest level ofthe hierarchy and reflects the Case Credit data in descending order grouped by Division and

Sales Area

Navigation

Since this is the lowest level of the report the only navigation available to the user is to view theWorld Wide Case Credits by Distributor Id Report.


Report Page


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World Wide Case Credit By Distributor ID Report

Overview

This report displays worldwide case credits by Distributor detail. Each Distributor is owned byone Region and Company (Referred to as a Domestic Company). Besides the domestic company

relationship, it is possible for a Distributor to be sponsored in another company. This report isdesigned to show case credit details for a Distributor including all companies in which they havehad activity. The diagram below depicts this scenario. The Domestic Company for Bob is USA.However, it is possible that Bob is sponsored and has case credits in other companies. In theexample below, Bob has case credits in USA, WAL, and KOR.

OWNING HOME COMPANY DISTRIBUTOR

REGION OPERATING COMPANY HOME COMPANY BOB

NA USA USA AUG SALES

NA CAR CAR

EU GB WAL JUN SALES

EU FRA FRA

DEC SALES

AS JAP JAP

AS KOR KOR

Navigation

There is no navigation associated with this report

Report Page

Report Type and Sources

Detail report using SQL server data through a framework model package.

Report Data

Source Data Providers:

Data Provider Name Data Provider Description

SERVICE.COGNOS Incrementally pulled via SQL server from AS/400 I-series system

COGNOSDB.SERVICE Service DB is create via extracts from AS/400


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Report Data comes from the following files:

File Name Description

BOMP Case Credit InformationDSMP Distributor Master

Data Elements Prompts For World Wide Case Credits World Report

Name Type Formula Description

Location Select Check Box Prompt Select the Region(s)

Psdate Year and Month Prompt Starting prompt date

Penddate Year and Month Prompt Ending prompt date

Case Credits Radio Button

Selection

Select a minimum value

from listed options:

>250

>500

>750

>1,000

>1,250

>1,500

>2,500

>5,000

>7,500

>10,000

Select the number and the

report will pull amounts

equal to or greater than the

selected number of case

credits.


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Data Elements World Wide Case Credits World Report

Data Element Name Table FieldTable orView

Formula/Description

Region Hierarchy Dim Selected Region from prompt

Starting Yr and Month Dim.Date Selected starting Year andMonth

Ending Yr and Month Dim.Date Selected ending Year andMonth

Case Credits Static Values Selected minimum case credits

from prompt

Distributor Name CGDSMP. CGFNAM

CGDSMP. CGLNAM

vw_Distributor Distributor First and Last Name

Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID

Case Credits CGBOMP. RTCC vw_Activity Derived from BOMSTP and

BMTCCR

Personal & Non Mgr CGBOMP.PCAS

CGBOMP.NCAS

vw_Activity Add PCAS and NCAS.

Originally, from MSTP table in400.

Data Elements World Wide Case Credits Region Report


Formula/Description

Region Hierarchy Dim Region parameter from World

level report prompt

Starting Yr and Month Dim.Date Selected starting Year and

MonthEnding Yr and Month Dim.Date Selected ending Year and

Month


from prompt


CGDSMP. CGLNAM



Region CGRGNP. CGRGNN Dimlocation Region


BMTCCR


CGBOMP.NCAS


Originally, from MSTP table in

400.


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Data Elements World Wide Case Credits Region Operating Company Report


Formula/Description


level report promptStarting Yr and Month Dim.Date Selected starting Year and

Month



from prompt


CGDSMP. CGLNAM



Region CGRGNP. CGRGNN Dimlocation Region

Operating Company CGDSMP. OPCP Dimlocation Operating Company


BMTCCR


CGBOMP.NCAS



400.

Data Elements World Wide Case Credits Operating Company Home Company Report


Formula/Description


level report promptOperating Company Selected Operating Company


Month



from prompt


CGDSMP. CGLNAM



Operating Company CGDSMP. OPCP Dimlocation Operating CompanyHome Company Dimloaction Home Company


BMTCCR


CGBOMP.NCAS



400.


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Data Elements World Wide Case Credits Home Company Division Report


Formula/Description

Region Hierarchy Dim Selected Region from prompt

Operating Company Selected Operating CompanyHome Company Selected Home Company


Month



from prompt


CGDSMP. CGLNAM



Home Company Dimloaction Home Company

Division Dimlocation Division


BMTCCR


CGBOMP.NCAS



400.

Data Elements World Wide Case Credits Division Sales Area Report


Formula/Description

Region Hierarchy Dim Selected Region from promptOperating Company Selected Operating Company

Home Company Selected Home Company

Division Selected Division


Month



from prompt


CGDSMP. CGLNAM



Division Dimlocation Division

Sales Area Dimlocation Sales Area


BMTCCR


CGBOMP.NCAS



400.


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Data Elements Drill to Distributor information

Data Element Name Table Field View Formula/DescriptionRegion Selected Region from prompt

Starting Yr and Month Selected starting Year and Month

Ending Yr and Month Selected ending Year and Monthfrom Prompt

Case Credits Selected minimum case creditsfrom prompt

Region CGRGNP.CGRGNN

Dimlocation Region

Operating Company CGDSMP.OPCP,

Dimlocation Operating Company

Distributor Name CGDSMP.CGFNAM

CGDSMP.CGLNAM


Distributor ID CGDSMP.CGDID#

vw_Distributor Distributor ID

Home Company CGBOMP. CISO vw_Distributor Home Company

Case Credits CGBOMP. RTCC vw_Activity Derived from BOMSTP andBMTCCR

Personal & Non Mgr CGBOMP.PCASCGBOMP.NCAS

vw_Activity Add PCAS and NCAS.Originally from MSTP table inAS400.

Other Considerations

Scheduling Requirements

Run on demand.Sorting Requirements

For the main report, the default sort will be by:

Total Case Credits descending, Distributor Name in alphabetical order

For the Distributor drill down, the default sort will be by:

Home Company in alphabetical order


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GROWTH PERCENT REPORTS

Overview

This new report will display the percentage increase in the number of case credits from thepervious year to the current year by region for the selected date range. The report will also allow

a user to drill down to any level in the Location Hierarchy (Region, Operating Company, HomeCompany, Division, and Sales Area). The initial audience will be the existing executivemanagement team utilizing the phase one reports. Future plans are to roll out this report down toall areas in the Location Hierarchy.

Navigation

To navigate to the next level down in the hierarchy the, World Wide Case Credits Division SalesArea Report, the user will click the blue text of the desired Region in the Region Column of thereport.

Report Layout

Report Prompts

This report follows the prompt standard described previously.

The report will allow the user to:

1. Place a check mark in the box next to the desired location or select all.2. Specify an optional time frame consisting of start Year and Month and an end Year and

Month.


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Growth % Region

Overview

This new report will display the percentage increase in the number of case credits from thepervious year to the current year by region for the selected date range. The report will also allowa user to drill down to any level in the Location Hierarchy (Region, Operating Company, Home

Company, Division, and Sales Area).

Navigation

To navigate to the next level down in the Growth % hierarchy, the user will click the blue text ofthe desired Region in the Region Column of the report.

Report Page


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Growth % Operating Company

Overview

This new report will display the percentage increase in the number of case credits from thepervious year to the current year by Region and Operating Company for the selected date range.

Navigation

To navigate to the next level down in the Growth % hierarchy, the user will click the blue text ofthe desired Operating Company in the Operating Company Column of the report.

Report Page


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Growth % Home Company

Overview

This new report will display the percentage increase in the number of case credits from thepervious year to the current year by Region, Operating Company and Home Company for the

selected date range.

Navigation

To navigate to the next level down in the Growth % hierarchy, the user will click the blue text ofthe desired Home Company in the Home Company Column of the report.

Report Page


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Growth % Sales Area

Overview

This new report will display the percentage increase in the number of case credits from thepervious year to the current year by Region, Operating Company, Home Company, Division

Sales Area for the selected date range.

Navigation

There is no navigation associated with this report

Report Page


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Report Type and Sources

List report using data from the framework model package DistributorAreaCube created from theDistributorAreaCube.

Report Data

Source Data Providers

Data Provider Name Data Provider Description

SERVICE.COGNOS Incrementally pulled via AS/400 I-series system

Report Data comes from the following file:

File Name Description

BOMP Case Credit Information

Data Elements Prompts:

Name Type Formula Description

Location Select Check Box Prompt Select the Region(s)

Psdate Year and Month Prompt Starting prompt date

Penddate Year and Month Prompt Ending prompt date

Data Elements Growth % Region

Data Element

NameTable. Field Cube Data Format Formula/Description

Region Selected Region(s) from

prompt

Starting Year and

Month

Selected starting Year

and Month from prompt

Ending Year and

Month

Selected ending Year


Region CGRGNP.

CGRGNN

Text Region

Current Year

Month

BOMP.CGPYR From Prompt YYYY - Mmm Year and Month

Prior Year Month BOMP.CGPML From Prompt YYYY - Mmm Year and Month

Case Credits CGBOMP.

CGRTCC

###.### Derived from

ORMSTP,OMCCRD

% Difference % Growth

Function

Cognos

% GrowthFunction

##.##% Calculated Field

Rank Ranking Function Cognos

Ranking

Function

Numeric Highest % Difference will

be ranked first to show

the largest increase over

prior year time frame


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Data Elements Growth % Operating Company

Data ElementName

Table. Field Cube Data Format Formula/Description

Region Selected Region from

prompt

Starting Year andMonth

Selected starting Yearand Month from prompt

Ending Year and

Month



Region CGRGNP.

CGRGNN

Text Region

Operating

Company

CGOPCP.

CGOPCY

Text Operating Company

Current Year

Month

YYYY - Mmm Selected Year and

Month from prompt

Prior Year Month YYYY - Mmm Selected Year and

Month from promptCase Credits CGBOMP.

CGRTCC


ORMSTP,OMCCRD


Function

Cognos

% Growth

Function



Ranking

Function






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Data Elements Growth % Home Company

Data ElementName

Table. Field Table or ViewData

FormatFormula/Description


prompt

Starting Year and

Month



Ending Year and

Month

Selected ending Year and

Month from prompt


prompt

Operating

Company

CGOPCP. CGOPCY Text Operating Company

Home Company CGCMPP. CGCNTY Text Home Company

Current Year

Month

BOMP.CGPYR From

Prompt

YYYY -

Mmm

Year and Month

Prior Year Month BOMP.CGPML From

Prompt

YYYY -

Mmm

Year and Month

Case Credits CGBOMP. CGRTCC ###.### Derived from

ORMSTP,OMCCRD

% Difference % Growth Function Cognos %

Growth Function


Rank Ranking Function CognosRankingFunction

Numeric Highest % Difference willbe ranked first to showthe largest increase overprior year time frame


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Data Elements Growth % Division

Data ElementName



prompt

Starting Year and

Month



Ending Year and

Month



Operating

Company

Selected Operating

Company from prompt

Home Company Selected Home

Company from prompt

Region Region

Operating

Company

Operating Company

Home Company CGCMPP.CGCNTY

Text Home Company

Division CGAIAP.

CGASEX

Text Division

Current Year

Month




CGRTCC


ORMSTP,OMCCRD


Function

Cognos

% Growth

Function


Rank Ranking Function CognosRanking

Function

Numeric Highest % Difference willbe ranked first to show




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Data Elements Growth % Sales Area

Data ElementName



prompt

Starting Year and

Month



Ending Year and

Month



Operating

Company

Selected Operating

Company from prompt

Home Company Selected Home

Company from prompt

Division Selected Division from

Prompt

Region Region

OperatingCompany

Operating Company

Home Company Home Company

Division CGAIAP.

CGASEX

Text Division

Sales Area CGMGRP.

CGAREA

Text Sales Area

Current Year

Month




CGRTCC


ORMSTP,OMCCRD

% Difference % GrowthFunction Cognos% Growth

Function



Ranking

Function





Other Considerations

Scheduling Requirements

Run on Demand.

Sorting Requirements

For the main report and all drill down reports, the sort will be in ascending order by the rank fromhighest percentage growth to lowest percentage growth.

sales report design specifications final v7.1

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