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M.O.M.ReportBuilderSetupandDailyUse
Prerequisites1. MailOrderManager7.0andup2. M.O.M.ReportBuilderSoftware3. ThelatestM.O.M.7iprogramupdateinstalleddated10/20/09andbeyond.Remembertorunasuccessfulbackupbefore
doingaprogramupdate.
Installation
1. Logintothesupportwebsite(https://www.dydacomp.com/support/login.asp)usingyourlicense#andcontactinformation.
2. UndertheVersionsection,clickontheradiobuttonforM.O.M.7i.3. Nextundertheoptionssection,clickontheradiobuttonforMisc.Utilities4. NextclickontheGobutton.
5. ClickontheMOMReportBuilderInstalllink.ThiscontainsthesetupfilesfortheReportBuilderinstallation.6. Onthenextscreenclickheretodownloadthefile.
7. Thescreenbelowwillappear:
8. ClickSaveandspecifyalocation.9. Nextextractthefilestoaspecifiedlocation.10. Doubleclickonthesetup.exefile.11. Thescreenbelowwillappear:
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12. ClickonNexttocontinue.13. ThescreenbelowwillappearwithinstructionstoinstalltheReportBuilderonindividualcomputersortoinstallitona
network
server.
Pleasenote:DydacomprecommendsinstallingtheM.O.M.ReportBuilderonindividualcomputersthathaveaM.O.M.7i
workstationinstall.TherewillbeafutureguideoncreatingaM.O.M.ReportBuilderservertobeaccessedoverthenetwork.
14. ClickonNexttocontinue.15. SpecifyalocationfortheReportBuilderprogramtobeinstalled.
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16. ClickonNexttocontinue.
17. YoucanspecifyadifferentStartMenufolderandthenclickonNexttocontinue.
18. Youcanunchecktheoptiontocreateadesktopicon,otherwiseclickonNexttocontinue.
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19. ClickInstallafterreviewingtheinstallationsettings.20. YoucanunchecktheoptiontoLaunchM.O.M.ReportBuilder.ClickonFinishtocompletetheinstallation.
Setup
1. WhentheReportBuilderisrunforthefirsttime,ascreenwillappearallowingyoutospecifythelocationofthereportdatafilesandtheMailOrderManagerprogramfolder.Forexample: C:\MOMlocal7.
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Pleasenote:TheMailOrderManagerprogramfolderreferstotheMOMLocal7folderthatpointstotheM.O.M.7data.Ifyou
areunsurewherethelocationoftheMOMlocal7folder,pleasedothefollowing:
1.) LocateyourM.O.M.Version7ishortcutbutton
2.) RightclickontheiconandthenleftclickonProperties
3.) Inthescreenbelowyouwillbeabletoseethepathtomomwin.exe
2. ClickNextoncethespecifiedfieldsareentered.
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3. Onthenextscreen,theusercanspecifyemailsettingsallowingthemtosendreportsviaemail.ClickonTesttoreceiveatestemailfromtheReportBuilder.
4. ClickFinishtocontinue.5. AnotherscreenwillappearallowingtheusertoactivatetheM.O.M.ReportBuilder;emailtechnicalsupport(
[email protected])orvisittheDydacompwebsite(www.dydacomp.com).
6. ClickonthelinktoactivateM.O.M.ReportBuilder.7. ClickNextonthescreenbelowtocontinue.
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8. Entertheappropriatecontactinformationonthenextscreen.9. ClickonNexttocontinue.
10. Onthescreenbelow,entertheserialnumberprovidedfromyourpurchaseandclickOnline.AnactivationcodewillbegeneratedonlinefortheM.O.M.ReportBuildersoftware.
Pleasenote:TheRegistrationnumberisuniquetoeverycomputer.Theactivationcodethatiscreatedusestheregistration
numberandtheserialnumbertogenerateauniqueactivationcode.Ifyoumovecomputersandwouldliketoreinstallthe
ReportBuildersoftware,pleasecontactDydacompSupport([email protected])sothatwecanreactivatetheserial
number.Thereactivationprocessmaytakeupto2448hours.
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11. Thescreenbelowwillbedisplayedafterasuccessfulactivation
12. ClickOKtocontinue. ThenclickFinish.13. TheloginscreenfortheM.O.M.ReportBuilderwillappear.14. ThedefaultloginnameandpasswordisADMIN/ADMIN.15. Underneathisapulldownmenuforthecompany.ThismenuisselectableifyouhavetheMultiCompanymodule.16.
Usernames
must
be
assigned
either
as
a
Report
Designer
or
Report
Viewer.
Please
follow
the
M.O.M.
Report
Builder
UsernameAssignmentssectionforthosesteps.
M.O.M.ReportBuilderUsernameAssignments
Pleasenote:AllM.O.M.ReportBuilderUsernamesmustbedesignatedaseitheraReportDesignerorReportViewer.Report
Designerscanbuildandviewreports.ReportViewerscanonlyviewreports.ThenumberofReportDesignerandReport
ViewerassignmentsisdirectlyrelatedtothenumberofseatsyouhavefortheReportDesignerorReportViewer.
1. WithintheM.O.M.ReportBuildergotoTools>MaintainUsersandGroups
2. Onthenextscreen,selectaUser.OntherighthandsideyouwillseeasectioncalledVersion.Pleasenote:YoumusthaveactivatedatleastoneReportDesignerorReportViewer.
3. UnderVersion,youcanselectwhetherthisM.O.M.ReportBuilderuserisaReportDesignerorReportViewer.
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4. Onceyouhavemadeaselection,clickSave.
ActivatingAdditionalReportDesigners
ForM.O.M.clientsthatwouldliketoactivateadditionalM.O.M.ReportBuilderDesigners,pleasefollowthestepsbelow:
1.) LogintotheM.O.M.ReportBuilder2.) GototheToolsdropdownmenuandthentoLicenseManager
3.) Thescreenbelowwillappear:
4.) ClickAdd5.) EntertheserialnumberprovidedfromyourpurchaseandthenclickOnline.Pleasenote:TheRegistrationnumberisuniquetoeverycomputer.Theactivationcodethatiscreatedusestheregistration
numberandtheserialnumbertogenerateauniqueactivationcode.Ifyoumovecomputersandwouldliketoreinstallthe
ReportBuildersoftware,pleasecontactDydacompSupport([email protected])sothatwecanreactivatetheserial
number.Thereactivationprocessmaytakeupto2448hours.
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6.) Thescreenbelowwillbedisplayedafterasuccessfulactivation
7.) ClickOkontheM.O.M.ReportBuilderdialogscreen.8.) ClickOkontheAddLicensescreen.9.) UsernamesmustbeassignedeitherasaReportDesignerorReportViewer.PleasefollowtheM.O.M.ReportBuilder
UsernameAssignmentssectionforthosesteps.
ActivatingAdditionalReportViewers
Pleasenote:DuringtheDydacomporderprocess,thesalesrepresentativewillissueaM.O.M.InternetOptionsUpdate.Followthe
stepsbelowtoapplytheInternetOptionsUpdate:
1. LogeveryoneoutofM.O.M.2. HaveoneuserlogbackintoM.O.M.3.
Go
to
Help
>
About
MOM.
4. NextgototheModulestabandthenclickontheUpdateOptionsbutton.
5. ThefollowingdialogboxshouldappeariftheInternetOptionsUpdateissuccessful:
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6. IfthedialogboxdoesnotappearyoumaywanttocontactDydacompSupport([email protected]).YouwillneedtohavetheabilitytoaccesstheinternettosuccessfullyapplytheInternetOptionsUpdate.
7. ClickOktofinish8. OtherM.O.M.userscanlogbackintothesystem.9. LogintotheM.O.M.ReportBuilder.10. YoucanverifythenumberofReportBuilderViewersbygoingtoTools>LicenseManager
11. Onthenextscreen,thetotalReportBuilderViewerswillappearundertheTotalLicensessection.
12. UsernamesmustbeassignedeitherasaReportDesignerorReportViewer.PleasefollowtheM.O.M.ReportBuilderUsernameAssignmentssectionforthosesteps.
M.O.M.Setup
1. UnderOptions >M.O.M.ReportBuilder,clickM.O.M.ReportBuilderSetup.
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2. ChoosethepathoftheReportBuilderexecutablefile.
3. ClickSave.4. Afterthisissetup,thereportbuildercanbelaunchedbygoingtoOptions >M.O.M.ReportBuilder >LaunchM.O.M.
ReportBuilder.
CreatingReports,Labels,andCharts
Pleasenote:TheM.O.M.ReportBuilderhasmanydifferentoptions.Onthemajorityofthescreensthereis
aHelpbutton .ThiswillbringuptheM.O.M.ReportBuilderHelpbaseduponthescreenyouare
on.
QuickReport
1. ClickonNewandthescreenbelowwillappear.ChooseQuickReport.
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2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseQuickReport.
3. Thescreenbelowwillappear:
4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommonheadings.
PleasechoosethemostappropriateDataGroup.
5.For
Step
#2,
choose
the
appropriate
table
and
select
the
fields
to
be
displayed
on
the
report.
The
user
can
sort
fields
and
applydifferentfontsandheadingstoeachfieldbyselectingthePropertiesbutton.WhentheFormulabuttonisselected,a
customcalculationcanbebuilttobedisplayedonthereport.TheAdvancedbuttonallowstheusertoaddadditionalfilters
duringthereportcreation.SelectthePreviewbuttontogeneratethereportwiththecurrentcriteria.Foradditional
informationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthandcorner.
6. ClickNexttocontinue.7. OnthenextscreenStep#3,filtersandexcludescanbecreatedtonarrowthereportdata.
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8. ClickontheFilterbuttontodisplaythefilterscreen:
9. ClickAddtocreatethefirstfiltercondition.Thescreenbelowwillappear:
10. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.ClickontheOKbuttontocompletethefiltercondition.
11. Iftheuserchoosestoaddanotherfilterconditiontheywillbegiventheoptiontoconnectthenewfilterwiththepreviousone.
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12. ClicktheOKbuttononthefilterscreentocontinue.13. ClickNextonthepreviousscreentomoveontothestep#4.14. Step#4allowstheusertospecifyhowtherecordsareorderedonthereport.Theusercanchangetheorderofthefields
anddata.
15. ClickNexttocontinue.16. Step#5allowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurther
informationonthedifferentoptionsavailable.
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17. ClickNexttocontinue.18. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReportBuilder.
19. ClickFinishtocompletethereport.Oncethereporthasbeencompleted,theReportBuildermainscreenwillappear.
20. Togeneratethereportdoubleclickonthereportname.Thepreviewscreenwillappeardisplayingthereportandallowingtheusertoprint,export,email,orclosethepreviewscreen.
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CrossTabulationReport
1. ClickonNewandthescreenbelowwillappear.ChooseCrossTabulationReport.
2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseCrossTabulationReport.
3. Thescreenbelowwillappear:
4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommonheadings.
PleasechoosethemostappropriateDataGroup.
5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.WhentheFormulabuttonisselected,acustomcalculationcanbebuilttobedisplayedonthereport.SelectthePreviewbuttontogeneratethereport
withthecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthand
corner.
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6. ClickNexttocontinue.7. OnthenextscreenStep#3,theusercanarrangethelocationofthefieldstoappearonthecrosstabulationreport.
8. LeftclickonthefieldsandthendraganddropthemintotheRow,ColumnandDatasections.AnyofthefieldsintheDatasectionwillbesummedtogether.YoucandeletethefieldsbyleftclickingonthefieldandthenpressingtheDeletekeyon
yourkeyboard.TheusercansortfieldsandapplydifferentfontsandheadingstoeachfieldbyselectingtheProperties
button.TheAdvancedbuttonallowstheusertoaddadditionalfiltersduringthereportcreation.SelectthePreviewbutton
togeneratethereportwiththecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelp
buttoninthelowerlefthandcorner.
9. ClickNexttocontinue10. OnthenextscreenStep#4,filtersandexcludescanbecreatedtonarrowthereportdata.
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11. ClickontheFilterbuttontodisplaythefilterscreen:
12. ClickAddtocreatethefirstfiltercondition.Thescreenbelowwillappear:
13. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.ClickontheOKbuttontocompletethefiltercondition.
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14. Iftheuserchoosestoaddanotherfilterconditiontheywillbegiventheoptiontoconnectthenewfilterwiththepreviousone.
15. ClicktheOKbuttononthefilterscreentocontinue.16.
Click
Next
on
the
previous
screen
to
move
on
to
the
Step
#5.
17. Step#5allowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurtherinformationonthedifferentoptionsavailable.
18. ClickNexttocontinue.19. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReportBuilder.
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20. ClickFinishtocompletethereport.Oncethereporthasbeencompleted,theReportBuildermainscreenwillappear.
21. Togeneratethereportdoubleclickonthereportname.Thepreviewscreenwillappeardisplayingthereportandallowingtheusertoprint,export,email,orclosethepreviewscreen.
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Labels
1. ClickonNewandthescreenbelowwillappear.ChooseLabel.
2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseLabel.
3. Thescreenbelowwillappear:
4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommonheadings.
PleasechoosethemostappropriateDataGroup.
5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.WhentheFormulabuttonisselected,acustomcalculationcanbebuilttobedisplayedonthereport.SelectthePreviewbuttontogeneratethereport
withthecurrentcriteria.Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthand
corner.
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6. ClickNexttocontinue.7. OnthenextscreenStep#3,filtersandexcludescanbecreatedtonarrowthereportdata.
8. ClickontheFilterbuttontodisplaythefilterscreen:
9. ClickAddtocreatethefirstfiltercondition.
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10. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.ClickontheOKbuttontocompletethefiltercondition.
11. Iftheuserchoosestoaddanotherfilterconditiontheywillbegiventheoptiontoconnectthenewfilterwiththepreviousone.
12. ClicktheOKbuttononthefilterscreentocontinue.13. ClickNextonthepreviousscreentomoveontothestep#4.14.
Step
#4
allows
the
user
to
specify
how
the
records
are
ordered
on
the
report.
The
user
can
change
the
order
of
the
fields
anddata.
15. ClickNexttomoveontotheStep#5.16. Step#5allowstheusertospecifydifferentformattingoptionsforthelabel.ClickontheHelpbuttonforfurtherinformation
onthedifferentoptionsavailable.
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17. ClickNexttocontinue.18. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReportBuilder.
19. ClickFinishtocompletethereport.Oncethereporthasbeencompleted,theReportBuildermainscreenwillappear.
20. Togeneratethereportdoubleclickonthereportname.Thepreviewscreenwillappeardisplayingthereportandallowingtheusertoprint,export,email,orclosethepreviewscreen.
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ChartReport
1. ClickonNewandthescreenbelowwillappear.ChooseChartReport.
2. TheusercanalsoselectthedownarrownexttothenewbuttonandchooseChartReport.
3. Thescreenbelowwillappear:
4. EntertheReportnameandspecifythelocationofthereportforStep#1.ThereportcriteriacanbechosenfromtheDataGrouppulldownmenu.WithintheReportBuilder,thedata(tablesandfields)iscategorizedundercommon
headings.PleasechoosethemostappropriateDataGroup.
5. ForStep#2,choosetheappropriatetableandselectthefieldstobedisplayedonthereport.TheusercansortfieldsandapplydifferentfontsandheadingstoeachfieldbyselectingthePropertiesbutton.WhentheFormulabuttonis
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selected,acustomcalculationcanbebuilttobedisplayedonthereport.TheAdvancedbuttonallowstheusertoadd
additionalfiltersduringthereportcreation.SelectthePreviewbuttontogeneratethereportwiththecurrentcriteria.
Foradditionalinformationonthedifferentoptions,clickontheHelpbuttoninthelowerlefthandcorner.
6. ClickNexttocontinue.7. Step#3allowstheusertospecifywheretheavailablefieldsshoulddisplayonthereport.
Category:Acategoryfieldappearsinthecategory,orXaxisofallbutpiecharts.Forpiecharts,acategoryfieldisusedfortheslices.Forexample,toshowachartofsalesbyproductbyyear,usetheproductnameas
thecategoryfield.
Values:Avaluesfieldisthenumericvalueforeachcategoryiteminthechart.Forpiecharts,thisisusedtodeterminethesizeofaslice.Forallothercharts,it'susedforthevalues,orYaxis.Forexample,toshowa
chartofsalesbyproductbyyear,usethesaleamountasthevaluesfield.
Series:Aseriesfieldisusedtocreatemultiplecharts.Forexample,toshowachartofsalesbyproductbyyear,usethesaledateastheseriesfieldanddisplaytheyearratherthanindividualdatesusingtheProperties
button. Notallchartshaveaseriesfield.
8. ThePropertiesbuttonwillbeavailablewhenyouclickonafieldnamethatisintheCategory,Value,orSeries. Usethistochoosehowthefieldshouldbedisplayed. Theexamplebelowshowsthedisplaypropertiesforanorderdatefield.
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9. ClickOKonthePropertiesscreen.10. ClickNexttocontinuetoStep#4.11. Thisstepallowstheusertospecifydifferentformattingoptionsforthereport.ClickontheHelpbuttonforfurther
informationonthedifferentoptionsavailable.
12. Afterformattingthechart,clickNexttocontinue.
13. Step#5filtersandexcludescanbecreatedtonarrowthereportdata.14. ClickontheFilterbuttontodisplaythefilterscreen.15. ClickAddtocreatethefirstfiltercondition.
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16. Fromthefilterscreen,thetable,field,andoperatorcanbechosen.Ifthedesiredvalueisunknown,clickontheValuesbuttontodisplaypossiblevalues.IfAskatruntimeischecked,whenthisreportisranapromptwillaskwhatcriteria
thereportshouldusetogenerate. ClickontheOKbuttontocompletethefiltercondition.
17. Iftheuserchoosestoaddanotherfilterconditiontheywillbegiventheoptiontoconnectthenewfilterwiththepreviousone.
18. ClickOKontheFilterConditionscreen.19. ClickOKontheFilterscreen.20. ClickNexttocontinue.21. Step#6allowstheusertospecifytheaccessrightsandsecurityoptionsforthisparticularreportwithintheReport
Builder.
22. ClickFinishtocompletethereport.Oncethereporthasbeencompleted,theReportBuildermainscreenwillappear.
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23. Togeneratethereportdoubleclickonthereportname.Thepreviewscreenwillappeardisplayingthereportandallowingtheusertoprint,export,email,orclosethepreviewscreen.
24. Forareportwithafilterthatissettoaskatruntime,aFilterConditionpromptwillallowyoutochangethefilterifnecessary. ClickOKtogeneratethereport.