Overview
JOOR provides a diverse range of thirteen reports, each tailored to specific needs. Additionally, our reporting suite empowers you to create fully customizable reports, allowing you to include the data points crucial for you and your brand, thus enabling deeper insights. Furthermore, you can craft your own Custom Reports using the data points available within the Reporting Suite.
Understanding the Classic Order Reports
- Style Detail and Style Detail Rollup Show sales performance of individual style, including metrics for units sold, extended wholesale and retail, count of unique retailers. Roll up report combines metrics from different colours into data for one style
- Sales Summary Shows important information on all orders, including metrics for buyer information, delivery window, extended costs, number of units, associate linesheets
- Sales by Retailer and Sales by Retailer and SilhouetteDisplay key data for every retailer. A few of the metrics include location, price type, extended costs. Sales by Retailer and Silhouette includes SKU count, units and TTL calculations
- Sales by Retailer and Country/Group Optimised for comparing two seasons, across geographic region or custom, defined groups
- Sales Detail by Style and Color Find sales details for each style colour, including retailer information, units sold, pricing, colour data and order type
- Production Shows style colours with production information: category, material, linesheet, and fully broken out sizing information
- Deleted styles on Orders See all orders that contain styles that have been removed from all linesheets on your account. For each order, see order details, style information and order status
- Fabrication For each fabrication code, see pricing information, sales information, count of retailers noted, and looks associated with fabrication code
- Inventory Details Inventory information broken out on a SKU level. For every style-color-size, see number of units, warehouse and date available
- Styles Not Ordered and Style Not Ordered Rollup List all style-colors not ordered, with full style details. Roll up report combines metrics (e.g colour) across styles into one field
How to Run the Classic Order Reports?
- Hover your cursor over Reports and click on Classic Order Reports
- Select the report you’d like to run and click on the name of the report
- After selecting the desired report, a pop-up box will appear allowing you to filter the data before running the report. You can narrow your data by: Order Status, Linesheet, Season, Division, Custom Date Range. Further options to choose to show or convert order currency or filter by a custom tag also appear here. Once you have selected your perimeters, click Run Report.
- Once you run the report you will see a summary of the report in the top- right. This box displays important totals reflected in your report. The generated data from your report will appear in labeled columns. There are often more columns than your screen can display, so remember to scroll to the right on the labeled headers to see more columns.
Understanding the Report Filters
Further filter option are available after running your report so you can see the information that’s most important to you.
On the left side of your report page, you’ll see additional options to Hide Columns or add Additional Filters. The additional filters you can add to the production report are Complete Ship Date, Retailer, Event, Status, Sales Rep, and Gender.
You’ll also have the ability to filter by each column listed on your report. You can either select Filter under the column’s header check or uncheck data that will be included. You can also flip the order of your data by clicking the arrows next to the header.
Exporting Classic Reports into Excel
To download a copy of your report for review outside of JOOR, click the Export button in the top-left corner of the report.
A pop-up will appear where you can choose which format you’d like your report to download as, which rows and tabs are included, and further options to include images, detailed row information, and the report summary.
Once you have what you’d like selected, click Export again. When exported to Excel, the report will appear as a workbook with three tabs: Report Summary, Data Summary, Worksheet.
Report Summary
This tab will list the filters you set for the report and include the same reports summary section as displayed on the web.
Data Summary
The Data Summary will group the styles together based on the primary function of your report. The Production report focus on style-level information.
Scrolling to the right, you’ll find other important data points, totals, and any other columns or tags you opted to include before export.
Note: Not all reports have a formula in place to calculate totals or percentages. If you would like to include this, you will need to enter your own in Excel.
Worksheet
This is the raw data from the report. This can be used to create additional reports and pivot tables as desired.
Reporting Suite
Available Reports
The reporting suite will still include three canned reports:
- Sales Summary
- Style Detail
- Production
Each of these canned reports will be customisable as well, so you’ll be able to add or remove data points to them.
Report Customisation
The reporting suite will allow you to customise the data points of your report. You’ll be able to add/remove columns, group/pivot, and easily add currency conversions. You’ll still have the ability to filter each column, sort by ascending or descending, search within a column, and export your report.
- Adding/Removing Columns
You’ll now be able to add and remove any columns from your reports, so you can report on the information that’s important to you - Currency Conversions
JOOR’s reporting suite will now let you easily add currency conversions to your reports. You’ll get real-time currency conversions that will update every two hours. You will also have the ability to enter in your own conversion rates - Grouping & Pivoting
You can group by any column that appears on your report, so you can group by country, sales rep, retailer, or any other data point you’d like.
Grouping will allow you to see a breakdown within your chosen group and will continue showing the columns on your report.Pivoting will only show you rollups, meaning it will total or combine the data you have selected.
Exporting Reports
To export a report from the Reporting Suite, follow steps outlined below:
- Run the desired report
- Click on Export Report in the bottom left corner
- Select the file type: PDF, Excel or CSV
Note: PDF file type is only available for reports with under 100 lines of data.
Understanding Custom Reports
Saving Custom Reports
You’ll have the ability to save your custom-made reports which will allow you to quickly and easily access the information that is most important to you.
Once you have made at least one edit to a report, you’ll be able to use the Actions dropdown to save your edits or save as a new report.
When you click Save as new report in the Actions dropdown, you’ll be able to name your report and save it so you can access the report whenever you’d like to run it.
After you have saved your custom report you’ll be able to access your custom reports by hovering over your reports tab and clicking Custom Reports in the drop down menu.
When clicking into Custom Reports, you’ll be brought to your custom reports page where you’ll see all your saved reports listed. To run the report just click on the row the report appears on.
Note: Reports are sorted from newest to oldest.
Running your custom report will give you a few extra actions you can perform on it. In the Actions drop-down you’ll be able to save any edits made to your report and create a new report from the edits you made. Also, you’ll be able to delete, rename, and share your report as well.
Sharing Custom Reports
When you select to share your report, you’ll be able to select whether you’d like to share it with select individual team members, or you can share it with all your team members.
Receiving Shared Reports
If one of your team members’ share a custom report with you, you’ll see a notification bubble next to Reports and to Custom Reports in the dropdown. The number listed inside the bubble will be the number of reports shared with you. The notification bubble will disappear once you view the shared report.
Note: Hovering over the yellow bar next to the report will indicate who shared the report with you.