specpath MY REPORTS – mfg – DETAIL report – HOW-to guide ...€¦ · Detail Report – How-To Guide and Field Charts. Getting Started . ... 2 - Upstate NY - W. Pennsylvania

MY REPORTS - FOR MANUFACTURERS DETAIL REPORT

HOW-TO GUIDE & FIELD CHARTS

TABLE OF CONTENTS

Detail Report - Getting Started .................................................. 2

Detail Report - Field Charts ........................................................ 4

Detail Report - Templates and Predefined Reports ................ 28

SpecPath® is a registered trademark of

The Manufacturers’ Agents Association for the Foodservice Industry (MAFSI) Copyright 2018. All rights reserved.

1199 Euclid Avenue ● Atlanta, GA 30307 ● TEL: 404-214-9474 ● 888-254-0033

[email protected] ● www.specpath.org ● @MAFSIAssoc

2 [email protected] ● www.specpath.org ● @MAFSIAssoc

SPECPATH MY REPORTS – MFG – DETAIL REPORT – HOW-TO GUIDE & FIELD CHARTS

Detail Report – How-To Guide and Field Charts Getting Started

The Detail Report lets you work with report fields and filters you define and shows you a preview of your report. Here you can create and download exports of your event data as it is received and stored within SpecPath.

1. Sign in to your SpecPath account.

2. Open the My Reports module from the navigation pane along the left-hand side of the screen.

3. Under Report Layout click on the Detail Report radio button and then click NEXT to create your report.

4. The Report Parameter Fields are organized by category (Project, Brand, Item, Consultant, etc.). Locate the fields you want by scrolling through the categories, then drag and drop them into the Report Preview pane to add them to the report as columns of data. The order in which you drag and drop the fields is the order in which they will appear as columns in the final report. The column order will also be displayed above and below the Report Preview pane. Above, your selections will appear in order via orange parameter boxes. Below, your selections will appear in a sample report table. *If you need to rearrange a dropped parameter field, depress and hold the left click mouse button over the parameter and with your mouse drag it to the desired location and then unclick your left mouse button. You’ll now be able track the location using the orange parameter boxes at the top of the preview pane. Once you have it hovered over the desired location, click and release the left click button on your mouse.

http://specpath.org/account/welcome?ReturnUrl=%2f



Detail Report – How-To Guide and Field Charts Getting Started, cont.

5. Now that you’ve chosen the parameter columns that will appear on your report you have the option to filter those parameters. Using filters

is an optional report step. If no filters are needed you can proceed by clicking NEXT at the top right of the report page.

6. Under each category you’ll find a set of filters that can be chosen to customize your report. These filters represent the data that will appear in the columns created from steps 4 & 5. If you utilize no filter, your report will return all data for that filter category.

7. Now that you have chosen your report parameters and filters you’ll be able to preview those selections in the Report Overview section on the left side of your screen. If any changes are needed, simply click the Back button to make those adjustments.

8. If no further updates are need you can now generate your report by clicking on the green Run Report button on the top right of the Report Overview page.

9. Once the report has been generated it will appear onscreen. You will also have these options – Save Template, Export to CSV and Export to PDF.



Detail Report – How-To Guide and Field Charts Project Fields

Field Name Field Description - Mfg Field Output - Mfg

Project ID Number and Name Project name and ID Number combined. 12345 - Bucks Senior Living Care

Project ID NumberUnique project ID Number (generated by SpecPath).

12345 (example only)

Project Name Project Name (generated by consultant on PDF). Bucks Crossing Senior Living Care (example only)

Created Date Date the project was created in SpecPath. 9/12/2018

Bid DateBid date for the project. (SpecPath will auto-fill this date to 7 days after PDF is uploaded if not filled in by the user when uploading)

9/12/2018

Awarded Date

Date the project was marked as awarded in SpecPath. (Defaults to current/actual date of when user marks it awarded. (Field cannot be backdated at this time)

9/12/18 or Project Not Awarded

Project Status(bidding or awarded)

Indicates whether the project is in bidding or awarded stage.

Bidding or Awarded



Detail Report – How-To Guide and Field Charts Project Fields, cont.


Market Segment Market segment of project.Adult Education/Career CentersBar/TavernBusiness & Industry

Project City(destination/end user)

City where project (destination/end user) is located.

Dallas

Project State/Province (destination/end user)

State/Province where project (destination/end user) is located.

TX

Project Country (destination/end user)

Country where project (destination/end user) is located.

United States, Canada or Undefined (project is being built outside the United States or Canada)

Project Region (destination/end user)

MAFSI region where project (destination/end user) is located

1 - New England2 - Upstate NY - W. Pennsylvania3 - New York Metro



Detail Report – How-To Guide and Field Charts Project Fields, cont.


Project Role(spec, dest, orig)

Your rep firm's role on this project: specification (consultant rep); destination (end user rep); origination (dealer rep).

Destination; Origination; Specification

Project Role Specification (consultant)

Indicates if your rep is the specification rep (consultant rep) on project.

Yes - Spec or No - Spec

Project Role Destination (end user)

Indicates if your rep is the destination rep (project/end user rep) on project.

Yes - Dest or No - Dest

Project Role Origination (dealer)

Indicates if your rep is the origination rep (dealer rep) on project.

Yes - Orig or No - Orig



Detail Report – How-To Guide and Field Charts Items Fields


Brand NameLists your brand name(s) on separate line for each project.

Brand Name

Brand Count Count of your brand(s) on the project. 1 or more

Brands List List of your brand(s) in project.Brand NameBrand NameBrand Name

Brands SummaryList of your brand(s) plus number of items per brand in project.

Brand Name (1)Brand Name (4)Brand Name (2)

Brand Type(primary or alternate or equal or accessory)

Brand type per item on project (primary, alternate, equal and/or accessory).

Primary or Alternate or Equal or Accessory



Detail Report – How-To Guide and Field Charts Items Fields, cont.


Brand Type Summary (primary, alternate, equal, accessory)

Summary count of brand types (primary, alternate, equal and/or accessory) in project.

Primary: 0; Alternate: 0; Equal: 0; Accessories: 0

Brand Type PrimaryIndicates if one or more of your brands is listed as a primary item on project.

Yes - Primary or No - Primary

Brand Type AlternateIndicates if one or more of your brands is listed as an alternate item on project.

Yes - Alternate or No - Alternate

Brand Type EqualIndicates if one or more of your brands is listed as an equal item on project.

Yes - Equal or No - Equal

Brand Type AccessoryIndicates if one or more of your brands is listed as an accessory item on project.

Yes - Accessories or No - Accessories





Brand Type CountSummary count of brand types (primary, alternate, equal and/or accessory) in project.

Primary: 0; Alternate: 0; Equal: 0; Accessories: 0

Brand Type Count Primary Number of your primary items on project. 0 or more

Brand Type Count Alternate Number of your alternate items on project. 0 or more

Brand Type Count Equal Number of your equal items on project. 0 or more

Brand Type Count Accessory Number of your accessory items on project. 0 or more

Item Count Number of your total item(s) in project. 1 or more





Item Count - All(all items in project)

Number of all items on project. 1 or more

Item Count - Mine(my total items in project)

Number of your items for your brand(s) on project.

1 or more

Item Count Specification(consultant)

Number of your specification (consultant) rep firm's item(s) on project.

0 or more

Item Count Destination(project/end user)

Number of your destination (project/end user) rep firm's item(s) on project.

0 or more

Item Count Origination(dealer)

Number of your origination (dealer) rep firm's item(s) on project.

0 or more

Item Number Item number for each item on project. ITEM NO 138 (pulls number only - not text)

Item Description Item description for each item on project. DUNNAGE RACKS





Item Detail TextItem detail text for each item which lists size, measurements, electrical, plumbing, etc.

ITEM NO 138 – DUNNAGE RACKS Quantity: Two (2) Manufacturer: Brand Name Model No.: #### Utilities: Size and Shape: Refer to drawings Equipment: 01. Size and shape as shown on drawings. 02. 24” x 48” x 12” high. 03. Framework to be 1-1/2” x 1-1/4” x .070” wall tubing. 04. All welded aluminum construction. 05. Weight capacity of 2500 pounds

Item Role(spec, dest or orig)

Your rep firm's brand's role on this item: specification item (consultant); destination item (project/end user); origination item (dealer)


Model Number Your brand's model number for this item. C0630MA-32 (model number example only)

Quantity Your brand's quantity for this item. 1 or more or QPP (Quanity Per Plan)



Detail Report – How-To Guide and Field Charts Consultant Fields


Consultant CompanyConsultant (specification) company name on project.

ABC Design Associates

Consultant City(specification)

City where project consultant (specification) is located.

Dallas

Consultant State/Province (specification)

State/Province where project consultant (specification is located.

TX

Consultant Country (specification)

Country where project consultant (specification) is located.

United States or Canada

Consultant Region (specification)

MAFSI region where project consultant (specification) is located.


Consultant SIS Number

Specification Identification Number (SIS Number) of project consultant.

4-digit number or blank if consultant does not have an SIS number



Detail Report – How-To Guide and Field Charts Dealer Fields


Awarded Dealer Company (origination)

Awarded dealer company name plus MAFSI dealer region on project.

XYZ Equipment & Bar Supplies + MAFSI region OR Project Not Awarded

Awarded Dealer Region (origination)

MAFSI region where awarded dealer (origination) is located.


Bidding Dealer(s) Grouped

(origination)Bidding dealer(s) company name (origination) plus MAFSI dealer region on project.

XYZ Equipment & Bar Supplies + MAFSI region

Dealer Company(origination)

Dealer(s) company name (origination) plus MAFSI dealer region on project.

XYZ Equipment & Bar Supplies + MAFSI region OR Blank if no dealer is bidding on project



Detail Report – How-To Guide and Field Charts Dealer Fields, cont.


Dealer City(origination)

City where dealer (origination) is located. Dallas

Dealer State/Province (origination)

State/Province where dealer (origination) is located.

TX

Dealer Country(origination)

Country where dealer (origination) is located. United States or Canada

Dealer Region(origination)

MAFSI region where dealer (origination) is located.


Dealer Status(awarded or lost)

Indicates whether the dealer (origination) on a project is awarded or lost (not awarded).

XYZ Equipment & Bar Supplies - Awarded; CCC Best Equipment Supplies - Lost

Unawarded Dealer Company(origination)

Unawarded (lost) dealer company name (origination) on project.

XYZ Equipment & Bar Supplies + MAFSI region

Unawarded Dealer Region(origination)

MAFSI region where unawarded (lost) dealer (origination) is located.




Detail Report – How-To Guide and Field Charts Rep Fields


Rep Company Rep firm name(s) on project ABC Rep Firm

Rep City City where rep firm is located Dallas

Rep State/Province State/Province where rep firm is located. GA

Rep Country The country of your rep firm(s) on the project. United States or Canada

Rep Region MAFSI region of rep firm(s) on the project.1 - New England2 - Upstate NY - W. Pennsylvania3 - New York Metro



Detail Report – How-To Guide and Field Charts Rep Fields, cont.


Rep Company Specification(consultant)

Rep firm name for consultant location (specification) plus MAFSI region of rep on project.

ABC Rep Firm + MAFSI region

Rep Company Destination(project/end user)

Rep firm name for project location (destination/end user rep) plus MAFSI region of rep on project.


Rep Company Origination(dealer)

Rep firm name for dealer location (origination) plus MAFSI region of rep on project.


Rep Region Specification (consultant)

MAFSI region of rep firm for consultant location (specification).


Rep Region Destination (project/end user)

MAFSI region of rep firm for project location (destination/end user rep).


Rep Region Origination(dealer)

MAFSI region of rep firm for dealer location (origination).




Detail Report – How-To Guide and Field Charts Rep Fields, cont.


Rep Role(spec, dest, orig)

Your rep firm's role on this project: specification (consultant rep); destination (end user rep); origination (dealer rep).


Awarded Rep Company(origination/dealer)

awarded rep firm name (origination/dealer rep) plus MAFSI rep's region on project

ABC Rep Firm + MAFSI region OR Project Not Awarded

Awarded Rep Region(origination/dealer)

MAFSI region where awarded rep firm (origination/dealer rep) is located


Unawarded Rep Company(origination/dealer)

Unawarded (lost) rep firm name (origination/dealer) on project.

ABC Rep Firm + MAFSI region OR Project Not Awarded

Unawarded Rep Region(origination/dealer)

MAFSI region where unawarded (lost) rep firm (origination/dealer rep) is located.


Rep Count Number of your rep firm(s) on the project. 1 or more



Detail Report – How-To Guide and Field Charts Credit Tracking Fields, cont.


Credit Role Specification(consultant)

Indicates if your rep is the specification rep (consultant rep) on project.

Yes - Spec Credit or No - Spec Credit

Credit Role Destination(project/end user)

Indicates if your rep is the destination rep (project/end user rep) on project.

Yes - Dest Credit or No - Dest Credit

Credit Role Origination(dealer)

Indicates if your rep is the origination rep (dealer rep) on project.

Yes - Orig Credit or No - Orig Credit

Credit Role(spec, dest, orig)

Your rep firm's role on this project: specification (consultant rep); destination (project/end user rep); origination (dealer rep).

Specification, Destination and/or Origination





Credit Count Specification(consultant)

Number of your specification (consultant) rep firm's credit(s) on project. Specification credits is always equals the total numbers of specifcation items you have on the project.

0 or more

Credit Count Destination(project/end user)

Number of your destination (project/end user) rep firm's credit(s) on project.

0 or more

Credit Count Origination(dealer)

Number of your origination (dealer) rep firm's credit(s) on project.

0 or more

Credit Filed Status(yes or no)

Indicates in a Yes or No format if any type of credit request (specification, destination or origination) for the brand on the project has been filed by your rep firm.

Yes - Filed or No - Filed




Field Name Field Description - Rep Field Output - Rep

Credit Filed DateDate field shows you the date when the credit was filed for the brand on the project.

9/12/18 or N/A

Credit Paid Status(yes or no)

Indicates in a Yes or No format if your rep firm or your brand has marked this credit request (specification, destination or origination) paid on the project .

Yes - Paid or No - Paid

Credit Paid DateIndicates the date that the credit for the brand was filed by your rep firm.

9/12/18 or N/A

Credit CountNumber of your total credit(s) in project. Credits always equals the total numbers of items you have on the project.

1 or more





PO Number

Displays the PO Number for the brand on the project. The PO Number (purchase order number from the factory) is assigned to the brand in the project by a SpecPath user subscriber, either rep or manufacturer, who share the brand and project. It is entered in the My Credit Tracking project screen by a user at your manufacturing company; or a rep firm SpecPath user at one of your rep firms on the project.

12345 or No

PO Received(yes or no)

Indicates in a Yes or No format if the PO Number for the brand on the project has been entered by a SpecPath user. Please see PO Number field for more explanation.

Yes or No

PO Received DateIndicates the date that the PO Number for the brand on the project has been entered by a SpecPath user. Please see PO Number field for more explanation.

9/12/18 or N/A





ACK Number

Displays the ACK Number for the brand on the project. The ACK Number (acknowledgement/sales order number from the factory) is assigned to the brand in the project by a SpecPath user subscriber, either rep or manufacturer, who share the brand and project. It is entered in the My Credit Tracking project screen by a user at your manufacturing company; or a rep firm SpecPath user at one of your rep firms on the project.

12345 or No

ACK Received(yes or no)

Indicates in a Yes or No format if an ACK Number for the brand on the project has been entered by a SpecPath user. Please see ACK Number field for more explanation.

Yes or No

ACK Received DateIndicates the date that the ACK Number for the brand on the project has been entered by a SpecPath user. Please see ACK Number field for more explanation.

9/12/18 or No





INV Number

Displays the INV Number for the brand on the project. The INV Number (invoice number from the factory) is assigned to the brand in the project by a SpecPath user subscriber, either rep or manufacturer, who share the brand and project. It is entered in the My Credit Tracking project screen by a user at your manufacturing company; or a rep firm SpecPath user at one of your rep firms on the project.

12345 or No

INV Received(yes or no)

Indicates in a Yes or No format if an INV Number for the brand on the project has been entered by a SpecPath user. Please see INV Number field for more explanation.

Yes or No

INV Received DateIndicates the date that the INV Number for the brand on the project has been entered by a SpecPath user. Please see INV Number field for more explanation.

9/12/18 or N/A





Project Filed Status(all credits filed, partial credits filed

or no credits filed)

Indicates if any type of credit request (specification, destination or origination) has been filed for any of your brands on the project by your rep firm. The status will change from No Credits Filed to Partial Credits Filed if at least one brand has been filed and will change to All Credits for when all of your brands on the project has been filed by all of your rep firms.

All Filed or Partial Filed or No Filed

Project Filed Date

Date field shows you the date when the first credit was filed for any of your brands by your rep firms on this project. This date only applies to the date that the first brand was filed by the first rep firm and will not change if additional credits are filed at a later date by other rep firms with the same brand on the project.

9/12/18 or No

Project Paid Status(all credits paid, partial credits paid

or no credits paid)

Indicates if any type of credit request (specification, destination or origination) has been paid for any of your brands on the project by your rep firm. The status will change from No Credits Paid to Partial Credits Paid if at least one brand has been paid and will change to All Credits for when all of your brands on the project has been paid.

All Credits Paid, Partial Credits Paid or No Credits Paid

Project Paid Date

Date field shows you the date when the first credit marked paid for any of your brands on this project. This date only applies to the date that the first brand was paid and will not change if additional brands are marked paid by your company or one of your rep firms at a later date.

9/12/18 or N/A





Global ACK Received(yes or no)

Indicates in a Yes or No format if an ACK Number (acknowldegement/sales order number from the factory) has been entered by any SpecPath user on the project. The word "Global" means that at least 1 user on the project has entered an acknowledgement/sales order number on this project. The purpose of the Global ACK Received field is to inform you that activity has been reported by other users on this project.

Yes or No

Global ACK Received DateIndicates the date that an ACK Number for any brand on the project has been entered by any SpecPath user. Please see Global ACK Received field for more explanation.

9/12/18 or N/A

Global INV Received(yes or no)

Indicates in a Yes or No format if an INV Number (invoice number from the factory) has been entered by any SpecPath user on the project. The word "Global" means that at least 1 user on the project has entered an invoice number on this project. The purpose of the Global INV Received field is to inform you that activity has been reported by other users on this project.

Yes or No





Global INV Received DateIndicates the date that an INV Number for any brand on the project has been entered by any SpecPath user. Please see Global INV Received field for more explanation.

9/12/18 or N/A

Global Payment Received(yes or no)

Indicates in a Yes or No format if any brand on a project (invoice number from the factory) has been marked Paid by any SpecPath user on the project. The word "Global" means that at least 1 user on the project has marked anything item on this project as Paid. The purpose of the Global Payment Received field is to inform you that activity has been reported by other users on this project.

Yes or No

Global Payment Received DateIndicates the date that any item for any brand on the project has been marked Paid any SpecPath user. Please see Global Payment Received field for more explanation.

9/12/18 or N/A





Global PO Received(yes or no)

Indicates in a Yes or No format if an PO Number (purchase order number from the factory) has been entered by any SpecPath user on the project. The word "Global" means that at least 1 user on the project has entered an purchase order number on this project. The purpose of the Global PO Received field is to inform you that activity has been reported by other users on this project.

Yes or No

Global PO Received DateIndicates the date that an PO Number for any brand on the project has been entered by any SpecPath user. Please see Global PO Received field for more explanation.

9/12/18 or N/A



Detail Report – How-To Guide and Field Charts Templates and Predefined Reports There are three report options in My Reports.

1. System Templates 2. My Templates 3. Predefined Reports

System Templates: Here you’ll find a list of ready-made report templates for commonly used report configurations. The System Templates feature allows you easy access to prebuilt report templates designed via feedback from you, our users!

System Templates can be used “as is” or as a starting point for a custom template. These reports are available to all Reps and can be customized and saved to the My Templates section if you need to fine tune them.

Accessing System Templates

1. Click the System Templates button to reveal a list of ready-made reports. 2. Scroll through to locate a Template Name per Template Category. 3. Click on the Template Name to open the report template.

As you prepare to generate reports on your project data, keep these tips in mind:

• Well-designed reports run faster.

• Before building your report, consider writing down each question your report must answer. This way, your report will return all the data you need.

• Save your report using the Save Template feature so it’s available to you and your team going forward.

• Collaborate with fellow co-workers & other SpecPath subscribers. Knowledge sharing is the gateway to productivity!



Detail Report – How-To Guide and Field Charts Templates and Predefined Reports My Templates: Here you’ll find saved custom report templates you create using the Save Template function of My Reports. The My Templates feature allows you easy access to your saved templates/reports, including any reports you may have edited and renamed from System Templates or any other custom templates (e.g., My Templates) you’ve crafted on your own.

Accessing My Templates

1. Click on the My Templates button to reveal the list of your custom reports.

2. Scroll to locate a Template Name per Template Category.

3. Click on the Template Name to open the report template.

Creating and Saving Reports to My Templates

The Save Template feature allows you to create and save your own custom reports for future use without having to re-build them. Once saved, they will always be available under My Templates unless you delete them. Your report templates can be saved to be visible only to you or to everyone at your company. These templates can be edited and saved under the existing name or a new name which will then create an additional template to be added to your My Templates dropdown menu.

The Save Template feature allows you to create and save your own custom reports for future use without having to re-build them. Once saved, they will always be available under My Templates unless you delete them. Your report templates can be saved to be visible only to you or to everyone at your company. Saved templates, edited and saved under the existing name, will replace your original report template to include your changes. You can also save the template with a new name which will create a new report template which added to your My Templates dropdown menu.

*IMPORTANT: Overwriting My Templates: If you save any changes under an existing Template Name those changes will take affect for any/all users under the Template Visibility level you have chosen.

To Create and Save a My Templates Report

1. Once the report has been generated it will appear onscreen. 2. Click on Save Template to save the report results that have generated onscreen. If you want to simply export the results without saving, choose

either Export to CSV or Export to PDF. 3. Choose a Template Name. 4. Choose the Template Category. 5. Choose the Template Visibility level. 6. Click Save.



Detail Report – How-To Guide and Field Charts Templates and Predefined Reports Predefined Reports: Here you’ll find three hard-coded data reports which you may recognize from My Projects where they are also available. Predefined Reports can be used “as is” or as a starting point for a custom template. These reports are available to all Reps and can be customized and saved to the My Templates section if you need to fine tune them.

1. Credit Summary Report (Summary Credits in My Projects) 2. Item Report (Items CSV in My Projects) 3. Project Report (Export to CSV/PDF in My Projects)

Accessing Predefined Reports

1. Click on the Predefined Reports button to reveal the list of predefined reports.

2. Select a report - Credit Summary Report, Item Report, Project Report.

3. Select Data Filters (optional) or click NEXT.

4. Click Run Report

5. Choose to Save Template, Export to CSV or Export to PDF.

Documents

specpath MY REPORTS – mfg – DETAIL report – HOW-to guide ...€¦ · Detail Report – How-To Guide and Field Charts. Getting Started . ... 2 - Upstate NY - W. Pennsylvania