A.

Name the report

From the Item & Cost tab:

1. Click Request Cost Reports.

2. If desired, enter a different name in the Report Name field.  

This will be included in the subject line for an e-mailed report.  If the file will be downloaded, the report name will be the name of the held file.

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B.

Select the Delivery Type

Select a Delivery Type.

The delivery type determines how you will receive the report.

Select E-mail Attachment to have the report e-mailed to the address listed.

Select E-mail Notification to save the report for downloading from File Registry. A notification is sent to your e-mail address that the report is ready to download.

Select File Registry to save the report for downloading later. No notifications are sent.

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C.

Select the type of costs and the Retailer

1. Select the type of costs to include in the report.  Choose as many types as needed.

Regular Cost

Temporary Cost

Promotional Cost

Informational Cost

Regular Retail

Temporary Retail

2. Using the drop-down list, select the Retailer to be included. Leave this set to Not Selected to include all of your retailers (subscribers).

Note that only items accepted by the retailer will display.

The Cost Zone list updates automatically to only show the zones assigned to the retailer.  (If you have Retail Zones, that list appears as well.)

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D.

Choose the data to include

1. Choose a Report selected option to specify the data you want to include in the report.

Report selected current and future costs and retails.  This option provides you with both present and future prices.

Report selected costs and retails in effect or to be in effect during the selected date range.  This option is used to list all prices that are in effect during a certain period, such as the month of March

Report selected costs and retails that start during the selected date range.  This option will list the price changes and new promotions that start during the date range you enter.

Report selected promotional costs that start and end during the selected date range; and any new regular costs that start during date range.  This option is similar to the previous option. However, only promotions that both start and end during the date range are included.

2. If you chose a Report selected option with date-range fields, enter the date range in the From and Through fields. (Enter as mm/dd/yyyy.)

3. An option is defaulted to Print the beginning effective date on a report if a cost or a retail is in effect at the beginning of the date range. You will normally leave this box checked.

This option is used with any date ranges you entered with a "Report selected" field.  It will include the effective date for costs/retails that began prior to your date range, but are still in effect within the date range.

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E.

Select the zones

1. Select the Cost Zones to include.

• • If no Retailer was selected, all your Cost Zones automatically highlight.  

  • If a Retailer was selected, only the zones assigned to the Retailer display and you must choose the desired zones.  

Hold down the Ctrl key to highlight more than one zone or narrow down the list.

2. If desired and displayed, select any Retail Zones to include.  Retail Zones are not common in most trading partnerships, and do not display if none exist.

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F.

Specify the items

1. Enter search criteria to select the items that will be included in the report.

Hint:  You can enter an asterisk in the Description field to include all items.

Specifying the items to include

2. If desired, use the MCAT Categories – Choose link to select one or more merchandise categories (MCATs).  If you do not use MCATs, none display.  

Note: This limits the report to only those items that are in the MCAT. If a specific merchandise category (MCAT) is not selected, all MCATs will be used for the report.

3. If applicable, you can select an Item Group to be used for the report.

Note: Some providers use item groups in addition to or instead of MCATs.  If no item groups are selected, all item groups (if any) will be used.

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G.

Select the sort order and run the report

1. Use the three Order By drop-down lists to select the sort order for the report.

2. The report is sorted in ascending order (lowest to highest) by default. If you desire a descending order, de-select the Asc (ascending) box.

3. Run the report.

1. • To display the report in a window, click Display.

   • To generate a report you can place on your computer, click Report.  Sample report.

   Note that columns may vary based on your selections and trading partnership setups.

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Note:  If a report is over 2MB in size, it normally will not be sent as an e-mail attachment.  Instead, you are notified by e-mail that the report is ready to download.  

Click File Registry from any Park City Group window, Find and select the file, then click Download to transfer it to your computer.

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