Report Viewer User Guide · Report Viewer User Guide page 5 d. Leave the Complete option checked...

Report Viewer

User Manual

© PPG Industries , 2014

Report Viewer User Guide

Table of Contents

What is Report Viewer………...…………………………………………………………… .......... 3Chapter 1 : Install Report Viewer……...………………………………………… ................. 4Chapter 2 : Run Report Viewer………………………………………………………… ............ 6

Section 1 : Launch the application ….……………………………………….......... 6Section 2 : Run the reports………………………………………………… .............. 8Section 3 : Report examples ……………………………………………… .............. 9

Chapter 3 : Setting Report Viewer ………………………………………………… ............... 14Report Selection ..........................………………………………………………… ..... 16Miscellaneous setting.....……………………………………………………… ............ 17


What is Report Viewer

The PAINTMANAGER® tool that access to customer mixing information and perform analysis on materialconsumptions, Job detail, Prices, Stock, bad mixes …

• It provides an easy way to analyze all the work done, in a friendly format and easy to access.

• Different analysis can be made just selecting predefined templates that cover all the various areas,from Job costing to paint consumption to mixing accuacy.


Chapter 1 : Install Report ViewerThe Report Viewer installation is in two part : the software installation and the templates update.The program can be installed just the first time is needed, while the reports can change more frequently.

1. Program Installation

IMPORTANT : be sure to execute this phase with Administrator rights on the computer

- Run the installation procedure from on the the two sources :

a. PAINTMANAGER® Software update : run the installation from the icon automatically created onthe desktop by CD update.b. PaintManager Software CD : if the icon on desktop is not present, browse the CD content to thefolder Utilities/Viewer Installer and launch the Setup file.c. PaintManager software Internet Update : run a manual download section (Update Now) andselect Report Viewer from the list of available programs in the download area :

- Follow the instructions displayed on the screen :

a. Click on Next on the first screen :

b. Change the defualt information if needed, or leave what is displayed. By defualt it will be installed and visible for all the logging users on the computer. Click on Next when ready:

c. Confirm or change the installaiton folder. Then click on Next


d. Leave the Complete option checked and click on Next. On the next screen click on Install

e. The process will start. At the end a message confirming the installation will appear:

f. Click on Finish. The installation is now completed. On the computer desktop it is present the Report Viewer shortcut icon :

2. Report templates Installation

The templates are the predefined reports c reated to group and display the information.Depending by the markets needs, the reports c an change frequently to meet the customers requests.For this reason this part is automatically updated during any of the PaintManager software and colorformuals upgrade through the quartely CD or m onthly Internet Update run.

IMPORTANT : be sure to have PaintManager software installed on your c omputer before openingReport Viewer application


Chapter 2 : Run Report Viewer

Section 1 : Launch the applicationTo start using Report Viewer, double c lick on the desktop icon. The applic ation Main screen will appear :

Here a description of the various sections :Report selection list : list of available reports.Select the desired one to be used for data analysis.

Report Description and Auto Archive option :extended description of the selected report.The Arch Database box is used to run the samereport over historic (archived) mixing information.

Filtering section : the following options are usedto filter the information to display on the report.

Job selection : a list of the repair orders createdin PAINTMANAGER® is presented. To use all,leave it empty.If a specific Job is selected here, the date rangefiltering will be ignored in order to focus just onthe Job selected.Date range : select the starting and ending datefor the information to be displayed. To help inthe selection, by a click on the small blackarrows a calendar will be presented.

Users(s) selection : select the users to focus onfor the report. If all are needed, select all.

IMPORTANT : the filtering fields displayed may vary depending by the report selec ted


The ButtonsExit from the program

Enter in the configuration area (select language,reports and data folder ...)

Launch the selected report

Not automatic default reports list identification

The first time Report Viewer is launched, it automatically searches for an anvailable PaintManagersoftware installation folder to present the reports list. If the program is not able to automaticallyrecognize it, this is what appears opening the program :

In this case, please access to the Setting area to manually set the correct folders.


Section 2 : Run the ReportsFrom the Report Viewer Main screen, select the deired report and click on the Run Report icon.The Report Preview screen with the report selected information will be presented. This below is anexample from a report including detailed mixing information :

The report template structure may vary depending by the market needs. Usually the top part of thereport is including :The title

The filtering option selected in the main menu

The field description displayed on the report

Here a description of the various buttons, icons and actions :Navigation buttons : scroll all the report pages oneby one or moving directly to the end of the report.

Size : change the report size

Export report : export the report in a different file.Choose the format desired and the ouptut source inthe small windows presented

The ButtonsMain Menu : close the preview page and come backto the list of available reports

Print Report : print the report result on paper


Section 3 : Report examplesHere are some report examples from the defualt ones c reated.IMPORTANT : each market can create its customized report templates that could not have exaclty thesame structure or information as in the examples here displayed.

1. Mix AccuracyThis report is showing the accuracy and the wastage on the mixes done, grouped by Repair Order (Job).

A total is displayed for each Job and a final grand total.

In any Job is indicated the list of mixes done. The Target Amount (Targ Amt) is the quantity in Liters that should be mixed The Weight Amount (Wgt Amt) is the quantity in Liters that has been really poured Over Pour and Under Pour are the differences with the Target Amount Waste and Waste Cost are the quantity and the cost of paint wasted


2. Job ProfitabilityThis report shows the paint quantity poured for eac h Repair Order (Job) and its cost

A total is included for each Job and a final grand total

Brand Code, Manufacturer and Description: information about the c olor mixed User : the painter that made the mix (if User functionality is enabled and set in PAINTMANAGER®

Software) Wgt and Cost : the quantity poured and the c ost of the mix Stat : if the mix has been wasted (in this c ase it will show Bad)


3. Job Profitability : mixes detailsThis report shows the mixes done for each Repair Order (Job) and the cost of them, including detailedinformation about the ingredients used.

A total is inlcuded for each mix poured, Job and a final grand total

Brand Code : information about the c olor mixed Basic Code and Basic Description : information about the poured m ix ingredients Target area : quantity in grams and liters that should be poured for eac h ingredient Actual area : quantity in grams and liters that has been really poured for eac h ingredient Cost : the cost of each ingredient based on the quantity poured Stat : if the ingredient has been over poured (in this c ase it will show Over)


4. Stock EvaluationThis report is an immediate "picture" of the stock situation in PAINTMANAGER® Software installation

Grouped by brand. A total for each brand is displayed Basic : the basic code as displayed in the PaintManager color formula recipe Item Code : the related SKU of the basic as selected in the PaintManager installation Stock module In Stock area : for each component the "on stock" situation in Liters (Volume), the value of the "on

Stock" quantity (based on the price inserted in PaintManager software) and the SKU pack size. Used and not stocked area : quantity and value of what has been poured but not in stock. If the

stock module is correctly managed, this area should always show "0" values, meaning no productsare under the stock.

The Top bar is already including a global summary of the stock situation


5. Stock Usage EvaluationA products evaluation, based on the usage of eac h component in the mixes poured in the date rangeselected

Grouped by brand and Mixing Scheme. A total for eac h Mixing Scheme and brand is displayed Basic and Basic Description : basic code and description as reported in the color formula recipe Used and Used Cost : quantity used and cost for each component Actual and Reorder Qty : quantity still available on stock and reorder point as set in the

PAINTMANAGER® Software stock module Date : latest time when the ingredient has been poured The Top bar is already including a global summary


Chapter 3 : Setting Report ViewerIn the settings section it is possible to set and customize Report Viewer application and some informationto be displayed.To access it, from the Main menu click on Settings button. This screen will appear

The FieldsData Source

Database Location : insert the path wherePAINTMANAGER® Software customer mixinginformation are stored (Sitedata folder). Use theLocate Database button to help in the selection.Archived Database Location : insert the pathwhere PaintManager Software customer historicmixing information are stored (Autoarchive folder inSitedata). Use the Locate Archived Databasebutton to help in the selection.Report Location : insert the report templates path,the list that will be displayed in the main screen. Usethe Locate Reports button to help in the selection.

Program settingsLanguage : select the language for the program tagsand buttons. IMPORTANT : This selection has not effect on thereports. The reports list and the correct naming andcontent translation depends by the templates createdby each market and selected in the Locate Reportsfield.Printer : select the printer to use by defualt from theones installed on Windows. If no selection is done,the Windows preferred one will be used.

Show Report Mode : with this selection, when areport is run it will be opened in full screen or in aresized window as preferred option.


Report Headers : a set of fields that can be used inorder to display customers information (like name,address …).IMPORTANT : In order to display them, the defaultreport templates need to include these fields.

The ButtonsCome back to the Report Viewer main menu

Used to help in selecting the Databases location to beincluded in the related fields.By a click on them the computer browsing windowappears:

Used to help in selecting the report templates location tobe included in the related field.By a click on it the computer browsing window appears:


Based on the list of available reports selected in theReports Location field, select the reports to be visible orto be excluded from the Main menu report list.

IMPORTANT : for Europe VOC tracking information arenot used. It is primerely used to set “no-sprayableoptions”. In order to display this information the defaultreport templates need to include these fields.

Reports SelectionTo access this option, click on the Report Selection button from the Settings menu.The list of available reports is presented based on the selection m ade in the Reports Location field :

By defualt all the reports are selec ted.Deselect/Select the reports to be displayed on the Main m enu list. Then c lick on Back button. Theselection is automatically saved

It is possible to come back in this section at any time and modify the selection.


Miscellaneous settingThe Miscellaneous & VOC button is used to set the default settings for Misc ellaneous materialsmarkup.VOC section is not used for Europe.

The Non-Sprayable Options is used for those customers that do not desire to enter Sundry item s butwant to use a percentage markup instead. The percentage to markup will be to account for the differencebetween the liquid vs non-sprayable item s. This will be calculated on the liquid produc ts mixed andrecorded in the Paint Manager.

The Expected Cost per Hour is to add a defualt cost per hour that c an be printed on the reportselected.

IMPORTANT : both the option can be printed on the reports just if the report tem plates created andselected in the Reports Location setting option are inc luding this field.If not, this information will not be used or printed in any report from the list.

The PPG logo, Bulls Eye Logo and PaintManager are registered trademarks of PPG Industries Ohio, Inc. Bringinginnovation to the surface is trademarks of PPG Industries Ohio, Inc. © 2014 PPG Industries, all rights reserved.

Third-party trademarks referenced in this user guide are property of their respective owners.

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