To run a report in Overture:

  1. From the Home screen, select the desired report. 




      2. The Report window will open.  Next, you must use the Report Filters on the left-hand side of the window to specify what data the report should include.  Filters marked with an asterisk (*) are required.  All other filters are optional to further narrow the report results.  See the below table for details on common report filters. 



Filter

Description

Date Range Choice


This dropdown menu contains several predefined date ranges:

  • Date Range:  If selected, you will be prompted to select a start and end date for the report
  • Today
  • Yesterday
  • Last 7 Days
  • This Month
  • 1st:  Pulls data for 1st day of current month
  • 10th:  Pulls data for 10th day of current month
  • 20th:  Pulls data for 20th day of current month

Market



Depending on your organization, you may be able to filter by market:   

  • 1 Market:  Select the single market from the list.

  • Multiple Markets:  Select the desired markets from the list.  To highlight a range of consecutive markets, hold the Shift key and select the first & last market in the range. 

Channel


The channels that appear depend on the market selected – to view: 

  • All Channels:  Do not make any selections.

  • 1 Channel:  Select the single channel from the list.

  • Multiple Channels:  Select the desired channels from the list.  To highlight a range of consecutive channels, hold the Shift key and select the first & last channel in the range. 

Store



The stores that appear depend on the channel selected – to view:

  • All Stores:  Do not make any selections.

  • 1 Store:  Select the single store from the list.

  • Multiple Stores:  Select the desired stores from the list.  To highlight a range of consecutive stores, hold the Shift key and select the first & last store in the range.

Category



Depending on the report, you may be able to filter by Product Category:

  • All Categories:  Do not make any selections.

  • 1 Category:  Select the desired category from the list.

  • Multiple Categories:  Select the desired categories from the list.  To highlight a range of consecutive categories, hold the Shift key and select the first & last category in the range.

Brand


 

Depending on the report, you may be able to filter by Brand:

  • All Brands:  Do not make any selections.

  • 1 Brand:  Select the single brand from the list.

  • Multiple Brands:  Select the desired brand from the list.  To highlight a range of consecutive brands, hold the Shift key and select the first & last brand in the range.

Clerk


 

The clerks that appear in the list depend on the store that is selected: 

  • All Clerks:  Do not make any selections.

  • One Clerk:  Select the single clerk from the list.

  • Multiple Clerks:  Select the desired clerk from the list. To highlight a range of consecutive clerks, hold the Shift key and select the first & last clerk in the range.




      3. Once the desired filters are set, click the Apply button below the report filters to run the report.




      4. The report will generate.  Depending on the amount of data requested, this may take several minutes.  A “Loading” message will appear while the data is generated.

      5. Page navigation buttons appear at the top of the report.  If the report has multiple pages, use these to navigate between them. 


 


      6. A Search function appears at the top of the report – use this to search the report by keyword.  The dropdown menu allows you to specify for the search to be Case Sensitive or to search Whole Words Only.  The navigation arrows allow you to move through the search results. 


  


      7. Click a column header to change how the column’s data is sorted.  Once clicked, a menu will appear above the column – use these to format the column header text (font, color, size)/hide the column, filter based on a specific value, or sort in ascending or descending order.




      8. To export the report results, click the Export dropdown.  The available export formats are shown below.  The most commonly used formats are Excel (.XLS), CSV, and XLSX.