The My Order Summary Report (OASIS Online)

The My Order Summary Report in OASIS Online is a powerful, highly customizable, and interactive report. Users can drill down into the table for detailed information about each transaction, enabling deeper insights. This article explains how to build a My Order Summary Report in OASIS Online.

Requirements:

• User must have Reports access to Orders.

Note:

• The report will display manufacturer logos and product images if brands are mapped.

Locating the Report

1. On the Home page, click Reports, then select My Order Summary Reports - NEW!.

2. The My Order Summary Report (MOSR) builder will appear.

Building the Report

1. Under Report Controls, select the table's Row, Column, and Year source. 

Note: The Product Name and Product Category sources are unique to the OASIS Online version of this report.

• Product Name: Uses the product's series name instead of the catalog number as identified by Folio. (E.g. "LCAT")
• Product Category: Use the product's category as assigned by Folio. (E.g., "Troffer".)

2. Uncheck Show .00 to hide the decimal place on whole numbers in the report's table, if desired.

3. Under Filters, use the Source field to select the report's data source and the Sort field to sort values in the report. 

Note: The Filter field is not editable. You can apply filters once the report is generated. Once a filter is applied, it will appear in the Filter field.

4. To further refine the report's dataset, click Select. The PO Find window will appear, allowing you to select additional parameters. This is optional.

5. Under Visible Metrics, select the values you want to appear in each row of the report.

Note: Territory fields represent your agency's cut of the order rather than the full order amount.

 6. Click Update. The report will be generated.

Note: After updating, the report builder will disappear. Click Show Filters to view it again. Remember to click Update to apply any changes.

Using the Report

1. Click a cell in the report to view its transaction details.

2. The Order Detail window will appear. Click a row to view the transaction, or click Download to print the order details to .xlsx.

3. To filter the report, click any row or column heading. Once a filter is selected, the Report header will indicate a change to the report's controls. Click Update to apply the selected filter.

4. To print the report, click File, then select .xlsx or PDF output.