Krunchbox Reports gives you the ability to choose and refine what you see in your reports by using drop-down filters. The filters, located at the top of the screen, allow you to tailor your report data according to your specific needs. In this article, we’ll explain each drop-down filter and how to use them.
Overview of Drop-Down Filters
When you open a report in Krunchbox Reports, you will notice several filters that control the content and metrics of your data. Each filter serves a different purpose, from selecting retailers to comparing different time periods.
Below is a detailed breakdown of each drop-down filter:
- Retail Filter: Select the retailers you want to include in your report. You can choose any number of retailers for most reports.
- Category Filter: Choose which product categories to include in your report. All categories are selected by default, but you can deselect some based on your needs.
- Week/Time Period: Define the timeframe for your report.
Date Filter: Select the base date for your report. This filter at default shows the most current week of data. You can change it to any week in which there has been data loaded into krunchbox
Time Period Filter: Choose the periods of time you would like to compare to (e.g., “selected week versus previous week”).
When selecting your timeframes, the Base Period (BP) is the most current timeframe, and the Reference Period (RP) is the timeframe you are comparing to.
Use Custom Period to select timeframes that are not available as a pre-set selection.
- Replenishment Type and Status Filters: Exclude discontinued products and products not intended for replenishment. These filters are enabled when your company’s product master includes the relevant information.
- Units of Measure Filter: Select the units of measure you want to see (e.g., sales, units, stock on hand).
The filter presents groups of measures.
Tap the Chevron next to a group to view and select the specific measures within that group.
Some measures may be preselected by default. You can deselect any measure if it is not necessary for your analysis.
- Attribute Filter: Identify your products or stores using attributes. For example, in a product report you can choose attributes such as Description, Brand, and Barcode.
- Advanced Filter: This filter gives you the ability to filter your data by a select Product or Store feature.
Choose the attribute that will be used for filtering (e.g., State).
In the second Dropdown: choose a specific value (e.g., California to limit your report data by a state.
Applying Your Filter Selections
Once you have made all your selections using the drop-down filters:
- Tap the Krunch Button: This action applies your filter settings, and the report will update to show only the relevant data.
- Viewing the Measures and Attributes:
The measures included in the report and the attributes applied can be reviewed in the designated areas of the report.
Watch the training video to learn more about using the Dropdown filters in your reports
Need Support?
If you have any questions or need further assistance, please contact us at support@krunchbox.com.