Krunchbox takes the massive quantities of weekly retail sales and stock data supplied by multiple retailers and transforms it into actionable, easy‑to‑use reports. These reports help you benchmark sales performance, assess product and brand performance, and make smarter decisions about stock allocations. Krunchbox does the hard work for you—all in a cloud‑based, user‑friendly application available 24/7 without the need for complex integrations.
1. Navigation
Accessing Reports
- From the main menu, click Reports to open the navigation page. Select a report from the drop‑down list or by clicking its name.
2. Understanding Report Templates
Modifying Report Templates
- Report 101 – Classic Sales Report:
This template initially displays Sales Units, Sales $, and Closing Stock across two selected date periods.
Data is automatically populated with unfiltered results (all retailers and categories).
You can filter data by selecting specific retailers, categories, or products using the controls at the top.
You can also customize the content of the report using these selection boxes for example adding calculations such as stock turn or new data such as warehouse stock.
You are also able to review the same format by product or store or any product or store feature
The flexibility makes it suitable for a broad range of data reporting. So, if you master the following basics, you can apply them to most reports
Once you have customized a report you can save it to use regularly
3. Modifying Report Content
Basic Modifications
- Selecting Filters:
You can modify the data in your report by using the dropdown filters at the top of the report
Use dropdowns to select one or multiple Categories and Retailers.
The most recent week of data is shown by default (with a comparison to the previous week). You can also choose a Custom Period via your profile settings.
- Adjusting Status and Product Groupings:
Status Types These are from your Product Master and your team control these. They often contain Retailer or your product status and stock refill terminology. As an example, these selections can help you focus your results on current product.
Look for your own product groupings to tailor your report results.
Advanced Data Filters
- Using Advanced Filters:
The top drop down gives you a list of the product and store features you can filter. Click the one you need to make selections from
The bottom drop down displays the results so you can untick all and tick just the ones you want. Use the search bar to find your requirements quickly
By using the Advance Filter, this general product report converts to a specific store report displaying results across all ranged products
Click here to learn more about modifying report content
4. Adding Data, Calculations, and Attributes
Customizing Report Content
- Adding Measures:
The top drop down controls the data and calculations. We call these Measures
There are so many measures available that we group them by headings
Press the arrow next to the heading to see each of the items in the list
Ones already in the report have a tick. You can untick a box to remove it from the report and tick any items you want to add
Add or remove individual measures by selecting or deselecting from the expanded list selection boxes.
Sometimes they cannot be removed if they are dependent measures i.e. required for the calculation of other fields in the same report
If you are unsure about terminology or calculations, there is a glossary in the help menu
Click here to learn more about selecting Measures
- Adding Attributes:
Each of your products and stores is associated with a list of features in the Product Master and the Store Master. We call these features Attributes.
The second drop down in the Columns selections lets you add attributes to your report to help you identify results and enables you to group results by these features to see trends.
When the drop down is expanded you can see all the fields in your Product Master. Tick the ones you want to add to the report or untick the ones you want to remove.
Click here to learn more about selecting Attributes
5. Updating the Report
- The Krunch Button
Once you have set all your filters and made your selections, click the KRUNCH button.
This processes your selections and retrieves customized data for the report.
Tip: Make all your selections first, then click KRUNCH once instead of after every change.
6. How to Read the Report
- Report Layout:
The report displays Attributes (e.g., Retailer, Category, Week, Status) on the left and Measures (e.g., Sales Units, Closing Stock) on the right.
The displayed data reflects your filter selections.
Both Measures and Attributes are arranged so that you can quickly see the performance results.
- Key Elements:
The Report shows data for what has been selected in the filters
In the example below, the Retailer and Category have been outlined showing the position in the report.
The Report shows data for what has been selected in the filters
In the example below, the Week and Time Period have been outlined showing the position in the report
The Report shows data for what has been selected in the filters. In the example below, the Measures and Attributes have been outlined showing the position in the report
7. Drill Down: Showing Product and Store Detail
- Drilling Down to Product Detail
Steps:
Right‑click on a row (e.g., Grand Total or Sub Total) and select Show me Product from the pop‑up menu.
The report will then display Product Number
Click here to learn more drilling down to Product and Store Detail
- Drilling Down to Store Detail
Steps:
Right‑click on a row and select Show me Store.
The report will update to show data at the Store Level.
You can further drill down by clicking on a store to see product-level details.
Click here to learn more about adding Product Features
- Adding Store Features
After drilling down, you can add store attributes (e.g., State) to view additional details.
Click here to learn more about adding Store Features
8. Rearranging and Summarizing Report Results
Rearranging Columns
- Drag and Drop:
You can rearrange attribute columns by left‑clicking and dragging the header to your desired position.
- Collapsing and Expanding Sections
Collapse Option:
Drag an attribute to the first column and use the Collapse icon to summarize results (e.g., collapse by Retailer).
- Expand Option:
Tap on the chevron next to a collapsed section to expand it and view detailed data.
Alternatively, use the Expand button to revert to the full detailed view.
Click here to learn more about Dragging and Dropping, and Collapsing and Expanding your report
9. Graphing Your Results
- Creating Graphs:
Tap the Graph tab to switch the report view to a graphical format.
Use the measures dropdown to change the graph contents.
Tip: A less complicated, summarized report often graphs more clearly. Consider collapsing sections before graphing.
10. Filtering Content Within the Report
Attribute Filters
- Using Temporary Attribute Filters:
Each attribute header has a filter icon. Tap it to open a temporary filter window.
Deselect attributes you want to omit, then tap Apply.
Data Filters
- Filtering Measures:
Tap the Data Filter icon to filter measures.
For example, select Closing Stock on Hand, choose a condition (e.g., “<=”), type in a value (e.g., “0”), and then apply the filter.
Click here to learn more about the Data Filter
11. Searching Within the Report
Search Functionality:
- Tap the Search icon.
Choose the column (e.g., Description) and enter your search term (partial or full).
The matching results will be highlighted. Tap the check icon to move to the next result or clear the search.
12. Guidelines
- Guidelines On/Off:
Guidelines help you see headers for columns and rows.
They appear automatically with your cursor but can be turned off by tapping the Guidelines icon.
13. Saving, Accessing, and Managing Favorites
Saving Your Reports – Favorites
- How to Save:
Once your report is configured the way you want it, tap the Save Favorite button.
Give your report a memorable name and check the option for Favorite Mail if you’d like an email alert when new data loads.
Click here to learn more about saving your report as a Saved Favorite
Accessing Your Saved Reports
- Accessing Favorites:
Your saved reports can be found under My Favorites in the main menu. They update automatically when new data arrives.
Deleting and Managing favorites
- Managing Favorites:
Use the Manage Favorites option to remove or modify saved reports and adjust email alerts.
Remember to allow pop-ups if the manage window does not appear.
14. Sharing and Exporting Reports
Sharing Your Report
- Collaboration:
To share a report, tap the Share icon.
Enter the email addresses of internal colleagues (who will receive an Excel copy and a link) or external contacts (who will receive an Excel copy only).
You can also add a custom message before sending.
Click Here to learn more about sharing reports
Exporting Your Report
- Export Options:
Tap the Export icon to choose a format: Excel, Excel (excluding totals), PDF, or Image.
Select the desired option from the dropdown list.
Click Here to learn more about exporting your report
15. Need Help and Additional Resources
- Getting Help:
Tap the green Question Mark icon to access user manuals, training videos, and step‑by‑step guides.
You can also type your question in the help section for relevant resources.
Click here to learn how to use the Help Menu
Definitions:
Base Period (BP): The current time period selected for your report (e.g., this week, this month, last 12 weeks).
Reference Period (RP): The time period used for comparison (e.g., this week last year).
Attributes: Product or store features (e.g., Product Description, Barcode, Store Name, State).
Measures: Calculated results such as Weekly Sales Units, Weekly Gross Sales $, Closing Stock, etc.
Product Master (PM): The file containing all product details.
Store Master (SM): The file containing all store details.
Contact Us
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Final Thoughts
This comprehensive training guide covers everything from navigating and modifying report templates to drilling down for detailed insights and sharing your custom reports. By mastering these features, you can harness the full power of Krunchbox to make informed, data-driven decisions for your business.
Happy Krunching!