How to Maintain Top 10/20 Reports

Overview

This topic explains how to maintain/update your Top 10/20 Report Definition. This will be done if the order of the Top 10/20 changes or if there is a new Product in this all together.

Checking the Report Definition

First you need to run a report in IFP in order to check the current Top 10/20 products. If you already have these available then this step is not required.

1. From IFP Home select Reporting > File Summary Analysis
2. Select Custom File Selection
3. Choose the data file and period you wish to check the Top 10/20 for
4. Select All Items
5. Set the level of detail to Brand (or HQ Brand if required) and Grand Total only and select either Units or Value
6. Select the currency (if required) and to Include item codes
7. On the report select the Total column and sort descending using the  button on the toolbar
8. Check the top 10/20 codes and descriptions match those in your existing report definition

Updating the Report Definition

If you find changes are required to your existing report definition:

1. From IFP Home select Reporting > Report Definition Manager
2. Select the required Report Definition > Properties
3. Update the existing report definition to reflect the latest data (see above) - you can easily move lines around using the up and down arrows rather than removing and then adding the report definition line again.
4. Save the updated Report Definition

You should then run the report definition in an Analysis vs Time report and check that the top 10/20 are shown in descending order in the report, with the sub-total lines in the correct position.