ETaconic Tutorial

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New eTaconic Reports Release Overview. Why Change the Activity Reports? Current eTaconic Activity Reports Consolidates both summary and detailed inventory and billable (resource) activities into one reportAs a result, this report was far too cumbersome to use as one report very large files, not

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ETaconic Tutorial

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1. eTaconic Tutorial Using the Inventory Report (Excel tips and tricks)

2. New eTaconic Reports Release Overview Why Change the Activity Reports? Current eTaconic Activity Reports Consolidates both summary and detailed inventory and billable (resource) activities into one report As a result, this report was far too cumbersome to use as one report – very large files, not user friendly, etc. Not downloadable in a more user friendly format Unable to view resources for multiple weeks Inability to compare to an invoice Not enough animal information within colonies Taconic recognized the need for another reporting mechanism to allow our customers to better monitor colony specific billable (resource) transactions and activities.

3. New eTaconic Reports Release Overview eTaconic Reports are New and Improved! NEW – Now Three (3) Separate Reports to replace one (1) activity report NEW Report 1: Inventory Summary Report High level overview of current animal inventory NEW Report 2: Inventory Detail Report Detailed animal information now available in a downloadable Excel® file. NEW Report 3: Resources Report Display key billable (resource) activities currently recorded for easier comparison against invoice Various other software issues resolved.

4. Release Overview

5. NEW Inventory Detail Report Information you will find on this report include: Detailed information regarding Inventory only Individual animal information for Active Breeders Replacement Breeders Holding Animals Now includes Breeder cage Setup date Reservation information File is Downloadable to Excel, providing the ability to sort data.

6. NEW Inventory Detail Report The old Activity Report included both inventory summary and its supporting details. This made the report for larger colonies very unwieldy to manage. Old activity report displayed only 13 different animal attributes.

7. NEW Inventory Detail Report Now 25 animal attributes available (detail) instead of 13 for each individual animal. Inventory Detail Report available in an Excel downloadable file. Once downloaded you can sort the data as you would for other Excel files.

8. The Excel™ download allows show you information previously not available online at eTaconic. Some examples include … Show me my active breeders Finding a specific mating pair Where am I in this project? But first … enabling AutoFilter in Excel Using the Inventory Report in Excel™

9. Enable AutoFilter

10. Enable AutoFilter

11. Enable AutoFilter

12. Enable AutoFilter

13. Enable AutoFilter Highlight the entire worksheet by clicking the box where the column and row headers meet Click Data > Filter > AutoFilter Filter capabilities have been added to each column.

14. Advanced filtering topics available online For more information on advanced filtering techniques go to Microsoft’s tutorial on the subject. Microsoft.com - All about autofilter

15. Using the Inventory Report in Excel Show me my active breeders

16. Show me my active breeders Ensure AutoFiltering is enabled as described previously. Select the “AB/RB/HOLD” column. Expand the list. Select “AB”

17. Show me my active breeders

18. Using the Inventory Report in Excel Finding a specific mating pair

19. Find a specific mating pair

20. Find a specific mating pair

21. Using the Inventory Report in Excel

22. Where am I in this project?

23. Where am I in this project?

24. Where am I in this project?

25. Where am I in this project?

26. Fields available in export

27. eTaconic Reports Release Overview Tutorials available for the following topics: Overview – What’s New in this Release Accessing the Inventory Summary Report Exporting the Inventory Detail Report Using the Inventory Report (tips and tricks) Accessing the Resources Report Comparing the Resources Report to your Invoice All Tutorials can be found at www.taconic.com/tutorials and FAQs can be found at www.taconic.com/etaconicfaqs

28. Contact Us If you are having difficulties with your reports, please contact: Your local Taconic Area Technical Representative, or Project Management Coordinator. eTaconic Administrator at 888-TACONIC (822-6642) at Extension 18995.   For more information visit our website at www.taconic.com. All Tutorials can be found at www.taconic.com/tutorials and FAQs can be found at www.taconic.com/etaconicfaqs

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