What is the Events Calendar?

Events Calendar

The Events Calendar is a new feature in Yellow Dog that allows for the user to tag days with event types for filtering reports. You can also search past events using keywords in the Search bar.

 

Setting Up Events

First, navigate to the Events tab under Common Setup.

To set up Event Tags, click Edit Tags. Click Add, then enter in your first tag. You can either choose Save and Close or Add New to continue adding tags.

The Tag is usually the type of category the event will fall under. For example, a stadium client may set the event tag to the league that is playing and/or to indicate whether it is a day or night game.

To add a new Event, click the Create New Events button from the right hand menu.

Then, add a description and set the dates the event will run through. Note: for a single day, choose the same start and end date and set the time for 12am – 11:59 PM, which is the default setting.

Next, choose your Event Tag(s) for the Event.
Note: If you haven’t already created event tags, you can create them from this screen by clicking on the blue hyperlink next to the event tags field.

Finally, add any Notes for your event, then save and close at the bottom right of the screen.

 

Events feature in reports 

Once you have your events set up, you will be able to run sales reports using the events filters:

Choose the Event Tag(s) you would like to run the report for;

Set all other filters needed;

Use the button to generate the report as usual.

 

 

Once the report has generated, you can now sort and group your reports by the Event Tags as well. 

• Related Articles

• Is there Event based reporting?

  Is there Event based reporting?  Yes! Yellow Dog provides several reports based on Events. These reports can be located by navigating to the Standard Reports Module of Yellow Dog.  In the Lists section of reporting you have the option to generate a ...

• Event Milestone Breakdown

  Event times will be listed under the Times Tab in the Event Editor and will be automatically set when the start time is selected for the Event. There are 4 event time Milestones that can be adjusted. Restocking Done: By default, this will show 2.5 ...

• How do I navigate around Yellow Dog?

  This video will demonstrate how to navigate around Yellow Dog System Navigation The Inventory Items screen, the first screen you see when you log in, is the main point from which most Yellow Dog Inventory functions originate. The left hand side is ...

• How do I create an item if I am a retail customer?

  Creating a new item for Retail: Once logged into Yellow Dog navigate to Create New Item Select the Level and Vendor for the item you are creating, and the SKU will be automatically generated.(If the level or vendor do not exist already choose the ...

• Reporting Explained Physical Inventory Summarized by Store

  Business Need: This report is helpful for users who want to view Physical Inventory data summarized to a single line per location.  How it Works: The Physical inventory report Summary by Store will provide information on the Stores total on hand ...