Component Utilization Reporting

The Component Utilization Report allows you to gather your projected material needs per Supplier across a Season, Collection, or other subset of Products.  The powerful report unites data from multiple Backbone Libraries and Records, providing solutions for multiple use cases and projects:

• Use the report to inform bulk order quantities, greige reservations, or MOQ-based price negotiations with your vendors
• Run a Utilization Report before you make changes to Components & Variants that are already in use, so you know everywhere that will be affected by your changes
• Review a Utilization Report to check for accuracy and completion of your BOM work
• Use the report to identify targets for Vendor consolidation and streamline your supply chain

Navigating the Component Utilization Report LIbrary 

1. You can access the report Library through its dedicated Icon in the Global Navigation
2. Utilization Reports created by anyone on your team live within this library and are accessible to all
3. You can search for a specific report by name at the top
4. You can also sort your various reports by Name or Date Created
5. Hovering over the 3-dot Overflow Icon at the right side of each report name opens a menu with the following options:
   • Duplicate Report
   • Edit Report
   • Delete Report
6. Open any report by clicking its name

Creating a new Component Utilization Report

1. Click the Add Icon at the top right corner of the Utilization Report Library
2. Add a report Name (required)
3. Add the Component Types you wish to report on
4. Optionally refine your results by linking values from your filterable Component Custom Fields (Ex. limit your report to show Utilizations for just one particular Component Supplier or Country of Origin)
5. You must either refine the content by Component Type or a Component Custom Field to generate the report
6. Optionally, further refine your results by linking values from your Product Taxonomy and Product Custom Fields (Ex. limit your report to show Utilizations for just one Product Season/Year or just one Factory)
7. Click the Create button and the report will be generate, open, and save to your Library

Navigating and Interpreting your Component Utilization Report

1. Your report has a unique section for each Component which matches the report criteria.
   • The Component Name and Component Code appear as headers for the section
   • Clicking the header bar will collapse & expand the Component Section as needed
   • You can also “Expand All” or “Collapse All” sections at the top of the page, depending on your needs
2. The sort order of the report is alphabetical by Component Name
   • The various utilizations for each unique Component Variant are sorted alphabetically by Variant Name, nested within each Component section
3. The Utilization Report pulls data from the Component Record, the Product Summary and the Product BOM into one table
   • There are 7 default columns which appear on every Utilization Report, they map from left to right as follows:
   • Component Variant Name & Component Variant Code
   • Product Name & Product Variant (Colorway)
   • Product Style Number
   • Consumption Quantity per the Product BOM
   • Component Unit of Measure
   • Component Variant Price
   • Component Cost per Unit
   • You can add additional Custom Fields to your Utilization Report using the Column Manager
     • Click the Column Manager Icon at the top right of the page
     • The Fields are organized by their Section (Component, Product, BOM)
     • Toggle the switch for any Field you’d like to include on your report
     • Click to Apply your changes at the top of the Column Manager window
     • The Fields map to the report, just to the right of the 7 default columns - their order matches the order in which you add them
4. Click any Product Name in the report table to open that Product’s BOM
5. By default, the report only displays utilizations where you’ve made a Component Variant selection within the BOM.  However, you can optionally “Show Unused Rows” at the top of the page - this allows you to see where the Component has been added to the BOM but no Variant has been selected
6. The 3-dot Overflow Icon at top right of the page allows you export your report to CSV
7. Edit the criteria of your report via the 3-dot Overflow Icon, as well

Watch this Live Training where our Director of Client Experience, Victoria Brewer, explains how to create, analyze and export these reports!