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
- You can access the report Library through its dedicated Icon in the Global Navigation
- Utilization Reports created by anyone on your team live within this library and are accessible to all
- You can search for a specific report by name at the top
- You can also sort your various reports by Name or Date Created
- 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
- Open any report by clicking its name
Creating a new Component Utilization Report
- Click the Add Icon at the top right corner of the Utilization Report Library
- Add a report Name (required)
- Add the Component Types you wish to report on
- 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)
- You must either refine the content by Component Type or a Component Custom Field to generate the report
- 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)
- Click the Create button and the report will be generate, open, and save to your Library
Navigating and Interpreting your Component Utilization Report
- 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
- 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
- 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
- Click any Product Name in the report table to open that Product’s BOM
- 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
- The 3-dot Overflow Icon at top right of the page allows you export your report to CSV
- Edit the criteria of your report via the 3-dot Overflow Icon, as well