A product report is a comprehensive document that provides information and analysis about specific products or materials relevant to design projects. This report serves as a valuable resource for design teams to make informed decisions about which products to include in their projects, items that have been purchased, items with a late delivery, and more.
In this Video Tutorial, and some Best Practices, we are going to show you how to create your own Product Report in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Report Templates:
Check out the default Product Report template available for all users - "Project Status Report" or create your own custom one to use later.
Exporting:
Three file type to choose from - PDF (with product photos), .CSV(no product photos), or Excel (with product photos). Rename your file before you download.
Updated Export Settings:
PDF exporting now features a new Settings button, allowing you to customize a wide range of report options. The Settings button also provides a PDF preview of your report after each change, allowing you to fine-tune the layout before sending.
With these settings, you can configure headers with date ranges, logos, and designer names, as well as report footers and custom report naming.
DesignerLink also features new Visual Branding settings, allowing you to customize color schemes, standardize item image sizes, and choose from different presentation styles.
STEP-BY-STEP GUIDE
STEP-BY-STEP GUIDE
Step 1:
To begin running a Product Report, navigate to the Reports page > Product Report tab:
Step 2:
If you want to start with an existing Report Template, start by selecting a Template from the dropdown. Note - the "Project Status Report" template is a default report type available to all users.
Step 3:
Select the Projects you want to display Items for. Can either select one, many or all Projects.
Step 4:
Select the Columns you want to display - you have the option to choose from over 90 different columns! Columns range from Total Markup to Expected Ship Date so you are able to tailor your report to suit your needs.
New columns include: Dimensions, SKU, Item URL, CFA / Sample Approval, Related Items, PO Approval Status, PO Approval Date, and Client Proposal Approval Date!
Dropdown filters are now available to filter a number of columns for Product Reports. For example, by adding the Columns "Item Status" and "Expediting Order Status", you can easily check the progress of your Items in the design and purchasing process. Once added to your Product Report, use the dropdown feature for these Columns to select a specific status, select multiple, or select all to best filter your Items.
Step 5:
Choose the Date Range - this is based off of the Item Created Date. By default, All Dates will be displayed, showing full history of Items created for your Projects.
Step 6: Created a report you want to use again in the future? Use the Create & Delete Template button to save the Column sets, Projects, Date Range, and Filters.
Made edits, to an existing Template and you want to overwrite these changes? Use the "pen" icon next to the Template in the Dropdown to save these changes.
RELATED ARTICLES
RELATED ARTICLES
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Can I make a receiving report to send to our receiving warehouse?
To make a receiving report, you are likely going to need the columns showing date shipped, photo, item name, vendor, and ship-to name. Then simply filter by the ship-to name, and any further sorting you need, to download the report for your warehouse.
Can I edit the presentation/layout of my report?
Yes! PDF exporting now features a new Settings button, allowing you to customize headers, layout, visual branding and more. The Settings button also provides a PDF preview of your report after each change, allowing you to fine-tune the layout before sending.
Is there a way to locate sums on the reports tab?
Yes! When you download the report, and a column has some version of an integer, it will populate the sum at the bottom of the table. When in DesignerLink, you can view sums at the bottom of the table as well *(but will only total up what you can see on that page)*
Can I select individual items/records for my reports?
Yes! Users can hand-pick specific line items to include in a report without creating a separate filtered view. On the Product Report page, simply select the row-level checkbox for each item you want to include, then select the Export button to generate a report containing your selected items.
And that is how to create a Product Report. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].