Product Reports are key to any design firm as they produce item specific reports. These reports include analytical and presentation based capablites such as pricing, order progress, and themes. Product Report Templates help firms save these varying reports to reduce future sorting, filtering, and download time.
In the below Video Tutorial, and Best Practices, we are going to show you how to create and edit Product Report Templates in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
And that is how you can create and edit Product Report Templates. 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].
BEST PRACTICES
BEST PRACTICES
Editing Report Templates
Once any changes are made to a report column, date range, project, etc. Click into "Select and Edit Template" Dropdown, hit the pen icon, and hit save!
Deleting Report Templates
To delete a previously made template, hit "Create & Delete Templates" and then hit the "X" and save, to remove the template for future use.
Sharing Report Templates
Users can create product report templates and easily share them with the whole team. Hit the share button and give everyone access in one go!
Note -- the creator of the report will be the only one capable of deleting or making changes to the report settings for that template.
Report Examples
Below are some examples of high-value reports that are readily available in DesignerLink from your first log in; such as the Warehouse Receiving Report, Proposal Detail Report and Project Status Report.
Warehouse Receiving Report
Columns: Photo, Item Name, Room, Vendor Name, Quantity, Order Date, Expected Ship Date, Tracking #, Date Received, Item Status, Expediting Order Status, Warehouse Receiving Number, Ship To
Proposal Detail Report
Columns: Photo, Estimate Name, Project Name, Item Name, Client Proposal Approval Date, Proposal Sync Date, Client Estimate Approval Status, Client Price, Product Markup, Markup (percentage), Total Client Shipping, Item Budget, Item Budget Difference
Project Status Report
Columns: Photo, Room, Item Name, Client Description, Client Price, Quantity, Order Date, Expected Ship Date, Date Received, Item Status
Markup Report
Columns: Photo, Item Name, Client Price, Quantity (Purchased), Markup (Percentage), Other Cost Markup (Percentage), Shipping Markup (Percentage), Total Markup (Excludes Shipping m/up), Product Markup, Proposal Name, Room, Purchase Order #
Automatically add all new and existing Projects to this Report Template
- If you want to make sure any new projects created are automatically added to your template, hit this checkbox when creating or editing your template!
RELATED ARTICLES
RELATED ARTICLES
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Can I save templates for the project views?
No. Currently the only place to save a Product Report Template is from the reports page on the Product Reporty tab.
Can I download the same expediting report columns that my DesignerAdvantage Project Manager sends me?
Yes! You will just need to add the respective columns you see, and make sure to include the "Expediting Order Status."
Why can't I edit or remove the Project Status Report Template?
That template is a standardized template on every user's account to help get designers started with creating templates. You do not have to use it, but that Product Report Template is unable to be removed.