ESG data extraction from the Item Custom Report

The future EU legislation and the immediate reporting needs from key account customers demand reporting on all data parameters from the item lists. This article explains how you can do that with the Item Custom Report.

Introduction & Best Practice:

This feature empowers you with enhanced data export capabilities and enables comprehensive reporting on all components/items in a style. This addresses the key accounts' demands, waste calculation needs, and general reporting requirements:

• Enables visualization and verification of item data (composition, weight, size) on the platform before extraction.
• Ensures accurate and relevant information is included in reports.
• Streamlines the reporting process, reducing manual workload.
• Facilitates efficient extraction of information for various reporting purposes (weight usage, recycled content percentage).
• Simplifies the generation of comprehensive reports on item certifications.
• Provides current certification statuses, including active/inactive status and expiration dates.

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Table of Contents :

1. Step-by-step guide: How to add item data to the Item Custom Report

2. How to Export to Excel: The report can be exported to Excel with different levels of details

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STEP-BY-STEP GUIDE:

How to add item data to the Item Custom Report

• Navigate to Reports > Item Custom Report
• Create your Item Custom Report - Read here how to create an Item Custom Report.
• Navigate to the Column selector on the right-hand side of the report.
• Select: item composition, Item weight, item weight unit + Used in style

• Click "Refresh"

Example of an Item Custom Report with Item detail information added:

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HOW TO EXPORT TO EXCEL

The report can be exported to Excel with different levels of details

• Navigate to the export icon
  
• You now have the following options:

The options:
One row per item
One row per item color/size
One row per item certificate
One row per item used in style

1. One row per item:

Example of the exported Excel

An example of the export Expanded with Used in Styles that allows you to see which styles the Item is used in

2. One row per item color/size:

Only useful if you have added item color and size to your report. An Example:

If you use the export option "Group by Item" the data will listed over multiple lines per Item.

3. One row per item including certificate data.

Example of compliance data in an exported Item Custom report: 

In the exported Excel you find six extra columns compared to what you see on the screen:

1.
Column title: "Certificate type"
Explanation: This column will show what type of certificate has been added. If no certificate the cell is empty.

2.
Column title: "Name"
Explanation: Depending on the Certificate type this is what is exported to the column "Name":
Product Certificates: Certificate no and name
Scope Certificates: License no and Standard
Test Reports: Test report no and Test Description
Transaction Certificate: Certificate no and Scope Standard

3.
Column title: "Product and Scope expiry date"

4.
Column title: "Transactions - valid from date"
Explanation: for example, 20-May-2024

5.
Column title: "Test report - requested date"
Explanation: for example, 21-Jan-2024

6.
Column title: "Test report - completed date"
Explanation: for example, 31-May-2024

4. One row per item used in style:

• The Excel will of course also contain all the data columns you have selected 
• Items certificates will be displayed with two columns per Certificate type:
  1. one for in-active/expired and one for active/valid certificates (Product, Scope and Transaction certificates)
  2. For Tests: one row for "failed" and one row for "passed" certificates
• If no certificate data the row will be left empty, allowing you to use the exported Excel to check where a certificate might need to be added.

• The Style data will always be displayed to the right of an Item. Listed in this order: Style name, Style number, Style Season, QTY, QTY unit, Item Colors & Item Size 

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