How to Use the Product Categories Report

The Product Categories Report is a commonly used inventory management report that provides an overview of various Standard Classes (categories) currently on hand. Essential metrics are included, such as total quantities, percentages, total replacement costs, and total potential CO2e savings.

The initial view is graphical. You can also view information in a table format and export the data to a CSV file.

Before starting, make sure:

• You are logged into SnapTracker.
• You have access to My Dashboard screen.
• You have access to the Product Categories Report.
• The correct Customer is selected from the Customer selection list.

This post outlines how to navigate and use the Product Categories Report.

1. To access the Product Categories Report, from the header, click My Dashboard.

2. Locate the Product Categories Report.

3. To see the tooltip metrics for a specific Category (Standard Class) in the Product Categories Report, hover over the Standard Class or click the Standard Class to highlight it.

There are different views available on the graph.

Observe the toggle views:

• % – Percentage distribution, based on Quantity. Identifies the percentage of the quantity in a Standard Class against all products on hand.
• Qty – Total units of product. Identifies the total quantity on hand of a Standard Class.
• $ – Total Replacement cost. Identifies the total replacement cost of all units in a Standard Class, based on the Standard Default Purchase Price for each Standard.
• CO2 – The potential CO2e footprint savings if all items are redeployed from inventory, for a Standard Class.

4. For more details about a specific Standard Class, click the circle icon beside the Category.

The selected Category by Buildings level displays showing a breakdown of the selected Standard Class by Building.

5. To filter the results, click the Filter icon and select the filter category as desired.

Filter Categories include:

• Filter By Building – Select the specific Building you would like to see the product in.
• Filter By Building Type – Select the type of Building you would like to see product in. Building Type organizes buildings with similar functions. For example, warehouses may be grouped under one Building Type, onsite buildings as a second Building Type and client-owned warehouses as a third building type.
• Filter By Manufacturer – Select the specific Manufacturer you would like to see products for.
• Filter By State – Select the State a Building is in to filter the results by State. State is a field that can be entered for each Building in SnapTracker.

6. Select the checkbox(es) for the desired filter options and click Apply Filter.

To close the pop-up, click Cancel or X.

The graph updates to show the results based on the selected filter.

To clear filters, click X on top of the filter icon.

7. To export the report data as a CSV file, go to the desired report level in Chart view and click the ellipses icon.

Click Export as CSV.

Note: To export the report in the Table view, click the download icon.

The Export as CSV pop-up displays.

8. In the Export as CSV pop-up, select the checkbox(es) for categories to export and click Export.

Note: If you are on the secondary level of the report, you can decide to export the Standard Details and the subsequent Item Level Details by clicking the Include Standard Detail toggle to ON.

9. To navigate back to the previous report level (if available), click the arrow icon beside the title.

10. To view the Table View of the report, click the Table icon.

Note: The Table icon is available at all levels of the report. The results displayed vary based on the level you are at when you click the icon.

The Table View of the report displays.

Observe the top level of the Product Categories report in Table View:

• Category – The Standard Class name.
• Est. CO2e – The potential CO2e footprint savings if all items are redeployed from inventory, for a Standard Class.
• Total Qty – The Quantity of all items on hand (based on your user settings).
• Total Repl. Cost – Total Replacement Cost of all items on hand, based on the Standard Default Purchase Price for each Standard.

11. To view additional details for a specific Category, click the row for a Standard Class.

The selected Category by Buildings level displays showing a breakdown of the selected Standard Class by Building.

Observe the secondary level of information in the Product Categories Report:

• Building – The unique Building.
• Location – The Building, the city, and the state the building is in.
• Est. CO2e – The potential CO2e footprint savings if all items are redeployed from inventory, for a Building.
• Total Qty – The Quantity of all items on hand (based on your user settings).
• Total Repl. Cost – Total Replacement Cost of all items on hand, based on the Standard Default Purchase Price for each Standard.

12. To view additional details for a specific Building, click the row for a Building.

Note: On default load, the first Standard Class will auto-expand to show the Standard Details.

The row expands to show a list of Standards.

Observe the fields in the Standard Details table:

• Standard – The unique Standard identifier.
• Description – The Standard Description.
• Model No – The Model Number.
• Manufacturer – The manufacturer of the product.
• Standard Class – The Standard Class of the product.
• Catalog ID – The Catalog ID assigned to the Standard. Catalog ID is the Manufacturer’s prefix for their different product lines or catalogs.
• CLR Finish – The color finish of the Standard (if applicable).
• List Price – The default list price of the Standard.
• Repl. Cost – The default purchase price or replacement cost of the Standard.
• Total Qty – The total quantity of product on hand.
• Reserved – The total quantity of Reserved units on hand.
• Committed – The total quantity of Committed units on hand.
• Available – The total quantity of Available units on hand.
• Total Repl. Cost – The total Replacement Cost of all units, based on the Standard Default Purchase Price for each Standard.
• CO2e Savings – The potential CO2e footprint savings for a Standard if all items are redeployed from inventory.

13. To view additional details related to a Standard, including a larger image, click a hyperlinked Standard.

The Quick View side panel displays.

In the Quick View side panel, you may see larger/different views of the product, view other product details, and add product to a cart (based on user settings).

14. In addition to seeing larger images, different views and other details of the product from the Quick View side panel, you have the ability to add product to a cart (based on user settings).

To add the selected product to a cart, modify the quantity if desired and click Add to Cart.

Note: Depending on how a Customer is set up, the allocation of product based on Condition may be available. If this is an option, you must click the Select Condition function to specify the product by Condition.

15. To close the Quick View side panel, click X.