How to Use the Product Movement Report

The Product Movement Report is an inventory movement report that provides an overview of all products received, transferred, and delivered from the inventory within a specified period of time. The Product Movement Report shows the history of product movement to help guide future business decisions regarding inventory and stocking purposes. Essential metrics are included, such as total quantities of products moved, quantity percentages, total replacement costs, and total potential CO2e savings, and Standard details.

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.
• You have access to the Product Movement Report.
• You have product received, transferred, and/or delivered from your inventory.
• The correct Customer is selected from the Customer selection list.

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

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

The My Dashboard screen displays with all dashboards you have access to.

2. Locate the Product Movement Report.

3. To see the tooltip metrics for the different movement types per month in the report, hover over the section in the Chart.

Note: There are different views available on the graph.

Observe the toggle views:

• % – Percentage distribution, based on Quantity. Identifies the percentage of the quantity of a movement type and/or month against all products on hand.
• Qty – Units of product. Identifies the quantity of products for each movement type and/or month.
• $ – Replacement cost. Identifies the total replacement cost of all units of product, per movement type and/or month, 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 movement type and/or month.

4. To view details on more months, click and drag the horizontal scroll bar.

5. To view details for only one movement type, click on the desired movement type.

Note: Only one or all movement types can be highlighted at once.

The report updates to only display details for the selected movement type.

Click the same movement type again to view all data, or select another movement type to highlight.

6. To modify the date range for the report, click the Date Range dropdown.

Note: The report loads on default with all data in the current year to date.

7. Select the desired year, or click Custom Date Range to select custom dates.

8. In the Custom Date Range pop-up, use the navigational arrows to browse through months to identify a From date (from the left calendar) and a To date (from the right calendar).

Alternatively, click the Month or Year to quickly jump to another month or year.

Clicking the Month displays all months within a given year (left calendar).

Clicking the Year displays all years within a 10 year range (right calendar).

Select the desired Year or Month to drill down to choose a specific date.

9. After selecting the dates, click Apply.

The report updates with movement types and month details from the custom date range.

10. To view more information for a given month, click the Month/Year label in the horizontal axis.

The graph updates with the secondary level of the report, with a breakdown of the buildings with movement in the selected month.

11. Alternatively, to view more information of a specific movement type in a given month, click on the respective section of the graph.

The graph updates with the secondary level of the report, with a breakdown of the buildings with the specific movement type in the selected month.

If all movement types are included from the top level, a movement type can still be selected and highlighted at the secondary level.

12. 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 Standard Class – Select the specific category you would like to see products for. (Examples of Standard Classes may include Chairs, Storage and Accessories).
• 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.

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

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

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

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

14. 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.

15. 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 and/or Include Item Level Detail toggle to ON.

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

17. 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 Movement Report in the Table View:

• Date – The Month and Year for product movement. Details are broken up by specific movement types as available in a given month.
• Est. CO2e – The potential CO2e footprint savings of all items with movement for a given month and/or movement type.
• Total Qty – The Quantity of all items with movement for a given month and/or movement type.
• Total Repl. Cost – Total Replacement Cost of all items with movement for a given month and/or movement type.

18. To filter for a single movement type or all, click the special icon and select the desired movement type filter.

The report updates with the filtered movement type.

Click the x to clear the filter and view all movement types.

19. To view additional details for a month, click the row for the desired Month/Year.

The secondary level of the report displays, with a breakdown of all buildings and movement types in the selected month.

20. Alternatively, to view additional details for a specific movement time in a given month, click the row for the movement type under the desired Month/Year.

The secondary level of the report displays, with a breakdown of all buildings and movement types in the selected month.

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

• Building – The building ID.
• Location – The building information, with structure “Building Description – City, State”.
• Est. CO2e – The potential CO2e footprint savings of all items with movement in a building for the selected month and/or movement type.
• Total Qty – The Quantity of all items with movement in a building for the selected month and/or movement type.
• Total Repl. Cost – Total Replacement Cost of all items with movement in a building for the selected month and/or movement type, based on the Standard Default Purchase Price for each Standard.

21. To view more detailed for a building, click the row of a building or row of a movement type within a building.

The row expands to show a list of Standards.

Observe the Standard Details table information:

• Standard – The unique Standard identifier.
• Description – The Standard Description.
• Model No – The Standard’s 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 product.
• List Price – The list price of the Standard.
• Repl. Cost – The per unit Replacement Cost of the Standard, based on the Standard Default Purchase Price.
• Total Qty – The total quantity of all items with the selected movement in the building.
• Total Repl. Cost – The total Replacement Cost of all units.
• CO2e Savings – The potential CO2e footprint savings if all items are redeployed from inventory, for a Standard.

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

The Quick View side panel displays.

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.

To close the Quick View side panel, click X.

23. To expand the Item Details for a Standard, click the + icon in a Standard Details row.

The Item Details by Condition information displays.

The different conditions within the Standard display, along with the associated quantities.