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How to Use the Building Usage by Standard Report

 

The Building Usage by Standard Report is an inventory report that provides a detailed analysis of the usage of a building by Standards. The report generates space utilization based on the size per Standard, in square foot or cubic foot. Various key building usage metrics are also calculated per Standard, such as the total quantity in inventory, associated storage costs and estimated footage. An itemized breakdown of the Standard details are also available.

Note: The estimated square footage displayed in the report is based on the assumption that each Standard has a square or cubic footage value added to calculate used footage.

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 Building Usage by Standard Report.
  • You have access to at minimum one Building with inventory.
  • At minimum there is one Standard created for the selected Customer.
  • The correct Customer is selected from the Customer selection list.

This post outlines how to navigate and use the Building Usage by Standard Report.

 

1. To access the Building Usage by Standard Report, from the header, click My Dashboard.

 

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

 

2. Locate the Building Usage by Standard Report.

Note: The top level of this report displays information by Building.

 

Key information in this report is generated using information entered in the Customer screen.

  1. Storage Rate – The Storage Rate is calculated based on your Storage Charge Indicator (Fixed, Sq. Ft., or Cb. Ft.) and Storage Rate in the Customer screen. This rate is used to calculate the Total Storage Cost field in the report. Note: If the Storage Charge Indicator is set to Fixed, the Storage Rate/Cost is a fixed value at the Customer level. The Building level Storage Cost is blank and only shows a value in the Total section.
  2. Footage – The Footage selection is populated based on the Storage Charge Indicator (Fixed, Sq. Ft., or Cb. Ft.) in the Customer screen. If the Storage Charge is set to Fixed, the report defaults to Square Foot. You may change this selection within the report. This selection is used to generate the Footage field (multiplied by information entered for Standards) in the Chart and Table view.

Note: To change the defaults used to generate the Report, the respective fields in the Customer screen must be updated.

 

3. To see the tooltip metrics for the different Buildings in the report, hover over the section in the Chart.

 

There are different views available on the graph.

Observe the toggle views:

  • % – Percentage distribution, based on Quantity. Identifies the percentage of the quantity per Building against all products on hand.
  • Qty – Units of product. Identifies the quantity of products per Building.
  • Sq Ft/Cb Ft – Footage. Identifies the total footage of all units of products per Building, in Square Foot or Cubic Foot based on the Footage selection and values entered for each Standard.
  • $ – Storage Cost. Identifies the total Storage Cost of all units of product per Building, based on the Storage Rate multiplied by the Footage entered for each Standard.

 

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

 

5. To change the Footage displayed in the report, select the Footage selection dropdown and choose the desired measurement.

 

The report view updates with the Cb Ft toggle view button highlighted. The Buildings containing Standards with Cubic Footage display.

Note: If Square Footage or Cubic Footage information is not entered at the Standard level (or it is 0) for any Standard at all in a Building, the summarized totals at the Building level do not display (or appear blank).

 

6. To filter the top level results, click the Filter icon and select the filter category as desired.

 

Top level Filter Categories include:

  • Filter By Building – Select the specific Building(s) you would like to see the building usage for.
  • Filter By Building Type – Select the type of Building you would like to see building usage of. 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 building usage of.
  • Filter By State – Select the States you would like to see the building usage of. State is a field that can be entered for each Building in SnapTracker.

 

7. 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.

 

8. To see the Buildings within a filter category, click the circle icon of the desired option.

 

9. The filtered Buildings display.

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

 

10. To view more information for a given Building, from the top level of the report, click the circle icon of the desired Building.

 

The graph updates with the secondary level of the report, showing a breakdown of the Standard Classes within the selected Building.

 

11. 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.

 

12. 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 by clicking the Include Standard Detail toggle to ON.

 

13. To view the Table View of the report from the Chart, 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 top level of the Building Usage by Standard Report displays.

 

Observe the top level in the Table View:

  • Building – The Building.
  • Building Info – The Building information, using the following structure “Building Description – City, State”.
  • Total Qty – The Quantity of all items within a Building.
  • Total Est. Square/Cubic Ft – The total Footage of items within a Building. Note: If you do not have Square Footage or Cubic Footage entered at the Standard level, those fields do not display a value. The summarized totals at the Building level may be blank if no information is available.
  • Total Storage Cost – The Total Storage Cost of all items within a Building, based on the Storage Rate multiplied by the total Footage. Note: If the Storage Charge Indicator is Fixed, the value is blank in the column and only shows a value in the Totals section.

 

Key information in this report also displays in the Table View.

  1. Storage Rate – The Storage Rate is calculated based on your Storage Charge Indicator (Fixed, Sq. Ft., or Cb. Ft.) and Storage Rate in the Customer screen.
  2. Footage Selection – The Footage selection is populated based on the Storage Charge Indicator (Fixed, Sq. Ft., or Cb. Ft.) in the Customer screen.

 

Note: If the Storage Charge Indicator is Fixed, the Footage Selection field defaults to Square Foot.

When the Storage Charge Indicator is set to Fixed, the Storage Rate/Cost is a fixed value at the Customer level. The Building level Storage Cost is empty and only shows a value in the Totals section.

 

14. To view additional details for a Building in the Table View, click the row for the desired Building.

 

The secondary level of the report displays, showing a breakdown of all Standard Classes within the Building.

Note: The first Standard Class expands by default when accessing this view.

 

Observe the Standard Class information:

  • Standard Class – The assigned category of the product.
  • Total Qty – The Quantity of all items within a Standard Class.
  • Total Est. Square/Cubic Ft – The total Footage of items in a Standard Class. Note: If you do not have Square Footage or Cubic Footage entered at the Standard level, the fields are blank. The summarized totals at the Standard Class level may also appear blank.
  • Total Storage Cost – The Total Storage Cost of all items in a Standard Class, based on the Storage Rate multiplied by the total Footage. Note: If the Storage Charge Indicator is Fixed, the field is blank and only shows a value in the Totals section.

 

15. Alternatively, you can access the secondary level of the report from the Chart View by clicking the circle icon beside the desired Standard Class.

 

The secondary level of the report displays in Table View, with the selected Standard Class expanded showing Standard Details.

 

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 Est. Square/Cubic Ft – The total Footage of items for a Standard. Note: If you do not have Square Footage or Cubic Footage entered at the Standard level, those fields are blank.
  • Total Storage Cost – The Total Storage Cost of all items for a Standard, based on the Storage Rate multiplied by the total Footage. Note: If the Storage Charge Indicator is Fixed, this is blank and only shows a value in the Totals section.
  • CO2e Savings – The potential CO2e footprint savings if all items are redeployed from inventory, for a Standard.

 

16. 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).

 

17. 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.

 

For information on the Building Usage by Location Report, see “How to Use the Building Usage by Location Report.”