Item Views is a dynamic reporting tool for both Products and Components. It allows you to view and edit Summary-level data for large groups of Products or Components in a shareable spreadsheet view. Leverage your Custom Field filters to build unique Item View reports for different projects and analysis needs. Your Item View Reports are all housed in the Item View Library.
Navigating the Item View Library
You access the Item View Library by clicking its dedicated Icon in the Global Navigation
Your Library shows any IV reports you created and any IV reports your colleagues shared with you
IV Reports are displayed on cards which list the Name, Author and Last Updated date
Your Product Item Views and Component Item Views are housed in different sections. Switch sections using the respective tabs found in the top left corner
Search for a specific Item View by Name at the top of the page
Sort your Item View Library by Name or Date Modified
Open any Report by clicking its card
Managing Item Views within the Item View Library
Hovering over any IV card reveals the 3-dot Overflow Icon in the top right corner; click this to open a menu with the following options:
Duplicate Report
Edit Report
Delete Report
Creating a New Item View
To begin creating a new Item View Report: Click on the + Views Button in the top right corner. This will open a new overlay where you assign a name, upload a report cover image, and select which products you would like to add.
There is a toggle to select 1 of 2 different ways to add products or components to your report:
Configure: Use this method to include larger selections of products more quickly based on taxonomy or custom fields. The more configurations that you add, the more narrowed your report will be.
For example if you select Category -> Tops -> Short Sleeves, this will include all products marked as short sleeves within backbone, regardless of season, year, etc.
If you select Category -> Tops -> Short Sleeves and then ADD the configuration for Year -> 2021, this will ONLY include products marked as BOTH Short Sleeves & 2021. (Short Sleeves from 2021)
If you later create a new product that matches this specific configuration, it will automatically be added to this report.
Manual: Use this method to individually select which products you would like to include in this report. You can find the products more quickly by using the search bar or filter on this page.
Note: Filtering here does not select the products, you must click on the checkbox of each product found in the top left corner of their thumbnails.
If you later create a new product you wish to add to this report, you must go into the report settings and manually include it.
When you have finished with your selections, click on generate view to enter your Item View Report.
To create a Product Item View, make sure you’re in the Product tab of your IV Library.
To create a Component Item View, make sure you’re in the Component tab of your IV Library
Working In Your Item View
At the top of your Item View, you can search for an included Product or Component by name or Style Number/Code
Beside the search bar is the filter icon where you can apply a filter to view a select group of items according to your filters. This does not remove the products - You’ll see that the report will tell you how many items are displayed and how many total items there are next to the filter icon.
To reset this view simply open the filter drawer by clicking the filter icon and click on reset
Filters do not persist as you open and close the report, not do they affect report collaborators
By default the report will only display a small thumbnail, the product or component name, and the style number. To add columns with additional information click on the display icon to open the display options drawer.
Select checkboxes here to include more columns in your report. Note that the order in which you select options here, is the order in which they will appear in your table from left to right.
Navigate your Item View spreadsheet using your arrow keys, return key and tab key as well as using your mouse or trackpad
Click the thumbnail Image for any Product or Component in your report to open its Record in another tab
Click-and-drag column headers to rearrange column order
Upon clicking the 3 dot icon you have 2 options:
You can change the density of the table. This will change the size of each row between a condensed view and an expanded view.
The export to CSV option gives you 1 option in Product View and 2 options in Color Variant View if you would like to export a .csv file of your Item View report.
Product View allows you to Export with a row for each Product
Color Variant View can Export with a row for each Product Colorway
Color Variant View can also Export with a row for each Product, each Colorway, and each Size
Above these buttons is the share icon. Clicking on this will allow you to select people within your team to share this report with. If their Icon with Initials or Avatar is not highlighted with a blue circle, the report is not currently shared with them. Simply click on their icon (not the text) to share the report. To unshare, click the icon again to unhighlight.
If you would like to make any changes to the configuration of products included in your report, click on the gear icon found next to the report title in the top left.
This brings up the same overlay that appears during the creation process. Here you add products or you can change how you add products to the report (either manually or by configuring) as well as altering the name or cover image. To save your changes click on save changes in the bottom of the overlay.
Edit values in any of the Taxonomy Fields or Custom Fields on your report as desired
Changes made in the report dynamically flow out to the associated Product or Component Records and vice versa
There are restrictions on data input depending on the Field format - so you won’t be able to assign a new, freetype value on a Dropdown Menu, for example, or enter text in a Currency-format Field
The specialty Color Variants and Sizes Fields, which concatenate values assigned within the Product Record, cannot be updated in the Item View
Other hardwired fields such as the Size Spec Range, Created Date, Last Modified Date, and Creator can not be changed, and as such will be greyed out as report columns
Take advantage of standard spreadsheet shortcuts to make bulk changes
Copy values from one or more cells to other cell(s) with the same field format restrictions
Click and drag the bottom right corner of any cell to copy its values vertically up or down the column
Select checkboxes at the far left of each row to access the Bulk Actions Toolbar with some additional options:
Copy the selected Product/Component Records
Remove the selected products from this particular report
Share Tech Packs: This will open up a modal where you can select a single tech pack for each product to share using public links. Each tech pack will have its own public link, and whoever has the link will be able to view the tech pack in a separate tab. You email this out or copy all the links from within the modal.