On Thursday, December 2nd, Item Master will become Item Views! An upgraded version of your data dynamic reporting tool. Note the following:
All existing Item Master reports will automatically be pushed to your Item Views Library (there's
New reports and report configuration changes made in the Item Views Library will affect paired reports in the Item Master Library, and vice versa
Taxonomy or Custom Field data you update in an Item View will flow out to the associated Product or Component Record, and anywhere else that field lives
Key Benefits:
A streamlined report creation process
A quick path to edit the included columns from within a report
Intuitive sorting of the report table via column headers
Improved legibility of the table
Cleaner UI and a snappier experience overall
What's changing?
Item Master is now Item View Library
New View Library
New tabs for product and component Views
New icon to create a new View
Updated workflow to create and edit a View
Improved View layout and new features
Column manager to choose which fields you want to be displayed
Simplified sorting within a column
Display options drawer, replacing the ability to Hide Fields
You will no longer be able to create a new product within the report
This will be done from the Product Library only
New filter options
You can now display additional built-in fields: created date, last modified date, and creator
You can now filter checkbox fields to display items with no values assigned by selecting the "Not Set" value
How to create a new View:
Click the + View icon
Add View Title (required)
Add an optional Cover Image
Choose the products/components you would like to include in your report by setting configurations or selecting products manually.
Setting configuration
Selecting products/components manually
Click generate view
How to use the Product View:
Search for products by Name or Style Number
Click the Filter icon to narrow the results of items displayed in the report
Click the columns icon to choose which built-in, taxonomy, and custom fields you’d like to display as columns on your report
The order in which you add fields will affect the order in which they appear in your report
You can adjust the order of the columns by clicking and dragging the column header
Click the density icon to choose a comfortable or condensed row width
Click a column header to sort the report based on that column.
Clicking it again will switch from A-Z to Z-A sort order
Default sort rule for a new report is by Product/Component Name, A-Z
Click the gear icon to edit your report configuration
Click the share icon to share the report with other users
Click the Export to CSV button
Select one or more products within the View by using the checkboxes at the far left of the table and a bulk action toolbar will appear at the top of the page with the following options:
Email Tech Pack
Remove
Copy
How to use the Component View:
Search for components by name or code
Click the Filter icon to narrow the results of the report
Click the Columns icon to choose which taxonomy and custom fields you’d like to display as columns on your report
The order in which you select fields will affect the order in which they appear in your report
You can adjust the order of the columns by clicking and dragging the column header
Click the Density icon to choose a comfortable or condensed row width
Click a column header to sort the report based on that column.
Clicking it again will switch from A-Z to Z-A sort order
Default sort rule for a new report is by component name, A-Z
Click the Gear icon to edit your report configuration
Select one or more components within the View by using the checkboxes at the far left of the table and a bulk action toolbar will appear at the top of the page with the following options:
Remove
Copy
Click the Share icon to share the report with other users
Click the Export to CSV button
If you have any questions or feedback, please contact backbonesupport@bamboorose.com.