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Material Composition Report
Material Composition Report

How to create & review a Material Composition Report

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Written by Alex Inglis
Updated over a week ago

Introduction

A Material Composition Report produces a list of imported Product Groups relating to a particular Site or Company in Makersite.

The report is similar to Product Content Report but for Sites & Companies, instead of Products.

The aggregated material data can then be used to quantify materials for Scope 3 assessment.

Overview

  • Use the Pivot Manager to open a Material Composition Report,

  • Set the Site that the report will be based upon, & the timescale the report needs to cover.

The report can then be created, & the Pivot Mode used to arrange the data to show the aggregated material data for the chosen Site, per the chosen timescale.

Step 1

Navigate to the 'Pivot Manager' in the 'Business' section of the 'Makersite apps' on the Makersite Dashboard.

Then either type 'Material' into the 'Search Report Templates' text box or scroll down and select 'Material Composition Report' from the list of reports.

Step 2

The 'Material Composition Report' page will now open.

Type the name of the Site or Company you would like to base the report on in the 'Site or Company' field in the Information and Tools panel to the right of the page.

Set the desired 'Start Date' and 'End Date' and the 'Transaction Type', this can be set to either 'Orders', which is any material or products shipped OUT of a facility, for example finished products, and 'Purchases' which is any material or products shipped INTO a facility, for example raw materials or off the shelf contracted components.

For this example we will set the 'Transaction Type' to 'Purchases'.

Run in Background and Save: When ticked, will not create the report on the Makersite page, instead an email will be sent to the address associated with the active Makersite account being used to indicate when the report is ready for use.

Step 3

Once the input fields have been set, and any options that are required are ticked, you can then click on the blue 'Create' button in the bottom right corner of the Information and Tools panel.

If 'Run in Background and Save' is not ticked, the report will load on the page.

Report Columns

Product

Name of the Product Group in Makersite.

SKU

Unique identifier of the component or assembly.

UNSPSC Level 1-4

UNSPSC codes associated with the component or assembly, split into separate columns for levels 1 to 4.

Weight (kg)

Weight of each component or assembly in kilograms.

Percentage (%)

Proportion of total weight each component or assembly represents.

Step 4

To further enhance the results, the 'Pivot Mode' can be used to interrogate the grid view in more detail.

First open the Pivot Mode menu by clicking on the 'Columns' button, to the right of the Grid view. The button will be in a vertical orientation when the menu is hidden.

Once the menu is open, at the top there is a toggle for 'Pivot Mode', turning this on will activate the Pivot & show the results in the Grid window to the left, once the sections have been set.

Note: Until the Pivot sections have been set i.e. one or more of the column names have been dragged into the sections below, the results screen will be blank.

Pivot Mode Sections

Columns List

This is where all the available columns are shown, any of these can be shown or hidden by selecting or deselecting the tick box next to each column name. Any of the column headings can be dragged down to the Pivot sections below.

Row Groups

Drag any of the columns from the list into this section to set the data type the pivot summary values will be grouped by.

Values

Drag any of the columns from the list into this section to set the data type that you want to investigate, based on the above group.

Column Labels

Drag any of the columns from the list into this section to set the data type to aggregate the data in the table across the columns e.g. If you're interested in seeing the data grouped by year, for forecasting, then drag the 'Year' column into this section.

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