The first version of the reporting module is now live in GS1Trade Packaging. This means that you can now create a report based on your master data and start getting to know the tool.

• You can create as many reports as you want.
• The calculated packaging quantities stay in your workspace and can only be seen by the users connected to it.
• Once you have your October sales figures, you can create the final report and report the volumes to your collective scheme.
• We introduce the concept of "Product Versions", which is a snapshot of all directly and indirectly linked packaging master data at a given time. Read more about Product Versions at the bottom of the guide.

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In the next release, the system will help you ensure that you always create a report based on the latest, updated master data. In the beta version, this will be a manual task where you have to create new product versions yourself to include the latest changes in the report.

Attention: Have you started a report and need to correct your master data? And will these changes affect many products? Then wait to do more until the update is applied.

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It is important that all master data is set up before you start creating your first report.

Have you remembered the following before creating a report?

• Add GTIN to the products that may have one.
• Connect all products to a packaging unit. And if applicable, also for the product in a packaging system. Remember, packaging systems are indirectly linked to packaging systems by placing a linked device in a system.
• Check that packaging units are created with active components and inactive components are removed from packaging units.
• Specify main components and/or integrated components.
• Fill in the packaging classification - including environmental grading for all components. If this is not filled in, it will stop the calculation in the report.
• Create packaging systems with correct quantities at the primary, secondary and tertiary levels.

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1. How to create a report

1. Go to the menu item "Reports"
2. Click Create new report
3. Select period
4. (Optional) Add a note
5. Click Create report
6. You will then see a list of reports presented with Report Name, Note, Report ID (this is autogenerated) and the user who created the report.
7. Click on a report to view details, edit and add products. At the top of the report you can see the last modification date and the user who made the change.

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2. Add products to the report

To select products for the report, you have two options:

• "Select products manually" - search by GTIN, Product ID, product name etc.
• "Use all active products" - all active products are added and then you can remove irrelevant products.

If you subsequently want to add more products to the report, click Add line.

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3. Choose your packaging

For each product, make sure you report on the correct product version, packaging unit and possibly packaging system.

You must indicate whether the packaging units end up in households or businesses. And if there are any parts of the packaging system for which you are not producer responsible.

Here's how to do it - step-by-step:

1. ‍Selectthe product version to use for reporting. If a product version does not already exist, you can create one here. Otherwise, select from the dropdown list of applicable product versions.
2. ‍Selectthe packaging unit that corresponds to the sales volume you need to enter. For example, if you need to enter the sales volume for a basic unit, select the consumer packaging unit. If you need to enter the sales volume of a parcel, select the parcel packaging.
3. ‍Indicatepackaging system (if applicable). If the product is sold in a packaging system, enter it here. If the product is linked to multiple packaging systems, select the correct one from the dropdown list.
4. ‍Indicatehousehold or occupation for the packaging unit(s).
5. ‍Indicatethe producer responsibility for the packaging. By default you are responsible, but you can select "not responsible" if you have generic packaging that should not be included in the calculation.

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If you see a warning icon (red triangle) next to the product, hover over the icon for a description of the issue. This could mean that one or more components in the selected packaging unit are missing packaging classification. Go back to Packaging master data and finalize the components.

We recommend that you wait until the next version is released at the end of October to correct data.

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4. Enter sales volume

Once you have selected packaging for your products, you are ready to enter your sales volumes for the products for that period.

In the current version, it is only possible to enter sales volumes manually, but we are working on uploading them to the system.

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See your calculated packaging volumes

You can see your calculated packaging volumes by enabling Show preview in the upper left corner of the report.

The first page of the report provides an overview of total packaging volumes broken down by

• Household and commercial.
• Waste type, material category and environmental grading.

The other tabs show packaging volumes for disposable packaging, reusable packaging, single-use plastic products (SUP), not responsible/not covered respectively.

• Previous reports cannot be corrected. Sales volume miscalculations are corrected by using negative volumes in a new report.
• Reports cannot be deleted or marked as inactive. You may use the Note field for internal communication in these cases.

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What are product versions in GS1Trade Packaging?

With the launch of the reporting module, we have introduced the concept of "Product Versions".
A product version is a snapshot of all directly and indirectly linked packaging master data at a given point in time.

The feature has been introduced to address two important business needs:

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There are two different packaging variants of the same product

If you have a product under the same product ID and your inventory has small variations in the packaging, you can combine variation 1 and save it as a product version. Then create variation 2 and save it as a new product version.
Example: Variation 1 has only one label on the front. Variation 2 has two labels on the front and back.

The function makes it possible to identify the variations and create reports for the same period, where both variations should be included as marketed quantities.

To calculate marketed quantities
When you are ready to calculate marketed quantities based on your sold products, these are based on a product's directly and indirectly linked packaging master data.
The same data can be updated by both you and your colleagues at the same time. Therefore, we need a product version again, which forms a "fixed" basis for the calculation - a snapshot of packaging master data that does not change.

As part of the reporting, you must therefore define which product version the calculation should use.

When you make updates to your packaging master data to be included in a report's calculations, it will require you to create a new product version, which is a new snapshot of all directly and indirectly linked packaging master data.
Example: A component that is indirectly linked to a product is included in product version A for that product. If the weight of the component changes from 10 grams to 10.5 grams, a product version B must be created to include half a gram in the marketed quantities for that product.