Table of Contents
Under Facility Data Manager in the navigation bar, the Network and Segments tabs are used to create, name, and save a list of factories based on an applied filter criteria.
Network
On the Network table, users can create and name a custom filter based on defined attributes. They can also save this custom filter to a catalog of other saved filters that can be accessed at any time. These saved filters are referred to as segments.
To create a new filter, apply at least one filter and click Save as Segment within the filters column.
Enter in the Name and any Notes associated with this segment.
Next, you can indicate whether this is a Dynamic or Static Segment. When saved, this will display a list of factories that align with the type of segment.
Dynamic Segment
A segment that moves factories in or out of the filter based on the criteria being met.
EX: If a brand wants to see who in the factory network is a Tier 1 facility, they can tag facilities with “Tier 1” and the dynamic segment will update with any facility with that tag.
1. Creating a Dynamic Segment that tracks the “Tier 1” tag.
2. Adding “Tier 1” tag to more facilities:
3. Dynamic List is updated with 2 more facilities:
Static Segment
A segment that creates a fixed list of factories that meet a criteria in a moment in time.
EX: If a brand wants to create a segment of 5 VIP facilities to send a monthly newsletter, the static segment will create a list that will stay the same.
More on Static Segments
Static segments can either be created by saving an unfiltered list of facilities (like in the VIP Facility List example above), or you can apply any filter(s) and save as a static segment.
Additionally, you can manually add a facility to a static segment by:
- Selecting at least one facility from the Network tab
- Clicking “Add to static segment”.
How to use filters in the FDM Network
Single filters
- Reporting Section Filter Submitted = Facilities who have submitted that section (i.e. energy) at any point in time
- Reporting Section Filter Not Submitted = Facilities who have not submitted that section (i.e. energy) at any point in time
- Reporting Period Filter Submitted = Facilities who have submitted data for all months within the defined dates
- Reporting Period Filter Not Submitted = Facilities who have not submitted data for all months within the defined dates
Combo filters
- Reporting Section & Period Submitted = Facilities who have submitted that section (i.e. energy and water) for all months within the defined dates
- Reporting Section & Period Not Submitted = Facilities who have not submitted that section (i.e. energy and water) for all months within the defined dates
Opposing combo filters
- Reporting Section Submitted + Reporting Period Not Submitted = Facilities who have submitted that section but not for all months within the defined dates
- Reporting Section Not Submitted + Reporting Period Submitted = Facilities who have not submitted that section but have submitted other sections for all months within the defined dates
Additional notes
- When using the Reporting Section filter, only facilities who have an active subscription will be displayed in the results. Any facility in a No Account or No Subscription status will not be displayed and will need to be filtered for separately.
- When using the Reporting Period filter, only facilities who have a history of posting data will be displayed in the results. Any facility in a No Account, No Subscription or Never Posted status will not be displayed and will need to be filtered for separately.
The Segments table shows a library of all saved segments, static and dynamic.
Use the search bar to search through your table.
Click the check box next to a segment to download, archive, or delete the segment.
Clicking download will reveal the data downloads menu, with a new download called Tracker Summary. This will provide a table view of the facilities in the segment, including its Worldly ID, Account ID, Country, Account Status, and Date Added.
Clicking Archive will send the segment from the Active tab to the Archive tab.
Reverse this action by clicking Make Active.
Click on the name of the segment to access a conversion funnel dashboard inside of a segment.
For example, clicking into Missing December 2024 Energy Data, which is a dynamic segment, we can see that 80% of facilities Never Posted and their data was Not Requested. We can also see that 20% of facilities Posted their assessment but their data was Not Requested.
Click the pencil icon on the left to adjust filters, or click the slider icon in the upper right-hand corner to edit the name and information of the segment.
You can also switch between segments by clicking the down arrow next to the segment’s name.