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Template & Reporting Requirements for Job Production Data

Complete these steps prior to submitting a file via your PrintReleaf web portal

Send a raw data report to support@printreleaf.com, and our team will review it. There’s no need to reformat your export first. As long as it meets the guidelines below, we’ll take care of sorting through the data. You’re also welcome to use our Commercial Print & Packaging Data Report Template if it’s helpful.

General Guidelines

  1. Unique customer IDs
    Use any ID that uniquely identifies each customer in your system (a 4–5 digit number is ideal). We map this ID to the External ID field in PrintReleaf to keep customer data consistent between both systems.
  2. Volume of data for review
    Share as much historical job data as you can up front. This helps us understand what future reports will look like, validate the format and structure, and catch any issues early for a smooth setup.
  3. Report format
    Reports must be submitted as XLSX files. We strongly recommend automating report generation, since it reduces manual work and errors and keeps your monthly imports running smoothly.

Option 1: Total Weight of Material per Customer Job

  • Purpose: To provide the total weight of material consumed per job in a single row.
  • Fields:
    • Customer ID (Required): A unique identifier for the customer.
    • Customer Name (Required): The name of the customer.
    • Customer Display Name (Optional): A meaningful name to the partner, used on the dashboard, email communications, etc.
    • Customer Emails (Optional but recommended): Email addresses to send notifications and monthly account summaries.
    • Job ID (Optional): A unique identifier for each print job.
    • Job Date (Optional): The date of print job. Used as the 'date' on certificate reports and for data consumption matching.
    • Material Weight (Required): Total weight of paper material consumed in units of pounds (lb) or kilograms (kg).

Option 2: Quantity and Material Weight per Material Type per Customer Job

  • Purpose: To provide detailed information on quantity and weight for each type of material consumed per job.
  • Fields: The same as in Option 1, with the addition of:
    • Material Description (Optional but recommended): Description of material or inventory SKU.
    • Material Quantity (Required): Quantity of material consumed, e.g., number of sheets or envelopes.
    • Material M-Weight (Required): Weight in pounds (lb) per 1000 units.

Option 3: Quantity, Dimensions, and Density of Each Material Type per Customer Job

  • Purpose: To provide comprehensive details on the quantity, dimensions, and density of each material type consumed per job.
  • Fields: The same as in Option 2, with the addition of:
    • Material Width (Required): Width of material in inches (in) or meters (m).
    • Material Length (Required): Length of material in inches (in) or meters (m).
    • Material GSM (Required): Area density value of material in units of grams per square meter (GSM).