Generating reports

  1. From the menu, select Basics > Style, Material, or Trim.
  2. Right-click a style, material, or trim record and select Generate Report.
  3. Under Generate Report options, select your intended report preview, download, and generation setup.
    Setup Description
    Generate and preview The generated PDF report is automatically opened in a browser tab.
    Generate and download The system downloads only the generated PDF report.
    Generate preview and download The generated PDF report is downloaded to your local file and also automatically opened in a browser tab.
    Note: If the download option is selected and the task results in generating more than one PDF report, the system automatically puts the files in a single ZIP file. View the TASK MONITOR to see the progress and process of downloading multiple PDF files being stored in a zip file.​.​

    The preview option is selected by default but when you change the selected options, the system always remembers the last selected options.

    The generation setup options are also applicable when generating report favorites in Style, Material, Trim, and FQV modules.​

  4. Select a report type. The list of reports that you see is filtered based on your access to report templates.
    For some reports, you can select what details to include in the report. Click the Details button to select what can be included in the report.

    For Style BOM reports, you can select what BOM versions to include in the report.

    For Style Measurement reports, you can select what sample pages to include in the report.

    Click OK to close the details selection window.

  5. To generate reports for styles that are added to the style BOM, select Generate same reports for styles within a Style BOM.
    The reports that are selected for the primary style are the same reports that are generated for the styles that are part of the style BOM.
  6. Click Generate.
    The report is generated and launched in a separate browser window.

    Changes or updates on the relevant BOM lines associated in the style components are tracked in the detail filters. The creation and modification dates, as well as the users who have implemented changes are identified when you generate reports.

    For generation file formats, see Generated file format for reports.

    See Tracking BOM line updates.

  7. In the application window, click Close.
    Note: You can generate multiple reports on multiple style, material, or trim records. To view all the generated reports, select Basics > Reports from the main menu.

    The file name of reports for styles that are part of the style BOM contains the number of the parent style.