Generating reports

  1. From the menu, select Basics and select a module in which you generate a report. For example, Basics > Style.
  2. Right-click a style, material, or trim record and select Generate Report > Show All Reports.
  3. In the Generate Report window, select these check boxes to set up and generate your reports:
    • Preview: The generated PDF report is automatically opened on a browser tab.
    • Download: The generated PDF report is downloaded to your local file.
    Note: If the download check box is selected and the task results in generating more than one PDF report, the files are automatically placed 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 check box is selected by default. When you change the selected options, the last selected options are always remembered.

    If the preview and download check boxes are selected, the report is opened in a browser tab and downloaded to your local file.

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

  4. Select a report type. The displayed list of reports is filtered based on your access to report templates.
    For some reports, you can select details to include in the report. Click Details to select the detail to include in the report.

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

    You can select values in the Exclude Style Colorways field to omit style colorways from the Style BOM report if their status matches the selected value. To change the default value of this field, contact your administrator.
    Note: The value in the Exclude Style Colorways field applies to all BOM versions, including standard and custom BOM reports.

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

    You can select the Sort Comments according to sequence check box to arrange the comments in the generated report and report XML according to the sequence in Style Measurements. Additionally, you can click Ascending or Descending to configure the order of comments in the report.
    Note: If the check box is not selected, the comments in the generated Style Measurement report and report XML are sorted by creation date.

    Click OK to close the details selection window.

    See Fields available in the Generate Report details 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 on 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.

    See Generated file format for reports and 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.