In this lesson, we’ll explore the different data you can pull from Upchain. We’ll cover reports and exports, and highlight the difference between them.
Reports in Upchain make it easy to summarize data and share it internally or with a third party. Let’s explore different reports available in the BOM interface.
Transcript
00:04
Reports provide you with detailed information about specific items or assemblies within your BOM structure.
00:11
These reports can be shared or distributed either internally or externally outside of Upchain in file formats that everybody has access to.
00:20
One of the more specific reports we have access to through the BOM interface is the item details report.
00:26
This report grabs a lot of information contained within Upchain's Item Details panel.
00:32
To generate this report, we can simply click on the "More actions" button adjacent to the relevant assembly or component.
00:39
Select "Reports" and "Item details".
00:43
Upchain will generate the report and then send off an email notification to the email used to log in to the Upchain tenant.
00:51
We can then open the email, note that we are provided with the information about the report and now we can click on "Download" to access the file.
01:00
The email can also be forwarded on to other Upchain users. We can see that the item details report is delivered in PDF format.
01:09
When we open the report, we note that the data provided gives an overview of the item and pulls key information from the Item Details panel.
01:19
Also, keep in mind that this report can be attached to an item as a document or even attached to a markup with edits included.
01:27
The other type of report available is a BOM report.
01:31
As with our item details report, we select the "More actions" adjacent to the relevant part or assembly, click on "Reports" and "BOM Report".
01:41
In this case, we'll get a report on the top level assembly we selected as well as any children or sub-assemblies beneath it.
01:50
Once again, we are provided with an email that we can open up and download.
01:55
And we can see that the BOM report is presented in a different file format.
02:00
This time, the report is available as an Excel spreadsheet.
02:04
Here we can see the parent assembly we selected as well as the children and subassemblies brought in below.
02:10
This report is different in that it contains eBOM attributes specific to only this bill of materials.
02:17
If we take a closer look at the information that has been pulled, we will see only eBOM specific attributes here such as eBOM path,
02:25
kitting number and more.
02:27
These attributes are specific to this BOM within this project.
02:31
Kitting number will be driven by the item type and allows for more customization than our item number.
02:37
So we can make use of this as an additional reference number both in and outside of Upchain if necessary.
02:44
Finally, we can expand the scope of our BOM report to include the entire project structure,
02:50
including all the end items, parents and relevant children.
02:55
This BOM report is generated from the main panel area by clicking on the "More actions" button here,
03:01
and selecting "Export Report", "BOM Report".
03:05
This report will contain the entire BOM structure for our project.
03:10
This report extracts according to the filter currently in place for your navigation tree.
03:15
In this case, Latest Working, as we can see here and here.
03:24
So we are able to choose various filters to export here based on what we find relevant.
03:30
Naturally, this will prove useful when we would like to send a large data set of our entire project onto others,
03:37
and it will include all end items, assemblies, and parts.
03:42
So we have now seen the various reports available through the BOM interface and the information they contain.
00:04
Reports provide you with detailed information about specific items or assemblies within your BOM structure.
00:11
These reports can be shared or distributed either internally or externally outside of Upchain in file formats that everybody has access to.
00:20
One of the more specific reports we have access to through the BOM interface is the item details report.
00:26
This report grabs a lot of information contained within Upchain's Item Details panel.
00:32
To generate this report, we can simply click on the "More actions" button adjacent to the relevant assembly or component.
00:39
Select "Reports" and "Item details".
00:43
Upchain will generate the report and then send off an email notification to the email used to log in to the Upchain tenant.
00:51
We can then open the email, note that we are provided with the information about the report and now we can click on "Download" to access the file.
01:00
The email can also be forwarded on to other Upchain users. We can see that the item details report is delivered in PDF format.
01:09
When we open the report, we note that the data provided gives an overview of the item and pulls key information from the Item Details panel.
01:19
Also, keep in mind that this report can be attached to an item as a document or even attached to a markup with edits included.
01:27
The other type of report available is a BOM report.
01:31
As with our item details report, we select the "More actions" adjacent to the relevant part or assembly, click on "Reports" and "BOM Report".
01:41
In this case, we'll get a report on the top level assembly we selected as well as any children or sub-assemblies beneath it.
01:50
Once again, we are provided with an email that we can open up and download.
01:55
And we can see that the BOM report is presented in a different file format.
02:00
This time, the report is available as an Excel spreadsheet.
02:04
Here we can see the parent assembly we selected as well as the children and subassemblies brought in below.
02:10
This report is different in that it contains eBOM attributes specific to only this bill of materials.
02:17
If we take a closer look at the information that has been pulled, we will see only eBOM specific attributes here such as eBOM path,
02:25
kitting number and more.
02:27
These attributes are specific to this BOM within this project.
02:31
Kitting number will be driven by the item type and allows for more customization than our item number.
02:37
So we can make use of this as an additional reference number both in and outside of Upchain if necessary.
02:44
Finally, we can expand the scope of our BOM report to include the entire project structure,
02:50
including all the end items, parents and relevant children.
02:55
This BOM report is generated from the main panel area by clicking on the "More actions" button here,
03:01
and selecting "Export Report", "BOM Report".
03:05
This report will contain the entire BOM structure for our project.
03:10
This report extracts according to the filter currently in place for your navigation tree.
03:15
In this case, Latest Working, as we can see here and here.
03:24
So we are able to choose various filters to export here based on what we find relevant.
03:30
Naturally, this will prove useful when we would like to send a large data set of our entire project onto others,
03:37
and it will include all end items, assemblies, and parts.
03:42
So we have now seen the various reports available through the BOM interface and the information they contain.
Let’s export different files from the BOM interface. We’ll cover exporting to Excel and exporting models, drawings, and translations. We’ll also generate a bulk export for all the files available.
