Assembly reports

Types of assembly reports

Solid Edge creates reports that provide information about the components that make up an assembly. You can create:

You can create assembly reports for managed documents and unmanaged documents.

Producing assembly bill of material reports

To produce an assembly bill of materials, you can run the Reports command from the Solid Edge Assembly environment, from Revision Manager, or from Windows Explorer. In Explorer, the Reports command is available on the shortcut menu of an assembly document (.asm).

Note:

The Reports command is not available in Windows Explorer for assemblies that are in a managed library. To create a report for a managed assembly, you must open the assembly in Solid Edge or Revision Manager. Also, the Reports command is not available if you have standalone Insight Connect loaded. To create a report in standalone Insight Connect, you must open the assembly in View and Markup or Revision Manager.

Producing pipe reports

For pipe parts, you can use the Pipe Report command in XpresRoute to create a report for the pipes and fittings in an assembly. This displays the Piping Report dialog box for you to specify report type and content:

The Pipe Report command is not available if there are no pipes in the file.

Producing harness reports

For wire harness parts, you can run the Harness Reports command from Harness Design to create a report for the components and connections in an assembly.

When you run the Harness Reports command in Harness Design, you can specify which harness elements to include in the report:

Note:

  • To create a report on selected parts, select the parts before selecting the Reports command.

  • You can use the Show and Hide commands to control which harness elements are displayed.

Weldment assembly reports

You can use the Reports dialog box to specify whether a weldment assembly is treated as a single component, similar to a part; or as an assembly, where all its component parts are included in the report.

When you set the Expand Weldment Assemblies option, the component parts in the assembly are included in the report. When you clear this option, the weldment assembly is treated as a single part, and the component parts are excluded from the report.

Alternate assembly reports

If the assembly has been converted to an alternate assembly, in Solid Edge the report is created for the active member. In Windows Explorer and Revision Manager you can use the FOA Member Names dialog box to specify which member you want to create a report for.

Virtual components

If the assembly for which you are creating a report contains virtual components, use the Reports command on the Tools menu in the Assembly environment to generate the report. Teamcenter-managed virtual components are included in the report.

Caution:

If you run the Reports command from Windows Explorer on an assembly that has virtual components, the virtual components will not be contained in the report. In a case where the assembly contains only virtual components, a message may be displayed that states that no parts are in the file.

Showing assembly item numbers in reports

You can show assembly item numbers in assembly and structural frame reports, and in pipe reports. Assembly item numbers are saved with the assembly and are available for downstream use, for example, in balloons placed on a model and in ballooned parts lists placed on an assembly drawing. This ensures consistent part numbering is propagated across all applications of the model.

See the help topic, Item numbers in assemblies.

Formatting a report

You can format the report using the Format option on the Reports dialog box. Using the Format Report dialog box, you can set the following:

Each property you include in the report will be a new report column. Standard properties you can choose from include Quantity, Document Number, Revision, and Author. You can also include custom file properties that you have recorded in the part and subassembly documents.

After you have formatted the report, you can preview the report output by selecting the OK button on the Format Report dialog box.

Report Column Source

Many of the values shown in a report are stored in File Properties for individual parts and subassemblies that make up the assembly. Other values, such as mass, are calculated or added by choosing a material from the material table.

You can control some of the report values from the File Properties dialog box. The following shows the tab in the File Properties dialog box where these column headings reside:

More information on the File Properties dialog box is found in the Property Text source list help topic.

Outputting the report

After previewing the report, you have the following options:

Saving a report

The Save As option allows you to define a storage location, document name, and output type. You can output the report as a text file (.txt) or rich text file (.rtf).

Adding properties to managed documents

If you add new custom properties to managed Solid Edge documents, you must also add these properties to the managed document profile on the SharePoint server to make them available in an assembly report. Managed document profiles are stored in the Document Profiles folder on the SharePoint server. To properly synchronize the Solid Edge file properties and the SharePoint managed document profile properties, the property names must match exactly.

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