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

• Assembly reports—For assembly and structural frame models, assembly reports list the parts and subassemblies in the model. You can generate these types of reports:

  • Bill of Materials—This report supports item number levels that match the assembly structure.

  • Exploded Bill of Materials

  • Summary of Atomic Reports

  • Parts List—This report is a flat list that shows the quantity of each element.

• Pipe reports—For pipe and tubing models, lists the pipes and fittings in an assembly.

• Harness reports—For wire harness models, lists the harness components and connections in an assembly. You can create the following types of wire reports:

  • Top Level

  • Expanded

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

• For unmanaged documents, the report information is collected from the local file properties of the referenced part or assembly documents.

• For managed documents, the property information is collected from the list of properties defined in the SharePoint managed document profile, not the local file properties.

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).

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:

• Report all the pipes in the assembly.

• Report only the currently selected pipes.

• Include pipe fittings.

• Create a total length or cut length report.

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

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:

• All the harness components (or connections) in the assembly

• Only the currently selected components (or connections)

• Only the currently displayed components (or connections)

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.

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.

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.

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.

• To create item numbers in the assembly, select the Maintain item numbers check box in the Item Numbers page (Solid Edge Options dialog box).

• To use these item numbers in assembly reports, select the Use assembly generated item numbers check box, which is available in the Report dialog box.

  Alternatively, you can leave this option unchecked and have the assembly Report command generate item numbers on the fly.

See the help topic, Item numbers in assemblies.

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:

• Font

• Column headings (based on available properties)

• Sorting method

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.

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:

• Document Number (Project Tab)

• Revision Number (Project Tab)

• Title (Summary Tab)

• Author (Summary Tab)

• Subject (Summary Tab)

• Keywords (Summary Tab)

• Comments (Summary Tab)

• Category (Summary Tab)

• Manager (Summary Tab)

• Company (Summary Tab)

• Project Name (Project Tab)

• Custom (Custom Tab)

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

After previewing the report, you have the following options:

• Save the current report.

• Print the current report.

• Copy the current report to the Clipboard.

• Create another 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).

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.

• Create a report

• Create a pipe report

• Create a harness report

• Item numbers in assemblies

• Creating and publishing virtual components

• Reports command

• Piping Report command

• Harness Reports command

• Assembly Statistics command