Reports ​

Reports let you generate documents from your project data — Bills of Materials, production spreadsheets, QR stickers, quality control PDFs, and more.

Creating a Report ​

1. Open a project and go to the Reports tab, or go to Company Reports for company-wide reports.
2. Click the New Report button.
3. In the report form dialog:
   • Select the document type (e.g., Plates BoM, Production Excel).
   • Choose which assemblies or modules to include.
   • Configure any options specific to the report type.
4. Click Submit to queue the report for generation.

Report Status ​

Once submitted, a report goes through these stages:

When a report fails, you'll receive an email notification.

Versioning ​

Each time you regenerate a report, a new version is created. All previous versions are kept and can be downloaded from the version history.

Content Selection ​

Most reports require you to select which content to include:

• Assemblies / Modules — Select specific items from the project tree.
• Part Batches — Some reports allow selecting by part batch instead, which groups parts across assemblies.

Project Reports vs. Company Reports ​

Project reports are generated from a specific project's data. Most report types are project-scoped, including all Bills of Materials and machine files.

Company reports are available when you need data across all projects. These include:

• Production Excel
• Worktime Excel
• Quality Control Report
• Issues Report

Company reports use a date range filter instead of content selection, and can optionally be filtered by production line.

Report Types ​

Bills of Materials ​

PDF documents listing the parts needed for your constructibles:

• Plates BoM — All plate parts with quantities and dimensions.
• Wood BoM — All wood/profile parts.
• Per-Design BoM — One BoM per unique design.
• Accessories BoM — Accessories and hardware list.
• Custom Woods CSV — Wood parts exported as CSV.
• Custom Plates CSV — Plate parts exported as CSV.
• Custom Accessories CSV — Accessories exported as CSV.

Project Reports ​

• Production Excel — Production planning spreadsheet.
• Worktime Excel — Worker time tracking spreadsheet.
• Quality Control Report — PDF summarizing quality control records.
• Issues Report — PDF listing all issues found during production.
• QR Stickers — Printable QR code labels for physical identification.

Machine Files ​

Machine-specific file formats for CNC equipment. See the Machine Files section for details.