How to generate a custom section report

Who can use this feature?
PLM premium
 Admins and Supervisors

1. What is a custom section report

In a custom section report, you pick the custom metrics and dimensions and decide how they should be viewed at a time. This report also gives you the scope to include additional information that you may not have been able to include or capture in the other default reports with our pre-set metrics and dimensions.

You can generate this report with three filters: techpack, folder, and keyword. Learn more about these in the next step. 

2. How to generate a custom section report

Make sure you have added custom sections within the techpacks you are generating this report for.

Step 1: Click on the menu icon  located in the top left corner of your account.

Step 2: Click on this Reports option from the dropdown menu. 

Step 3: Click on + add report in the top navigation bar to generate a new report.

Step 4: Go to add reports and type the name of the report. Next, under the type of report field select the custom section from the dropdown options.

Step 5: In this object selection field you are going to filter the techpacks you wish to include in the report. 

 Select the source of your techpack search by techpack name itself, a specific folder, or through a keyword.   type in your search query here to look for a particular object.

Please enter at least 4 characters in the object name or otherwise the filter would not be activated.

Step 6:  Click on filter and the list of all the techpacks under that object will appear.

Step 7:  Click on  add to add that techpack in the report. You can also select  add all to report to include the whole list. 

Step 8: Click on next. You will see a new pop-up window, that will list all the individual custom section matrics.

Step 9:  Click on  add to add that custom section metrics in the report. Click on  generate report to generate a custom section report.

Reports are not live documents. Please regenerate a report whenever you add new products or update existing ones.

The custom section report for the selected metrics for  the selected techpacks will be generated as shown below.

You can also customize your report by adding or removing certain data columns from these Manage columns  and manage rows icon located at the top-right corner of your report.

Step 10: From this manage column option you can manage your:

• 10a. Techpack columns
• 10b. Section cards
• 10c. Custom fields
• 10d. Other settings

10a. Manage Techpack columns:

Techpack columns refer to the details that are related to the techpack of the custom sections you have choosen.

You can simply use this check boxes to add/remove certain data sets from your report as per your requirement. The gif below shows how to customize your report columns.

10b. Manage section cards:

Here you can choose to add or remove the cards in your custom section. You can simply use this check boxes to add/remove the cards from your report as per your requirement. The gif below shows how to customize your report columns.

You can also choose to switch cards as row. Here is how it works:

10c. Manage custom fields:

Here you can choose to add or remove the cards in your custom fields. You can simply use this check boxes to add/remove the cards from your report as per your requirement. The gif below shows how to customize your report columns.

10d. Manage other settings:

Here you can choose to repeat techpack custom settings that you set in 10a. You can simply use this check boxes to add/remove them from your report as per your requirement. The gif below show as how to customize your report columns.

Step 11: From this manage rows option you can manage your:

• 11a. Section colums
• 11b. Other settings

11a. Manage section columns:

Here you can choose to add or remove the columns of your custom section. You can simply use this check boxes to add/remove the cards from your report as per your requirement. The gif below shows how to customize your report columns.

10b. Manage other settings:

Here you can choose to repeat techpack custom settings that you set in 11a. You can simply use this check boxes to add/remove them from your report as per your requirement. The gif below shows how to customize your report columns.

You can also download the report as a CSV file by clicking on this download icon located in the top right corner of the report.