How to Generate and Manage a Report

To generate a report, search for and select products or components you wish to include in your report. Then click the document icon (upper right) to generate a report. Utilize the left side filters to narrow down the products you wish to include. 

 

 

Looking at the reports tab, you will see all of your past reports that have been generated through the platform. You can download as either a PDF or CSV by clicking the blue download or document icons to the right of the desired report. To delete a report, simply click the red trash can icon to the right of the desired report. 

 

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• How to Generate a Report

  Step 1: Find the "All Components Report" icon (outlined above) at the top right of the components panel.      Step 2: Once you've clicked on the "All Components Report", the "Generate Report" pop-up menu will appear. Here you will be able to edit the ...

• How to Manage Settings

  Through the settings section, you can edit major aspects of your company's information that will be used throughout the Backbone PLM platform. Change your company name, type, subdomain, logo, etc. to better fit your company's identity.   

• How to Manage Seasons

  Here you can manage seasons. These will help you categorize and archive collections you've created within the platform.   

• How to manage users

  ​The Admin Panel allows the account administrator to add and delete users. Individual user permissions can also be set within the Admin Panel.

• How to Manage Fields

  Fields help you customize your workflow. Choose from our different field types to better organize your products, or add your own by clicking the green "Add Field" button located at the top right of the panel.