Generating a Material Requests Report in Autodesk Fusion Operations is an efficient way to track and analyze your material requests and deliveries within a specified time. The process is straightforward and similar to other reports in the system.
You can also create the Material Request in the back office. Learn more about it here.
1. In the Main Dashboard, press “Reports” (1) in the left-side menu and choose the tab "Material Requests" (2).
2. Then, you can filter and customize your report as desired.
‘As of date’: You can define which date you want to see your Material requests report. Clicking on the clock symbol, you can also choose ‘Relative’ time, where you’ll be able to schedule the report - learn more about it here.
'Requested By': This allows you to filter the report based on the worker who initiated the material request.
'Delivered By': Filter the report based on the worker who fulfilled the delivery.
3. Click on Generate Report.
If the message shown below is presented, you can choose to generate a report in Excel or PDF by pressing the desired option.
If the message shown below is presented, you will need to reduce the timeframe or add additional filters to your report.
Moreover, if you already know you want to generate the report in PDF or Excel, you can straight away use the dropdown button next to the "generate report" one, at the bottom of the page. After pressing it, you have the option to select the Excel (1) or PDF (2) option.
Once you've chosen the desired format for the report, a page will open, displaying a list of all reports generated in the past five days. This list includes the name of the generated file, the report's expiration date, and its status:
Waiting: This indicates that the report is in a queue for generation.
Generating: This means that the system is currently generating the report.
Download: This means the report is ready to be downloaded and saved to your computer. By clicking this link, you can download the selected report in the defined format.
You can check all the generated reports within a five-day range by going to the Reports tab and selecting "Recent Exports."
Interpreting the results
Once the report is generated, it will display details such as Due date, Requested Date, Delivery Date, Deviation, Material request code, Product code, Requested By, Delivered By, Quantity requested, Quantity delivered, and Cost.
Deviation: The difference between the requested date and the delivery date.
Code: Unique identifier, if material is requested through the worker tablet, then the code will be generated automatically.
At the bottom of the report, you will find summarized totals for 'Total quantity requested' and 'Total quantity delivered'.
You can also export it to either PDF or Excel by pressing the export buttons at the top.
Need help? Request a Fusion Operations expert to contact you here.