Multisource

View data from multiple sources in a dynamic, consolidated table.

Getting started

Access Multisource Reports from the navigation panel. The Multisource Report page will show a list of the saved reports that you have permission to view, and your recent searches.

To create a new Multisource Report, click + REPORT. This will give you the option of a Assembly report or a List report. To create an Assembly report you will enter a Part Number and a Multisource Report will be generated based on that part and all of its child-parts (i.e., its Bill of Materials). To create a List report you will choose a connected entity-type and property-type, and a multisource report will be generated based on that property-type. For example, you could create a list of all ION Purchase Orders based on Purchase Order Number.

Once you've selected your Assembly Part Number or List Property, you must select the additional properties you wish to populate your report with. The properties you choose are the ones that will be queried when generating the report, and can be selected as columns or referenced in Custom Column equations. While you can choose as many properties as you want, choosing only the properties you need will allow your report to load faster and make the table easier to organize. Click APPLY, and the report will be generated. By default, the columns will be grouped by App and Entity Type.

Once you've created the report, you can re-arrange or remove columns using the "Columns" panel to the left of the table. You can also drag, re-size, re-order, and filter the columns using the column title blocks in the table.

You can add or remove property columns, view a list of saved Multisource Reports, save the current Multisource Report, create a chart based on the data in your report, or download your report using the icons above the table.

You can also view the table in condensed form, remove subrows, apply a quantity multiplier to the BOM you've selected, and show the report on your Dashboard.

Saved reports can be made private or public depending on who needs access to the report. The reports will retain their formatting and will immediately refresh with updated data the next time they are opened.