BOM: Report Assembly

Creating a BOM report

Create a Bill of Materials (BoM) or Coordinate Table report by exporting the BoM or Coordinate Table to a file.
This option appears in the following dialogs in the Assembly and Drafting environments:

Click the button in the above mentioned dialogs to display the relevant dialog.

  • For the Assembly and Drafting BoM functions, this button exports the BoM to a file.
  • For the Drafting Coordinate Table Editor function, this button exports the Coordinate table to a file.

In all cases, this displays the Export BOM to File dialog to save the relevant table as a file in the requested format. The Export BOM to File dialog differs slightly in the Assembly and Drafting environments.

Notes:

  • Some of the options displayed in the Assembly environment are not displayed in the Drafting environment; however, since the operations are very similar, all the options are described below, with Assembly specific parameters shown as such.

  • For Assembly BoMs, the type and name of the selected item (folder/sub-assembly) are exported to the report title. The report title also displays the type of filtering option used (if any) and if catalog components were excluded from the report.

The Export BOM to File dialog is displayed.

Assembly - Export BOM to File dialog:

Drafting - Export BOM to File dialog:

Parameters

Output File Name

Set the name and path of the output file. The default file names and save locations for Assembly and Drafting BoMs are detailed below. These names and locations can be changed for each report.

For Assembly BoMs:

  1. The default file name is that of the active assembly or sub-assembly, however the name for each report can be edited.
  2. After the file name, a default prefix, index numbering and suffix may be defined in the Preferences.
  3. The initial save location for the BoM Report  is defined in the Preferences, however the save location for each report can be changed using the adjacent Browse button.
    However, irrespective of the BoM Preference Save Report location, the last Save location per Assembly is used for subsequent Save operations.

For Drafting BoMs and Coordinate Tables:

The default file name is that of the current file, however the name for each report can be edited.

The default save location is that of the folder of the current file, however the save location can be changed using the adjacent Browse button.

 

Template Type

Select a report template type from the dropdown list:

  • Excel File (*.xlsx)

  • Excel File with Macro (*.xlsm)

  • Multi Format (*.repx)

  • CSV File (*.csv)

The Multi Format (*.repx) is the default format for report types that have not previously been saved. If this option is selected, the Report Format field (below) is available for selection.

The last used save type is used for the next save.

See the File Format Information for Reports, at the end of this Help topic.

Template Name

Select an Excel template from the dropdown list; the Template field in this dialog is only available if the file type is Excel. The default template and path is as follows:

 

For BOMs (Assembly and Drafting):

...\ProgramData\Cimatron\Cimatron\2026.0\Data\Templates\Bom\Excel_Templates\BOM_Standard.xlsx


For Coordinate Tables:

...\ProgramData\Cimatron\Cimatron\2026.0\Data\templates\Coordinate_Table\Coordinate_Table_Standard.xlsx

 

Report Format

The Report Format field is only available if the Multi Format (*.repx) format is selected for the Template Type (above). Otherwise, it is dimmed and shows the option displayed for the Template Type.

Select the report format from the dropdown list:

  • Excel File (*.xlsx)

  • Excel 97-2003 File (*.xls)

  • PDF File (*.pdf)

  • Word File (*.docx)

  • Rich Text Format File (*.rtf)

  • Single File Web Page (*.mht)

  • Web Page (*.html)

  • Report Viewer

If the Report Viewer option is selected, the Open Output File checkbox is turned ON and dimmed, and the Output File Name field is dimmed.

See the File Format Information for Reports, at the end of this Help topic.

Filtering
(Assembly parameter)

Displayed only in the Assembly Environment.

Control which items are shown in the BOM report. The following filtering options are available:

No Filtering

All defined parts are shown in the BOM report.
This is the default.
Visible Only

Filter out hidden parts from the BOM report.

By Folder or Sub-Assembly

Select one or more folders or sub-assemblies that will define the contents to be included in the BOM and filter out any part that is not in them.
This option is not available if the First Level option is selected in the BOM Table Editor dialog.

When the By Folder or Sub-Assembly option is selected, the adjacent button becomes available. Click the button to select one or more folders or sub-assemblies from the Assembly Tree. If no selection is required press ESC or <exit><exit>(middle mouse button) to return to the Export BOM to File dialog; in this case the Filtering option reverts to No Filtering.

When in folder/sub-assembly selection mode, the Select Folders/Sub-Assemblies (0) prompt is displayed.

The counter is incremented as folder/sub-assemblies are selected.

 

Either double click a single folder/sub-assembly to select it, or select multiple folders and/or sub-assemblies using the CTRL keyboard button and then <exit><exit>(middle mouse button) in the graphics window at the end of the selection. If a one selected item includes another, only the top item is considered.

When exporting a BOM of a sub-assembly, if you select a folder or sub-assembly that is in a higher level than the active sub-assembly, a warning message is displayed and returns to the Export BOM to File dialog; in this case the Filtering option reverts to No Filtering.

After selecting a folder or sub-assembly, the following occurs:

  1. All other parts are filtered out from the report.
  2. A tooltip on the dropdown list displays the name of the selected folder/sub-assembly.
  3. Quantity will take filtering into account. Quantity is shown according to what is visible or in the selected folder/sub-assembly, when relevant.
  4. Numbering is according to the exported BOM and not what is in a selected sub-assembly.

Example:Example:

In the example below, Upper and Lower sub-assemblies are selected.

The resultant BOM report filters out all other parts.

 

By Folder or Sub-Assembly

Select one or more folders or sub-assemblies that will define the contents to be included in the BOM and filter out any part that is not in them.
This option is not available if the First Level option is selected in the BOM Table Editor dialog.

When the By Folder or Sub-Assembly option is selected, the adjacent button becomes available. Click the button to select one or more folders or sub-assemblies from the Assembly Tree. If no selection is required press ESC or <exit><exit>(middle mouse button) to return to the Export BOM to File dialog; in this case the Filtering option reverts to No Filtering.

When in folder/sub-assembly selection mode, the Select Folders/Sub-Assemblies (0) prompt is displayed.

The counter is incremented as folder/sub-assemblies are selected.

 

Either double click a single folder/sub-assembly to select it, or select multiple folders and/or sub-assemblies using the CTRL keyboard button and then <exit><exit>(middle mouse button) in the graphics window at the end of the selection. If a one selected item includes another, only the top item is considered.

When exporting a BOM of a sub-assembly, if you select a folder or sub-assembly that is in a higher level than the active sub-assembly, a warning message is displayed and returns to the Export BOM to File dialog; in this case the Filtering option reverts to No Filtering.

After selecting a folder or sub-assembly, the following occurs:

  1. All other parts are filtered out from the report.
  2. A tooltip on the dropdown list displays the name of the selected folder/sub-assembly.
  3. Quantity will take filtering into account. Quantity is shown according to what is visible or in the selected folder/sub-assembly, when relevant.
  4. Numbering is according to the exported BOM and not what is in a selected sub-assembly.

Example:Example:

In the example below, Upper and Lower sub-assemblies are selected.

The resultant BOM report filters out all other parts.

 

Open Output File

When this checkbox is marked , open the output file after it has been created.
Default = ON .

Include Catalog Components
(Assembly parameter)

Displayed only in the Assembly Environment.

When this checkbox is marked , include catalog components in the report. When OFF, all catalog components are filtered out of the report.
Default = ON .

Add Time Stamp to Report File Name

When this checkbox is marked , add a time stamp suffix to the name of the created BOM reports. This means that when you create a new report, it doesn’t overwrite the previous one. The time stamp format is defined in the Preferences.
Default = Set in the Preferences for the first report and then the last saved setting is kept for each assembly.

The default format of the time stamp is from the Preference setting.

Add Pictures to Parts on Reports
(Assembly parameter)

Displayed only in the Assembly Environment and is only available (not grayed out) if the selected template has an Image column.

When this checkbox is marked , add a picture of the part to a row in the BOM.
Default = ON . This option is only displayed when exporting from Assembly and is only available (not grayed out) if the selected template has an Image column. The checkbox is relevant only for Excel reports.

Template has no Image column:
Add Pictures option grayed out:

Template has an Image column:
Add Pictures options available:

BOM showing pictures or parts in an Image column.

Reflect Assembly Structure

When this checkbox is marked , reflect the assembly structure in the BOM report. This means the resulting report will reflect the nesting order of the assembly. This creates multiple columns in the report (as many as there are nesting levels) to represent the assembly by its structure.

This functionality allows viewing the assembly structure in the BOM report (in an Excel format for example), while getting all of the BOM information.

The names of the columns are Level 0, Level 1, Level 2, etc. Each item goes into the relevant column in the same order as in the assembly.

Parent

Parent of the item
Qty In Parent

Quantity of the item only in that specific sub-assembly/folder
Total Qty

Total quantity of that item

If the Add Pictures to Parts on Reports option is selected, pictures are also added.

If only specific folders or sub-assemblies were selected, or the Visible Only filter is used, the table starts from the common parent of all selected items.

The Reflect Assembly Structure option is only available if the All Parts option is selected for the BOM.

 

File Format Information for Reports

Definitions of the available report file format templates are listed below. The last used save type is retained for the next save.

  • 3D PDF File (*.pdf) – Adobe Portable Document Format (PDF). 3D PDF files include parts and assemblies from Cimatron. These interactive 3D PDF files look exactly like the original 3D design and enables users to view, package, and share 3D design data. Operations such as zoom, pan, and rotate, plus additional extended tool operations can be performed on the models in the 3D PDF files. The free Adobe Reader is required to view PDF files. Download the latest version of Adobe Reader from Adobe's website (https://www.adobe.com).

  • CSV File (*.csv) – Comma-Separated Values (CSV). CSV files are used to store tabular data (numbers and text) in plain text. Files in the CSV format can be imported to and exported from programs that store data in tables. Each line of the file is a data record. Each record consists of one or more fields separated by commas.

  • Excel 97-2003 File (*.xls) – Microsoft Excel 97- Excel 2003 Workbook. This format can be viewed using a free viewer from Microsoft and does not require an Office installation on the client machine to create a report. However, to edit data, save a workbook, or create a new workbook, this format requires that Microsoft Office be installed on the client computer.

  • Excel File (*.xlsx) – Microsoft Excel Workbook. This format can be viewed using a free viewer from Microsoft and does not require an Office installation on the client machine to create a report.

  • Excel File with Macro (*.xlsm) – Microsoft Excel Macro-Enabled Workbook. This format can be viewed using a free viewer from Microsoft and does not require an Office installation on the client machine to create a report.

  • Multi Format (*.repx) – Report Preview. This format allows you to preview the report before creating a report in one of the other supported formats. This is the default format for report types that have not previously been saved.

  • PDF File (*.pdf) – Abode Portable Document Format (PDF). The free Adobe Reader is required to view PDF files. Download the latest version of Adobe Reader from Adobe's website (https://www.adobe.com).

  • Single File Web Page (*.mht) – Microsoft embedded HTML format file. This web page archive format is similar to an HTML file where all images and linked files are saved, along with the HTML code, into a single file. This format can be viewed with Microsoft Internet Explorer or Microsoft Office (as well as other software).

  • Text File (*.txt) – Creates a text in Microsoft Notepad.

  • XML File (*.xml) – Extensible Markup Language (XML). This format stores data that can be read by other programs. XML is similar but distinct from HTML. XML is for carrying data while HTML is for displaying it.

Some functionality may be dependent on the product package. Contact your Reseller if you require a license.