Release reports provide both summary and detail information about release activity and contributors to the release process. You are also able to search for release candidates and parts.

Accessing Release reports

Access Release reports by:

Analytics Menu with Release Option highlighted

  1. Select Analytics from the title bar.
  2. Select the Release filter in the left pane.
  3. Select the specific report in the list.

Release Activity

Display a dashboard summary of all release activity plus a list of contributors, external PLM related information, and pending releases.

Example of the Release Activity Dashboard

This report contains information about the releases, including:

  • Releases - The number of releases (in progress, pending release, and released) fulfilling the search criteria.
  • Approved - The number of releases that have been approved.
  • Rejected - The number of releases that have been rejected.
  • Obsoleted - The number of releases that have been obsoleted.
  • Pending - The number of releases that are still pending.
  • Status - The percentage of releases in each category: Released, Pending, and Rejected.
  • Top Contributors - A table of users and the number of times they have taken action in releases: submitted, approved, rejected, obsoleted, and discarded.
  • External PLM Related Information - A table of external PLM data with Release, Workflow State, Workflow Name, PLM Change Number, PLM Change Status, and PLM Change Update Date.
  • Pending Releases - A list of releases that have actions pending, which actions, and how long (in days) the action has been pending.

Filters

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

The following filters are available:

  • Date

  • Created by (User name, email, or ID)

  • Workflow

  • Project

  • PLM change number

  • PLM change status

  • PLM change update date

Use the ellipsis next to an entity name to access a menu that includes an option to access a dashboard specific to that entity. For example, next to Fastener Assembly in the Release column, as seen below.

Release Column with Access to Dashboard

Click the Release Candidate Dashboard to open statistics about the release candidate, including the name of the approver. If the approver has delegated that responsibility to another user, that user is listed.

Example of the Release Candidate dashboard

Release Audit

Search for release candidates, listing details about the object in the candidate. Use filters to narrow your search results.

Example of the Release Audit report

Search for particular parts, or within particular releases to list parts and details, including:

  • Part number - The part number assigned to the part, within the release.
  • Part name - The name of the part within the release.
  • Revision - Unique alphanumeric identification for the part's revision.
  • Type - The Onshape type of the object, including: part, Assembly, Drawing, Variable Studio, or file.
  • Workflow - The name of the workflow as stated on the Accounts Release management page.
  • State - The state of the part, including: released, in progress, pending, rejected, approved, obsoleted, or discarded.
  • Release - The name assigned to the release.
  • Last modified - The date the part was last modified.
  • PLM Change Number - The assigned PLM Change number.
  • PLM Change Status - The current Change status assigned by the PLM system (for example: Open, Submitted, Approved, Completed).
  • PLM Change Update Date - The date of the latest change to the PLM system's Change status.

Use the ellipsis (in the light gray oval) next to an entity name (for example, Part Number above), to access a menu that includes an option to access a dashboard specific to that entity.

Filters

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

The following filters are available:

  • Part number

  • Type

  • State

  • Release

  • Last modified

  • Created by (User name, email, or ID)

  • Part name

  • Workflow

  • Project

  • PLM change number

  • PLM change status

  • PLM change update date