Managing Reporting Summary Data

Complete your reports by entering or importing data about your products and materials.

Evelyn Ritter avatar
Written by Evelyn Ritter
Updated over a week ago

Summary data is information about your product or material, such as plant, supplier, disclosure threshold, or product category. Within 3E Exchange, summary data is used to write reports, and stored about products and materials. To learn more about managing the internal summary data, click here. In this article, we will focus on the summary data used for reporting.  

Edit Reporting Summary Data

To view reporting summary data, open the BOM View for your desired Product and Material and select the data page from the navigation bar.

That will take you to your data page. If you do not see your desired data page, select "Favorite Pages" and select the pages that you want displayed. This will enable and disable data pages in your navigation panel, so you can select which pages you most frequently use.

Any data entered here will then be displayed in the relevant report(s). The data entered in the general section, such as manufacturer name and logo, is used in multiple reports, and the rest of the data is only used for the relevant report. Thresholds do not flow across different pages, so if you set the threshold as 100 ppm for an HPD and as 1000 ppm for a Declare label, it will display in those separate labels as such. 

In 3E Exchange you can set default manufacturer information and logo fields that will be used in all reporting you do. To set these default settings, select "Settings" in your navigation bar and the "Manufacturer Information" tab and add in your manufacturer information and logo here.

The company name and logo can be changed from the overall default settings in the "General Information" data page for individual products. This is useful for certain cases, such as if a product is listed as being from a different brand than the other products.

Managing Documents

Documents that are added to the summary data, including compliance pages, can each have descriptions and can be viewed together on the documents tab of the summary data view.

The same document can be added to many different materials via bulk upload, which you can learn more about here.  

Importing Summary Data

You can import summary data via bulk import or on each individual material. To use the bulk summary data, use the button below. For individual products, continue reading below. 

While the easiest way to enter data is using the summary data view, summary data may be imported from a spreadsheet. The best way to do that is to first export the data you already have, and then import the new data. 

The export button will create a CSV file of all the fields in the data summary pages. 

You can open the CSV file in any spreadsheet editor, including Excel, and enter the values you would like the summary data to contain. 

Once you are done editing the data, you can import the spreadsheet you have created as a CSV or an Excel file. 

This can also be very useful if you have similar summary data for multiple products. You can simply export the summary data from the completed product and import it to the product you would like to copy it over to. 

Getting Help

If you have questions about using 3E Exchange or the material covered in this help article, reach out in chat in the bottom right-hand corner or email

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