--- title: Bill of Materials description: Automate a bill of materials quickly & easily with System Surveyor Web Editor 2.0. --- [Skip to content](https://support.systemsurveyor.com/knowledge/bill-of-materials#main-content) English Show submenu for translations [Customer portal](https://support.systemsurveyor.com/support-portal?hsLang=en) [![System-Surveyor-Logo-Horizontal-RGB-2](https://support.systemsurveyor.com/hs-fs/hubfs/System-Surveyor-Logo-Horizontal-RGB-2.png?width=400&height=59&name=System-Surveyor-Logo-Horizontal-RGB-2.png)](https://systemsurveyor.com/) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.systemsurveyor.com/support-portal) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.systemsurveyor.com/knowledge?hsLang=en) 2. [Reporting](https://support.systemsurveyor.com/knowledge/reporting?hsLang=en) 3. [Report Types](https://support.systemsurveyor.com/knowledge/reporting?hsLang=en#report-types) # Bill of Materials ## Automate a bill of materials quickly & easily. **Reports are accessible from both the Site Level and Survey Level** **To access Reports from the Site Level:** - Click the "Reports" button at the top of the Site Overview screen: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-27%20at%2012-20-44-png.png?width=670&height=324&name=Screenshot%202026-01-27%20at%2012-20-44-png.png) - This will take you to the Reporting section, where you can select Surveys to report on: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-27%20at%2012-25-05-png.png?width=670&height=323&name=Screenshot%202026-01-27%20at%2012-25-05-png.png) **To access the Bill of Materials Report from the Survey level:** - **Click on the Reports button at the top of the screen: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-21-46-png.png?width=670&height=325&name=Screenshot%202026-01-19%20at%2010-21-46-png.png)** - This will take you to the Reports section, which will display the 5 reporting options: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-22-29-png.png?width=670&height=324&name=Screenshot%202026-01-19%20at%2010-22-29-png.png) - **Click the Bill of Materials tab:** ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-23-01-png.png?width=670&height=428&name=Screenshot%202026-01-19%20at%2010-23-01-png.png) - If you wish to include multiple surveys in this report, click the Select Surveys button to choose the surveys you would like to include: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-23-30-png.png?width=670&height=442&name=Screenshot%202026-01-19%20at%2010-23-30-png.png) - You can select up to 10 surveys for a single report: ![](https://support.systemsurveyor.com/hs-fs/hubfs/undefined-Jan-19-2026-04-59-53-1929-PM.png?width=670&height=650&name=undefined-Jan-19-2026-04-59-53-1929-PM.png) - **Use the Filters button to customize the information you want to see in the report:** ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-34-30-png.png?width=670&height=448&name=Screenshot%202026-01-19%20at%2010-34-30-png.png) - You can also use the Columns button to add, remove, or rearrange your columns by clicking and dragging them to your desired positions: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-45-20-png.png?width=670&height=431&name=Screenshot%202026-01-19%20at%2010-45-20-png.png) - **Once you are finished configuring your report to your liking, you can save your report filters and columns for future use by creating a Template.** - Click the Save button. Then, select Save As: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-47-40-png-1.png?width=670&height=469&name=Screenshot%202026-01-19%20at%2010-47-40-png-1.png) - Give your new template a name: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-48-21-png.png?width=670&height=383&name=Screenshot%202026-01-19%20at%2010-48-21-png.png) - Once created, you can access your new template from the Template dropdown ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-49-13-png.png?width=670&height=509&name=Screenshot%202026-01-19%20at%2010-49-13-png.png) - Click the "minus" button next to a Template name to delete it: ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-49-28-png.png?width=670&height=450&name=Screenshot%202026-01-19%20at%2010-49-28-png.png) **Note:** Only Admin users can create or delete Templates - **When you are finished with your report, click the Export button to download the individual report as a PDF, or as an Excel Spreadsheet** ![](https://support.systemsurveyor.com/hs-fs/hubfs/Screenshot%202026-01-19%20at%2010-50-01-png.png?width=670&height=277&name=Screenshot%202026-01-19%20at%2010-50-01-png.png) - 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