---
alias: user-guide-material-genealogy-new-design
tags:
- reports
description: "This report details material relationships and processes within a data source"
---

# Material Genealogy (New Design)

## Description

This report provides information about the parent and child **Materials** for the selected **Material**. It enables tracing how materials were split, merged, or assembled throughout production.

This report can be accessed through the **Business Intelligence** tab, in the Material Logistics folder.

![Location of the Transfer Order Details report in the Business Intelligence tab](../images/material_genealogy_location.png)

## Data Source

The report uses data from the ODS (Operational Data Store) database, accessed through the [[dataplatform-dataset-materialgenealogyexpanded]]  data set.

## Filters

- **Enterprise** - Filter by one or more enterprises.
- **Site** - Filter by one or more sites.
- **Facility** - Filter by one or more facilities.
- **Step** - Filter by one or more Steps (restricted by the Facility filter).
- **Material** - the Material the report will be based on.
- **Begin Date** - Show only operations that started on and after this date.
- **End Date** - Show only operations that started on and before this date.
- **Depth** - How many levels of relationships to include. Defaults to `1`, which shows only the immediate parent or child materials.
- **Mode** - Direction of the genealogy tree. Choose **Ascendant** to trace parent materials, or **Descendant** to trace child materials.

## Report Sections

For the selected **Material**, you can find the following details

- **Depth** - The level in the genealogy tree, starting at `1` for the immediate relationship (parent or child).
- **Date and Time** - Date and time of the operation
- **Operation** - The type of operation, such as split, merge, or assemble.
- **Source Material** - The material before the operation.
- **Target Material** - The material after the operation.
- **Source Step** - The step where the operation took place.
- **Target Step** - The step where the material is going next.
- **Source Product** - The product associated with the source material.
- **Target Product** - The product associated with the target material.
- **Final Source Qty** - The quantity of the source material after the operation.
- **Final Target Qty** - The quantity of the target material after the operation.
- **Reference Designator** - The reference identifier for the material relationship.
- **Source Location** - The location of the source material.
- **Target Location** - The location of the target material.
- **Parent Resource** - The resource that produced the source material.
- **Child Resource** - The resource that processed the target material.

## Example

![Screenshot showing a Genealogy Report.](../images/material_genealogy_new_design.png)