Create a branch report from Branch Management

When you branch a component, you can choose if the branch maintains all, some, or no content referenced in the source component. In the Branch Management tool, you can select a component that is included in a branch and see what other branches it's used in. To create a report about this branched component's relationship in another branch, you can use the Branch Management tool.

Tips and tricks

When you unlink a branched component from a branch, Inspire creates a report for you. For more details, read Relink a branched component.
You can also create a report for one branched component in the Components browser. View a branch report for one component
You can create a report for multiple branched components in the Components browser. View a branch report for multiple components
You cannot create a branch report from a project. You must use the Components browser to work with branches.

Before you begin

You cannot create a branch report from inside a project.
Branch reports use the source of a branch to find all relationships for the selected component.
- You cannot create a branch report from a branch that is marked with Is a branch (a green branch icon).
- You can create a branch report from a branch marked as Has a branch or Has and Is a branch.

To create a branch report from Branch Management:

Click Components.
In the Folders pane, navigate to the folder where you've saved the branched component.
In the Components pane, locate the branched component you want to create a report for.
You must select a branch marked as Has a branch or Has and Is a branch.
- Branch reports use the source of a branch to find all relationships for the selected component.
- You cannot create a branch report from a branch that is marked with Is a branch (a green branch icon).
Right-click the component, select Advanced, and then select Branch Management.
Results:
- The Branch Management screen opens.
- If this is the first time you have opened this component in the tool, you won't see any references listed.
On the Branch Management screen, if you don't see any references listed:
1. In Select referenced components, select one of the following options:
  - All referenced components
  - Referenced components except xref/conref
  - Referenced components except xref/conref/images
2. Select the Show referenced components checkbox.
On the Branch Management screen, select a branched component.
At the end of the component's row, select the Options menu and then select Show branches.
Results:
- The Show branches screen opens in front of the Branch Management screen.
On the Show branches screen, select a Branch, select the Options menu, and then select Branch Report.
Results:
- You see a notification that the report process has started.
- You see a notification that the report process has completed.
- On the Notifications tab, you can see the report details.
  You can use this report to do the following:
  - See indirect references. You can find components (shown in red) that have references in common with the selected component (DSLQR_Map_1200).
    - The components shown in red contain one or more of the same topics as in the source component.
    - They contain a reference as a branch of another branch but not a direct reference from the source component.
      In this case, the map DSLQR_Map_1100_Rev1 (shown in red) references CameraBodyParts_Rev1. The source component (DSLQR_Map_1200) also references CameraBodyParts_Rev1.
      This is helpful because it shows you that there are branched maps you might want to review and consider connecting the source component to.
      Red references are also used to show components that have been unlinked from the branch. For more details, read Relink a branched component.
  - Go to all. If you want to open the folder that contains all the components listed in a section of the report, click the Select All link.
    - If you click this link from an email, a browser tab opens, and Inspire opens to the Components browser.
    - If you click this link from a notification inside of Inspire, the Components browser opens.
    - In the browser, you see all of the components highlighted from that section of the report.
    - If the components are in different folders, you see the items from the first folder listed in the Folders pane.
    - The components are also listed in the Selected Components pane.
  - Open one. If the component's content needs to be updated, you can click on the component Name, which is a link that opens the component in the Oxygen editor.
    - The Name is listed first.
    - The Name does not contain the file extension. For example, "Chapter1_Charge your battery_IconCheck".
    - If the component is locked or a binary, you see the component in a read-only viewer.
  - Go to one. If you need to update a component using a system function, such as Rename, you can click on the File Name which is a link that opens the folder where it's stored.
    - The File Name is listed second, after the shorter Name and in parenthesis ().
    - The File Name contains the file extension. For example, "Chapter1_Charge_your_battery_IconCheck_070e9999-fe40-4747-b57d-ba1096b925ed.xml.