1. Navigate to the Windchill “Site > Utilities” and launch the Report Management utility.

2. From the Report Management UI, click “New” to launch Query Builder.

3. Create a ReportTemplate query and save. This creates a ReportTemplate business object in Windchill that can be used as a WBR Data Source.

4. Update the Cognos model to recognize this new Data Source. Launch JConsole from installed Windchill shortcuts. Connect to the Embedded Servlet Engine (based on Tomcat) JVM instance. Select reporting management bean from the MBeans tab, “com.ptc > Monitors > ReportingSystem”. From the Operations tab, click “updateModel”.

5. Verify that the Data Source exists in Cognos. Login to Cognos using the <WBRHomeURL> and launch “Report Studio”. Find <MyReportTemplate> Data Source under “Windchill > Report Templates” in the “Insertable Objects” window under the “Source” tab.