Report Builder
The Report Builder provides a means for users to filter the specified criteria for a Windchill report, and enter input parameters as needed. Specified report criteria can also be saved by site and organization administrators for later re-use.
The Report Builder is launched when a Windchill report is run, whether by viewing a report from the Reports table or report information page, or by generating a report from the Report Manager or from within Query Builder. (If a custom input page has been defined for the report, that input page displays instead of the Report Builder, and the output is displayed in the specified output format, rather than in the Results Table.)
The Report Builder is made up of two parts:
• Criteria
• Results Table
Criteria
The fields displayed on the
Criteria pane are determined by how the report template is defined in the
Query Builder, and are used as filtering criteria for the report. Attributes specified on the
Select or Constrain tab of the report template in the
Query Builder display as criteria, depending on the properties specified for the attribute. An attribute can be either a column, object, report view attribute, constant, keyword, database function, Java method, or parameter value. The criteria can be further grouped into sections by specifying section headers and dividers, also on the
Select or Constrain tab. Sections can be expanded and collapsed for easier navigation. The section names are also available as shortcut links at the top of the
Criteria pane.
By default, the
Criteria pane is collapsed when a report is generated. To change the specified criteria after generating the report, or to
save the currently specified criteria for future use, expand the
Criteria pane by clicking the collapsed bar on the left side of the window.
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Click the pin icon in the Criteria pane title bar to keep the pane expanded. Click the icon again to allow the pane to collapse.
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Results Table
Each field selected in the
Criteria pane displays as a column in the
Results Table. The report can be exported in various formats by selecting the desired output type under the
Export List to File action in the
Actions menu.
Charts can be created to graphically display the report output by clicking the
New Chart icon
in the
Results Table toolbar, or by selecting the
New Chart action from the table
Actions menu. Select the desired display options, and click
Add Chart to Table. Any charts added to the
Results Table are saved along with the saved report when a report is saved from the
Criteria pane. Users can also save charts for a specific report, without creating a saved report from the criteria pane. Such saved charts are available from the
Saved Charts drop-down list on the
New Chart window the next time that the user views that report. If data required by the chart is not available in the report output (for example, if the
Name column is included in the saved chart, but not included in the present report results) that saved chart name is disabled in the drop-down list. Hovering your mouse pointer over a disabled chart name displays the missing column required to display the chart. Charts are not currently exported when exporting report results.
For more information on charting, see
About Charting.
Tables can be configured in different ways. For more information on tables, see
Using Tables.
