Creating a Report
1. Login to Cognos using the <WBRHomeURL>.
2. Navigate to “Public Folders > Windchill”.
3. Launch “Report Studio”.
4. Select <MyDataSource> as the Data Source for the report. These appear in the “Insertable Objects” window under the “Source” tab.
5. Use Cognos Report Studio features to complete the report.
6. Save the report to top level “Public Folders > Windchill” folder as <MyReport>.
7. Verify the report in Cognos. Refresh the “Public Folders > Windchill” folder and the <MyReport> object should be listed. Use the “Run with options…” action to run the report.
8. Expose your report to Windchill. Launch Java Console from installed Windchill shortcuts. There are two ways to do this:
◦ 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 “exposeReports”.
◦ Select the Refresh Reports List button in Windchill Site/Reports to refresh the page.
9. View the <MyReport> Report in Windchill. The object will be displayed in “Site > Reports” . Note that the “Ready For Use” column shows “No” for this object. This means that other users with read-only access will not see this report. The “Ready For Use” attribute can be used to limit report access to end users while the report is being developed.
10. Edit <MyReport> to make the Report accessible to end users. Select the Edit action, then Select Home for “Display Context(s)” and check the “Ready For Use” checkbox. Click OK to save these changes. <MyReport> will now be visible to all users with read access from both “Site > Report” and “Home > Reports”.
11. Verify the report in Windchill. Navigate to “Home > Reports” and Select the “View Report” action for the <MyReport> object.