This documentation assumes that the Windchill Business Reporting (WBR) solution (i.e. Cognos) has been successfully installed and configured. The Windchill instance name is referred to as <WindchillInstanceName>. The Cognos root URL is referred to as <WBRHomeURL>. Typically, if the WBR solution is installed on <WBRHost>, then the <WBRHomeURL> would be http://<WBRHost>/Cognos/cgi-bin/cognos.cgi. It is assumed that you can login to <WBRHomeURL> and you have sufficient Cognos privileges to view Windchill Data Source objects and create reports.

Assume you will name your new report <MyReport> and it will use the <MyDataSource> object to retrieve data from Windchill. It is also assumed that you will be able to create a Report object in Windchill in the Site context.

The WBR solution provides several out-of-the-box Windchill Data Source objects. If custom Windchill Data Source objects are required for your report, see ReportTemplate Data Source Customization for more details.