Procedure - Creating a ReportTemplate Data Source in a non-Site context
In the primary procedure above, the ReportTemplate was created in the Site context. The Site context in Windchill correlates to the “Windchill > Report Templates” level of the Source tab. A variation of the primary procedure is to create the ReportTemplate in a non-Site context such as an organization.
1. Assume you have ReportTemplate create access in the organization <MyOrg>.
2. In step 1, navigate to the “Utilities” page under <MyOrg> instead of the Site Utilities page.
3. In step 5, the Data Source will now be available under “Windchill > Report Templates > <MyOrg>”.