User Help > Viewing Item Data in Reports > Creating a Report > Report Wizard
  
Report Wizard
Panel
Description
Type
From the list, select a report type for your report. Each report type displays a description and preview.
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Depending on the report type you select, the following panels may or may not apply. In addition, the order of the panels may be slightly different.
Attributes
In the Name field, type a name for the report. This is the name of the report as it displays in the Manage Reports (GUI) or Reports (Web) view. A report name is mandatory and must be entered before you can move backward or forward in the wizard. You cannot have two reports with the same name.
Next to the Name field, displays, indicating that the report is a favorite. Favorites are Windchill RV&S objects (queries, charts, reports, and dashboards) that you created and use.
From the Query list, select a query to base the report on. The items returned by the query comprise the data in the report.
In the Description field, describe the report.
By default, report types and styles are loaded from the Windchill RV&S server when you create, edit, or run a report. When enabled, the Use report type and style from the server option ensures that any updates to the selected report type and styles are automatically reflected when you create, edit, or run the report. Clearing the Use report type and style from the server option stores the selected report type and styles with the report in the database. This ensures that the report maintains its current configuration if the selected report type and styles are updated on the Windchill RV&S server.
To convert the report to an admin provided object, enable Is Admin Provided. Admin provided objects are objects that are used by your administrator to define the Windchill RV&S solution for all users. For more information, see your administrator.
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• This option is available only if the createSharedAdmin or Admin permission is assigned to you.
• Once a user object is converted to an admin provided object, you cannot revert it to a user object again.
• Selecting Is Admin Provided automatically adds the currently logged in user to the Sharing tab with edit permissions.
If your report contains user defined date fields, you can change the default date format by selecting a format from the Date Format list or by typing your own.
If your report contains user defined date fields that include the time, you can change the default date and time format by selecting a format from the Date Time Format list or by typing your own.
Style
In the GUI, do the following:
• From the Screen Style list, choose a style that specifies how the report displays when viewed in a browser.
• From the Printer Style list, choose a style that specifies how the report displays when printed.
In the Web interface, do the following:
• To choose a style that specifies how the report displays when viewed in a browser, click Screen Style, then select a style from the Style list.
• To choose a style that specifies how the report displays when printed, click Printer Style, then select a style from the Style list.
Logo
In the GUI, do one of the following:
• From the Select Logo list, choose an image file that resides on the Windchill RV&S server to display as a logo in the report.
• In the Select Logo field, type a URL to an image file. To clear the Select Logo field, delete the displayed logo or select the blank list item.
In the Web interface, do one of the following:
• To choose a logo that resides on the Windchill RV&S server, click Report Logo, then select a logo from the list.
• To specify the URL of an image file, select Specify the URL of the Logo image, then type the URL.
• To display the image file after you type the URL, click Show. The image displays.
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Reports support GIF, JPEG, and PNG image types.
Parameters
The Parameters panel allows you to specify additional textual information in the report, for example, headers and footers.
In the Report Title field, type the title of the report.
In the Report Header field, type the header to display on each page of the report.
In the Report Footer field, type the footer to display on each page of the report.
Depending on the report type you selected, additional fields may display in the Parameters panel. These additional fields represent report items, such as labels, headings, and script variables that are used to define report segments. Segments are sub-sections of field information within a report. For example, if you select the Detail - HTML, Column, Time Entry report type, the report includes a segment that displays time entry field information. In the Parameters panel, a Time Entry Heading field displays the default name of the segment as Time Entries, which you can optionally change.
Sort By
Item Fields
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The virtual field Current Item ID (GUI Link) is only available if your administrator has enabled it. The field appears in reports as a link that when followed, opens an item in the Windchill RV&S client GUI. The virtual field Current Item ID (Web Link) is always available, and opens an item in the Windchill RV&S Web interface.
Sharing
To select the principals (users and groups) you want to share your report with, click Choose Principals (GUI) or (Web).
To allow assigned principals to edit the query, select the principal’s check box under the Modify column. To deny assigned principals the ability to edit the query, clear the principal’s check box under the Modify column. By default, all assigned principals are denied the ability to edit a query.
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You cannot share a report to the everyone group unless you are an administrator or you have the ShareToEveryone permission. Contact your administrator for more information.