Specialized Administration > Analyzing System and Business Information > Reports and Queries > About Reports > Editing a Report
  
Editing a Report
Users with modify permissions for reports in the current context can edit reports which reside in that context. Out-of-the-box, only site administrators can edit reports, as the predefined reports all reside in the site context.
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To allow additional users to edit reports in other contexts, grant them modify permissions to the report object type in the desired context using the Policy Administration utility. For more information, see Administering Domains and Policies.
This procedure updates only the information on the report object in your Windchill solution. If the report is defined to display in Windchill Business Reporting, then the report name in Windchill must match the report name defined in the Windchill Business Reporting system. Otherwise the report will not run in Windchill Business Reporting, but may run in the default Windchill HTML report viewer.
To edit a report, use the following procedure:
1. Open the Edit Report window in one of the following ways:
◦ Select Edit from the right-click actions menu in the Reports table for the report you want to edit.
◦ Click the edit icon for the report in the Reports table.
◦ Select Edit from the Actions menu on the report information page.
2. Enter or update the report attribute information in the following fields.
◦ Name—Modify the report name.
Use caution when editing the report name. If the report is created for use in Windchill Business Reporting, then this name must match the name defined in the Windchill Business Reporting system or the report will not run in the Windchill Business Reporting viewer.
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If the report name is modified, the value in the Localized Name field is not automatically changed.
◦ Description—Modify the report description. This description is displayed in the Reports table and on the report information page.
◦ Display Context(s)—Select the context or contexts in which the report is displayed. In addition to application contexts (product, project, program, or library), you can also choose for the report to display from Change, the user's Home. Reports always display on the Site > Reports and Organizations > Reports tables.
To keep the report from displaying in any context, select the blank option.
◦ Input Page—If desired, enter a custom input page for use with the report.
◦ Resource Bundle—If desired, specify a custom Java resource bundle for the report to be used for localizing column and parameter names.
◦ Folder Path—Enter or modify the name of the Reports table folder in which you want the report to reside. To add a new folder to the Reports table, enter the new folder name in this field.
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When a new report is created in either the Query Builder or in Windchill Business Reporting, and that report is made available in the Reports table, the report is automatically placed in the Default folder. If the Default folder does not already exist, the Windchill system creates it.
You can move the new report from the Default folder to another folder by editing its Folder Path.
◦ Ready For Use—Select this checkbox if the report is ready for use. Unless this check box is selected, the report displays in the Reports table only for users with modify permissions to the report.
◦ Windchill Business Reporting Needed—This checkbox determines whether the report is run in the Windchill Business Reporting viewer or the Windchill report viewer. (Site and organization administrators only)
▪ If this checkbox is selected and Windchill Business Reporting is installed, the report will always be run in the Windchill Business Reporting viewer.
▪ If this checkbox is selected and Windchill Business Reporting is not installed, when a user attempts to run the report, they will receive an error message indicating that Windchill Business Reporting is required for this report.
▪ If this checkbox is not selected, the report will run in theWindchill Business Reporting viewer, if Windchill Business Reporting is installed and a Windchill Business Reporting version of the report exists. Otherwise, the report will run in the Windchill HTML report viewer. If the primary data source (report template or Info*Engine task) of the report is missing, an error will be thrown.
◦ Report Details—Displays the Info*Engine task or the Windchill report template that the report uses. This field is non-editable. Click the report template name to view the report template information page.
3. Click OK to close the Edit Report window and update the report information.
For information on how to edit reports within Windchill Business Reporting, see the documentation available from the Windchill Business Reporting documentation page. For more information, see Accessing Documentation within Windchill Business Reporting.