About Saved Reports
From the Criteria pane when viewing a Windchill report, you can choose to save your specified criteria for later reuse, or to use a previously saved set of criteria for this report, saved by you or by another user.
Saving a Report
To save a report, use the following procedure:
1. After specifying the desired criteria in the Criteria pane of the report generation window, click Save.
2. Enter a name for the saved report.
3. Click Save New Report.
Using a Saved Report
The Saved Reports drop-down list displays the saved reports available for the report currently being generated. You can choose to view only reports that you have created by selecting Show only my reports, or select Show all reports to see criteria saved by all users for this report. Select the desired saved report from the list. The Criteria pane is populated with the criteria from the selected saved report. The saved report name is displayed above the criteria.
Modifying a Saved Report
To modify the criteria specified in a saved report:
1. Select the saved report from the Saved Reports drop-down list.
2. Modify the criteria.
3. Click Save.
4. Confirm the name of the saved report, and click Modify Report.
The specified report is saved with the modified criteria.
Charts on Saved Reports
If charts have been added to the Results Table for a report and that report is saved, those charts are saved along with the report. The owner of the saved report is considered the owner of those saved charts.
The next time that saved report is viewed, the charts are displayed along with the report results. If the user that runs the report is the owner of the saved report, then they can interactively modify the chart settings just as they can modify the report criteria in the Report Builder window. If the owner of the saved report modifies the saved report charts and re-saves the report, the saved charts are re-saved along with the modified saved report.
If the user runs a saved report owned by another user, then the charts saved on that saved report will appear with the report results, but cannot be edited. No edit icon is available on those displayed charts.
To modify the charts on a saved report that is owned by another user, you must save a copy of the report for yourself. You are then the owner of the new saved report with charts and can edit both the report criteria and the charts on that saved report.
If you save a copy of a saved report that includes displayed charts, those charts are automatically saved for you. If a chart with the same name already exists for you, a number is automatically added at the end of the new saved chart name for uniqueness.
For more information on charting, see
About Charting.