Create Report For Release of Parts

Forum|Forum|3 years ago
October 7, 2022
3 replies
2406 views

I am looking for a way within Windchill's functionality to generate a report template to display what parts in the system were set to "Released" within a specific year. Is this possible or has anyone had a similar idea? I am a new system administrator looking for a little bit of guidance. Thank you.

Reporting

Best answer by MikeLockwood

Please see attached Word doc w/a report that returns what seems to be desired.

Can add other criteria as needed (e.g. last Rev only, certain time period when Released, etc.).

The same / test data includes a variety of situations.

avillanueva

23-Emerald I

If you are looking for the date the lifecycle state was change not the last modified data of items in Released state, you'll need to use the Query Builder and join to Lifecycle history to Parts:

You can look for when the Action on the history equals "Enter_Phase" and report on the created date of the history object as your bound for "this year". note that you might get multiple entries if item was released and re-released.

T

TRun222

Author

6-Contributor

I see, the change request and life cycle tables are the important tables to have. On the next tab, "Select or Contrain", I'm going to want Life cycle, name, and date... still learning how the flow works with this report builder.

Marco Tosin

21-Topaz I

Working with query builder reports is not super easy.
Many among us have learned on our own by spending a lot of time on it.

To help community users understand something about how reports work, a few years ago I created this document:

https://community.ptc.com/t5/Windchill-Tips/Resource-for-reporting/ta-p/817824

You can also use this article from PTC Support, where a lot of articles with ready-to-use reports are collected
https://www.ptc.com/en/support/article/cs328887

As a starting point instead you can look at this page:
https://www.ptc.com/en/support/wnc-reporting-landing

Marco