Creating a report that shows all open Problem Reports and associated Change Requests/Change Notices

[BLT]

Version: Windchill 12.1

Use Case: We are trying to keep track of open/pending Problem Reports/Change Requests/Change Notices in our system. We would like to see, on a single page, all unresolved Problem Reports and if they have a Change Request/Change Notice already created. If a Problem Report is "Accepted", it may mean that a Change Request needs to be created. It may mean that a Change Request has already been created but not implemented, or it could mean that we are waiting to implement it at a future date. By creating a report that shows us the entire chain (PR+state, CR+state, CN+state), we can easily determine where something is stalled in the process.

Description:

In the report builder, I can't figure out which tables to link to get all of the information on a single page. Ideally, we would want to start with all unresolved Problem Reports, then display associate process objects with other columns on the same row.

[Marco_Tosin]

This is the most comprehensive report dealing with change-related objects.

Report that shows all Change Notices, Change Tasks along with any underlying Change Requests and Problem Reports (if they exist)

At the moment it is not visible in English but by setting the other eastern languages you can download the attached QML

https://support.ptc.com/images/cs/articles/2023/1/1672661017KHnJ/CR_CN_CT_Resulting_Objects.qml

https://support.ptc.com/images/cs/articles/2024/4/1714461068SWKB/CR_CN_CT_Resulting_Objects(1).qml

[BLT · Accepted solution]

Thank you for your help. While those QMLs did not work in my system, they did give me the information that I needed to make something that did work.

For anybody trying to do this in the future, I have attached my QMLs. (the page wouldn't let me upload QML file types, so I uploaded them as XML file types)

Since Problem Reports can exist without Change Requests, and Change Requests can exist without Problem Reports, I needed 2 reports to see what I was looking for. They are similar reports, but one looks at the information from a Problem Report perspective, and the other from a Change Request perspective.