How to download query builder report automatically or sent to specific email ?
We are trying to automate the process of CR/CN daily reports to download to a network folder. Is there any way – Windchill can automatically download as an excel report of a custom report from query builder ?
Re: How to download query builder report automatically or sent to specific email ?
Hey Venkata - how are you?
One approach to this - which we used extensively at Alcon and now starting to do similar at Edwards - is to set up Excel with the results of running the report once (e.g. nice column formatting, charts, pivot tables, etc.etc.then configure Excel to actually generate the report - which has the effect of simply refreshing the data. Works very nicely. I did a PTC conference presentation on this once.
Users love it - they simple click a link within the spreadsheet to get latest data at any time - with no needed formatting or other work after.