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Community Tip - Learn all about the Community Ranking System, a fun gamification element of the PTC Community. X

Need inputs to create a report

jfrancis
4-Participant

Need inputs to create a report

Hi, is it possible to run a report to signify if there is a primary document attached to a container?

Also can we see who the author/owner of a document is?

3 REPLIES 3
MikeLockwood
22-Sapphire I
(To:jfrancis)

When you say "a container" do you mean a WTDocument?

If so, it's a matter of reporting on the "content" of the WTDocument - which can be shown as either Primary or Attachment (just like on the Content tab of the Document).  Also directly available to report Last Modified and Modified By for the last version.

jfrancis
4-Participant
(To:MikeLockwood)

Yes i need to get all documents with a primary content.

I am having trouble figuring out how to create the query in 'report management utility' to achieve this.

Could you help me achieve this?

If you are not familiar with query builder, I suggest you to join this group Reporting and to read carefully this document Resource for reporting, particularly this two attached presentations.

https://www.ptcusercommunity.com/servlet/JiveServlet/download/6348-83-73173/_Reporting6.2.pptx

https://www.ptcusercommunity.com/servlet/JiveServlet/download/6348-83-80037/091130_Reporting_QueryBuilder.ppt

To achieve your result you could start from this report https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS167918 but you have to change your sub select.

Marco
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