We have several different filename prefixes and I'd like to generate reports that list all of the files with that particular prefix. For example, I want to find all WTParts and/or CAD files with a prefix of "XYZ-".
Best to go straight to the database for this, but if it needs to be thru Windchill then:
- use the MASTER object (e.g. epmdocumentmaster, wtdocumentmaster rather than epmdocument, wtdocument) for better efficiency and simplicity.
Select directly: filename, Number, Name.
I understand that I can use the advanced search, but I want to be able to print them to a PDF using a stylesheet. I haven't used the querybuilder much so I'm not very familiar with how to get the outputs I want.
Search only returns 2000 at a time, so if you have for example 40000 results, it's a pain. That's one advantage of the report.
Reports can also be output to various formats. I don't bother with those - output to Excel, and from there do all formatting and save as PDF.
Note: You may want to output to HTML instead of PDF - some major advantages.
If you want to really make it good, consider setting up the report to (this is easy to do):
- run the report automatically on a schedule (e.g. every Monday 8 am)
- automatically send report (e.g. HTML) output to users who need to see the results