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mdebower18-Opal
18-Opal
June 24, 2015
Question

Getting the report into the users hands

Hey, what is the secret to get the report I just created into the user's hands so they can use it?

 

I created a report for tracking some change management information and it works!!  Step one done.  Now how do I get that report in the hands of a regular user to be able to run at will?  I created the report at the ORG level as orgadmin.

 

Windchill 10.1 m040

 

- marc

CAD / PLM Systems Manager

6 replies

MarcoTosin
MarcoTosin21-Topaz II
21-Topaz II
June 24, 2015

Marc, you have to make your report ready to use.

In the query builder help guide you can find how to do it.

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Marco
    mdebower18-OpalAuthor
    18-Opal
    June 24, 2015

    Hey Marco,

    I found a link in the Reporting document that goes to a TS article that indicates you have to do it at the SITE level.  Can I do the same thing at the ORG level?

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    JørnAHansen1-Visitor
    1-Visitor
    June 24, 2015

    ‌Sorry, not Marco .... Who beat me in answering first. Anyways https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS52000&art_lang=en&posno=1&q=report%20access&source=search  where I just lifted the two steps from in my other answer talks about that to expose org level reports you need to adjust OOTB access rules too.

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      JørnAHansen1-Visitor
      1-Visitor
      June 24, 2015

      ‌

      Its quite well hidden in the UI - and of top of that has two steps:

      1. Edit the Report in Query Builder or Report Manager: Select Report > Properties and check Expose As Report
      2. Edit the Report from Organization > Reports, check Ready For Use, select Home (or desired Context) in Display Context(s) section and click Ok
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