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vkotra1-Visitor
1-Visitor
June 20, 2017
Question

How to download query builder report automatically or sent to specific email ?

  • June 20, 2017
  • 1 reply
  • 1416 views

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  ?

1 reply

M
MikeLockwood22-Sapphire I
22-Sapphire I
June 20, 2017

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.

Here is one link on PTC: https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS162869&art_lang=en&posno=1&q=report%20from%20excel&ProductFamily=Windchill%7CWPA&source=search

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