Make saved report with graphs display by default for all users

Forum|Forum|2 years ago
March 7, 2024
1 reply
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Hi reporting gurus,

I made a report and added some charts to it that are useful. Saved this (so it shows up in my Saved Reports table). I then shared this report with the general population (so that it shows up in the Reports table of the home page).

This, however, doesn't run the saved report with charts. Instead, the users have to go to the upper left and select the "Shared with me" option to pick my saved report.

Is there a way to have the saved report with charts be the one that displays by default when users click "view report"?

Reporting

Best answer by aaronjlarson

Instead of having them access the report template directly have them launch the 'Saved Report' via the 'Saved Reports' table. This can be added to the user's homepage via the "customize" button on the right.

https://support.ptc.com/help/wnc/r12.0.2.0/en/#page/Windchill_Help_Center%2FNavHomeAbout.html

A

aaronjlarson

Answer

14-Alexandrite

Instead of having them access the report template directly have them launch the 'Saved Report' via the 'Saved Reports' table. This can be added to the user's homepage via the "customize" button on the right.

https://support.ptc.com/help/wnc/r12.0.2.0/en/#page/Windchill_Help_Center%2FNavHomeAbout.html