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Markh7411-Garnet
11-Garnet
January 30, 2024
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Report Template

  • January 30, 2024
  • 4 replies
  • 3002 views

Good day all

I am new to Windchill and I have been asked to run a report on all Documents in all Contexts that would display there status, state and version as well as the normal items like Name, Created By, modified by etc.

Does anyone perhaps have a report or template that they would be willing to share that I could modify slightly to fit into our org structure.

I am lower than beginner when it comes to report writing in Windchill.

Best answer by MarcoTosin

I suggest you to take a look at this page 

 

https://www.ptc.com/en/support/wnc-reporting-landing

 

And also to this article

 

[Knowledge Hub] Windchill PLM - Business Reporting(WBR)

 

4 replies

MarcoTosin
21-Topaz I
MarcoTosin21-Topaz IAnswer
21-Topaz I
January 30, 2024

I suggest you to take a look at this page 

 

https://www.ptc.com/en/support/wnc-reporting-landing

 

And also to this article

 

[Knowledge Hub] Windchill PLM - Business Reporting(WBR)

 

Marco
    H
    Hari_Vara16-Pearl
    16-Pearl
    January 30, 2024

    Hi there,

    There is also OOTB pre-loaded reports which you can save as and play around. Check in the "Reports" node in Site /Org and in contexts as well.

    Rgds

    Hari

    avillanueva
    23-Emerald I
    avillanueva23-Emerald I
    23-Emerald I
    January 30, 2024

    Do you have access to the site or Org level? You'll need that to be able to see all Contexts when executing unless you bypass access controls. Also this basic query can be accomplished from a search result very easily too.

    HelesicPetr
    22-Sapphire II
    HelesicPetr22-Sapphire II
    22-Sapphire II
    January 30, 2024

    @Markh74 additional info

    for bypass access you need to define that report as a administrator and also, the person who run the report has to be in specific group that is configured to allow the bypassing access. 

    one option is to set wt.query.template.unrestrictedGroups

    CS292726 - Non-site admin users unable to edit or generate a report

    PetrH

    joe_morton
    18-Opal
    joe_morton18-Opal
    18-Opal
    January 30, 2024

    Definitely worth developing reporting skills!

    For this particular request, you can probably get the results just by doing an advanced search on the Documents type.

    A trick I use for stuff like this is set Number not equal to 1 (assuming you don't have any documents numbered 1!) Windchill will then return all documents.

    You can customize the search columns to add more attributes as needed, then export the results to Excel.

     

    Where you would need a Report would be if you wanted to also know something about what those Documents were related to.  

    HelesicPetr
    22-Sapphire II
    HelesicPetr22-Sapphire II
    22-Sapphire II
    January 31, 2024

    Hi @joe_morton 

    I use an another trick with modify date . I usually set a future date 😄

    PetrH 

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