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Markh7411-Garnet
11-Garnet
Jan 30, 2024 11:15 AM UTC
Solved

Report Template

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.

MarcoTosin
MarcoTosinAnswer
21-Topaz II
Jan 30, 2024 11:19 AM UTC

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
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10 replies

MarcoTosin
MarcoTosin21-Topaz IIAnswer
21-Topaz II
Jan 30, 2024 11:19 AM UTC

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)

 

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Marco
    Hari_Vara16-Pearl
    16-Pearl
    Jan 30, 2024 11:22 AM UTC

    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

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    avillanueva
    avillanueva23-Emerald II
    23-Emerald II
    Jan 30, 2024 12:03 PM UTC

    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.

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    HelesicPetr
    HelesicPetr22-Sapphire II
    22-Sapphire II
    Jan 30, 2024 12:20 PM UTC

    @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

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    joe_morton
    joe_morton19-Tanzanite
    19-Tanzanite
    Jan 30, 2024 10:12 PM UTC

    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.  

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    HelesicPetr
    HelesicPetr22-Sapphire II
    22-Sapphire II
    Jan 31, 2024 7:01 AM UTC

    Hi @joe_morton 

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

    PetrH 

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