Resource for reporting
- September 19, 2014
- 83 replies
- 125678 views
I don't know if this is the right way, but since this group is growing, maybe we could work on this document to insert useful resource for reporting.
I leave the document open, so everyone can add other useful things.
Maybe you can vote up also these three ideas:
Possibility to load SQL statements in Query Builder Report in Windchill PDMLink
Report: PTC have to share what TS do about it with their customer
Set the query limit only for Reports in Windchill PDMLink
As you can read on this discussion, Albert Anderson gave us a link about Windchill UML Model Documentation - English
Another useful document about query builder from Albert Anderson
Query Builder for Live Project Status Reports (NPI, Large Engineering Change, etc.)
Another article about UML from TS
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS188216&lang=en&source=community
I think it could be helpful also to catalogue report for argument, when it comes from other discussion, having a single source.
In bold macro argument, below title of report (in parenthesis owner of the report) and then link to download report or to TS article.
At the end of this document you can download a presentation (from Rebecca French of PTC Global Services)
It's very very old (Windchill 6.2), but it could be still useful for people who wants to take the first steps in the world of reporting.
Another document attached at the end, from Dax Williams (at PTC/User), is about creating a Windchill report interface in Excel.
TIPS and TRICKS
Documentation about relations in Query Builder in Windchill PDMLink
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS53948
Understanding database table relationships in Windchill to generate queries or build Windchill Reports
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS51689
How to expose Query Builder report at context level in Windchill PDMLink
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS42087
Automatic report creation (Mike Lockwood from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=16373
PTC Community Document: Automatic report creation
Below returns latest Iteration of each Revision (Mike Lockwood from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=11386
PTC Community Document: query builder Latest Revision
Explanation of tables that store build information between CAD Documents and Parts and the different "BuildType" values in Windchill PDMLink 10.1 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS125790&lang=en&source=community
How to create a query builder report that accepts multiple inputs (PTC TS)
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS190138
How to enter multiple values when generating a Query builder report in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162759&lang=en&source=community
How to get query builder report into Cognos, create report and push it back to Windchill PDMLink 10.1 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS148905&lang=en&source=community
How to have Info*Engine query results be returned in a CSV file (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS187236&lang=en&source=community
How to hide the "Saved Reports" for particular user (PTC TS)
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS190136
How to load .QML reports into Windchill PDMLink 10.0 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS113617&lang=en&source=community
How to load a Query Builder report exported as QML from the command line (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS187335&lang=en&source=community
How to make reports available to users in Windchill PDMLink 10 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS182027&lang=en&source=community
How to run Query Builder report from Microsoft Excel in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162869&lang=en&source=community
How to use the Custom Input Page for a QueryBuilder Report in Windchill PDMLink 10.1 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS130739&lang=en&source=community
How to understand Change Management objects and their relations in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS63595&lang=en&source=community
How to use different date ranges as criteria in a Query Builder report in report manager (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS153996&lang=en&source=community
Improve Process Efficiency with Windchill Business Reporting (Vishal Arora from PTC/User)
http://portal.ptcuser.org/p/do/sd/sid=727&fid=748&req=direct
PTC Community Document: Improve Process Effiiciency with Windchill Business Reporting
List of "types" that one can select for building query builder reports (Mike Lockwood from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=10071
PTC Community Document: Types available in query builder
Multi-valued attributes display multiple times within a Query Builder report
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS53268
Overview of link objects in Windchill (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS131357&lang=en&source=community
Possibility to make reports in the query builder default to search in the current container
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS96881
Query Builder Report displays duplicate entries (PTC TS)
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146646
Query Builder Report returns duplicate results when "Distinct" option is selected in the "SELECT Tree" (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS201994&lang=en&source=community
Query Builder Report shows duplicated row for the same Part in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS202500&lang=en&source=community
Query Builder Report Weirdness (From PTC/User)
http://portal.ptcuser.org/p/fo/st/topic=16&post=121477#p121477
PTC Community Document: Query Builder Report Weirdness
Query builder report to fetch all the values of the multivalued attribute in single row (PTC TS)
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210938
Search on Windchill Report Builder are case sensitive though the Select criteria is "like"
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS168769
Where is the documentation for how to add Business Reporting to an existing Windchill installation?
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS115821
Windchill Business Reporting (Avinash Kor from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=9354
PTC Community Document: Windchill Business Reporting (Edited)
Windchill Database Relationships - CAD Document Parameters (Tom Uminn)
Windchill Database Relationships - CAD Document Parameters
How to create bar chart report with number of records created in each month
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223720
Use of Options in the Select Tab of Report Manager
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS35281
Information regarding how to use the Query Builder functions
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS83196
How can a report be run on a schedule and emailed to a user in Windchill PDMLink?
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS140996
Query builder report to display "Comments" column of Object
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS157262
How to allow users to see all part numbers even though they do not have access to all parts?
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223072
How to add Info (Details Page) button and email links in query builder reports
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227239
Query Builder Criteria Logic for getting last month
https://www.ptcusercommunity.com/thread/130187?sr=stream&ru=357802
Query builder decode function
Using Java interfaces in QueryBuilder reports
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS33057
How to retrieve the Date with no Hours:Minutes:Seconds in Query builder report using the function
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS139088
Using Java Methods in Query Builder
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS114482
How to limit Access to Report Template
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS71222
How to specify the output format of a QML report
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS131663
How to find the new name of an object when only the old name is known?
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS239797
How to retrieve attribute and its value on an object using Report Management
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS115300
What tables are global attribute definitions and values stored
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS53787
How to generate IQY query for Report Manager reports
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS47169
Database tables references for Security Audit Reporting
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS31046
How to use Concatenate function in Criteria section of Report
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS241697
In Query Builder Report how to group the results
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS162153
How to make Report Template available for use with Advanced Search in Windchill 11
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245106
How to make a Query Builder report to fetch all the related documents for a specific BOM
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245097
How to write a report that shows the association type between CAD Document and WTPart
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS17200
What are the steps to restrict visibility of Reports available on Saved Reports table for Users or Groups
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS244932
How to add a hyperlink to an object's Details page in Report Manager in Windchill PDMLink
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS82387
How to use QML reports upgraded from Windchill PDMLink 9.1 with Legacy Mode in Windchill PDMLink 11
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246736
How to get the Checked out date of a CAD Document in a Report in Windchill
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246873
What is the relationship between WTUser, remoteobjectinfo and remoteobjectid tables in Windchill PDMLink database
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS94037
Restrict Access by Roles to Query Builder Reports
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249618
How to ensure Report Templates and Reports are available for use in Advanced Search in Windchill PDMLink 11.0
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245106
ADMINISTRATIVE REPORT (User/Roles/Group/ACL's/Generic Report for different object)
Access Policy Rules by Context (Dax Williams from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=2675
Display the roles of a user (Mike Lockwood)
Extract policy rules (Mike Lockwood)
https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55886-251502-70951/ACLs.xml
Explanation of tables that store build information between CAD Documents and Parts and the different "BuildType" values (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS125790&lang=en&source=community
Find rename objects (Lori Lee Sood)
Global Attribute Enumeration
https://www.ptcusercommunity.com/thread/119387?sr=stream&ru=281467
How to create a report that counts WTParts in a specific context with Query Builder in Windchill 10 (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS111896&lang=en&source=community
How to create query builder report of the empty folders in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS186510&lang=en&source=community
How to export all ACL's related to a specific user
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS123564
Last Login by user (Mike Lockwood)
User Account - Last Login Report QML
List of users (Mike Lockwood from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=18287
OIR's (Mike Lockwood)
https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55759-250741-70657/OIRs.qml.zip
Policy rules (Darren Storey)
http://portal.ptcuser.org/p/fo/do/download=1&fid=23549
https://www.ptc.com/appserver/cs/view/solution.jsp?n=CS116472&posno=9&q=export%20ACL&nav=ptcproductgroupshttps://www.ptcusercommunity.com/servlet/JiveServlet/download/6144-2-69351/ACL+compare2.qml.zip
https://www.ptcusercommunity.com/servlet/JiveServlet/download/6144-2-69351/ACL+compare2.qml.zip
Policy rules (same format as displayed by Policy Administration applet)
http://communities.ptc.com/docs/DOC-6567
Query Builder Report listing all the Teams of which a specified Group is a Member in Windchill PDMLink and Windchill ProjectLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS201550&lang=en&source=community
Query Builder Report to fetch the reassigned task's Status Description for Project Activity (PTC TS)
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS204338
Query builder report to fetch product, role and user from role
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS189509
Query builder report to fetch "last logged in" of users
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS220318
Query Builder Report to list all objects shared between projects
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209852
Query Builder report to show folders with associated domains
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS44018
Report with a list of Products having a specific role (Mike Lockwood)
Reporting - Groups and Users (Shreyas Atre from PTC/User)
RE: Reporting - Groups and Users
Types and mapped attributes (Mike Lockwood)
User login date (Dax Williams from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=15121
http://portal.ptcuser.org/p/fo/do/download=1&fid=15122
Product Team Listing (Steven Rector from PTC/User)
http://portal.ptcuser.org/p/fo/do/download=1&fid=27557
How to generate a Query builder report to display Maturity History of the object
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS28221
How to get "Download" event information in Security Audit Reporting
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS135740
Query Builder report to fetch latest version of WTDocument,EPMDocument and WTPart in Library Context for particular state
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS142076
QML Report to list all the Users in Organization
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS198022
How to list Classification Nodes and their related attributes
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS220979
QML report to retrieve the Distinguished Name of all Users
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS221494
Query builder report for listing prohibit publishing objects
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS226376
Is there a way to Search Check in comments for CAD or Documents
https://www.ptcusercommunity.com/thread/130236?sr=stream&ru=364762
QML report to fetch all the objects that were renamed/renumbered in Windchill PDMLink (PTC TS)
https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS180898&lang=en&source=community
- Link to report from Dax Williams taken from other documents in the community
Action Item with Workflow Process
Attribute Ids by Name
Attribute Info
Document Template Info
User Login Audit
User Login Totals
User Specified Preferences
Preferences
Quantity of Measure
Report Manager Report List
Team Template Info
Part Version Scheme
Lifecycle Template Info
Library_Product_Project Templates
Total EPMDocuments and File Size by Context
WTDocuments with File Size
How to display all WTParts with Successful ESI Distribution Target using a report
https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS58679
Query builder report to fetch number of object in each Context
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS149816
Query builder report to retrieve the Team, Roles and Users associated to Variances
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229148
QML report to generate Access Control Lists applied in a specific context
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146799
How to get the Name and Context from any object based on the file vault file name
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229938
How to prepare Query Builder report to generate the Product/Project/Library team members
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS28414
QML Report to generate Access Control Lists applied in a specific context
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146799
Gather a report from WVS job monitor
https://www.ptcusercommunity.com/ideas/6338
Query builder report to list all active users
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209700
How to generate a report listing the projects and tasks where a resource is used
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS98782
QML which gives list of activities (like checkin, checkout etc) performed through both std browser
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS151749
Query Builder Report listing additional information not contained in a security audit report
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS234696
How to get the Name and Context from any object based on the file vault file name
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229938
How to determine the number of WtPart in the Commonspace in Windchill
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS235473
QML report showing 'No Content association between the Drawing and WTPart'
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227183
How to identify users listed in the Usage and License Reporting
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS107490
Family tables with instances not at same revision as generic
https://www.ptcusercommunity.com/thread/136958?sr=stream&ru=288561
Querybuilder report to display access available to users
https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS162218
Report showing the OID for products, library and project