Create Reports

Dec 16, 2014  |  In-Product View

Learn to create reports and charts to track and manage data on your PLM 360 site.

In this topic:

Select the Report Workspace

  1. On the main menu, click Reports to open the Report List page.

  2. In the drop-down at the top of the page, click the name of the workspace you want to run the report on and click Go.

    The Create Report page appears.

Enter General Information

In the General Information panel, enter basic information about the report. Only Report Name is required.

Want to share your report?

By default, reports you create are Private and only you can access them. If you want other users to access your report, click the type of access in the Report Access drop-down. To give access to all users with permission to view the report workspace, click Shared. To limit access to specific users or user groups, click Public and select the users or groups in the expanded panel below. To learn more about these options, see Report Ownership.

Enable Grouping

Grouping of report results is disabled by default. To enable grouping in your report, click Enabled in the Grouping panel and select up to four workspace fields to group on, in order of preference, from the drop-downs that appear below.

Important: Enabling grouping in a report disables your ability to choose the field columns to display in the report. Instead, the workspace fields you select to group on automatically become the columns displayed in the report and cannot be changed (see Select Display Columns).
Attention: To create a chart for a report (see Create Report Charts), you must enable grouping AND aggregate results. If you do not enable grouping with aggregation in a report, the Charts panel does no appear on the Create Report page.

Aggregate Results

When you enable grouping in a report, you have the option to also aggregate results. A Type of Aggregation to Show drop-down appears at the top of the Display Columns panel with None selected by default.

If you choose to aggregate results, additional workspace fields appear for selection as display columns depending on whether the selected aggregation type is applicable.

An example of grouping with aggregation is a report with Lifecycle as the First Group and Version as the Second Group. The type of aggregation selected is Count, and the column to aggregate on is Number. In this report, results are grouped first by Lifecycle and then by Version, and the aggregation shown is the number of records for each Lifecycle/Version combination.

Select Display Columns

In the Display Columns panel, select the data columns you want to display in your report. The columns available in a report match the fields in the workspace and appear on the left side of the panel organized by tab or section. To view and select the columns/fields in a section or tab, click the section or tab name.

You can change the order of selected columns using the

To select a display column: click its name in the Available Columns list box and then click the right arrow button to move the column name to the Selected Columns list box on the right.

To change the order in which columns appear in the report: select column names in the Selected Columns list box and click the up and down arrow buttons as needed.

To display a section or tab name in addition to column names: select the Show Tab/Section check box at the top of the list.

Filter Results

In the Filter Rows panel, specify any filters you want to apply to report results.

For each filter, specify the field you want to filter on (Attribute) and the type of filter you want to apply (Filter), then enter the Value to filter on. To add a new filter row to the panel, click Add Another Filter.

If you apply more than one filter to a report, in the drop-down list at the far right of the panel, click the matching requirement you want applied to results. To require results to match all the filters, click Match All (default). To require results to match at least one of the filters, click Match Any. To apply advanced matching requirements, click Advanced and enter a Boolean logic formula in the Advanced Filter Formula text box.

Do you want to enable filtering at run time?

To allow editing of filter values when reports are run (run-time filters), select the Edit at Run-Time check box. If the check box is selected, a dialog box appears before the report is run in which users can enter a custom value or use the value saved with the report.

Set Sort Order

In the Sort Order panel, select the report columns to sort results on.

Select one to four columns as First Sort through Fourth Sort. For each column, specify Ascending or Descending order. By default, the first field of the Item Details tab is set as the First Sort.

Create Report Charts

Use the Charts panel of the Create Report page to create various charts and graphs based on the output of a report.

Important: The Charts feature is available to a report only when grouping is enabled and aggregation is selected.

The sorting you apply to your report changes the ordering in your chart. Typically, the grouping field you use for the X-axis of the chart is your first sort. Also, you can specify a minimum and maximum for the Y-axis range, which adjusts the amount of free space above and below the chart.

To create a chart:

  1. Enable and set up grouping.
  2. Select aggregates.
  3. Select a chart type.

Simple Charts

A simple chart consists of one grouping field on the X-axis and one aggregated field on the Y-axis. The simple chart types available are Area, Column, Doughnut, Line, and Pie.

Multiseries Charts

Multiseries charts consist of an X-axis, a Y-axis, and a series. Series are useful in further breaking down a dataset, where color distinguishes one series from another. You can populate a series by either a grouping field or an aggregated field. The multiseries chart types available are Multiseries Area, Multiseries Column, Multiseries Line, Stacked Area, and Stacked Column.