Create a dashboard report for problem reports associated with a product structure (example)

You can create a dashboard report for problem reports associated with a product structure.

The following is an example of how to create a dashboard report for problem reports associated with a product structure. This report is used to traverse a configured structure and locate problem report objects attached to every node of the structure. After creating the report definition, you can search and select a product structure, and generate a report. The report displays how many problem reports are open, closed, in process, in review, and approved for the selected structure.

Procedure

1. (Optional) Create the sample data for this report.The following procedures to create problem reports are optional. At your site, you can search for the appropriate object to add as the sample source to validate the related data. Open a product structure such as Hard Drive Assembly. Select a node level BOM line and choose the Changes tab in the secondary work area. Choose Create Change, type Problem Report, select it, specify a synopsis (mandatory), and click Create. Select a leaf level BOM line, choose the Changes tab in the secondary work area, and create a problem report (see step 1.c).
2. Create the report definition and add the data for the report. From Launcher, click Reports. If this option is unavailable, search for it. You can pin it from the search results for future access. In My Dashboard or Templates, choose More Commands > New > Create Report. Select Active item report.
3. Search for the data you want to include in the report. In the Search Item panel, for example, type hard drive to search for an item revision such as Hard Drive Assembly, select it, and click Save. To add the relations, click Add and click Pin Panel to add multiple relations. The system displays all the possible relations of the source object. Column name Description Relation (Object) Displays the relation name and the type of object this particular relation returns. Relation Type Displays the relation type such as primary, secondary, reference, or referenced by. Count Displays the number of objects that are related. Select the appropriate relation object and click Add. Continue adding relations as appropriate.
4. Select a layout for the report and add chartsYou must first create the report definition and add the data for the report before you can select a layout and add charts and a table. Specify a report title. Specify the number of charts you want to add for this report by selecting the appropriate option. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create. To create a layout for the report, click Edit. To add a property for the chart, from the Chart On list, select a value, for example, Closure.You can specify a title for the chart type or accept the default title. To add the second and third charts, repeat step 4.c through step 4.e. You can choose other properties such as Disposition and Maturity in the Chart On panel for the second and the third chart.To use additional Chart On properties, use the REPORT_AW_ItemReport_Objects_FilterProperties preference.You can work with all Teamcenter preferences from within Active Workspace by using the Preferences page. For information about retrieving a list of preferences, see Where can I get a list of preferences? After creating more than one chart, to move the chart, click … More Commands and select the appropriate option.
5. To display the data in a tabular format, add a table for the report. In the TABLE area, click Table Settings > Arrange. From Available Columns, select column name properties such as Name and ID, and click to move them to Displayed Columns.Be sure to add the Type column. (Optional) To rearrange the columns in the table, in the Column Name area, select a column name, click the column widget, and move the column up or down. To save the column arrangement, click Arrange. (Optional) To add additional columns to the table, use the REPORT_AW_ObjectType_Properties preference.
6. Save the report as a template. To save the report as a template, click Save as Template. (Mandatory) Specify a name for the report. (Optional) Include a description. Select the appropriate thumbnail option. Click Save.
7. Edit the report from Templates. Navigate to the Templates location. Search for the report definition you want to edit, select it, and choose More Commands > Edit > Edit Report. Make the necessary changes and save the report.
8. Generate the report. Search for the item revision for which you want to generate the report, for example, Hard Drive Assembly. Select the item revision, and then choose More Commands > New > Generate Report. Select the report definition you created and click Generate.The report is generated by fetching the latest data from the database. It displays the problem reports associated with the structure. To apply a different revision rule, click Edit Report Criteria in the Reports tab in the secondary work area, and select a revision rule. The report is updated based on your selection.By default, the system displays the Latest Working revision rule.