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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.

 

 

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

 

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.

 

 

And maybe you con vote up also this 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


 

 

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


Automatic report creation (Mike Lockwood from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=16373

New location here on ptcusercommunity.com: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

 

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

 

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


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

 

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

 

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

 

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

 

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

 

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


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


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

 

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


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

 

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

 

Overview of link objects in Windchill (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS131357&lang=en


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


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


Query Builder Report Weirdness (From PTC/User)

http://portal.ptcuser.org/p/fo/st/topic=16&post=121477#p121477

 

Windchill Business Reporting (Avinash Kor from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=9354

 

 

 

ADMINISTRATIVE REPORT (User/Roles/Group/ACL's)

 

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)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-35310-165974-28509/ContextTeams-Products.qml.zip

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-35310-165974-28510/User+Accounts.qml.zip


Extract policy rules (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55886-251502-70950/ACLs+-+alternate+approach.qml.zip

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


Find rename objects (Lori Lee Sood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-50412-221716-56907/FindRenamedObjects.qml.zip

 

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

 

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


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


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=subscription&n=CS204338


Report with a list of Products having a specific role (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56841-256758-72950/Context+Teams.qml.zip

 

Reporting - Groups and Users (Shreyas Atre from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=25178

 

Types and mapped attributes (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55554-249262-69944/Types+and+mapped+attributes.qml.zi…


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

 

 

 

CHANGE MANAGEMENT


Changerequestthat has noassociatedchangenotice (Lori Lee Sood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-50352-221824-56945/CRwithoutCN.qml.zip

 

Change Request Workflow Tasks(Lewis Lawrence from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=6456


ECN and the count of WTParts for that ECN (Dax Williams from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=751

 

How to generate QML report for the ECN created in a 30 days using Query Builder (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS198747&lang=en


How to generate a report listing Change Notice task Comments in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS167392&lang=en


QML attached - outstanding change work items with related change objects (Darren Storey from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=24907

http://portal.ptcuser.org/x/fo/st/imagelb?fid=24908&topic=16

 

Query Builder report to get Affected End Item Parts added to Change Requests Affected End Item table (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS149307&lang=en

 

Query builder report of all the assignees of Change Notice/Change Activity in Windchill (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS179409&lang=en

 

QML (total of 6) for getting affected and resulting object of CN (Shreyas Atre from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=21282

 

Report to return the objects in a Change Request (Shreyas Atre from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=20585

 

Released Part Version (Revisions) Linked to Changes (Lewis Lawrence from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=6504

 

Change Record Status - Open (Steven Rector from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=27558

 

 

 

EPMDoc REPORT

All Checked Out CAD Docs with Workspace and User (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56287-253837-71801/Checked+Out+CAD+Docs+with+Workspac…

 

Checked out CAD Documents (Christophe Laudou from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=3474

 

EPM Document and the Life Cycle Template the EPM Document is using (Shreyas Atre)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-233403-62298/LCTEmplate.qml.zip

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-233403-62297/LC+Join.png

 

EPMDoc that have been modified in a given period (Darren Storey from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=19547

 

Getting the related Promotion Requests of a Drawing (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56288-253820-71793/CAD+Doc+-+related+Promotion+Reques…


Link between EPMDocuments and WTParts (Tristan Owen)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-250976-70777/EPMandWTPart.qml.zip

 

Link between EPM and Life Cycle template (Shreyas Atre from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=23403

http://portal.ptcuser.org/x/fo/st/imagelb?fid=23404&topic=16

 

How to create a Query Builder (QML) report which will list the instances associated with Generics of Family Tables (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS29111&lang=en

 

Numbers of  CAD documents (*.asm, *.prt) and their drawings (*.drw) [Tristan Owen]

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-39509-197193-47739/EPM_DrawingReference.qml.zip


Query to get downstream MPMLink parts from Design view WTParts (Mike Lockwood from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=14664

 

QML report showing ‘EPMDocument associated with the WTPart’ in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS23768&lang=en

 

Query Builder report that lists the size of CAD Documents and their location in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS42155&lang=en

 

Query Builder: Soft Type attributes for EPMDoc (NacNac Mott from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=18529

http://portal.ptcuser.org/p/fo/do/download=1&fid=18530

 

QML report showing ‘EPMDocument associated with the WTPart’ for Content association (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS23768&lang=en

 

Report from WTPart to EPMDocument including the family table values (Mike Lockwood from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=14665

 

Workspace creation, last modified, etc. (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56658-256774-72916/Workspace+attributes.qml.zip

 

WTPart Object ID based on the EPM Document Object ID, Version and Iteration (Tristan Owen)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-251287-70853/EPMandWTPart_IDandVersionLink.qml.…

 

WTParts with Associated Described By Documents (Mike Lockwood from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=14654

 

Query Builder report to list all the Publish EPMDocument in Windchill PDMLink(PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS191374&lang=en

 

 

PROMOTION and WORKFLOW

All the outstanding workflow work items for the current user (Darren Storey from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=24898

 

All info of interest for all Workflow Activities from a give workflow template (Mike Lockwood from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=15994

 

Date of PR changing states (Lori Lee Sood)

https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-49787-219926-56116/PR_States.qml.zip


How to generate QML report for the Tasks past deadline using Query Builder in Windchill PDMLink 10.2 (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS180709&lang=en

 

How to generate a report with events from workflow tasks in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS32218&lang=en

 

Query Builder report to fetch reassign information of a promotion request (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162802&lang=en

 

Windchill Data Model for Workflow related objects in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS153902&lang=en

 

 

 

WTDOCUMENTS

How to link betweeen a WTDocument and a Package (Lori Lee Sood)

http://support.ptc.com/appserver/cs/view/solution.jsp?n=CS131346&source=tssearch

 

Info about the vaulted file on disk (Mike Lockwood)

https://www.ptcusercommunity.com/servlet/JiveServlet/downloadBody/3088-102-1-3664/VaultedWTDocFiles.qml.zip


QML to generate URL for document (Shreyas Atre from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=23333

 

QML report to fetch all the WTDocuments that were renumbered in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS180898&lang=en

 

Query Builder report to display WTDocuments having representations (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS166540&lang=en

 

Query builder report to fetch all WTDocuments with no primary content (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS167918&lang=en

 

 

 

WTPARTS

 

How to report "Release Date" of WTPart? (from PTC/User)

http://portal.ptcuser.org/p/fo/st/topic=16&post=122009#p122009

 

How to write a WTPart Where Used Report (Mike Lockwood)

Report Manager: How to write a WTPart Where Used Report

 

How to get the bill of material (BOM) report for latest iteration of latest version for Document Object using Report Manager (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS200270&lang=en


QML Report to list all Part Instance with its Base Part (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS203321&lang=en


QML Report to list all WTPart of Specific View in Windchill PDMLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS198025&lang=en


Query builder report to fetch the display name and internal name of classification node in Windchill PartsLink (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS184338&lang=en

 

Query builder report to find all WTParts and their corresponding PartsLink classification nodes (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS129984&lang=en

 

WTParts not been published to ERP system (Marco Tosin from PTC/User)

http://portal.ptcuser.org/p/fo/do/download=1&fid=23280

 

 

TROUBLESHOOTING

Custom reports return error "wt.query.QueryException: Attribute "first" is not a member of class "class wt.org.WTUSER" after upgrading to Windchill PDMLink 10.2

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS194425&lang=en


Unable to save configuration of a legacy report in Windchill PDMLink 10.2 M020 (PTC TS)

https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS188794&lang=en


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