About the Report Builder

The Dimensions CM Report Builder enables you to create and modify end-user GUI client reports.

Overview

Use the web client or desktop client Report Builder tool to create and modify the following end-user GUI client reports for all object types:

  • Listing report

  • Distribution table

  • Pie chart

  • Pie chart (3D)

  • Bar chart

  • Bar chart (2D depth)

  • Bar chart (stacked)

  • Bar chart (stacked 2D depth)

Note: Report Builder does not support external requests.

You can group these client reports depending on the report type, by one or two attributes. The attributes depend on your process model settings. Typical examples are:

  • Product

  • Type name

  • ID

  • Title

  • Originator

  • Status

  • Last updated by

  • Phase

  • Action date

  • Creation date

  • Update date

Guidelines and recommendations:

  • If you require advanced reporting, use SQL-based reports (utilizing Published Views), user reports, or Crystal Reports.

    Note: Published Views enable you to write your own programs to extract information from the database. You can set up your own reports in the Administration Console > User Reports Administration. You run these custom reports using the Dimensions CM RUR command. For details, see Command-line reference.

  • The graphical client reports are not intended to be as flexible in formatting fonts, text sizes, and colors as other external charting tools like, for example, Microsoft Excel. If you find that your data is not displayed clearly in the graphical client reports, you can export the reports as a comma-separated value (CSV) file and then import them into such external charting tools.

  • Only one run-time variable can be specified for client report filtering criteria.

For information about reports, see Reports and published views.

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Report categories

The following report categories are available.

Category Description
Private reports (My reports)

Private reports are reports that you create in the desktop or web client, either from scratch or by adopting or modifying public or standard reports. Such reports are located in the My Reports folder and are not visible to other users.

If you have favorite private reports, you can add them to your Favorite Reports folder for easy access.

Favorite reports Favorite reports are private or public reports that you have added to your Favorite Reports folder for easy access.
Public reports

PRIVILEGES: The Manage Public Reports privilege to create, modify, or delete a public report.

Public reports are reports created by privileged users for general access and use by all users. Such reports are located in the Public Reports folder. If you have favorite public reports, you can add them to your Favorite Reports folder for easy access.

Although non-privileged users cannot create, modify, or delete the details of public reports, they can use the Edit tab in the Report Builder dialog box to access the details of a public report and clear the is public option. After that, they can edit and save the report as a private report, even using the same name.

Standard and demo reports

Standard and demo reports are special categories of public reports that are located in the Public Reports folder at at installation of Dimensions CM.

They are distinguished from each other in that a standard report is independent of the Dimensions CM process model, whereas a demo report is not. Consequently, a standard report cannot refer to user-defined attributes nor to relationships (except server keywords), whereas a demo report can.

Standard report names are prepended with "Standard:", and demo report names are prepended with "Standard demo:" to distinguish them from other public reports, but in all other senses they are simply public reports.

You can add standard or demo reports to your Favorite Reports folder for easy access.

See the following table for the available standard and demo reports.

Standard and demo reports:

Object class Report type Report name Description

Item

Listing report

Standard: All items checked out or locked by me

Items extracted by the current user.

Item

Listing report (group by)

Standard: Items that I created
since ...

Items created by the current user, grouped by status. Query at runtime for creation date.

Baseline

Listing report (group by)

Standard: Active baselines

Baselines with Phase != CLOSED and Phase != REJECTED, grouped by status.

Baseline

Listing report (group by)

Standard: Baselines in my inbox

All pending current user baselines grouped by status.

Baseline

Listing report (group by)

Standard: Baselines that I created

All baselines that the current user created (closed and rejected included), grouped by status.

Baseline

Listing report (group by)

Standard: Closed or rejected baselines

Baselines with Phase == CLOSED or Phase == REJECTED, grouped by status.

Project/Stream

Listing report (group by)

Standard: Active projects

Projects with Phase != CLOSED and Phase != REJECTED and which are not locked.

Project/Stream

Listing report (group by)

Standard: Closed or rejected projects

Projects with Phase == CLOSED or Phase == REJECTED or Locked == true, grouped by status.

Project/Stream

Listing report (group by)

Standard: Projects in my inbox

All pending current user projects, grouped by status.

Project/Stream

Listing report (group by)

Standard: Projects that I created

All projects that the current user created, grouped by status.

Request

Listing report (group by)

Standard: Active requests

Requests with Phase != CLOSED and Phase != REJECTED, grouped by status.

Request

3D pie chart

Standard: Active requests chart

Requests with Phase != CLOSED and Phase != REJECTED, 3D pie chart by status.

Request

Listing report (group by)

Standard: Closed or rejected requests

Requests with Phase == CLOSED or Phase == REJECTED, grouped by status.

Request

3D pie chart

Standard demo: Active CRs chart by severity/priority

Pie chart of severity for non-closed or non-rejected PRODUCT:CR requests.

Request

Stacked column chart

Standard demo: Active CRs chart by status and severity/priority.

Column for each status, stacked severities for active requests.

Request

Distribution table

Standard demo: Active CRs table by status and severity/priority.

Column for each severity, row for each status, active requests.

Request

Stacked column chart

Standard demo: Closed or rejected CRs chart by action date and severity/priority (year to date)

Column for each month, stacked severities for closed or rejected requests actioned in the past year (up to 13 columns).

Request

3D pie chart

Standard demo: Closed or rejected CRs chart by severity/priority

Pie chart of severity for closed or rejected PRODUCT:CR requests.

Request

Stacked column chart

Standard demo: Submitted CRs chart by creation date severity/priority (year to date)

Column for each month, stacked severities for all requests (active or not) created in the past year (up to 13 columns).

Request

Listing report (group by)

Standard: Requests in my inbox

All pending requests for the current user, grouped by status.

Request

Listing report (group by)

Standard: Requests that I created

All requests that the current user created, grouped by status.

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See also: