Generating reports from views

You can generate reports to collect data from views. After the report is generated, you can run it. The report can be viewed in a printable format and can be exported to Microsoft Word, PDF, or XSL-FO format.

Before you begin

All users can generate reports from views that are created by using SPARQL queries. If you encounter errors when you generate a report, contact your administrator. If you are the administrator, ensure that Lifecycle Query Engine is configured for Report Builder.

If your team is not familiar with the SPARQL query language, contact your IBM service representative to create custom queries for your team. After the queries are created, your representative can map your custom report resources to the SPARQL queries to generate reports for your team to use.

Report resources (templates) determine the structure of a report. You generate the report from a view by using a report resource. An administrator creates a report resource and makes it available for the team to use.

IBM® Engineering Lifecycle Optimization - Engineering Insights (ENI) comes with a report template, named sample, which is available on the Report Resources page. If the template is missing, contact your administrator.

About this task

This task shows how to generate a report by using the sample report template. To create a report with different output, you need IBM Engineering Lifecycle Optimization - Publishing (PUB).

For more information, see Engineering Insights reporting and Authoring document-style reports.

Procedure

  1. Open the view that was created by using SPARQL queries and click Generate Report.
  2. In the Print dialog box, select a report resource and click Next.

    If your administrator made the sample.dta file available to your team, you can choose the sample template from under the Report Resource heading.

    If other custom report resources are created and shared with your team, they are displayed under the Report Resource heading and you can select them.

    If you purchased and installed PUB, you can select any of the templates under the Report Resource heading.

  3. Set the parameters, which populate the report template with useful information.
    1. The sample report template contains a maximum of five tables of information. If your team has custom reports, the Name column shows the output type.
    2. Click a cell in the Value column to see the list of values. The values that are listed are artifacts that come from the view, for example, Task breakdown, that you are creating a report for. Select the values to include in each table. The values are listed only if at least one container in the view was created by using SPARQL queries. The custom report resources must also be mapped to the SPARQL query.

      Each value maps to a part of the view that is included in the report. For example, to create a report that uses the Task breakdown view, the value for the first table is tasks. The value for the second table is children, and so on.

    3. To retrieve the data for your report, click Register queries.

      If you change one or more values in the Value column after you register the queries, you must register the queries again to retrieve the correct artifacts from the index.

      If you receive an error that the SPARQL gateway must be a friend, contact your administrator.
  4. Click Finish.
  5. To save the report, complete the following steps:
    1. In the report, click the Click to Edit Parameters icon.
    2. Confirm that all the parameters are set correctly.
    3. Save a copy of the report by clicking Save As.
    4. In the Name field, enter the report name. Optionally, enter a description.
    5. Select a folder to save the report to and click Submit. If you changed any of the parameters, you can run the report again by clicking Run. If you don't select a folder for your report, it is saved in the My Reports folder.
  6. To export the report to the format of your choice, complete the following steps:
    1. Click the Export icon.
    2. From the Format list, select a format and click Submit.
    3. Save the report.

Results

The sample template builds the information in tabular format. You can then export the data to a Microsoft Word, PDF, or XSL-FO format.

If you used a Lifecycle Optimization - Publishing template, the template builds the information in the selected format. You can then export the data to different formats or view the report in PDF format in a new browser tab.


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