Working with Reports and Lists

Use the Reports and Lists window to display the various reports and lists available in Dimensions CM. The following nodes are in the Reports and Lists window:

The Favorite Reports node contains an icon for each of your own or publicly available Dimensions CM reports that you stored as your favorites, grouped by Dimensions CM object class tree node (for example, baselines, design parts, items, and requests). These are reports that have been created using either the web client or desktop client, either from scratch or by adopting or modifying public reports. They are stored on the server and are available from either client.

NOTE For an object class tree node to appear in Favorite Reports, at least one report of that object class must exist.

The My Reports node contains an icon for each of your own stored Dimensions CM reports, grouped by Dimensions CM object class tree node (for example, baselines, design parts, items, and requests). These are reports that you have created using the web client or desktop client, either from scratch or by adopting or modifying public reports. They are stored on the server and are available from either client.

NOTE For an object class tree node to appear in My Reports, at least one report of that object class must exist.

The Public Reports node contains an icon for each stored report that a Dimensions CM user has made available to other users plus standard reports available to all users. Again these are grouped by Dimensions CM object class tree node.

NOTE For an object class tree node to appear in Public Reports, at least one report of that object class must exist.

The My Filters node contains an icon for each object filter you have previously defined and saved using the Find mechanism. These are stored in the registry on your local machine.

NOTE For a filter to appear in My Filters, at least one filter of an object class must exist.

The My Lists of Requests node contains an icon for each request list you have created using the Edit Request List function.

To access reports and lists:

Select View | Reports and Lists.

To access favorite reports:

Expand the Favorite Reports node.
Expand the appropriate Dimensions CM object class node, for example, Items.
Do one of the following:

To run the report, right-click its icon and select Run.
To edit the report, right-click its icon, select Edit, and complete the Report Builder dialog box.
To delete the report, right-click its icon and select Delete.
To remove the report from your favorites, right-click its icon and select Remove from Favorites.

To access private reports:

Expand the My Reports node.
Expand the appropriate Dimensions CM object class node, for example, Items.
Do one of the following:

To run the report, right-click its icon and select Run.
To edit the report, right-click its icon, select Edit, and complete the Report Builder dialog box.
To delete the report, right-click its icon and select Delete.
To add the report to your favorites, right-click its icon and select Add to Favorites.

To access a public report:

Expand the Public Reports node and proceed as for private reports.

To access request lists:

Expand the My Lists of Requests node.
Do one of the following:

To display the request list, click the icon for the request list.
To delete the request list, right-click its icon and select Delete.

To access object filters:

Expand the My Filters node.
Expand the appropriate Dimensions CM object class node, for example, Items.
Do one of the following:

To display the result of the object filter, right-click its icon and select Run.
To edit the object filter, right-click its icon, select Edit, and complete the Find dialog box.
To delete the object filter, right-click its icon and select Delete.