NOTE The Report Builder entirely replaces and extends the functionality of the Query Builder tool that was provided with versions of Dimensions® CM prior to release 10.1.3. A Report Builder listing client report is the equivalent of a Query Builder query.
The Dimensions CM Report Builder is accessed through either the Dimensions web client or the desktop client that allows you to create and modify the following types of end-user GUI client reports for all Dimensions CM 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).
IMPORTANT! To be able to display charts, Adobe Flash Player 8 (or above) must be pre-installed.
These client reports can be grouped, depending on report type, by one or two Dimensions CM attributes. The attributes available depend on the process model. Typical examples are:
Product
Type Name
ID
Title
Originator
Status
Last Updated By
Phase
Action Date
Creation Date
Update Date
Although client reports are versatile, the following caveats should be borne in mind:
If you require advanced reporting, you should use Dimensions CM SQL-based reports (utilizing Published Views), Dimensions CM user reports, or Crystal Reports. See the Reports Guide for details.
The graphical client reports are not intended to be as flexible in formatting fonts, text sizes and colors as other external charting tools, such as those found in Microsoft Excel. You can, however, export client reports in comma separated value (CSV) format for import into such external charting tools if you find that your data does not display clearly in the graphical client reports with their automatic font, text size and color settings (for example, pie charts with dozens of segments).
Currently only one run-time variable can be specified for client report filtering criteria.
Private reports are reports that you create in the Desktop client or the web client, either from scratch or by adopting or modifying public or standard reports. Such reports appear in a My Reports folder in either client and are not visible to other users. If you have favorite private reports, you can place them into your Favorite Reports folder for easy access.
Favorite reports are private or public reports that you have placed into your Favorite Reports folder for easy access.
PRIVILEGES To create, modify, or delete a public report you need the Manage Public Reports privilege.
Public reports are reports that have been created by privileged users for general access and use by all users. Such reports appear in a Public Reports folder in either the Desktop client or the web client. If you have favorite public reports, you can place them into 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 Report Builder dialog box Edit tab to access the details of a public report and uncheck the is public check box—after which they can then edit and save the report as a private report, even using the same name if so desired.
Standard and demo reports are special categories of public reports that are placed in the Public Reports folder at installation of Dimensions CM for your use. 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. If you have favorite standard or demo reports, you can place them into your Favorite Reports folder for easy access.
Related Topics
Creating or Modifying a Report Using the Desktop Client
Drilling Down into a Client Report Using the Desktop Client