Generate a process report

You can generate a report for a work package on a process structure, a plant bill of process (BOP), or a single step in a process.

You cannot generate a reports for a BOM structure. Your administrator can customize reports to change the properties displayed and the layout.

Note

Your administrator must install specific templates before you can generate reports in Excel format. If you cannot generate Excel reports, open a Teamcenter command prompt and execute these commands:

• add_req_templates -u=your-administrator-user-name -p=your-administrator-password -g=dba -t=ExcelTemplate -i=%TC_ROOT%\install\ewi0electronicwi\data\ewiExcelReportTemplateForPlantBOP.xlsm

• add_req_templates -u=your-administrator-user-name -p=your-administrator-password -g=dba -t=ExcelTemplate -i=%TC_ROOT%\install\ewi0electronicwi\data\ewiExcelReportTemplateForProcess.xlsm

Use the following procedure to generate a report.

Procedure

1. Click Generate Report .

2. Select Work package or Current Step.

   The work package report contains the following information:

   Work package description (for example, top level process name information, product information).

   List of first level steps within the work package (ordered according to the find number in Teamcenter). For each step there exists:

    A list of children for each first level step (ordered according to the find number in Teamcenter).
   
   
    Instructions (from property or PDF).
   
   
    Attached images.
   
   
    Consumed parts.
   
   
    Assigned tools.
   

   The current step report contains the following information:

   Assigned tools.

   Attached images.

   Instructions (from a property or PDF).

   Consumed parts.

3. Click the Format list, and select an option:

Full process package – generates a PDF report for a work package on a process structure, or a single step within a process.

Excel report for Process – generates an Excel-based, hierarchical structure with properties. To customize the Excel output, modify the ewiExcelReportTemplateForProcess template.

Excel report for Plant BOP – generates an Excel-based, hierarchical structure of the plant bill of process (BOP) with properties. To customize the Excel output, modify the ewiExcelReportTemplateForProcess template.

4. Click Generate Report.

Teamcenter generates a report in Excel or PDF format.

What to do next

When the report is generated, you can choose to open it or save it to your operating system. This is an example of a PDF report generated for a single step.

This is an example of a report generated for a hierarchical structure in Excel format.