Reports

End users can generate reports in either Microsoft Excel or PDF file format. As an administrator, you can add, remove, or modify default reports. For each report you modify, you must define these settings:

• A display name, which is shown in the Create Reports dialog box.

• The report output format (Excel or PDF).

Excel format

Easy Plan provides out-of-the-box templates to generate reports in Microsoft Excel format. You can also define reports specific to your environment. When you define Excel reports, you must include the display name, the report output format, and the Excel template used to create the report. Use this format for Excel reports:

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<report type>:EXCEL:<TemplateDatasetName>

For example, EPExcelPAReport:EXCEL:ExcelReportTemplate

Note

Reports generated in Excel rely on Excel reporting capabilities in the Teamcenter rich client. For information, see the Teamcenter rich client documentation about Exporting Data to Microsoft Excel.

PDF format

You can define PDF reports specific to your environment. When you define PDF reports, include the display name and report output format. In addition, include:

• An XSL style sheet to determine the page layout.

• An Apache formatting objects processor (FOP) configuration data set to determine the output file format.

• The object types that are applicable for this report type.

Use this format for PDF reports:

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<report type>:<output format>:<transfer mode>:<stylesheet dataset>:
<Logo icon for the report>:<FOP configuration dataset>

For example, SFPMaterialReport:PDF:SFP_OperationReportTM:SFP_MaterialReportFormatDataset: SFP_ReportLogoDataset:SFP_ReportFOPConfigurationDataset