TEAMCENTER

Report Generator
Teamcenter 14.3
Unpublished work. © 2023 Siemens

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 Contents

What is Report Generator? 1-1

Basic setup 2-1

Basic tasks
Generate a new report ──────────────────────── 3-1
View reports ───────────────────────────── 3-1
Print a report ──────────────────────────── 3-1
Export a report ─────────────────────────── 3-2
Regenerate a report ───────────────────────── 3-2
Save a report to view later ────────────────────── 3-3
Assign costs and generate a cost report ──────────────── 3-4

Customization tasks
Customize reports ────────────────────────── 4-1
Create custom report layouts ───────────────────── 4-1

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4 Report Generator, Teamcenter 14.3
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 1. What is Report Generator?
Use Report Generator to generate reports from the Manufacturing Process Planner, Part Planner, or
Resource Manager applications. You can view and share the reports in HTML using a web browser.

Several default report types are available as part of Teamcenter manufacturing process management:

• Standard reports detailing basic product, process, and plant information.

• Alternate process reports presenting process operations and subprocesses in an alternate format.

• Cost reports detailing costs for products, processes, and plant work areas.

Basic tasks

Types of data that can be reported

• Information about the structures of your process plan, including process, operation, activity, product,
and plant structures

• Current version details

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 1. What is Report Generator?

• Image files and JT files

• Datasets

• Forms

• Folders

• Timing information for a process

• Cost data for the process, product, and plant

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 2. Basic setup
• The Java environment must be configured and the JT viewer set up, as described in the
Administering Manufacturing Planning documentation.

• You must have the supported versions of Microsoft Internet Explorer or Firefox to view the reports.

• Report Generator is installed when you install the rich client.

• Report Generator does not need to be enabled or configured. If it is installed and meets the
prerequisites, the application is available and ready to use.

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 2. Basic setup

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 3. Basic tasks
Generate a new report
You can generate a report for any product, process, or plant object.

1. In Manufacturing Process Planner or Part Planner, select an object from the tree hierarchy in the
structure view.

2. Choose Open With→Report from the shortcut menu.

Note:
You can also use the shortcut menu or drag-and-drop functionality to send the object to the
Report Generator application.

3. From the Type list at the bottom of the application window, select a report type.

4. Click Generate Report .

The report is generated and displayed in the web browser.

View reports
A report is generated as a set of linked HTML pages viewable through a Web browser. You can navigate
the report using both the links that are embedded within the report and the standard navigation buttons
available in the browser.

There are two types of links embedded within the report:

• External links access a different page of a report, such as subprocesses or operation.

• Internal links expand or collapse information within the same page of the report, such as showing or
hiding an image or a table.

Print a report

• Open the report in a web browser and print it from there.

Only the currently displayed page is printed, and this may not show the whole structure.

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 3. Basic tasks

Export a report
The export function allows you to export all files associated with the report to an external directory.

1. In Manufacturing Process Planner or Part Planner, select an object from the tree hierarchy in the
structure view.

2. Choose Open With→Report from the shortcut menu.

3. From the Type list at the bottom of the application window, select a report type.

4. Click Export Report .

5. In the Export Report dialog box, select a directory location and enter a file name for the exported
report file.

Note:
If the specified file name already exists, the existing file is overwritten.

6. Click Export.

All report files are generated for the selected object and exported to the directory you specified.
The given file name is shown as the starting page of the report.

Note:
If the report has previously been generated, it is exported without being regenerated. To
regenerate the report before export, click Regenerate .

Regenerate a report
Regenerating a report allows you to apply different style sheets to the same data without regenerating
the XML data for each report.

This option is available only if you have generated and exported the report at least once previously.

Note:
If you choose this option, any changes made to the product, process, or plant structure since the
report was generated are not included in the report.

1. In Manufacturing Process Planner or Part Planner, select an object from the tree hierarchy in the
structure view.

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 Save a report to view later

2. Choose Open With→Report from the shortcut menu.

3. From the Type list at the bottom of the application window:

• Click Regenerate to regenerate the report with the same report type.

• To regenerate a report with a different report type, select a new report type and click
Regenerate .

The report is generated with the report type using the currently selected product, process, or
work area.

Save a report to view later

You can save a generated report with the selected product, process, or plant revision. When a report
is generated, Teamcenter manufacturing process management creates a new CME_Report dataset and
stores all the report's related files in this dataset.

This option is available only if you have generated and exported the report at least once previously.

The report is not updated automatically if the product, process, or plant structure is changed. When
changes are made to these objects, you must generate and save the report again.

A previously saved report can be viewed from any application where the report is visible, without having
to regenerate them.

Save a report

1. Generate a report.

2. Click Save .

The report is saved as a CME_Report type dataset, with the current report type as its name. It
becomes attached to the current product, process, or plant revision.

If earlier versions of the same report exist, the Save report to database dialog box is displayed and
you must confirm that you want to overwrite the previously saved version.

View a saved report using the Report Data view

1. In Manufacturing Process Planner or Part Planner, select an object from the tree hierarchy in the
structure view.

2. Choose Open With→Report from the shortcut menu.

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 3. Basic tasks

3. From the Type menu, select the type of report to be viewed.

4. Click View Existing Report .

View a saved report using the tree hierarchy

• To view a previously saved report from a tree hierarchy with the My Teamcenter application or in the
Manufacturing Process Planner or Part Planner Attachments view, double-click the report dataset in
the tree hierarchy. If the report is available, the most recently saved version is displayed in a browser.

Assign costs and generate a cost report

Creating cost reports

Tracking costs is a valuable tool to an organization. Manufacturing costs may include the costs of labor,
materials, tools, machines, or other costs associated with the production of products.

To support this need, Report Generator includes the capability to show costs assigned to items and the
cost totals in a report.

Cost data can be assigned to any item revision in any of your product, process, or plant structures.

Assign costs to an item

To assign costs to an item, create a CostData form, attach it to an item, and assign a monetary value to
it.

Note:
The CostDataForm type is installed when you install the rich client.

1. Select the item to which the costs are being assigned from the Product, Process, or Plant structure
view in Manufacturing Process Planner or Part Planner.

2. Open the item in the Attachments view.

3. From the Attachments view, select the item revision.

4. Choose File→New→Dataset.

The New Form dialog box is displayed.

5. Select the CostDataForm type.

6. Type values in the Name and Description boxes.

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 Assign costs and generate a cost report

7. Select Open on Create.

8. Click OK.

The Cost Data form dialog box is displayed.

9. In the CostAmount box, type a currency value for the item.

10. Click OK.

The cost data form is added as an entry in the Attachments view.

Generate a cost report

After you assign cost values to items in your product, process, and plant structures, you can generate
reports that display each item and its associated cost.

1. Select the item for which costs are being reported from the tree hierarchy in the structure view in
Manufacturing Process Planner or Part Planner.

2. Choose Open With→Report from the shortcut menu.

3. From the Type menu, select the cost report.

4. Click Generate Report .

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 3. Basic tasks

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 4. Customization tasks
Customize reports
In addition to the standard reports provided by Report Generator, you can create your own custom
reports. You can also customize the report layout by creating and using your own XSL style sheets.

Report Generator generates an XML file (report_data.xml) that acts as a source of data when reports
are generated.

Note:
The PLM XML schema is the default schema. If you used other XML schemas in the previous
versions of Teamcenter, you must change a value in the cmereport_user.properties file to view
that report.

Switch between PLM XML and other XML schemas

1. Open the cmereport.properties and cmereport_user.properties files located in the

TC_ROOT\portal\plugins\com.teamcenter.rac.cme.cmereport_9000.0.0\
com\teamcenter\rac\cme\cmereport directory.

2. From the cmereport.properties file, copy the line that contains report_xml_file_type to the
cmereport_user.properties file.

3. In the cmereport_user.properties file, change the report_xml_file_type value to either plmxml

for PLM XML schema or xml for other XML schemas.

4. Save the modified cmereport_user.properties file.

5. Restart the rich client.

Create custom report layouts

When you install the rich client, the report is presented by translating the report data in the XML file
using an XSL style sheet that is installed with the application. You can replace the default style sheet
with one of your own.

The custom style sheets can include or import other style sheets. The permanent information for the
header, footer, or links is usually designed in one or more separate style sheets and is included or
imported by the main style sheet.

Specify the names and locations of your custom style sheets in the cmereport.properties file for the
application.

Report Generator, Teamcenter 14.3 4-1

© 2023 Siemens