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Active Reports in Active Workspace

Updated: Feb 27

Active Reports are a dynamic reporting capability inside of Teamcenter's Active Workspace Client (AWC). Active Reports provide a method of creating a Dashboard of standard reports that users can view directly in the AWC.

The image (above) shows the Reports Dashboard inside of the Active Workspace Client (AWC).

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The 2 types of Active Reports

  • Active Summary Reports: When viewed, Active Summary Reports automatically execute a search against the data in the Teamcenter database and displays the dynamic data in a table. In addition, various types of charts are available to configure to aid in displaying the resulting data in a consumable manner.

The image (above) shows an Active Summary Report once opened in the interface.

  • Active Item Reports: When viewed, Active Item Reports provide a report for a specific object and its properties. This differs from Active Summary reports as they do not summarize the data from multiple objects using a search and may not be available to be added to the My Dashboard sublocation.

How are Active Reports defined differently from Teamcenter Report Builder Reports?

Unlike Report Builder Reports Predefined Reports (or customized reports), Active Reports are built with a simple interface. This style of reporting is less configurable for deep dive reporting, but counters with ease of use and quick (on the fly configuration).

Access Active Reports in Active Workspace

To access the Active Reports in the Active Workspace Client, click the Reports Tile on the Home Page.

The image (above) shows the Reports Tile. The tile is only available if the Report feature is installed.

The Reports location will open and display the My Dashboard sublocation.

Note. If the Reports tile or resulting Reports location does not display, ensure the Reporting feature is installed for the Active Workspace Client and Server features in the Teamcenter Environment Manager (TEM), or Deployment Center (DC) installation applications. The Active Workspace Client Features and Server Extension Features documentation can be found in the Active Workspace Installation guide. If all of the features are installed correctly, make sure to check and see if the Reports tile is hidden.

Explore the Reports Location and Sublocations

The Reports location is made up of several sublocations, of which 2 are utilized for Active Reports.

  • My Dashboard: a list of your favorite reports. You can add and remove reports in this location as needed from the Templates sublocation.

Tip. Only Active Summary Reports and Reporting and Analytics Reports may be added to the My Dashboard sublocation. Active Item Reports are not available in this spot because they execute against a singular object and do not need a summary of objects.
  • Templates: a list of all Active Item and Active Summary reports. From this location, you can add to your My Dashboard location or execute Active Reports directly.

The image (above) shows the Templates sublocation. From this location you can view, edit, and execute all Active Item and Summary Reports. Report Builder Reports may also be accessed and executed from this sublocation.

The image (above) shows the Add to Dashboard command that is used to add Active Reports to the My Dashboard page. The image (below) shows the Generate Report command which is used to execute Active Reports.

How are Active Reports created?

As mentioned earlier, Active Reports are created in the Active Workspace Client interface. To begin, on the My Dashboard sublocation select New > Add.

The image (above) shows the New > Add command in the My Dashboard sublocation. Use the command to create new Active Reports. The command may also be accessed in the Templates sublocation.

Use the resulting Add panel to define the Active Report details, including ID, Name, Description, and Type. Next, click Add.

The image (above) shows the Add panel for defining new Active Reports. Notice the Type field allows for the selection between Active summary and Active Item reports.

The next steps vary based on the selection in the Type field:

  • Active Summary Reports

  • Active Item Reports

Create the Search Data for an Active Summary Report

The following example provides the configuration options for an Active Summary Report Search Data. In addition, for an alternate example and support documentation from Siemens see the Create and generate and active summary report topic in the Active Workspace Fundamentals document in the online (or locally installed) help.

After clicking Add in the previous Add Panel, the Configure Report Panel opens and provides options for defining the search and layout of the Active Summary Report.

The image (above) shows the Configure Report panel for an Active Summary Report definition.

Tip. The Search Data field utilizes the Global Search feature in Active Workspace. View the Global Search Tips and Techniques guide in the Active Workspace Fundamentals documentation to view strategies to aid in defining the search to meet your requirements.

In this example, the Active Summary Report searches for all objects that are Item Revisions and owned by the Engineering Group.

There is more than one way to define the search in this example. In the image (below) we entered:


Next, we applied the Type and Group ID Filters.