To along with Allan’s great post this week about reports in Vault, figured I’d point out some bits about the reporting feature in PLM 360. A bit self-serving since it gives me a way to remind everyone to register for next week’s PLM Talk all about… you guessed it! Reporting.
Did you know you have options for how you share reports in PLM 360? When setting up a report, you specify the Report Access as Private, Shared or Public. I thought I’d share a few examples of when I use each option. When I set up a report for auditing a workspace, I set that to Private as I’m the only one using it.
If you recall a recent blog called ‘PLM 360 Import: Reporting for Duty’, we learned how to set up a report to get the import format. That’s a case where I’d restrict access to my report to the power users that have the ‘Run Import’ permissions for the workspace and specify them in the Shared.
Public reports are a great way to share information with everyone that has permissions on that workspace. In our recent blog about Filtered Pick Lists, we imported categories and subcategories for an Electrical Components workspace. A chart showing a breakdown of categories can be created and shared with everyone.
You can tell the access on a report based on the icon displayed next to the report owner’s name:
You can learn more about Reporting on our Wiki or join us for PLM Talk on October, 24th (2^10 day!). ^MS