How to create a report template

How to create a report template

Anonymous
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Message 1 of 3

How to create a report template

Anonymous
Not applicable

Hello again,

 

When I was making een report of our library folder and showed it to my mentor he was excited about the posibilities that it offers for the company.

He asked if it was possible to add the stocknumber in the list.

So I did some research and found a usefull link.

I followed the instructions and did a test.

But after numerous tries it still didn't work.

 

 I used this link:

 

Autodesk Vault: Create a Report Template

 

 

What the screen looks like now:

 

Report1.png

 

 

What we want it to look like:

 

Report2.png

 

 

 

 

 

 

I followed the guidlines discribed in the manual like this:

 

Checkboxes

 

I used the Project Dashboard template to start.

Also when I saved the new settings, I recieved the following error:

 

error

 

It's in dutch, but basicly it's saying I'm not the administrator...

 

So I saved it in a folder within our Vault workgroup.

I can select the template, and it loads everytime without fail, but it doesn't include the stocknumber I so desperately want.

Does anyone have a tip or a solution for me? 

Does anyone have a good way of completely cutomizing the templates completely without having to use complex coding?

 

Thank you!

 

 

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Message 2 of 3

manuel.lanthaler
Enthusiast
Enthusiast
Accepted solution

Hello,

 

we had the need to go beyond the standard features provided by the Vault reporting, and so we extended the Vault reporting via Data Standard.

If you are familiar with Powershell and the VaultAPI you can simply customize the table as you want.

 

http://blog.coolorange.com/2014/02/28/very-custom-reports/

 

Hope it helps,

Manuel

coolOrange
www.coolOrange.com
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Message 3 of 3

Anonymous
Not applicable

Thank you for your respons. I'm taking a look now!

I'll let you know if I can use it!

 

 

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