Maximo Query Based Reports
Maximo Query Based Reports
Maximo Query Based Reports
With Maximo it is possible to create a Query Based report within the Maximo application itself. This is a good way to cerate a basic listing or summary report, which can then be exported, modified and re-imported
The full version of this report, including screen shots and source code, in full colour pdf is available for free download at http://www.BIRTReporting.com
INTRODUCTION
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Creating and Modifying a Query Based Report
This guide is taken from our BIRT for Maximo Self Study Workbook, which is by far the fastest and easiest low cost way to learn how to create and modify reports for Maximo using BIRT. The full guide, printed in full A4 size, with generous screen shots, step by step instructions and plenty of exercises is available now from http://www.birtreporting.com/BIRTTraining.html
CREATING A QUERY BASED REPORT
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Go to the application where you wish to create a report
In our example we are going to create a Query Based Report of purchase orders, so we go to the Purchase Order application.
Click the Create Report button on the toolbar
In the dialogue that appears it is possible to select either a summary report or a detail report. For our example we are going to use a detail report.
Select detail report
Enter a title for the report
When selecting a title for your report, make it something you will recognize, perhaps by adding your name to the report title. You can then select to make the report public (i.e. available to other users) and you can elect to save the report.
Check the Save Report box
Next we move on to selecting the fields that will appear in our report.
Click the Select tab
Notice that in the left hand pane, the list of tables associated with the PO application are visible. Clicking on each one shows a list of the available fields in the right hand pane.
If you scroll down, you will also notice that a number of fields have been selected for you.
It is possible to remove fields from the selected list by clicking on the upward pointing arrow and to add fields by clicking on the downward pointing arrow.
Remove the SITEID field
Add the RECEIPTS field
TIP: to get to the site field you will need to page through the list of available fields or filter it in the same way you do in any other part of Maximo.
Now we move on to filtering, grouping and sorting.
Click the Format tab
We wish to filter our report to only approved PO's where receipts are not yet complete.
Click on the lookup selector to the right of the first two filtering fields and select:
Receipts
Status
Now we are going to provide the filter values and execute our report
Click on the Submit tab
Enter "NONE" in the Receipts value field
Enter "APPR" in the status value field
Click Submit
Your report will be generated showing all Approved PO's that have no receipts.
Notice the rptdesign file name that Maximo has given your report, its in the browser address bar. In this case it is:
po_maxadmin1292777291.rptdesign
Remember this, because now we are going to export the report file and open it up in BIRT.
EXPORTING REPORTS FROM MAXIMO
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To export reports from Maximo we need to use an external utility exportreports.cmd, this is located in the following location:
eportsirtools
There are four different commands to use this tool, as follows:
exportreports exports all libraries, reports, and various report subfolders
exportreports report exports all reports and various report subfolders
exportreports library exports all libraries
exportreports app exports all reports for the specified application
We are going to use the last option, to export all the reports for the PO application (since that's where we created our Query Based Report).
Before we run the command though, we need to ensure that it knows how to log on to the application. The parameters for this are contained in the reporttools.properties file, which is in the same location as the exportreports utility.
Open up the reporttools.properties file in a text editor
Ensure the details are correct for your implementation, pay specific attention to
IP Address
Port
Username
Password
Open a command prompt and navigate to the
eportsirtools folder
Enter the command:- exportreports app po
You should see the utility export all the PO reports.
Next navigate to the PO reports folder, this will be in a location similar to:
eportsirt
eportsPO
Locate your rptdesign file
Copy it to your BIRT workspace
Naturally, you can now make modifications to the report and import it back into Maximo in the usual manner.
ABOUT THE AUTHOR
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Paul Bappoo is the author of BIRT for Beginners (which is available in paperback from BIRTReporting.com, Amazon and Barnes and Noble amongst others) and the BIRT for Maximo Self Study Workbook, also available from BIRTReporting.com. He has been an international technical software consultant and involved with computers for over 30 years. Paul has an interest in BIRT reporting, enterprise application integration, automated software testing, computer based training and enterprise system implementation. Paul runs the BIRT User Group UK and is a member of the BIRT-Exchange Advisory Council. He would be delighted to hear from you with your tips, tricks and stories about your usage of BIRT. If you have a question, a need for training or consulting or great tip to share with the community then drop him a line.
HOW TO CONTACT THE AUTHOR
=========================
Email: Paul@BirtReporting.com
Web Site: http://www.BirtReporting.com
The full version of this report, including screen shots and source code, in full colour pdf is available for free download at http://www.BIRTReporting.com
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