As part of Jumpstart team, I found myself answering customer questions about the reporting capabilities in CLM. As a result of this, last year, I’ve consolidated and shared information/guidance on the subject through a MindMap (see blog post: “Get things clear about the CLM 2012 reporting capabilities“). Some of our customers provided me with great feedback (which is still welcome BTW !).
As an assiduous reader of Jazz.net forum, I see that questions like the following are common:
“I want to create a RTC/RRC/RTC/CLM report with this information plus this other information…. how should I proceed ?“.
Say 90% of the time, a pragmatical 1st answer advise users to check the existing/OOTB reports available in CLM. Then, say in half of the cases, directions for creating custom reports are provided. Just like if it was a pattern…
It’s important to note that pretty much ALL the information exists ALREADY (in the CLM InfoCenter, the Jazz.net/DevWorks articles and wikis, etc.). The kind of gap this blog post aims at filling is a landing page providing a useful answer to the pattern described above. It shall present key information for both:
with the following characteristics:
- Content shall indifferently cover release versions: CLM 2012, CLM 2011.
- Format may be not a (Mind)Map. As some users revealed to me they could be reluctant to this format. Not to change my mind on this… Just adopting people’s preferred communication channels. I’ve chosen a table format this time.
Let’s go for now…
1) List the Out-of-the-box reports
|All reports||[Wiki] OOTB Reports (also incl. BIRT/RRDG-based reports)|
|Reports by domain||
(*): see “Table 2” in the referenced page.
2) Author your own reports
What if some complementary information is required ?
- For “hands-on”-oriented guidance, I’d advise to read and complete the Reporting Workshop.
- For a selection of key resources on a broader scope (e.g. reporting for CLM in general including document generation (RRDG, RPE), installation procedures, troubleshooting tips, etc.), have a read at this blog post (and MindMap) “Get things clear about the CLM 2012 reporting capabilities” (note: it’s updated on a regularly basis – last update as for today: May 1st, 2013).