CLM Reporting: a landing page for RRDI or Insight

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:

• Exploring existing Out-of-the-box reports
• Authoring your own reports.

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	(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter RTC/CCM (*) RTC/CCM (*) RTC/CCM (*) RQM/QM RQM/QM RQM/QM RRC/RM (*) RRC/RM (*) RRC/RM (*)

(*): see “Table 2” in the referenced page.

2) Author your own reports

Data models	[Wiki] CLM Framework Manager Data Model Details
Dictionaries	(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter RTC dictionary RTC dictionary RTC dictionary RQM dictionary RQM dictionary RQM dictionary RRC dictionary RRC dictionary RRC dictionary
Data warehouse metrics	(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter Data warehouse metrics populated by CLM application data Data warehouse metrics populated by CLM application data
“How To”s	[CLM 4.0 InfoCenter] Tutorial: “Creating reports with Query Studio“ Deploying new report resources [devWorks] “Custom reporting using work item relationship links” by M. Prout (April 2013) [Jazz.net forum / Article] “Display reports from Report Studio in the RTC dashboard“ “How to make RRDI Reports work like RTC widgets?“ “How can I get a custom BIRT report to show on a dashboard?“ “Way to export reports in report studio so they can be uploaded to another server?“ “How to install missing (i.e. not deployed by default) reports in RTC“ [Videos] Dozens of useful videos in “RRDI Playlist” by Rational User Education. Covers installation aspects, new features, introductions, building reports, etc.

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).

Last updated: July 18th, 2013 (added links to Jazz.net “in progress” InfoCenter)