Creating summary or detail Query-Based Reports in cloned (duplicated) applications

Question

From Maximo 7.1.1.6 onwards, you can create Summary or Detail Query-Based-Report (QBR). But in cloned applications, the option to select the type of QBR is disabled. How can you enable that option?

Answer

The steps below will show how to create the Summary or Detail QBR in cloned applications with an example:

1. Go to Application Designer - Open the WOTRACK application.

2. Select Action - Duplicate Application Definition - Create WOTRACK2 application with the description 'Work Order Tracking 2'.

3. Go to Security Group - Give adequate privileges for the WOTRACK2 application to the security group, for example MAXADMIN.

4. Login again and open the WOTRACK2 application.

5. Click on the 'Create Report' toolbar button to create the Query-Based-Report.

As you can see below, the option to be able to select the style of report ( Summary or Detail Report) is not enabled.

By default, all cloned (duplicated) applications have the same problem.

In order to enable the option above, please follow the steps below:

When the WOTRACK2 application is cloned from WOTRACK , the WOTRACK2 application has the same report object as the original application WOTRACK.

For example:

1. Create the report object for the cloned application (WOTRACK2).

Go to the Integration / Object Structures application - Find 'REP_WORKORDER' .

Based on 'REP_WORKORDER', create the new report object for WOTRACK2 called 'REP_WO2' (you can also duplicate 'REP_WORKORDER' to create 'REP_WO2' )

-- Object Structure : REP_WO2

-- Description : Work Order Details 2

-- Consumed By : REPORTING

-- Application : WOTRACK2

2. Save the record.

3. Go to the Report Administration application.

4. Run Select Action / Set Report Object Structure Security.

5. Filter application with the value 'Work Order Tracking 2' . You can see the newly-created report object 'REP_WO2' for WOTRACK2 application.

P.S. : the WOTRACK2 application's description is 'Work Order Tracking 2'.

The REP_WO2 report object's description is 'Work Order Details 2'.

6. Now you need to define any security groups who can access the newly-created report object .

- Click New Row

- Add the 'MAXADMIN' group.

7. Go to the 'Work Order Tracking 2' application (WOTRACK2)

Try to run 'Create Report'. Now you can select the style for the QBR report (Summary or Detail).