Changes between Version 1 and Version 2 of Trac Reports


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Timestamp:
Jul 4, 2008, 2:09:43 PM (16 years ago)
Author:
trac
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  • Trac Reports

    v1 v2  
    11= Trac Reports =
     2[[TracGuideToc]]
     3
    24The Trac reports module provides a simple, yet powerful reporting facility
    3 for presenting information about tickets from the Trac database.
    4 
    5 Rather than have its own report format, TracReports relies on standard SQL
    6 SELECT statements for custom report definition.
     5to present information about tickets in the Trac database.
     6
     7Rather than have its own report definition format, TracReports relies on standard SQL
     8`SELECT` statements for custom report definition.
     9
     10  '''Note:''' ''The report module is being phased out in its current form because it seriously limits the ability of the Trac team to make adjustments to the underlying database schema. We believe that the [wiki:TracQuery query module] is a good replacement that provides more flexibility and better usability. While there are certain reports that cannot yet be handled by the query module, we intend to further enhance it so that at some point the reports module can be completely removed. This also means that there will be no major enhancements to the report module anymore.''
     11
     12  ''You can already completely replace the reports module by the query module simply by disabling the former in [wiki:TracIni trac.ini]:''
     13  {{{
     14  [components]
     15  trac.ticket.report.* = disabled
     16  }}}
     17  ''This will make the query module the default handler for the “View Tickets” navigation item. We encourage you to try this configuration and report back what kind of features of reports you are missing, if any.''
     18
     19  '''''You will almost definitely need to restart your httpd at this point.'''''
    720
    821A report consists of these basic parts:
    9  * ID -- Unique (sequential) identifier
    10  * Title  -- Descriptive title
    11  * Description  -- A brief description of the report, in WikiFormatting text.
    12  * Report Body -- List of results from report query, formatted according to the methods described below.
    13  * Footer -- Links to alternative download formats for this report.
    14 
    15 
    16 == Alternate Download Formats ==
    17 Aside from the default HTML view, reports can also be exported in a number of alternate formats.
     22 * '''ID''' -- Unique (sequential) identifier
     23 * '''Title'''  -- Descriptive title
     24 * '''Description'''  -- A brief description of the report, in WikiFormatting text.
     25 * '''Report Body''' -- List of results from report query, formatted according to the methods described below.
     26 * '''Footer''' -- Links to alternative download formats for this report.
     27
     28== Changing Sort Order ==
     29Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header.
     30
     31If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order.
     32
     33== Changing Report Numbering ==
     34There may be instances where you need to change the ID of the report, perhaps to organize the reports better. At present this requires changes to the trac database. The ''report'' table has the following schema (as of 0.10):
     35 * id integer PRIMARY KEY
     36 * author text
     37 * title text
     38 * query text
     39 * description text
     40Changing the ID changes the shown order and number in the ''Available Reports'' list and the report's perma-link. This is done by running something like:
     41{{{
     42update report set id=5 where id=3;
     43}}}
     44Keep in mind that the integrity has to be maintained (i.e., ID has to be unique, and you don't want to exceed the max, since that's managed by SQLite someplace).
     45
     46== Navigating Tickets ==
     47Clicking on one of the report results will take you to that ticket. You can navigate through the results by clicking the ''Next Ticket'' or ''Previous Ticket'' links just below the main menu bar, or click the ''Back to Report'' link to return to the report page.
     48
     49You can safely edit any of the tickets and continue to navigate through the results using the Next/Previous/Back to Report links after saving your results, but when you return to the report, there will be no hint about what has changed, as would happen if you were navigating a list of tickets obtained from a query (see TracQuery#NavigatingTickets). ''(since 0.11)''
     50
     51== Alternative Download Formats ==
     52Aside from the default HTML view, reports can also be exported in a number of alternative formats.
    1853At the bottom of the report page, you will find a list of available data formats. Click the desired link to
    19 download the alternate report format.
     54download the alternative report format.
    2055
    2156=== Comma-delimited - CSV (Comma Separated Values) ===
    2257Export the report as plain text, each row on its own line, columns separated by a single comma (',').
    23 '''Note:''' Column data is stripped from carriage returns, line feeds and commas to preserve structure.
     58'''Note:''' Carriage returns, line feeds, and commas are stripped from column data to preserve the CSV structure.
    2459
    2560=== Tab-delimited ===
     
    2762
    2863=== RSS - XML Content Syndication ===
    29 All reports support syndication using XML/RSS 2.0. To subscribe to a , click the the orange 'XML' icon at the bottom of the page. See TracRss for general information on RSS support in Trac.
    30 
    31 == Changing Sort Order ==
    32 Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header.
    33 
    34 If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order.
    35 
    36 ----
     64All reports support syndication using XML/RSS 2.0. To subscribe to an RSS feed, click the orange 'XML' icon at the bottom of the page. See TracRss for general information on RSS support in Trac.
     65
     66----
     67
    3768== Creating Custom Reports ==
    3869
    39 Creating a custom report requires knowing and using the SQL query language.
     70''Creating a custom report requires a comfortable knowledge of SQL.''
    4071
    4172A report is basically a single named SQL query, executed and presented by
     
    4980The ''ticket'' table has the following columns:
    5081 * id
     82 * type
    5183 * time
    5284 * changetime
     
    5789 * reporter
    5890 * cc
    59  * url
    6091 * version
    6192 * milestone
     
    6495 * summary
    6596 * description
     97 * keywords
    6698
    6799See TracTickets for a detailed description of the column fields.
     
    90122Example:
    91123{{{
    92 SELECT id AS ticket,summary FROM ticket WHERE priority='$PRIORITY'
    93 }}}
    94 
    95 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the the leading '$'.
     124SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY
     125}}}
     126
     127To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'.
    96128
    97129Example:
    98130{{{
    99  http://projects.edgewall.com/trac/reports/14?PRIORITY=high
     131 http://trac.edgewall.org/reports/14?PRIORITY=high
     132}}}
     133
     134To use multiple variables, separate them with an '&'.
     135
     136Example:
     137{{{
     138 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical
    100139}}}
    101140
     
    108147Example (''List all tickets assigned to me''):
    109148{{{
    110 SELECT id AS ticket,summary FROM ticket WHERE owner='$USER'
     149SELECT id AS ticket,summary FROM ticket WHERE owner=$USER
    111150}}}
    112151
     
    128167 * '''ticket''' -- Ticket ID number. Becomes a hyperlink to that ticket.
    129168 * '''created, modified, date, time''' -- Format cell as a date and/or time.
     169
    130170 * '''description''' -- Ticket description field, parsed through the wiki engine.
    131171
     
    136176
    137177=== Custom formatting columns ===
    138 Columns whose name begins and ends with '__' (Example: '''__color__''') are
     178Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are
    139179assumed to be ''formatting hints'', affecting the appearance of the row.
    140180 
    141  * '''___group___''' -- Group results based on values in this column. Each group will have its own header and table.
    142  * '''___color___''' -- Should be a numeric value ranging from 1 to 5 to select a pre-defined row color. Typically used to color rows by issue priority.
    143  * '''___style___''' --- A custom CSS style expression to use for the current row.
     181 * '''`__group__`''' -- Group results based on values in this column. Each group will have its own header and table.
     182 * '''`__color__`''' -- Should be a numeric value ranging from 1 to 5 to select a pre-defined row color. Typically used to color rows by issue priority.
     183{{{
     184#!html
     185<div style="margin-left:7.5em">Defaults:
     186<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span>
     187<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span>
     188<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fbfbfb; border-color: #ddd; color: #444">Color 3</span>
     189<span style="border: none; color: #333; background: transparent; font-size: 85%; background: #e7ffff; border-color: #cee; color: #099">Color 4</span>
     190<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #e7eeff; border-color: #cde; color: #469">Color 5</span>
     191</div>
     192}}}
     193 * '''`__style__`''' -- A custom CSS style expression to use for the current row.
    144194
    145195'''Example:''' ''List active tickets, grouped by milestone, colored by priority''
     
    163213also possible to create multi-line report entries.
    164214
    165  * '''column_''' -- ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line.
    166 
    167  * '''_column_''' -- ''Full row''. By adding an underscore ('_') both at the beginning and the end of a column name, the data will be shown on a separate row.
    168 
    169  * '''_column'''  --  ''Hide data''. Prepending an underscore ('_') to a column name instructs Trac to hide the contents from the HTML output. This is useful for information to be visible only if downloaded in other formats (like CSV or RSS/XML).
     215 * '''`column_`''' -- ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line.
     216
     217 * '''`_column_`''' -- ''Full row''. By adding an underscore ('_') both at the beginning and the end of a column name, the data will be shown on a separate row.
     218
     219 * '''`_column`'''  --  ''Hide data''. Prepending an underscore ('_') to a column name instructs Trac to hide the contents from the HTML output. This is useful for information to be visible only if downloaded in other formats (like CSV or RSS/XML).
    170220
    171221'''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
     
    175225       t.milestone AS __group__,
    176226       (CASE owner
    177           WHEN 'daniel' THEN 'font-weight: bold background: red;'
     227          WHEN 'daniel' THEN 'font-weight: bold; background: red;'
    178228          ELSE '' END) AS __style__,
    179229       t.id AS ticket, summary AS summary_,             -- ## Break line here
     
    188238}}}
    189239
    190 
    191 ----
    192 See also: TracTickets, TracGuide
     240=== Reporting on custom fields ===
     241
     242If you have added custom fields to your tickets (a feature since v0.8, see TracTicketsCustomFields), you can write a SQL query to cover them. You'll need to make a join on the ticket_custom table, but this isn't especially easy.
     243
     244If you have tickets in the database ''before'' you declare the extra fields in trac.ini, there will be no associated data in the ticket_custom table. To get around this, use SQL's "LEFT OUTER JOIN" clauses. See TracIniReportCustomFieldSample for some examples.
     245
     246'''Note that you need to set up permissions in order to see the buttons for adding or editing reports.'''
     247
     248----
     249See also: TracTickets, TracQuery, TracGuide, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]