Changes between Initial Version and Version 1 of TracReports

2017-11-22 18:51:28 (4 years ago)



  • TracReports

    v1 v1  
     1= Trac Reports = 
     4The Trac reports module provides a simple, yet powerful reporting facility 
     5to present information about tickets in the Trac database. 
     7Rather than have its own report definition format, TracReports relies on standard SQL 
     8`SELECT` statements for custom report definition.  
     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.'' 
     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* = 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.'' 
     19A report consists of these basic parts: 
     20 * '''ID''' — Unique (sequential) identifier  
     21 * '''Title''' — Descriptive title 
     22 * '''Description''' — A brief description of the report, in WikiFormatting text. 
     23 * '''Report Body''' — List of results from report query, formatted according to the methods described below. 
     24 * '''Footer''' — Links to alternative download formats for this report. 
     26== Changing Sort Order == 
     27Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header.  
     29If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order. 
     31== Changing Report Numbering == 
     32There 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 ''(since 0.10)'': 
     33 * id integer PRIMARY KEY 
     34 * author text 
     35 * title text 
     36 * query text 
     37 * description text 
     38Changing 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: 
     40update report set id=5 where id=3; 
     42Keep 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). 
     44You may also need to update or remove the report number stored in the report or query. 
     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. 
     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)'' 
     51== Alternative Download Formats == 
     52Aside from the default HTML view, reports can also be exported in a number of alternative formats. 
     53At the bottom of the report page, you will find a list of available data formats. Click the desired link to  
     54download the alternative report format. 
     56=== Comma-delimited - CSV (Comma Separated Values) === 
     57Export the report as plain text, each row on its own line, columns separated by a single comma (','). 
     58'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output. 
     60=== Tab-delimited === 
     61Like above, but uses tabs (\t) instead of comma. 
     63=== RSS - XML Content Syndication === 
     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. 
     68== Creating Custom Reports == 
     70''Creating a custom report requires a comfortable knowledge of SQL.'' 
     72A report is basically a single named SQL query, executed and presented by 
     73Trac.  Reports can be viewed and created from a custom SQL expression directly 
     74in the web interface. 
     76Typically, a report consists of a SELECT-expression from the 'ticket' table, 
     77using the available columns and sorting the way you want it. 
     79== Ticket columns == 
     80The ''ticket'' table has the following columns: 
     81 * id 
     82 * type 
     83 * time 
     84 * changetime 
     85 * component 
     86 * severity   
     87 * priority  
     88 * owner 
     89 * reporter 
     90 * cc 
     91 * version 
     92 * milestone 
     93 * status 
     94 * resolution 
     95 * summary 
     96 * description 
     97 * keywords 
     99See TracTickets for a detailed description of the column fields. 
     101Example: '''All active tickets, sorted by priority and time''' 
     103SELECT id AS ticket, status, severity, priority, owner,  
     104       time AS created, summary FROM ticket  
     105  WHERE status IN ('new', 'assigned', 'reopened') 
     106  ORDER BY priority, time 
     111== Advanced Reports: Dynamic Variables == 
     112For more flexible reports, Trac supports the use of ''dynamic variables'' in report SQL statements.  
     113In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution. 
     115=== Using Variables in a Query === 
     116The syntax for dynamic variables is simple, any upper case word beginning with '$' is considered a variable. 
     120SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY 
     123To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'. 
     130To use multiple variables, separate them with an '&'. 
     138=== !Special/Constant Variables === 
     139There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.  
     141 * $USER — Username of logged in user. 
     143Example (''List all tickets assigned to me''): 
     145SELECT id AS ticket,summary FROM ticket WHERE owner=$USER 
     152== Advanced Reports: Custom Formatting == 
     153Trac is also capable of more advanced reports, including custom layouts, 
     154result grouping and user-defined CSS styles. To create such reports, we'll use 
     155specialized SQL statements to control the output of the Trac report engine. 
     157== Special Columns == 
     158To format reports, TracReports looks for 'magic' column names in the query 
     159result. These 'magic' names are processed and affect the layout and style of the  
     160final report. 
     162=== Automatically formatted columns === 
     163 * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket.  
     164 * '''id''' — same as '''ticket''' above when '''realm''' is not set 
     165 * '''realm''' — together with '''id''', can be used to create links to other resources than tickets (e.g. a realm of ''wiki'' and an ''id'' to a page name will create a link to that wiki page) 
     166 * '''created, modified, date, time''' — Format cell as a date and/or time. 
     167 * '''description''' — Ticket description field, parsed through the wiki engine. 
     171SELECT id AS ticket, created, status, summary FROM ticket  
     174Those columns can also be defined but marked as hidden, see [#column-syntax below]. 
     176See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''. 
     178=== Custom formatting columns === 
     179Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are 
     180assumed to be ''formatting hints'', affecting the appearance of the row. 
     182 * '''`__group__`''' — Group results based on values in this column. Each group will have its own header and table. 
     183 * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group. 
     184 * '''`__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. 
     187<div style="margin-left:7.5em">Defaults:  
     188<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span> 
     189<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span> 
     190<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fbfbfb; border-color: #ddd; color: #444">Color 3</span> 
     191<span style="border: none; color: #333; background: transparent; font-size: 85%; background: #e7ffff; border-color: #cee; color: #099">Color 4</span> 
     192<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #e7eeff; border-color: #cde; color: #469">Color 5</span> 
     195 * '''`__style__`''' — A custom CSS style expression to use for the current row.  
     197'''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority'' 
     199SELECT p.value AS __color__, 
     200     t.milestone AS __group__, 
     201     '../milestone/' || t.milestone AS __grouplink__, 
     202     (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__, 
     203 AS ticket, summary 
     204  FROM ticket t,enum p 
     205  WHERE t.status IN ('new', 'assigned', 'reopened')  
     206    AND AND p.type='priority' 
     207  ORDER BY t.milestone, p.value, t.severity, t.time 
     210'''Note:''' A table join is used to match ''ticket'' priorities with their 
     211numeric representation from the ''enum'' table. 
     213=== Changing layout of report rows === #column-syntax 
     214By default, all columns on each row are display on a single row in the HTML 
     215report, possibly formatted according to the descriptions above. However, it's 
     216also possible to create multi-line report entries. 
     218 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line. 
     220 * '''`_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. 
     222 * '''`_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). 
     223   This can be used to hide any kind of column, even important ones required for identifying the resource, e.g. `id as _id` will hide the '''Id''' column but the link to the ticket will be present. 
     225'''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout'' 
     228SELECT p.value AS __color__, 
     229       t.milestone AS __group__, 
     230       (CASE owner  
     231          WHEN 'daniel' THEN 'font-weight: bold; background: red;'  
     232          ELSE '' END) AS __style__, 
     233 AS ticket, summary AS summary_,             -- ## Break line here 
     234       component,version, severity, milestone, status, owner, 
     235       time AS created, changetime AS modified,         -- ## Dates are formatted 
     236       description AS _description_,                    -- ## Uses a full row 
     237       changetime AS _changetime, reporter AS _reporter -- ## Hidden from HTML output 
     238  FROM ticket t,enum p 
     239  WHERE t.status IN ('new', 'assigned', 'reopened')  
     240    AND AND p.type='priority' 
     241  ORDER BY t.milestone, p.value, t.severity, t.time 
     244=== Reporting on custom fields === 
     246If 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. 
     248If 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 [trac:TracIniReportCustomFieldSample TracIniReportCustomFieldSample] for some examples. 
     250'''Note that you need to set up permissions in order to see the buttons for adding or editing reports.''' 
     253See also: TracTickets, TracQuery, TracGuide, [ Query Language Understood by SQLite]