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Changes between Version 3 and Version 4 of TracReports


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Timestamp:
04/23/2013 02:19:57 PM (5 years ago)
Author:
trac
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  • TracReports

    v3 v4  
     1** Note: this page documents the version 1.0 of Trac, see [[0.12/TracReports]] if you need the previous version **
    12= Trac Reports =
    23[[TracGuideToc]]
     
    1819
    1920A 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.
     21 * '''ID''' Unique (sequential) identifier
     22 * '''Title''' Descriptive title
     23 * '''Description''' A brief description of the report, in WikiFormatting text.
     24 * '''Report Body''' List of results from report query, formatted according to the methods described below.
     25 * '''Footer''' Links to alternative download formats for this report.
    2526
    2627== Changing Sort Order ==
     
    2930If a column header is a hyperlink (red), click the column you would like to sort by. Clicking the same header again reverses the order.
    3031
     32== Changing Report Numbering ==
     33There 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)'':
     34 * id integer PRIMARY KEY
     35 * author text
     36 * title text
     37 * query text
     38 * description text
     39Changing 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:
     40{{{
     41update report set id=5 where id=3;
     42}}}
     43Keep 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).
     44
     45You may also need to update or remove the report number stored in the report or query.
     46
     47== Navigating Tickets ==
     48Clicking 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.
     49
     50You 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)''
    3151
    3252== Alternative Download Formats ==
     
    3757=== Comma-delimited - CSV (Comma Separated Values) ===
    3858Export the report as plain text, each row on its own line, columns separated by a single comma (',').
    39 '''Note:''' Carriage returns, line feeds, and commas are stripped from column data to preserve the CSV structure.
     59'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output.
    4060
    4161=== Tab-delimited ===
     
    5171''Creating a custom report requires a comfortable knowledge of SQL.''
    5272
     73'''Note that you need to set up [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.'''
     74
    5375A report is basically a single named SQL query, executed and presented by
    5476Trac.  Reports can be viewed and created from a custom SQL expression directly
    55 in from the web interface.
     77in the web interface.
    5678
    5779Typically, a report consists of a SELECT-expression from the 'ticket' table,
     
    6183The ''ticket'' table has the following columns:
    6284 * id
     85 * type
    6386 * time
    6487 * changetime
     
    7598 * summary
    7699 * description
     100 * keywords
    77101
    78102See TracTickets for a detailed description of the column fields.
    79103
    80 '''all active tickets, sorted by priority and time'''
    81 
    82 '''Example:''' ''All active tickets, sorted by priority and time''
     104Example: '''All active tickets, sorted by priority and time'''
    83105{{{
    84106SELECT id AS ticket, status, severity, priority, owner,
    85        time as created, summary FROM ticket
     107       time AS created, summary FROM ticket
    86108  WHERE status IN ('new', 'assigned', 'reopened')
    87109  ORDER BY priority, time
    88110}}}
    89 
    90 
    91 ----
    92111
    93112
     
    101120Example:
    102121{{{
    103 SELECT id AS ticket,summary FROM ticket WHERE priority='$PRIORITY'
    104 }}}
    105 
    106 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the the leading '$'.
     122SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY
     123}}}
     124
     125To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'.
    107126
    108127Example:
    109128{{{
    110  http://projects.edgewall.com/trac/reports/14?PRIORITY=high
     129 http://trac.edgewall.org/reports/14?PRIORITY=high
    111130}}}
    112131
     
    115134Example:
    116135{{{
    117  http://projects.edgewall.com/trac/reports/14?PRIORITY=high&SEVERITY=critical
    118 }}}
    119 
    120 
    121 === Special/Constant Variables ===
    122 There is one ''magic'' dynamic variable to allow practical reports, its value automatically set without having to change the URL.
    123 
    124  * $USER -- Username of logged in user.
     136 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical
     137}}}
     138
     139
     140=== !Special/Constant Variables ===
     141There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.
     142
     143 * $USER Username of logged in user.
    125144
    126145Example (''List all tickets assigned to me''):
    127146{{{
    128 SELECT id AS ticket,summary FROM ticket WHERE owner='$USER'
    129 }}}
    130 
    131 
    132 ----
     147SELECT id AS ticket,summary FROM ticket WHERE owner=$USER
     148}}}
     149
    133150
    134151
     
    138155specialized SQL statements to control the output of the Trac report engine.
    139156
    140 == Special Columns ==
     157=== Special Columns ===
    141158To format reports, TracReports looks for 'magic' column names in the query
    142159result. These 'magic' names are processed and affect the layout and style of the
     
    144161
    145162=== Automatically formatted columns ===
    146  * '''ticket''' -- Ticket ID number. Becomes a hyperlink to that ticket.
    147  * '''created, modified, date, time''' -- Format cell as a date and/or time.
    148 
    149  * '''description''' -- Ticket description field, parsed through the wiki engine.
     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.
    150168
    151169'''Example:'''
    152170{{{
    153 SELECT id as ticket, created, status, summary FROM ticket
    154 }}}
     171SELECT id AS ticket, created, status, summary FROM ticket
     172}}}
     173
     174Those columns can also be defined but marked as hidden, see [#column-syntax below].
     175
     176See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''.
    155177
    156178=== Custom formatting columns ===
     
    158180assumed to be ''formatting hints'', affecting the appearance of the row.
    159181 
    160  * '''`__group__`''' -- Group results based on values in this column. Each group will have its own header and table.
    161  * '''`__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.
    162  * '''`__style__`''' -- A custom CSS style expression to use for the current row.
    163 
    164 '''Example:''' ''List active tickets, grouped by milestone, colored by priority''
     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.
     185{{{
     186#!html
     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>
     193</div>
     194}}}
     195 * '''`__style__`''' — A custom CSS style expression to use on the `<tr>` element of the current row.
     196 * '''`__class__`''' — Zero or more space-separated CSS class names to be set on the `<tr>` element of the current row. These classes are added to the class name derived from `__color__` and the odd / even indicator.
     197
     198'''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority''
    165199{{{
    166200SELECT p.value AS __color__,
    167201     t.milestone AS __group__,
     202     '../milestone/' || t.milestone AS __grouplink__,
    168203     (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__,
    169204       t.id AS ticket, summary
     
    177212numeric representation from the ''enum'' table.
    178213
    179 === Changing layout of report rows ===
     214=== Changing layout of report rows === #column-syntax
    180215By default, all columns on each row are display on a single row in the HTML
    181216report, possibly formatted according to the descriptions above. However, it's
    182217also possible to create multi-line report entries.
    183218
    184  * '''`column_`''' -- ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line.
    185 
    186  * '''`_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.
    187 
    188  * '''`_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).
     219 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line.
     220
     221 * '''`_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
     223 * '''`_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).
     224   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.
    189225
    190226'''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
     
    209245=== Reporting on custom fields ===
    210246
    211 If you have added custom fields to your tickets (experimental feature in 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.
    212 
    213 If 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.
     247If 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.
     248
     249If 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
     251=== A note about SQL rewriting #rewriting
     252
     253Beyond the relatively trivial replacement of dynamic variables, the SQL query is also altered in order to support two features of the reports:
     254 1. [#sort-order changing the sort order]
     255 2. pagination support (limitation of the number of result rows displayed on each page)
     256In order to support the first feature, the sort column is inserted in the `ORDER BY` clause in the first position or in the second position if a `__group__` column is specified (an `ORDER BY` clause is created if needed). In order to support pagination, a `LIMIT ... OFFSET ...` clause is appended.
     257The query might be too complex for the automatic rewrite to work correctly, resulting in an erroneous query. In this case you still have the possibility to control exactly how the rewrite is done by manually inserting the following tokens:
     258 - `@SORT_COLUMN@`, the place where the name of the selected sort column will be inserted,
     259 - `@LIMIT_OFFSET@`, the place where the pagination support clause will be added
     260Note that if you write them after an SQL comment, `--`, you'll effectively disable rewriting if this is what you want!
     261
     262Let's take an example, consider the following SQL query:
     263{{{
     264-- ## 4: Assigned, Active Tickets by Owner ## --
     265
     266--
     267-- List assigned tickets, group by ticket owner, sorted by priority.
     268--
     269
     270SELECT p.value AS __color__,
     271   owner AS __group__,
     272   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     273   changetime AS _changetime, description AS _description,
     274   reporter AS _reporter
     275  FROM ticket t,enum p
     276  WHERE status = 'assigned'
     277AND p.name=t.priority AND p.type='priority'
     278  ORDER BY __group__, p.value, severity, time
     279}}}
     280
     281The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`):
     282{{{
     283SELECT p.value AS __color__,
     284   owner AS __group__,
     285   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     286   changetime AS _changetime, description AS _description,
     287   reporter AS _reporter
     288  FROM ticket t,enum p
     289  WHERE status = 'assigned'
     290AND p.name=t.priority AND p.type='priority'
     291  ORDER BY __group__ ASC, `component` ASC,  __group__, p.value, severity, time
     292 LIMIT 4 OFFSET 4
     293}}}
     294
     295The equivalent SQL query with the rewrite tokens would have been:
     296{{{
     297SELECT p.value AS __color__,
     298   owner AS __group__,
     299   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     300   changetime AS _changetime, description AS _description,
     301   reporter AS _reporter
     302  FROM ticket t,enum p
     303  WHERE status = 'assigned'
     304AND p.name=t.priority AND p.type='priority'
     305  ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time
     306@LIMIT_OFFSET@
     307}}}
     308
     309If you want to always sort first by priority and only then by the user selected sort column, simply use the following `ORDER BY` clause:
     310{{{
     311  ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time
     312}}}
    214313
    215314----
    216 See also: TracTickets, TracQuery, TracGuide
     315See also: TracTickets, TracQuery, TracGuide, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]