Changes between Version 3 and Version 4 of TracReports
- Timestamp:
- 05/10/20 17:25:06 (5 years ago)
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TracReports
v3 v4 25 25 == Changing Sort Order 26 26 27 Simple reports - ungrouped reports to be specific - can be sorted by clicking the column header. 28 29 If a column header is a hyperlink (red), click the column to sort by it. Clicking the same header again reverses the sort order. 27 Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header. 28 29 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. 30 31 == Changing Report Numbering 32 33 There 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: 34 * id integer PRIMARY KEY 35 * author text 36 * title text 37 * query text 38 * description text 39 Changing 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 {{{#!sql 41 UPDATE report SET id = 5 WHERE id = 3; 42 }}} 43 Keep in mind that the integrity has to be maintained, ie ID has to be unique, and you don't want to exceed the max, since that's managed by SQLite someplace. 44 45 You may also need to update or remove the report number stored in the report or query. 30 46 31 47 == Navigating Tickets 32 48 33 Clicking 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'' contextual navigation links, or click the ''Back to Report'' link to return to the report page.34 35 You 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, in contrast to the query results(see TracQuery#NavigatingTickets).36 37 == Alternat e Download Formats38 39 In addition to the HTML view, reports can also be exported in a number of alternate formats.49 Clicking 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. 50 51 You 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). 52 53 == Alternative Download Formats 54 55 Aside from the default HTML view, reports can also be exported in a number of alternative formats. 40 56 At the bottom of the report page, you will find a list of available data formats. Click the desired link to 41 download the alternat eformat.57 download the alternative report format. 42 58 43 59 === Comma-delimited - CSV (Comma Separated Values) … … 58 74 Creating a custom report requires a comfortable knowledge of SQL. 59 75 60 Note that you need grant[TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.76 Note that you need to set up [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports. 61 77 62 78 A report is basically a single named SQL query, executed and presented by Trac. Reports can be viewed and created from a custom SQL expression directly in the web interface. … … 95 111 }}} 96 112 113 Dynamic variables can also be used in the report title and description (since 1.1.1). 114 97 115 == Advanced Reports: Dynamic Variables 98 116 99 117 For more flexible reports, Trac supports the use of ''dynamic variables'' in report SQL statements. 100 In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution. Dynamic variables can also be used in the report title and description //(since 1.1.1)//.118 In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution. Dynamic variables are entered through the preferences form and the values are autocompleted //(Since 1.3.2)//. 101 119 102 120 === Using Variables in a Query 103 121 104 The syntax for dynamic variables is simple, any upper case word beginning with '$'is considered a variable.122 The syntax for dynamic variables is simple, any upper case word beginning with `$` is considered a variable. 105 123 106 124 Example: … … 109 127 }}} 110 128 111 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$': 129 The value of the dynamic variable can be assigned in the report preferences form. 130 131 To assign a value to `$PRIORITY` in the URL for a report, leave out the leading `$`: 112 132 {{{ 113 133 http://trac.edgewall.org/reports/14?PRIORITY=high 114 134 }}} 115 135 116 To use multiple variables, separate them with an '&':136 To use multiple variables, separate them with an `&`: 117 137 {{{ 118 138 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical 119 139 }}} 120 140 141 It is possible to assign a default value to the variable, within a SQL comment: 142 143 {{{#!sql 144 -- PRIORITY = high 145 146 SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY 147 }}} 148 149 121 150 === !Special/Constant Variables 122 151 … … 136 165 === Special Columns 137 166 138 To format reports, TracReports look for 'magic' column names in the query result. These 'magic' names are processed and affect the layout and style of the final report.167 To format reports, TracReports looks for 'magic' column names in the query result. These 'magic' names are processed and affect the layout and style of the final report. 139 168 140 169 === Automatically formatted columns … … 143 172 * '''id''' — same as '''ticket''' above when '''realm''' is not set 144 173 * '''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) 145 - for some resources, it may be necessary to specify their ''parent'' resources (e.g. for ''changeset'', the''repos'') and this can be achieved using the '''parent_realm''' and '''parent_id''' columns174 - for some kind of resources, it may be necessary to specify their ''parent'' resources (e.g. for ''changeset'', which ''repos'') and this can be achieved using the '''parent_realm''' and '''parent_id''' columns 146 175 * '''created, modified, date, time''' — Format cell as a date and/or time. 147 176 * '''description''' — Ticket description field, parsed through the wiki engine. … … 154 183 Those columns can also be defined but marked as hidden, see [#column-syntax below]. 155 184 156 See [trac:CookBook/Configuration/Reports] for examplesof creating reports for realms other than ''ticket''.185 See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''. 157 186 158 187 === Custom formatting columns 159 188 160 Columns whose names begin and end with 2 underscores ( e.g.'''`__color__`''') are189 Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are 161 190 assumed to be ''formatting hints'', affecting the appearance of the row. 162 191 … … 164 193 * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group. 165 194 * '''`__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. 166 {{{#!html 167 <div style="margin-left:3em">Defaults: 195 {{{ 196 #!html 197 <div style="margin-left:7.5em">Defaults: 168 198 <span style="border: none; color: #333; background: transparent; font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span> 169 199 <span style="border: none; color: #333; background: transparent; font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span> … … 176 206 * '''`__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. 177 207 178 '''Example:''' List active tickets, grouped by milestone, group header linked to milestone page, colored by priority:208 '''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority'' 179 209 {{{#!sql 180 210 SELECT p.value AS __color__, … … 189 219 }}} 190 220 191 Note thattable join is used to match ''ticket'' priorities with their numeric representation from the ''enum'' table.221 '''Note:''' A table join is used to match ''ticket'' priorities with their numeric representation from the ''enum'' table. 192 222 193 223 === Changing layout of report rows === #column-syntax … … 202 232 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. 203 233 204 '''Example:''' List active tickets, grouped by milestone, colored by priority, with description and multi-line layout:234 '''Example:''' ''List active tickets, grouped by milestone, colored by priority, with description and multi-line layout'' 205 235 206 236 {{{#!sql … … 223 253 === Reporting on custom fields 224 254 225 If you have added [TracTicketsCustomFields custom fields] to your tickets, you can write a SQL query to include them in a report. You'll need to make a join on the `ticket_custom` table.226 227 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 [trac:TracIniReportCustomFieldSample TracIniReportCustomFieldSample] for some examples.255 If you have added custom fields to your tickets (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. 256 257 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 [trac:TracIniReportCustomFieldSample TracIniReportCustomFieldSample] for some examples. 228 258 229 259 === A note about SQL rewriting #rewriting 230 260 231 261 Beyond the relatively trivial replacement of dynamic variables, the SQL query is also altered in order to support two features of the reports: 232 1. [#sort-order sorting]233 1. pagination : limiting the number of results displayed on each page262 1. [#sort-order changing the sort order] 263 1. pagination support (limitation of the number of result rows displayed on each page) 234 264 In 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. 235 265 The 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: … … 290 320 }}} 291 321 292 == Changing Report Numbering293 294 There 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:295 * id integer PRIMARY KEY296 * author text297 * title text298 * query text299 * description text300 Changing 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:301 {{{#!sql302 UPDATE report SET id = 5 WHERE id = 3;303 }}}304 Keep 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 for your database.305 306 You may also need to update or remove the report number stored in the report or query.307 308 322 ---- 309 See also: TracTickets, TracQuery, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]323 See also: TracTickets, TracQuery, TracGuide, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]