Changes between Version 3 and Version 4 of TracReports


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Timestamp:
Sep 20, 2017, 9:08:46 AM (2 months ago)
Author:
trac
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  • TracReports

    v3 v4  
    1 = Trac Reports =
     1= Trac Reports
     2
    23[[TracGuideToc]]
    34
    4 The Trac reports module provides a simple, yet powerful reporting facility
    5 to present information about tickets in the Trac database.
    6 
    7 Rather 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   {{{
     5The Trac reports module provides a simple, yet powerful reporting facility to present information about tickets in the Trac database.
     6
     7Rather than have its own report definition format, TracReports relies on standard SQL `SELECT` statements for custom report definition.
     8
     9  '''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.
     10
     11  You can already completely replace the reports module by the query module simply by disabling the former in [wiki:TracIni trac.ini]:
     12  {{{#!ini
    1413  [components]
    1514  trac.ticket.report.* = disabled
    1615  }}}
    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.''
     16  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.
    1817
    1918A report consists of these basic parts:
     
    2423 * '''Footer''' — Links to alternative download formats for this report.
    2524
    26 == Changing 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 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:
    33  * id integer PRIMARY KEY
    34  * author text
    35  * title text
    36  * query text
    37  * description text
    38 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:
    39 {{{
    40 update report set id=5 where id=3;
    41 }}}
    42 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, since that's managed by SQLite someplace).
    43 
    44 You may also need to update or remove the report number stored in the report or query.
    45 
    46 == Navigating Tickets ==
    47 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.
    48 
    49 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).
    50 
    51 == Alternative Download Formats ==
    52 Aside from the default HTML view, reports can also be exported in a number of alternative formats.
     25== Changing Sort Order
     26
     27Simple reports - ungrouped reports to be specific - can be sorted by clicking the column header.
     28
     29If a column header is a hyperlink (red), click the column to sort by it. Clicking the same header again reverses the sort order.
     30
     31== Navigating Tickets
     32
     33Clicking 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
     35You 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== Alternate Download Formats
     38
     39In addition to the HTML view, reports can also be exported in a number of alternate formats.
    5340At the bottom of the report page, you will find a list of available data formats. Click the desired link to
    54 download the alternative report format.
    55 
    56 === Comma-delimited - CSV (Comma Separated Values) ===
     41download the alternate format.
     42
     43=== Comma-delimited - CSV (Comma Separated Values)
     44
    5745Export the report as plain text, each row on its own line, columns separated by a single comma (',').
    5846'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output.
    5947
    60 === Tab-delimited ===
     48=== Tab-delimited
     49
    6150Like above, but uses tabs (\t) instead of comma.
    6251
    63 === RSS - XML Content Syndication ===
     52=== RSS - XML Content Syndication
     53
    6454All 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.
    6555
    66 ----
    67 
    68 == Creating Custom Reports ==
    69 
    70 ''Creating a custom report requires a comfortable knowledge of SQL.''
    71 
    72 '''Note that you need to set up [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.'''
    73 
    74 A report is basically a single named SQL query, executed and presented by
    75 Trac.  Reports can be viewed and created from a custom SQL expression directly
    76 in the web interface.
    77 
    78 Typically, a report consists of a SELECT-expression from the 'ticket' table,
    79 using the available columns and sorting the way you want it.
    80 
    81 == Ticket columns ==
     56== Creating Custom Reports
     57
     58Creating a custom report requires a comfortable knowledge of SQL.
     59
     60Note that you need grant [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports.
     61
     62A 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.
     63
     64Typically, a report consists of a SELECT-expression from the 'ticket' table, using the available columns and sorting the way you want it.
     65
     66== Ticket columns
     67
    8268The ''ticket'' table has the following columns:
    8369 * id
     
    10288
    10389Example: '''All active tickets, sorted by priority and time'''
    104 {{{
    105 SELECT id AS ticket, status, severity, priority, owner,
    106        time AS created, summary FROM ticket
    107   WHERE status IN ('new', 'assigned', 'reopened')
    108   ORDER BY priority, time
    109 }}}
    110 
    111 Dynamic variables can also be used in the report title and description (since 1.1.1).
    112 
    113 == Advanced Reports: Dynamic Variables ==
     90{{{#!sql
     91SELECT id AS ticket, status, severity, priority, owner, time AS created, summary
     92FROM ticket
     93WHERE status IN ('new', 'assigned', 'reopened')
     94ORDER BY priority, time
     95}}}
     96
     97== Advanced Reports: Dynamic Variables
     98
    11499For more flexible reports, Trac supports the use of ''dynamic variables'' in report SQL statements.
    115 In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution.
    116 
    117 === Using Variables in a Query ===
     100In 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)//.
     101
     102=== Using Variables in a Query
     103
    118104The syntax for dynamic variables is simple, any upper case word beginning with '$' is considered a variable.
    119105
    120106Example:
    121 {{{
     107{{{#!sql
    122108SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY
    123109}}}
    124110
    125 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'.
    126 
    127 Example:
     111To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$':
    128112{{{
    129113 http://trac.edgewall.org/reports/14?PRIORITY=high
    130114}}}
    131115
    132 To use multiple variables, separate them with an '&'.
    133 
    134 Example:
     116To use multiple variables, separate them with an '&':
    135117{{{
    136118 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical
    137119}}}
    138120
    139 
    140 === !Special/Constant Variables ===
     121=== !Special/Constant Variables
     122
    141123There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.
    142124
    143125 * $USER — Username of logged in user.
    144126
    145 Example (''List all tickets assigned to me''):
    146 {{{
     127Example: List all tickets assigned to me:
     128{{{#!sql
    147129SELECT id AS ticket,summary FROM ticket WHERE owner=$USER
    148130}}}
    149131
    150 
    151 
    152 == Advanced Reports: Custom Formatting ==
    153 Trac is also capable of more advanced reports, including custom layouts,
    154 result grouping and user-defined CSS styles. To create such reports, we'll use
    155 specialized SQL statements to control the output of the Trac report engine.
    156 
    157 === Special Columns ===
    158 To format reports, TracReports looks for 'magic' column names in the query
    159 result. These 'magic' names are processed and affect the layout and style of the
    160 final report.
    161 
    162 === Automatically formatted columns ===
     132== Advanced Reports: Custom Formatting
     133
     134Trac is also capable of more advanced reports, including custom layouts, result grouping and user-defined CSS styles. To create such reports, we will use specialized SQL statements to control the output of the Trac report engine.
     135
     136=== Special Columns
     137
     138To 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.
     139
     140=== Automatically formatted columns
     141
    163142 * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket.
    164143 * '''id''' — same as '''ticket''' above when '''realm''' is not set
    165144 * '''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    - 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
     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''' columns
    167146 * '''created, modified, date, time''' — Format cell as a date and/or time.
    168147 * '''description''' — Ticket description field, parsed through the wiki engine.
    169148
    170149'''Example:'''
    171 {{{
     150{{{#!sql
    172151SELECT id AS ticket, created, status, summary FROM ticket
    173152}}}
     
    175154Those columns can also be defined but marked as hidden, see [#column-syntax below].
    176155
    177 See trac:wiki/CookBook/Configuration/Reports for some example of creating reports for realms other than ''ticket''.
    178 
    179 === Custom formatting columns ===
    180 Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are
     156See [trac:CookBook/Configuration/Reports] for examples of creating reports for realms other than ''ticket''.
     157
     158=== Custom formatting columns
     159
     160Columns whose names begin and end with 2 underscores (e.g. '''`__color__`''') are
    181161assumed to be ''formatting hints'', affecting the appearance of the row.
    182162 
     
    184164 * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group.
    185165 * '''`__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.
    186 {{{
    187 #!html
    188 <div style="margin-left:7.5em">Defaults:
     166 {{{#!html
     167<div style="margin-left:3em">Defaults:
    189168<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span>
    190169<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span>
     
    197176 * '''`__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.
    198177
    199 '''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority''
    200 {{{
     178'''Example:''' List active tickets, grouped by milestone, group header linked to milestone page, colored by priority:
     179{{{#!sql
    201180SELECT p.value AS __color__,
    202181     t.milestone AS __group__,
    203182     '../milestone/' || t.milestone AS __grouplink__,
    204183     (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__,
    205        t.id AS ticket, summary
    206   FROM ticket t,enum p
    207   WHERE t.status IN ('new', 'assigned', 'reopened')
    208     AND p.name=t.priority AND p.type='priority'
    209   ORDER BY t.milestone, p.value, t.severity, t.time
    210 }}}
    211 
    212 '''Note:''' A table join is used to match ''ticket'' priorities with their
    213 numeric representation from the ''enum'' table.
     184     t.id AS ticket, summary
     185FROM ticket t,enum p
     186WHERE t.status IN ('new', 'assigned', 'reopened')
     187  AND p.name = t.priority AND p.type = 'priority'
     188ORDER BY t.milestone, p.value, t.severity, t.time
     189}}}
     190
     191Note that table join is used to match ''ticket'' priorities with their numeric representation from the ''enum'' table.
    214192
    215193=== Changing layout of report rows === #column-syntax
    216 By default, all columns on each row are display on a single row in the HTML
    217 report, possibly formatted according to the descriptions above. However, it's
    218 also possible to create multi-line report entries.
     194
     195By default, all columns on each row are display on a single row in the HTML report, possibly formatted according to the descriptions above. However, it is also possible to create multi-line report entries.
    219196
    220197 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line.
     
    225202   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.
    226203
    227 '''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
    228 
    229 {{{
     204'''Example:''' List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout:
     205
     206{{{#!sql
    230207SELECT p.value AS __color__,
    231208       t.milestone AS __group__,
     
    238215       description AS _description_,                    -- ## Uses a full row
    239216       changetime AS _changetime, reporter AS _reporter -- ## Hidden from HTML output
    240   FROM ticket t,enum p
    241   WHERE t.status IN ('new', 'assigned', 'reopened')
    242     AND p.name=t.priority AND p.type='priority'
    243   ORDER BY t.milestone, p.value, t.severity, t.time
    244 }}}
    245 
    246 === Reporting on custom fields ===
    247 
    248 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.
    249 
    250 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.
     217FROM ticket t,enum p
     218WHERE t.status IN ('new', 'assigned', 'reopened')
     219  AND p.name = t.priority AND p.type = 'priority'
     220ORDER BY t.milestone, p.value, t.severity, t.time
     221}}}
     222
     223=== Reporting on custom fields
     224
     225If 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
     227If 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.
    251228
    252229=== A note about SQL rewriting #rewriting
    253230
    254231Beyond the relatively trivial replacement of dynamic variables, the SQL query is also altered in order to support two features of the reports:
    255  1. [#sort-order changing the sort order]
    256  2. pagination support (limitation of the number of result rows displayed on each page)
     232 1. [#sort-order sorting]
     233 1. pagination: limiting the number of results displayed on each page
    257234In 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.
    258235The 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:
     
    262239
    263240Let's take an example, consider the following SQL query:
    264 {{{
     241{{{#!sql
    265242-- ## 4: Assigned, Active Tickets by Owner ## --
    266243
     
    274251   changetime AS _changetime, description AS _description,
    275252   reporter AS _reporter
    276   FROM ticket t,enum p
    277   WHERE status = 'assigned'
    278 AND p.name=t.priority AND p.type='priority'
    279   ORDER BY __group__, p.value, severity, time
     253FROM ticket t,enum p
     254WHERE status = 'assigned'
     255  AND p.name = t.priority AND p.type = 'priority'
     256ORDER BY __group__, p.value, severity, time
    280257}}}
    281258
    282259The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`):
    283 {{{
     260{{{#!sql
    284261SELECT p.value AS __color__,
    285262   owner AS __group__,
     
    287264   changetime AS _changetime, description AS _description,
    288265   reporter AS _reporter
    289   FROM ticket t,enum p
    290   WHERE status = 'assigned'
    291 AND p.name=t.priority AND p.type='priority'
    292   ORDER BY __group__ ASC, `component` ASC,  __group__, p.value, severity, time
    293  LIMIT 4 OFFSET 4
     266FROM ticket t,enum p
     267WHERE status = 'assigned'
     268  AND p.name = t.priority AND p.type = 'priority'
     269ORDER BY __group__ ASC, `component` ASC,  __group__, p.value, severity, time
     270LIMIT 4 OFFSET 4
    294271}}}
    295272
    296273The equivalent SQL query with the rewrite tokens would have been:
    297 {{{
     274{{{#!sql
    298275SELECT p.value AS __color__,
    299276   owner AS __group__,
     
    301278   changetime AS _changetime, description AS _description,
    302279   reporter AS _reporter
    303   FROM ticket t,enum p
    304   WHERE status = 'assigned'
    305 AND p.name=t.priority AND p.type='priority'
    306   ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time
     280FROM ticket t,enum p
     281WHERE status = 'assigned'
     282  AND p.name = t.priority AND p.type = 'priority'
     283ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time
    307284@LIMIT_OFFSET@
    308285}}}
    309286
    310287If you want to always sort first by priority and only then by the user selected sort column, simply use the following `ORDER BY` clause:
    311 {{{
    312   ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time
    313 }}}
     288{{{#!sql
     289ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time
     290}}}
     291
     292== Changing Report Numbering
     293
     294There 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 KEY
     296 * author text
     297 * title text
     298 * query text
     299 * description text
     300Changing 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{{{#!sql
     302UPDATE report SET id = 5 WHERE id = 3;
     303}}}
     304Keep 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
     306You may also need to update or remove the report number stored in the report or query.
    314307
    315308----
    316 See also: TracTickets, TracQuery, TracGuide, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]
     309See also: TracTickets, TracQuery, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]