Changes between Version 1 and Version 2 of TracReports


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Timestamp:
Jul 2, 2017 12:39:40 PM (5 months ago)
Author:
trac
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  • TracReports

    v1 v2  
    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.''
    18 
    19   '''''You will almost definitely need to restart your httpd at this point.'''''
     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.
    2017
    2118A report consists of these basic parts:
    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 ==
    29 Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header.
    30 
    31 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.
    32 
    33 == Changing Report Numbering ==
    34 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 (as of 0.10):
    35  * id integer PRIMARY KEY
    36  * author text
    37  * title text
    38  * query text
    39  * description text
    40 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:
    41 {{{
    42 update report set id=5 where id=3;
    43 }}}
    44 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).
    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). ''(since 0.11)''
    50 
    51 == Alternative Download Formats ==
    52 Aside from the default HTML view, reports can also be exported in a number of alternative formats.
     19 * '''ID''' — Unique (sequential) identifier
     20 * '''Title''' — Descriptive title
     21 * '''Description''' — A brief description of the report, in WikiFormatting text.
     22 * '''Report Body''' — List of results from report query, formatted according to the methods described below.
     23 * '''Footer''' — Links to alternative download formats for this report.
     24
     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 (',').
    58 '''Note:''' Carriage returns, line feeds, and commas are stripped from column data to preserve the CSV structure.
    59 
    60 === Tab-delimited ===
     46'''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output.
     47
     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 A report is basically a single named SQL query, executed and presented by
    73 Trac.  Reports can be viewed and created from a custom SQL expression directly
    74 in from the web interface.
    75 
    76 Typically, a report consists of a SELECT-expression from the 'ticket' table,
    77 using the available columns and sorting the way you want it.
    78 
    79 == 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
    8068The ''ticket'' table has the following columns:
    8169 * id
     
    9987See TracTickets for a detailed description of the column fields.
    10088
    101 '''all active tickets, sorted by priority and time'''
    102 
    103 '''Example:''' ''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 
    112 ----
    113 
    114 
    115 == Advanced Reports: Dynamic Variables ==
     89Example: '''All active tickets, sorted by priority and time'''
     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
    11699For more flexible reports, Trac supports the use of ''dynamic variables'' in report SQL statements.
    117 In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution.
    118 
    119 === 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
    120104The syntax for dynamic variables is simple, any upper case word beginning with '$' is considered a variable.
    121105
    122106Example:
    123 {{{
     107{{{#!sql
    124108SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY
    125109}}}
    126110
    127 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'.
    128 
    129 Example:
     111To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$':
    130112{{{
    131113 http://trac.edgewall.org/reports/14?PRIORITY=high
    132114}}}
    133115
    134 To use multiple variables, separate them with an '&'.
    135 
    136 Example:
     116To use multiple variables, separate them with an '&':
    137117{{{
    138118 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical
    139119}}}
    140120
    141 
    142 === Special/Constant Variables ===
    143 There is one ''magic'' dynamic variable to allow practical reports, its value automatically set without having to change the URL.
    144 
    145  * $USER -- Username of logged in user.
    146 
    147 Example (''List all tickets assigned to me''):
    148 {{{
     121=== !Special/Constant Variables
     122
     123There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports.
     124
     125 * $USER Username of logged in user.
     126
     127Example: List all tickets assigned to me:
     128{{{#!sql
    149129SELECT id AS ticket,summary FROM ticket WHERE owner=$USER
    150130}}}
    151131
    152 
    153 ----
    154 
    155 
    156 == Advanced Reports: Custom Formatting ==
    157 Trac is also capable of more advanced reports, including custom layouts,
    158 result grouping and user-defined CSS styles. To create such reports, we'll use
    159 specialized SQL statements to control the output of the Trac report engine.
    160 
    161 == Special Columns ==
    162 To format reports, TracReports looks for 'magic' column names in the query
    163 result. These 'magic' names are processed and affect the layout and style of the
    164 final report.
    165 
    166 === Automatically formatted columns ===
    167  * '''ticket''' -- Ticket ID number. Becomes a hyperlink to that ticket.
    168  * '''created, modified, date, time''' -- Format cell as a date and/or time.
    169 
    170  * '''description''' -- Ticket description field, parsed through the wiki engine.
     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
     142 * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket.
     143 * '''id''' — same as '''ticket''' above when '''realm''' is not set
     144 * '''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''' columns
     146 * '''created, modified, date, time''' — Format cell as a date and/or time.
     147 * '''description''' — Ticket description field, parsed through the wiki engine.
    171148
    172149'''Example:'''
    173 {{{
    174 SELECT id as ticket, created, status, summary FROM ticket
    175 }}}
    176 
    177 === Custom formatting columns ===
    178 Columns whose names begin and end with 2 underscores (Example: '''`__color__`''') are
     150{{{#!sql
     151SELECT id AS ticket, created, status, summary FROM ticket
     152}}}
     153
     154Those columns can also be defined but marked as hidden, see [#column-syntax below].
     155
     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
    179161assumed to be ''formatting hints'', affecting the appearance of the row.
    180162 
    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:
     163 * '''`__group__`''' Group results based on values in this column. Each group will have its own header and table.
     164 * '''`__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 * '''`__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:
    186168<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span>
    187169<span style="border: none; color: #333; background: transparent;  font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span>
     
    191173</div>
    192174}}}
    193  * '''`__style__`''' -- A custom CSS style expression to use for the current row.
    194 
    195 '''Example:''' ''List active tickets, grouped by milestone, colored by priority''
    196 {{{
     175 * '''`__style__`''' — A custom CSS style expression to use on the `<tr>` element of the current row.
     176 * '''`__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
     178'''Example:''' List active tickets, grouped by milestone, group header linked to milestone page, colored by priority:
     179{{{#!sql
    197180SELECT p.value AS __color__,
    198181     t.milestone AS __group__,
     182     '../milestone/' || t.milestone AS __grouplink__,
    199183     (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__,
    200        t.id AS ticket, summary
    201   FROM ticket t,enum p
    202   WHERE t.status IN ('new', 'assigned', 'reopened')
    203     AND p.name=t.priority AND p.type='priority'
    204   ORDER BY t.milestone, p.value, t.severity, t.time
    205 }}}
    206 
    207 '''Note:''' A table join is used to match ''ticket'' priorities with their
    208 numeric representation from the ''enum'' table.
    209 
    210 === Changing layout of report rows ===
    211 By default, all columns on each row are display on a single row in the HTML
    212 report, possibly formatted according to the descriptions above. However, it's
    213 also possible to create multi-line report entries.
    214 
    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).
    220 
    221 '''Example:''' ''List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout''
    222 
    223 {{{
     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.
     192
     193=== Changing layout of report rows === #column-syntax
     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.
     196
     197 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be continued on a second line.
     198
     199 * '''`_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.
     200
     201 * '''`_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).
     202   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
     204'''Example:''' List active tickets, grouped by milestone, colored by priority, with  description and multi-line layout:
     205
     206{{{#!sql
    224207SELECT p.value AS __color__,
    225208       t.milestone AS __group__,
     
    232215       description AS _description_,                    -- ## Uses a full row
    233216       changetime AS _changetime, reporter AS _reporter -- ## Hidden from HTML output
    234   FROM ticket t,enum p
    235   WHERE t.status IN ('new', 'assigned', 'reopened')
    236     AND p.name=t.priority AND p.type='priority'
    237   ORDER BY t.milestone, p.value, t.severity, t.time
    238 }}}
    239 
    240 === Reporting on custom fields ===
    241 
    242 If 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 
    244 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.
    245 
    246 '''Note that you need to set up permissions in order to see the buttons for adding or editing reports.'''
     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.
     228
     229=== A note about SQL rewriting #rewriting
     230
     231Beyond 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 page
     234In 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.
     235The 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:
     236 - `@SORT_COLUMN@`, the place where the name of the selected sort column will be inserted,
     237 - `@LIMIT_OFFSET@`, the place where the pagination support clause will be added
     238Note that if you write them after an SQL comment, `--`, you'll effectively disable rewriting if this is what you want!
     239
     240Let's take an example, consider the following SQL query:
     241{{{#!sql
     242-- ## 4: Assigned, Active Tickets by Owner ## --
     243
     244--
     245-- List assigned tickets, group by ticket owner, sorted by priority.
     246--
     247
     248SELECT p.value AS __color__,
     249   owner AS __group__,
     250   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     251   changetime AS _changetime, description AS _description,
     252   reporter AS _reporter
     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
     257}}}
     258
     259The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`):
     260{{{#!sql
     261SELECT p.value AS __color__,
     262   owner AS __group__,
     263   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     264   changetime AS _changetime, description AS _description,
     265   reporter AS _reporter
     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
     271}}}
     272
     273The equivalent SQL query with the rewrite tokens would have been:
     274{{{#!sql
     275SELECT p.value AS __color__,
     276   owner AS __group__,
     277   id AS ticket, summary, component, milestone, t.type AS type, severity, time AS created,
     278   changetime AS _changetime, description AS _description,
     279   reporter AS _reporter
     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
     284@LIMIT_OFFSET@
     285}}}
     286
     287If you want to always sort first by priority and only then by the user selected sort column, simply use the following `ORDER BY` clause:
     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.
    247307
    248308----
    249 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]