Changes between Version 2 and Version 3 of TracReports
- Timestamp:
- Nov 15, 2017, 12:17:46 PM (7 years ago)
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TracReports
v2 v3 1 = Trac Reports = 1 = Trac Reports 2 2 3 [[TracGuideToc]] 3 4 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 {{{ 5 The Trac reports module provides a simple, yet powerful reporting facility to present information about tickets in the Trac database. 6 7 Rather 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 14 13 [components] 15 14 trac.ticket.report.* = disabled 16 15 }}} 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 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. 19 17 20 18 A report consists of these basic parts: … … 25 23 * '''Footer''' — Links to alternative download formats for this report. 26 24 27 == Changing Sort Order == 28 Simple reports - ungrouped reports to be specific - can be changed to be sorted by any column simply by clicking the column header. 29 30 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. 31 32 == Changing Report Numbering == 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 ''(since 0.10)'': 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 {{{ 41 update report set id=5 where id=3; 42 }}} 43 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). 44 45 You may also need to update or remove the report number stored in the report or query. 46 47 == Navigating Tickets == 48 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. 49 50 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)'' 51 52 == Alternative Download Formats == 53 Aside from the default HTML view, reports can also be exported in a number of alternative formats. 25 == Changing Sort Order 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. 30 31 == Navigating Tickets 32 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 == Alternate Download Formats 38 39 In addition to the HTML view, reports can also be exported in a number of alternate formats. 54 40 At the bottom of the report page, you will find a list of available data formats. Click the desired link to 55 download the alternative report format. 56 57 === Comma-delimited - CSV (Comma Separated Values) === 41 download the alternate format. 42 43 === Comma-delimited - CSV (Comma Separated Values) 44 58 45 Export the report as plain text, each row on its own line, columns separated by a single comma (','). 59 46 '''Note:''' The output is fully escaped so carriage returns, line feeds, and commas will be preserved in the output. 60 47 61 === Tab-delimited === 48 === Tab-delimited 49 62 50 Like above, but uses tabs (\t) instead of comma. 63 51 64 === RSS - XML Content Syndication === 52 === RSS - XML Content Syndication 53 65 54 All 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. 66 55 67 ---- 68 69 == Creating Custom Reports == 70 71 ''Creating a custom report requires a comfortable knowledge of SQL.'' 72 73 A report is basically a single named SQL query, executed and presented by 74 Trac. Reports can be viewed and created from a custom SQL expression directly 75 in the web interface. 76 77 Typically, a report consists of a SELECT-expression from the 'ticket' table, 78 using the available columns and sorting the way you want it. 79 80 == Ticket columns == 56 == Creating Custom Reports 57 58 Creating a custom report requires a comfortable knowledge of SQL. 59 60 Note that you need grant [TracPermissions#Reports permissions] in order to see the buttons for adding or editing reports. 61 62 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. 63 64 Typically, 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 81 68 The ''ticket'' table has the following columns: 82 69 * id … … 101 88 102 89 Example: '''All active tickets, sorted by priority and time''' 103 {{{ 104 SELECT id AS ticket, status, severity, priority, owner, 105 time AS created, summary FROM ticket 106 WHERE status IN ('new', 'assigned', 'reopened') 107 ORDER BY priority, time 108 }}} 109 110 --- 111 112 == Advanced Reports: Dynamic Variables == 90 {{{#!sql 91 SELECT id AS ticket, status, severity, priority, owner, time AS created, summary 92 FROM ticket 93 WHERE status IN ('new', 'assigned', 'reopened') 94 ORDER BY priority, time 95 }}} 96 97 == Advanced Reports: Dynamic Variables 98 113 99 For more flexible reports, Trac supports the use of ''dynamic variables'' in report SQL statements. 114 In short, dynamic variables are ''special'' strings that are replaced by custom data before query execution. 115 116 === Using Variables in a Query === 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)//. 101 102 === Using Variables in a Query 103 117 104 The syntax for dynamic variables is simple, any upper case word beginning with '$' is considered a variable. 118 105 119 106 Example: 120 {{{ 107 {{{#!sql 121 108 SELECT id AS ticket,summary FROM ticket WHERE priority=$PRIORITY 122 109 }}} 123 110 124 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$'. 125 126 Example: 111 To assign a value to $PRIORITY when viewing the report, you must define it as an argument in the report URL, leaving out the leading '$': 127 112 {{{ 128 113 http://trac.edgewall.org/reports/14?PRIORITY=high 129 114 }}} 130 115 131 To use multiple variables, separate them with an '&'. 132 133 Example: 116 To use multiple variables, separate them with an '&': 134 117 {{{ 135 118 http://trac.edgewall.org/reports/14?PRIORITY=high&SEVERITY=critical 136 119 }}} 137 120 138 139 === !Special/Constant Variables === 121 === !Special/Constant Variables 122 140 123 There is one dynamic variable whose value is set automatically (the URL does not have to be changed) to allow practical reports. 141 124 142 125 * $USER — Username of logged in user. 143 126 144 Example (''List all tickets assigned to me''):145 {{{ 127 Example: List all tickets assigned to me: 128 {{{#!sql 146 129 SELECT id AS ticket,summary FROM ticket WHERE owner=$USER 147 130 }}} 148 131 149 150 ---- 151 152 153 == Advanced Reports: Custom Formatting == 154 Trac is also capable of more advanced reports, including custom layouts, 155 result grouping and user-defined CSS styles. To create such reports, we'll use 156 specialized SQL statements to control the output of the Trac report engine. 157 158 == Special Columns == 159 To format reports, TracReports looks for 'magic' column names in the query 160 result. These 'magic' names are processed and affect the layout and style of the 161 final report. 162 163 === Automatically formatted columns === 132 == Advanced Reports: Custom Formatting 133 134 Trac 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 137 138 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. 139 140 === Automatically formatted columns 141 164 142 * '''ticket''' — Ticket ID number. Becomes a hyperlink to that ticket. 165 143 * '''id''' — same as '''ticket''' above when '''realm''' is not set 166 144 * '''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 167 146 * '''created, modified, date, time''' — Format cell as a date and/or time. 168 147 * '''description''' — Ticket description field, parsed through the wiki engine. 169 148 170 149 '''Example:''' 171 {{{ 150 {{{#!sql 172 151 SELECT id AS ticket, created, status, summary FROM ticket 173 152 }}} … … 175 154 Those columns can also be defined but marked as hidden, see [#column-syntax below]. 176 155 177 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 156 See [trac:CookBook/Configuration/Reports] for examples of creating reports for realms other than ''ticket''. 157 158 === Custom formatting columns 159 160 Columns whose names begin and end with 2 underscores (e.g. '''`__color__`''') are 181 161 assumed to be ''formatting hints'', affecting the appearance of the row. 182 162 … … 184 164 * '''`__grouplink__`''' — Make the header of each group a link to the specified URL. The URL is taken from the first row of each group. 185 165 * '''`__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. 186 {{{ 187 #!html 188 <div style="margin-left:7.5em">Defaults: 166 {{{#!html 167 <div style="margin-left:3em">Defaults: 189 168 <span style="border: none; color: #333; background: transparent; font-size: 85%; background: #fdc; border-color: #e88; color: #a22">Color 1</span> 190 169 <span style="border: none; color: #333; background: transparent; font-size: 85%; background: #ffb; border-color: #eea; color: #880">Color 2</span> … … 194 173 </div> 195 174 }}} 196 * '''`__style__`''' — A custom CSS style expression to use for the current row. 197 198 '''Example:''' ''List active tickets, grouped by milestone, group header linked to milestone page, colored by priority'' 199 {{{ 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 200 180 SELECT p.value AS __color__, 201 181 t.milestone AS __group__, 202 182 '../milestone/' || t.milestone AS __grouplink__, 203 183 (CASE owner WHEN 'daniel' THEN 'font-weight: bold; background: red;' ELSE '' END) AS __style__, 204 t.id AS ticket, summary 205 FROM ticket t,enum p 206 WHERE t.status IN ('new', 'assigned', 'reopened') 207 AND p.name=t.priority AND p.type='priority' 208 ORDER BY t.milestone, p.value, t.severity, t.time 209 }}} 210 211 '''Note:''' A table join is used to match ''ticket'' priorities with their 212 numeric representation from the ''enum'' table. 184 t.id AS ticket, summary 185 FROM ticket t,enum p 186 WHERE t.status IN ('new', 'assigned', 'reopened') 187 AND p.name = t.priority AND p.type = 'priority' 188 ORDER BY t.milestone, p.value, t.severity, t.time 189 }}} 190 191 Note that table join is used to match ''ticket'' priorities with their numeric representation from the ''enum'' table. 213 192 214 193 === Changing layout of report rows === #column-syntax 215 By default, all columns on each row are display on a single row in the HTML 216 report, possibly formatted according to the descriptions above. However, it's 217 also possible to create multi-line report entries. 218 219 * '''`column_`''' — ''Break row after this''. By appending an underscore ('_') to the column name, the remaining columns will be be continued on a second line. 194 195 By 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. 220 198 221 199 * '''`_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. … … 224 202 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. 225 203 226 '''Example:''' ''List active tickets, grouped by milestone, colored by priority, with description and multi-line layout''227 228 {{{ 204 '''Example:''' List active tickets, grouped by milestone, colored by priority, with description and multi-line layout: 205 206 {{{#!sql 229 207 SELECT p.value AS __color__, 230 208 t.milestone AS __group__, … … 237 215 description AS _description_, -- ## Uses a full row 238 216 changetime AS _changetime, reporter AS _reporter -- ## Hidden from HTML output 239 FROM ticket t,enum p 240 WHERE t.status IN ('new', 'assigned', 'reopened') 241 AND p.name=t.priority AND p.type='priority' 242 ORDER BY t.milestone, p.value, t.severity, t.time 243 }}} 244 245 === Reporting on custom fields === 246 247 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. 248 249 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. 250 251 '''Note that you need to set up permissions in order to see the buttons for adding or editing reports.''' 217 FROM ticket t,enum p 218 WHERE t.status IN ('new', 'assigned', 'reopened') 219 AND p.name = t.priority AND p.type = 'priority' 220 ORDER BY t.milestone, p.value, t.severity, t.time 221 }}} 222 223 === Reporting on custom fields 224 225 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. 228 229 === A note about SQL rewriting #rewriting 230 231 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 page 234 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 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: 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 238 Note that if you write them after an SQL comment, `--`, you'll effectively disable rewriting if this is what you want! 239 240 Let'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 -- 247 248 SELECT 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 253 FROM ticket t,enum p 254 WHERE status = 'assigned' 255 AND p.name = t.priority AND p.type = 'priority' 256 ORDER BY __group__, p.value, severity, time 257 }}} 258 259 The automatic rewrite will be the following (4 rows per page, page 2, sorted by `component`): 260 {{{#!sql 261 SELECT 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 266 FROM ticket t,enum p 267 WHERE status = 'assigned' 268 AND p.name = t.priority AND p.type = 'priority' 269 ORDER BY __group__ ASC, `component` ASC, __group__, p.value, severity, time 270 LIMIT 4 OFFSET 4 271 }}} 272 273 The equivalent SQL query with the rewrite tokens would have been: 274 {{{#!sql 275 SELECT 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 280 FROM ticket t,enum p 281 WHERE status = 'assigned' 282 AND p.name = t.priority AND p.type = 'priority' 283 ORDER BY __group__, @SORT_COLUMN@, p.value, severity, time 284 @LIMIT_OFFSET@ 285 }}} 286 287 If 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 289 ORDER BY __group__, p.value, @SORT_COLUMN@, severity, time 290 }}} 291 292 == Changing Report Numbering 293 294 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 KEY 296 * author text 297 * title text 298 * query text 299 * description text 300 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 {{{#!sql 302 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. 252 307 253 308 ---- 254 See also: TracTickets, TracQuery, TracGuide,[http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]309 See also: TracTickets, TracQuery, [http://www.sqlite.org/lang_expr.html Query Language Understood by SQLite]
