PLM Reporting Solutions

PLM for Process includes three supported Reporting methodologies, along with standard functional options that sometimes reduce the need for configured reports:

WebReports

The WebReports server combines XML Data generated by a PLM Process workflow with a Crystal Reports template to provide output in Adobe PDF, MS Word, MS Excel, or HTML format.

IDM Output Reports

Leveraging Infor Document Management (IDM), XML data generated by a PLM Process workflow is combined with a MS Word template to provide output in Adobe PDF or MS Word output.

EPPlus Excel Reports

Using publicly available EPPlus coding in a PLM Process workflow, a MS Excel Workbook is generated in one or more worksheets with data arranged and configured as needed.

Table Export

All tables in PLM Process include a standard function that will create an Excel file download of the table as presented. For more information, see the Exporting Grid Data Spreadsheets topic in the Infor PLM for Process User Guide.

View Tables on objects and searches

Within PLM Process, queries can be configured to return tables of data that summarize related objects. The resulting view tables can be exported to Excel using the Table Export function described above. See the References, Views, Results, Lookups chapter in the Infor PLM for Process Application Configuration Guide.

Determining the best reporting solution for any situation depends on the requirements, and your environment:


	WebReports	EPPlus Reports	IDM Output Reports	Table Download	View tables
On Premise deployment	X	X	*	X	X
Single-Tenant SAAS Deployment	X	X	*	X	X
Multi-Tenant SAAS Deployment		X	X	X	X
Select what data is included	X	X	X
Tailor presentation of data	X	X	X
Template Required	X (Crystal Reports)		X (MS Word)
Conditionally format output based on data or business rules	X	X
Logos supported	X	X	X
Image data supported	X (Embedded Images)	X (IDM Documents)	X (IDM Documents)
Math, graphing	X	X
Easy control of spreadsheet output		X
PDF output	X		X
MS Word output	X		X
Data source	XML (one or more objects)	Any Optiva data retrieval, any objects	XML (one or more objects)	Current table data only	SQL Query

Note: * If Infor Document Management is integrated with PLM Process, IDM Output reports are technically available. However, unless a move to MT SAAS is planned, WebReports are recommended for On Premise and Single-Tenant SAAS deployment.