12.2. Creating/Modifying Reports

Reports are created in the reports tab. Reports belong to individual users, just a queries do. Reports are run by utilizing three record types: "Query", "Inquiry", and "Report".

To generate a report, an issue set must be provided. The set of issues can be generated using Queries, selecting Iterations, selecting Projects, selecting Users, or selecting Releases. The report will generate summary information based on the set of issues used in the report. For example, if an iteration is provided to generate the issue set used in a report, then all of the issues assigned to that iteration will be included in the issue set.

Additionaly, reports need a time span to control the scope of the report data. Several pre-set time spans are available for selection, or custom date ranges can also be provided.

After the data source (issue set), inquiry, and time span are specified, the report can be executed. The result of the report execution is provided in the report's output tab. Currently, the report output is a simple table breaking down the data grouping and summary data. The output can be copied and pasted into a text editor or Excel.

As an example, one could create a Query that finds all completed issues. An Inquiry could be created that groups issues by Project, then by User. The summary data for the Inquiry could be logged time. A report could then be created using the query and inquiry and specify the date range to be last month. When run, the result would show a breakdown of the time logged last month by each user in each project that has closed issues.

The flexibility provided by this reporting system allows people to be able to accommodate many of the reporting needs they may have. Additional grouping and data summary options can be requested and added over time.

Next Section: 13. Integration APIs

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