12.1. Inquiries

When creating reports, a set of issues is processed, grouped, and summarized using the "Inquiry" record type. An Inquiry specifies the grouping and data summary options to be applied to a set of issues. To create an Inquiry, a user must have permission to create and edit inquiries. The Inquiries tab is located under the main Administration tab, which can be displayed by using Edit > Show Administration under the main menu, or the Administration context menu.

When configuring an inquiry, it is important to understand how issues are grouped, and how the data is summarized.

When processing the issue set, the selected grouping rules will be applied in the order they are specified in the inquiry definition. For example, assume the issue set includes the following:

  • Issue 1 is assigned to user Bob, and is assigned to iteration A, with a time estimate of 1 hour.
  • Issue 2 is assigned to user Joe, and is assigned to iteration A, with a time estimate of 2 hours.
  • Issue 3 is assigned to user Joe, and is assigned to iteration A, with a time estimate of 10 hours.
  • Issue 4 is assigned to user Bob, and is assigned to iteration B, with a time estimate of 4 hours.

If the inquiry specifies grouping by User, then by Iteration, then the issue grouping would result in user Bob having two iteration groups, and user Joe would have on iteration group.

The data summary rules would then be applied to the individual issue groups. In the example, assume the time estimate is summarized. The results would be:

  • Bob, Iteration A, 1 hour
  • Bob, Iteration B, 4 hours
  • Joe, Iteration A, 12 hours

Notice that inquiries allow data to be grouped by month, day, etc. When a report is executed, it will have a time span that controls the context of the report. The data summarization is applied based on the time span of the grouping. For example, if issues are grouped by week, and the summarized data is the time logged on the issue, then result would be the total time logged on the issues in the group for each week in the time span.

The best way to understand the inquiriy processing will be to create a test inquiry and report and experiment with the parameters.

Next Section: 12.2. Creating/Modifying Reports


You can add comments in this section, but you must be logged in. If you already have an account, you can login now. If you need to create an account, you may also register now.