Generation Settings Tab

This tab enables you to define settings for generating the Excel report.

To access
  1. On the ALM sidebar, under Dashboard, select Analysis View.

  2. Expand the analysis tree and select an Excel report.

  3. Under the Configuration tab, click the Generation Settings tab.

Relevant tasks
See also

User interface elements are described below:

UI Element


Generate. Generates the Excel report.

If the status of the report is Not Ready, a warning displays.

If the report query contains parameters, the Report Parameters dialog box opens. Type the parameter values in the Value column.

The report is saved in the location you define. If you selected Launch report in Excel, Excel opens and displays the report. If not, a confirmation message displays.

Launch report in Excel

Instructs ALM to open the report in Excel after the report is generated. If this option is not selected, you can load the saved report in Excel at a later stage.


Informs other users whether the report is ready to be generated. The following options are available for the report status:

  • Ready. Indicates that the report is ready to be generated.

  • Not Ready. Indicates that the report is not ready to be generated. If a user tries to generate a report with this status, a warning message displays.

Save report as

The location and name of the Excel file to which the data is exported.

Tip: Click the browse button to select a folder.