Use project reports

Available for: Version 26.1 P1 and later

You can generate, preview, and download project reports in the Dashboard module.

Note: This topic describes how to generate and view project reports in Web Client. Project reports are added and configured in Desktop Client. For details on creating and configuring project reports, see Create and generate custom project reports.

Project reports overview

Project reports are available from the Dashboard module and from the Analysis menu in the toolbar of an entity.

The following table describes the project reports options.

Option	Details
Dashboard > Analysis View	Browse private and public report folders, select a report, and review its details.
Dashboard > Analysis Menus	Open predefined project reports by module and generate them.
Analysis menu in toolbar of an entity	Open predefined project reports and generate them directly from the selected module context.

You can generate reports in HTML, Microsoft Word, or PDF format. You can also download them.

View project reports in Analysis View

To view project reports in Analysis View:

Open Dashboard > Analysis View.
Expand the Private or Public root folder to locate the report you want to use.
Select a report.
Click the Generate report button in the toolbar or open the View tab to generate the report.

Predefined project reports

A number of predefined project reports are available across various modules to help you analyze and document your project data.

Requirements module reports

The following reports are available for the Requirements module.

Report	Description
Standard Requirement Report	Lists the requirements that appear in the current requirements view.
Tabular Report	Displays the requirements that appear in the current requirements view, in a grid format. The tabular report does not display the hierarchy and nesting of child requirements.
Requirements with Coverage Tests	Lists the requirements that appear in the current requirements view, with their test coverage information.
Requirements with Coverage Tests and steps	Lists the requirements that appear in the current requirements view, with their test coverage information. It also displays the test steps for each test's coverage.
Requirements with Linked Defects	Lists the requirements that appear in the current requirements view, with their linked defects.
Requirements with Traceability	Lists the requirements that appear in the current requirements view with their associated traced-to and traced-from requirements.
Report Selected	Lists the requirements currently selected in the requirements tree or grid.
Report Selected with Children	Lists the requirements currently selected in the requirements tree or grid, including child requirements.

Test Plan module reports

The following reports are available for the Test Plan module.

Report	Description
Standard Test Planning Report	Lists the tests in the current test plan view.
Subject Tree Report	Lists the tests in the current test plan view by subject.
Tests with Design Steps	Lists the tests that appear in the current test plan view, including their design steps.
Tests with Covered Requirements	Lists the tests that appear in the current test plan view, with their requirement coverage information.
Tests with Linked Defects	Lists the tests that appear in the current test plan view, with their linked defects.
Report Selected	Lists the tests currently selected in the test plan tree or grid.
Business Process Tests with Component Steps	Lists the relevant parameter values for all the flows, groups, iterations, components, and manual steps in the selected business process test. Use this report to: Run business process tests manually from a printout. As a detailed report for auditing.
Business Process Tests with Component Steps and Component Details	Lists the relevant parameter values for all the flows, groups, iterations, components, and manual steps in the selected business process test, including component details and snapshots. Use this report to: Run business process tests manually from a printout. As a detailed report for auditing.
Business Process Tests with Script	Lists all business process tests and flows in the project, including selected detail fields, test or flow descriptions, and included components. This report also includes group and iteration details, On Failure status, and content of flows inside business process tests.

Test Lab module reports

The following reports are available for the Test Lab module.

Test set reports

Report	Description
Current Test Set	Lists the tests that appear in the current test set.
Cross Test Set	Lists the test sets that appear in the test sets list, without listing their tests.
Test Set Hierarchy with Tests	Lists the test sets hierarchically, as well as the status of each of the test sets.
Cross Test Set with Tests	Lists the test sets that appear in the test sets list, including their tests.
Current Test Set with Failed Test Runs	Lists tests from the current test set, with Failed test run status.
Cross Test Set with Failed Test Runs	Lists tests from all test sets, with Failed test run status.
Execution Notification	Lists the tests that are displayed in the current test set with the results of their last test run.
Report Selected	Displays an execution report of the test instances currently selected in the execution grid.
Test Set Execution Preview	Displays an execution preview report of the test instances in the selected test set folders.

Test run reports

Report	Description
Cross Run	Lists the runs matching the current filter in the Test Runs module.
Cross Run with Steps	Lists the runs matching the current filter in the Test Runs module with their run steps.
Runs by Test	Lists the runs in the Test Runs module under their tests.
Runs by Test Set	Lists the runs in the Test Runs module under their test sets and tests.
Report Selected	Displays a report of the test runs currently selected in the Test Runs module.

Business Component module reports

The following reports are available for the Business Components module.

Report	Description
Standard Component Report	Lists all components currently in the project with detail fields, descriptions, history, and snapshot availability.
Component Hierarchy Report	Lists the components currently in the project, including all detail fields and the component descriptions. Obsolete components and component requests are not shown in this report.
Components with Steps	Lists all components currently in the project with selected detail fields, descriptions, and each component's steps.
Components Used By	Lists all components currently in the project with selected detail fields, descriptions, and the business process tests and flows that use each component.
Components with Application Area	Lists all components currently in the project with selected detail fields, descriptions, and the application area used by each component when available.
Report Selected	Lists components currently selected in the tree.

Defects module reports

The following reports are available for the Defects module.

Report	Description
Standard Defect Report	Lists the defects that appear in the defects grid.
Tabular Report	Displays the defects that appear in the defects grid, in a grid format. The tabular report does not display the descriptions and comments for the defects.
Defects with Linked Tests and Runs	Lists the defects with their linked tests and test run results.
Fixed or Rejected Defects	Lists defects with Fixed or Rejected status.
Fixed or Rejected Defects Detected by Current User	Lists defects with Fixedor Rejected status that were detected by the current user.
Opened Defects Assigned to Current User	Lists defects with Open status that are assigned to the current user.
Report Selected	Lists defects currently selected in the defects grid.

Generate predefined project reports

You can generate predefined project reports in the Requirements, Test Plan, Test Lab, Defects, and Business Components modules.

To generate a predefined project report:

From the sidebar, open the target module.
Select the entity folder you want to generate the project report for.

For Test Set Execution Preview report: The report only contains the test sets that are directly listed under the selected folders. It does not contain test sets in the subfolders of the selected folders.
In the toolbar, select Analysis > Project Report and select the predefined project report you want to generate. It generates a preview of the report.
In the Preview window, select the report format: HTML, Docx (Microsoft 2007 or later), Doc (Microsoft Word 2003), or PDF.
Click Download to save the report in the selected format or as a .zip file. The .zip file includes all entity attachments contained in the report, which is helpful for sharing reports with users who do not have access to your project and for viewing attachments offline.

You can also access predefined reports in Dashboard > Analysis Menus. Select the required module folder, choose your target report, and generate. Select the format and download options as described above.