Document reports

ALM Octane lets you generate document reports for multiple entities. You can customize the details shown in the reports and save them in Word and PDF formats.

Create a report

This section describes how to create a report.

To create a report:

  1. Click Settings on the main banner, and select Reports > Document report. The Generate document report window opens.
  2. If you have a saved template, select it from the Autofill dropdown.

  3. Click the Settings tab. Provide general information for the report:

    1. Add a title and description.
    2. Choose whether to show the author and date. By default, this is enabled.
    3. Provide a file name and format (Word or PDF).
    4. Set the orientation to portrait (default) or landscape.
    5. Upload a logo. Click the Logo Image placeholder to upload a logo for your report. To edit, remove, or restore the default logo, hover over the logo and expand the menu . Choose an option: Update, Reset to default, or Remove.

      Tip: When you create a new workspace, ALM Octane prompts you to choose a logo and header for your reports.

    6. Add header and footer text.
  4. In the Content tab, click the Add section button in the left pane.

    1. Choose an entity, such as Defects, Epics, Features, and so forth, or a Custom section. Each time you make a selection, a new section will be added to the report.
      • Custom section: Use this to add sections with rich text capabilities, such as adding diagrams, tables, images, and links. It can function as a placeholder for specific report sections to be filled later in time. Custom sections can be independent or linked sub-sections, and can be duplicated.
      • Descendent inclusion: This option name differs per entity. For example, for Requirement Documents > Last Test Runs, the label is Include test runs of each requirement document's descendants. Select the option to include all last runs related to the requirement or one of its children. Clear the option to show only those last runs directly related to the requirement.
    2. In the right pane, for each section, define the following configurations:

      Configuration Description
      Section Header Specify a name, or accept the default, the entity name.
      Format Select Table or Details.
      Filters Click + Add Filter to add field values by which the report generation will be guided. Some fields allow you to define cross-filters. Fields that support cross-filtering are indicated by the button.
      Order by Select a sorting method and indicate ascending or descending.
      Fields Several default fields are already present. Click + Add Fields to select additional fields whose values you want to save to the report. Reorder the fields by dragging them to the desired location. In the generated report, the order of the fields will correspond to their order in the Content tab.
      Clear all fields except for ID Click the X adjacent to the Add Fields button. To remove a specific field, hover over it and click the x symbol.
      Include Indicate whether to include additional components of the entity, such as attachments and scripts, in the content of the report. Note that this will increase the size of the report. Scripts inclusion is only available in Details mode for all nodes that include scripts, and will use the latest version of the script. For manual tests, the content is the script's steps.
  5. Repeat the above step to add additional sections to the report.
  6. (Optional) Click in the top banner to save the current configuration as a template.
  7. Click Generate in the bottom right corner of the dialog box. A message in the banner indicates that your report is being processed.

The generated report is downloaded to your default Downloads folder with the file name you specified in the Settings tab. When the report is ready, the My Work module displays a direct link to the report under the Notifications tab.

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Create a report template

In ALM Octane settings, the administrator can create a document report template for each space. This includes a logo, and header and footer text.

To create a report template:

  1. Click Settings on the main banner, and select a space.
  2. Open Defaults > Document report.
  3. Upload a logo and add header and footer text.

    This template is used by default when creating a report in the selected space.

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Tips and Guidelines

The following guidelines apply to the document report:

  • Linux: To generate PDF and Word files properly, you need to have Arial Unicode MS installed on the server in site\storage\site\fonts or site\storage\sharedspaces\...\fonts. If additional fonts are missing, the admin should add them there. For details on installing fonts, see

  • Your ability to configure a document report may depend on the role given to you by your administrator.

  • You can reorder the sections in the left pane by dragging them to the desired location. In the generated report, the order of the sections will correspond to their order in the Generate document report window.

Several of the Document report settings are configurable through site or space parameters:

Parameter name Description
DOCUMENT_REPORT_READER_PAGE_SIZE By default, each document report is limited to 1,000 pages. If the document size exceeds 1,000 pages, you can apply a filter to remove some content.
MAX_CONCURRENT_REPORTS_PER_USER By default, each user can send a maximum of 5 report requests at a time. Requests for more reports will only be processed after the previously requested reports were generated.
DOCUMENT_REPORT_LOGO_MAX_SIZE By default, logo image sizes are limited to 5 MB.
DOCUMENT_REPORT_LOGO_FILE_EXTENSIONS The default extensions for logo images are jpg, jpeg, png, and bmp.

By default, images added to the Custom section as URLs are not embedded in the report. Your admin can enable embedding images, added as URLs, by listing the URL domains in this parameter.

For details about changing site or space parameters, see Configuration parameters.

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See also: