Scenarios for Reports

The following scenarios provide examples of why you might generate reports. Reports are generated for a variety of reasons. The following examples describe three possible scenarios for generating a report using change requests and a brief walk-through on how to generate them.

Although these examples apply only to change requests, you can create additional reports for other items. You can also export data for use in spreadsheets and other applications.

Manager wants a report of all CRs resolved across a project

  1. The manager selects the root folder from the folder hierarchy, and selects the Change Request tab. The list of change requests display in the upper pane.
  2. The manager selects the Status=Resolved filter from the Status list.
  3. The All Descendants (either from the toolbar or the Change Request menu) button is activated.
  4. Finally, he or she selects Change Request > Reports to generate a Change Request Summary Report.

Team leader wants to see CRs based on responsibility

  1. The team leader selects the project folder that corresponds to his or her team from the folder hierarchy, and selects the Change Request tab. The list of change requests display in the upper pane.
  2. The team leader selects the <Show All> filter from the Status list.
  3. The All Descendants button is activated.
  4. The team leader clicks the header of the Responsibility column to sort the change requests based on the responsible team member.
  5. Finally, the team leader selects Change Request > Reports from the main menu to generate a Change Request Detail Report.

Developers want to see CRs for which they are responsible

  1. The individual programmers select their project folders from the folder hierarchy, and select the Change Request tab. The list of change requests display in the upper pane.
  2. The programmer applies a query (Responsibility Equals <username>) to view only his or her assigned change requests.
  3. The All Descendants button is activated.
  4. Finally, the programmer selects Change Request > Reports to generate a Change Request Detail Report.