Document reports

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

In this topic:

New document reports

This section describes how to create a report.

To create a report:

1. Open the Settings menu 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 More information menu . Choose an option: Update, Reset to default, or Remove.

      Tip: When you create a new workspace, you are prompted 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 .

   1. Choose an entity type, such as Defects, Epics, Features, or a Custom section. Each time you make a selection, a new section is added to the report.

   2. Add one of the following special sections:

      • Custom section. Use this to add sections with rich text capabilities, such as diagrams, tables, images, and links. It can function as a placeholder for specific report sections to be filled in at a later time. Custom sections can be independent or linked sub-sections, and can be duplicated.
      • Widget. Adds one of the built-in or customized widgets. First specify a section header. Then expand the drop downs to select a dashboard favorite and dashboard widget.

   3. In the main 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 is guided. Some fields allow you to define cross-filters. Fields that support cross-filtering are marked with the Cross-filter arrow button .
      Order by	Select a sorting method and indicate ascending or descending.
      Fields	Some fields are predefined. To add additional fields: Click + Add Fields and select fields whose values you want to include in the report. For cross fields, you can also choose the related fields. Click the Cross-fields arrow button , and select the related fields that you want to include in the report. To reorder the fields, drag them to the desired location. In the generated report, the order of the fields corresponds to their order in the Content tab. To clear all fields except for ID, click the Delete button X. To remove a specific field, hover over it and click the Deletesymbol x.
      Include	Indicate whether to include additional item components, such as attachments and scripts, in the content of the report. The Include section only shows components that are applicable to the item. For example, for manual tests, you can include run steps. Script inclusion is only available for nodes that include scripts. It uses the latest version of the script. When including image attachments, by default they are represented by a link in the attachments section. To embed the actual image in the report, select the Display the images inline in the attachments section option. Note: Including items is only available when using the Details report format. Including items in the report increases its size and generation time.

5. Repeat the above step to add additional sections to the report.

   Note: The order of the sections in the generated report corresponds to their order in the Generate Document Report window.

6. To add a related item as a sub item to a first level entity, hover over the parent entity and click the Add button . The dropdown contents differ, based on the selected entity.

   For the Last Test Runs sub item, you can indicate whether to include descendants. Select the Include test runs of each <entity type>'s descendants option to include all last runs related to the entity or one of its children. Clear the option to show only those last runs directly related to the entity.

7. (Optional) Click the Save as template button to save the current configuration as a template.
8. Click Generate. 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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Document report headers and footers

The administrator can create a document report default for each space that includes a custom header, footer, and logo.

To create a report template:

1. Open the Settings menu , click Spaces, and select a space.
2. Open More Settings > Document report.

3. Upload a logo and add header and footer text.

This header, footer, and logo is used by default when creating a report in the selected space.

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Customizations and permissions

Admins can configure document report setting and their permissions in the Settings area or through parameters.

Admin permissions for document report creation

Admins can control the creation of document reports by setting the following permissions in the Permissions tab > General System Actions:

• Generate a document report

• Manage Document Report Configuration

• Manage Document Report Contents

• Override Default Document Report Format

For details, see Roles and permissions.

Configuration parameters

The following table lists parameters that admins can use to configure document report settings.

Parameter name	Description
DOCUMENT_REPORT_AMOUNT_OF_ALLOWED_WIDGETS	This parameter lets you control the number of widgets in a report. By default, users can include up to 20 widgets.
DOCUMENT_REPORT_LINK_IMG_DOMAINS_ALLOWED_LIST	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 separated by semicolons.
DOCUMENT_REPORT_LOGO_FILE_EXTENSIONS	The default extensions for logo images are JPG, JPEG, PNG, and BMP.
DOCUMENT_REPORT_LOGO_MAX_SIZE	By default, logo image sizes are limited to 5 MB.
DOCUMENT_REPORT_MAX_ATTACHMENTS_NUMBER	This parameter lets you limit the number of embedded image attachments in a document report. The default is 100 embedded attachments and the maximum 400. Caution: If you exceed 100 embedded attachments, CPU usage may increase substantially and performance will be affected.
DOC_REPORT_COLORED_TEST_SCRIPT	By default, users can generate reports with color for scripts or steps in Gherkin and manual tests. To block this capability, set the parameter to false.
MAX_CONCURRENT_REPORTS_PER_USER	By default, each user can send a maximum of 5 report requests at a time. Requests for more reports can only be processed after the previously requested reports are generated.
MAXIMUM_DOCUMENT_REPORT_PAGES	The maximum number of allowed pages in a document report. The default is 1000 pages.

For details, see Configuration parameters.

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Troubleshooting

The following table addresses possible issues with document reports.

Issue

Solution

Embedding widgets

If you encounter problems embedding widgets in a document report, refer to the troubleshooting methods described in KM000001556. This KB refers to the Share Public Link feature, which uses similar mechanisms as document reports. Rather than the parameters mentioned in the KB, use the following: CHROME_DRIVER_SERVICE_CUSTOM_CHROME_OPTIONS CHROME_DRIVER_SERVICE_SSL_CERTIFICATE_ENFORCEMENT If this does not help, contact Support for further instructions.

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See also:

• Analysis and reporting