Creating built-in reports

Helix ALM includes several built-in reports to help you track the status of projects and analyze the data. You can create reports to display general project information or data about items.

Note:  The steps for creating matrix reports are slightly different. See Creating matrix reports.

1. Choose Create > Report.

The Select Report Type dialog box opens.

2. Select a report type and click OK. See Report types.

The Add Report dialog box opens.

3. Enter a Name and Title. The title appears at the top of the report. You can enter up to 128 characters for the name and 1000 characters for the title.

4. Select a Share with option.

• No one restricts other users from using the report.
• Everyone shares the report with all users and customers.
• All users shares the report with other users.
• All customers shares the report with customers.
• Security groups shares the report with selected security groups.

5. Select a report type or an item type to include in the report on the Report On tab. The available options depend on the report type.

6. Click the Source tab to select the data to include in the report. This tab is not available for detail, distribution, list, or trend reports.

7. Click the Options tab to select additional report display options. The available options depend on the selected report type and content.

8. Click the Sorting tab to select a primary or secondary sort column and set the column sort order. Trend reports do not have sorting options.

9. If you are creating a distribution or trend report, click the Charting tab to add a chart to the report. See Charting report data.

10. If you are creating a list report, click the Formatting tab to override the field and table formatting defined in the stylesheet used for the report.

11. To preview the report, click .

12. Click Add.

The report is added. See Running built-in reports for information about running reports.

See also