Adding list reports

List reports include selected fields from issues, requirements, requirement documents, test cases, test runs, folders, customers, users, security groups, or test configurations in rows and columns.

1. Choose Create > Report.

The Select Report Type dialog box opens.

2. Select List and click OK.

The Add List 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 prevents all other users and customers 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. On the Report On tab, select the data to include in the report.

  • Select the item type to report on from the Report contains list.
  • Select the fields to include in the report from the Available Fields list and click the Add button to move them to the Fields in Report list. Click Top, Move Up, Move Down, or Bottom to reorder the fields.

6. Click the Options tab to select report display options.

  • Select a Stylesheet, which is a template used to generate formatted reports. See List report stylesheets. Click Browse to select a custom stylesheet.
  • Select a Filter to only include specific items in the report. You can only select a filter if you are reporting on issues, requirements, requirement documents, test cases, and test runs. Filter with an ellipsis (...) after the name prompt you to enter restriction information when the report is generated. See Selecting interactive filter criteria.
  • Enter the number of Records per printed page to limit the number of items included on one printed page. If a value is set in this field, the Download Excel File link is not available in the generated report.

7. Click the Sorting tab to select a primary or secondary sort column and set the column sort order.

8. Click the Formatting tab to override the field and table settings defined in the selected stylesheet.

9. To preview the report, click the Preview button.

To save the report as a PDF, click Save Report As PDF. See Saving reports as PDFs.

10. Click Add.

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