Adding detail reports

Detail reports include detailed information about individual issues, requirements, requirement documents, test cases, test runs, folders, customers, users, or security groups in a project. See Report types.

Note:  Detail reports that require selecting a stylesheet when running the report and detail reports that contain test configurations cannot be added or run in Helix ALM Web. You can work with these reports in the desktop client.

1. Click Reports.

The Reports list opens.

2. Click Add.

The Add Report dialog box opens.

3. Select Detail on the left side of the dialog box.

All available detail reports are displayed.

4. Select the report to add.

To find a report, you can search or select an item type to report on from the Contains list.

5. Click Next.

6. Select the Items to Include in the report.

• If the report is based on issues, requirements, requirement documents, test cases, or test runs, optionally select a filter if you only want to include filtered items in the report. Filters with an ellipsis (...) after the name prompt you to enter restriction information when the running the report. See Selecting interactive filter criteria. You can also:

  • Search for a filter.
  • Add a new filter — Choose Add Filter in the Filters list. See Adding filters.
  • Edit an existing filter — Mouse over the filter to edit in the Filters list and click . See Editing filters.
  • Delete a filter — Mouse over the filter to delete in the Filters list and click . See Deleting filters.

• If the report is based on folders, users, customers, or security groups, you can choose to include all or selected items. If you are including selected items, select the items. You can search for items to include. You must select at least one item. Click Select None to clear the selected items.

7. Click Next.

8. Select any Options. The available options depend on the report type.

• Select Display one item per page to put each item in the report on a separate page.
• Select any Sorting options. You can select primary and secondary sort columns and set the column sort order to ascending or descending.

9. Click Next.

10. Enter a Name and Title displayed in report.

The report name must be unique. The name you enter is automatically added to the Title displayed in report field, but you can change it. 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.

11. 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.

12. Click Preview to preview the report. The report opens in a new browser tab.

13. Click Add to add the report.

The report is displayed in the Reports list. To run the report, click the name or select it and click Run. See Running reports.