Adding 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. See Report types.
The report format depends on the stylesheet used for the report. Ask your administrator for help with stylesheets.
Note: You can add and modify detail, matrix, release planning, release status, time tracking, traceability, and trend reports in Helix ALM Web. Use the desktop client to add and modify other report types.
1. Click Reports.
The Reports list opens.
2. Click Add.
The Add Report dialog box opens. Cards are displayed for each available report. They contain the report name, description of the report content, and a sample image that shows the report format.
3. Select a report type.
To easily find a report, click a category on the left side of the dialog box, search for a report, or select an item type from the Contains list.
4. Click Next.
5. Select the Items to Include in the report. The available options depend on the report type.
6. Click Next.
7. Select any additional options for the report. The available options depend on the report type.
8. Click Next.
9. 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.
10. 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.
11. Click Preview to preview the report. The report opens in a new browser tab.
12. 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.
