Using the Reports list window

Use the Reports list window to work with the variety of reports available in Helix ALM. The list displays basic information about reports in the project that you can use to analyze data.

To open the Reports list window, choose View > Reports.

Performing actions

Keep the following in mind:

• Actions you can perform on reports depend on access given in security groups you are in.

• To customize the Reports list to display only information you need, you can rearrange columns, adjust column widths, insert and remove columns, display only reports that contain specific item types, and add tabs. See Customizing list windows.

To:	Do this:	More info
Run a report in HTML format	Select the report and click Preview.	Running reports
Save a report in PDF format	Select the report and click Save As PDF.	Saving reports as PDF files
Add a new report	Click Add.	Adding items to folders
View the details for a report	Select the report and click View.	Viewing report details
Edit a report	Select the report and click Edit.	Editing reports
Copy a hyperlink that runs a report	Right-click the report and choose Copy Report Preview Hyperlink.	Running reports
Duplicate a report	Right-click the report and choose Duplicate.	Duplicating reports
Delete a report	Select the report and click Delete.	Deleting reports