Running reports

You can run reports to analyze project data and save it for future reference, if needed. By default, reports are generated in HTML reports. You can also save reports in PDF reports. See Saving reports as PDF files.

Keep the following in mind:

  • The available reports depend on the item type and your security permissions. You may also be able to configure reports. See Adding built-in reports.
  • When running reports on specific items, the report names correspond to the available stylesheet. Stylesheets control the report content formatting. See Report stylesheets for more information or ask your administrator for help.
  • If a report uses a filter with interactive restrictions, you are prompted to enter or select criteria before the report runs. See Selecting interactive filter criteria.
  • If a matrix report uses interactive folder or requirement document restrictions, you are prompted to select folders or documents before the report runs. See Selecting interactive criteria when running matrix reports.
  • When you run a report, a progress indicator opens. Click Cancel to cancel the report generation.
  • The following information does not apply to external reports. See Running external reports.
Before running a report, you may want to get familiar with the content it may include. See Report types.

When you run an HTML report, it opens in a new browser window. Depending on the browser, you can print the report, export it, or save it.

You can download distribution, list, matrix, time tracking, and trend reports as Microsoft Excel files. Run the report and click Download Excel File. See Downloading reports as Microsoft Excel files.
To run an HTML report of: Go to the: And then:
A report that is already configured Reports list window Select the report and click Preview. You can also right-click the report and choose Preview Report.
A specific report you are adding, editing, or viewing Add, Edit, or View Report dialog box Click . You can also click and select options before running the report.
Specific items in a list window List window or Specification Document window
 Select the items to include in the report, right-click, choose Run Report, and then select a report type and report.

If Run Report is not available in the shortcut menu, you can add it to the menus for the Issues, Requirement Documents, Requirements, Test Cases, and Manual Test Runs list windows and Specification Document window. See Customizing shortcut menus.
Select the items to include in the report and choose File > Print. Select any options and then click Preview.

In the Specification Document window, the Print Preview dialog box opens. You can only print the items or document.
A specific item you are adding, editing, or viewing Add, Edit, and View Issue, Requirement, Requirement Document, or Test Case dialog box, or Edit or View Manual Test Run dialog box Choose File > Print. Select any options and then click Preview. You can also click .

When you save a report in PDF format, you can select layout options, and specify the location to save the file and filename. See Saving reports as PDF files.

To save a PDF of: Go to the: And then:
A report that is already configured Reports list window Select the report and click Save As PDF. You can also right-click the report and choose Save Report As PDF.
A specific report you are adding, editing, or viewing Add, Edit, or View Report dialog box Click Save Report As PDF.
Specific items in a list window or requirement document List window or Specification Document window
 Select the items to include in the report, right-click, choose Save Report As PDF, and then select a report type and report.

If Save Report As PDF is not available in the shortcut menu, you can add it to the menus for the Issues, Requirement Documents, Requirements, Test Cases, and Manual Test Runs list windows and Specification Document window. See Customizing shortcut menus.
Select the items to include in the report and choose File > Print. Select any options and then click Save As PDF.

In the Specification Document window, the Print Preview dialog box opens. You can only print the items or document.
A specific item you are adding, editing, or viewing Add, Edit, and View Issue, Requirement, Requirement Document, or Test Case dialog box, or Edit or View Manual Test Run dialog box Choose File > Print. Select any options and then click Save As PDF.

If you run a report by choosing File > Print, you can select options for the report in the Report Options dialog box.

  • Display items in a list shows the items in a list format. Select a stylesheet if you do not want to use the default stylesheet, which is set in the local options. See List window report stylesheets. Select Show gridlines to include gridlines.
  • Display item details shows the details for each item. Select a stylesheet if you do not want to use the default stylesheet, which is set in the local options. See List window report stylesheets. Select Display each item on a separate page to put each item on a separate page.
  • Create report file from template saves a report as text based on a previously created template. After selecting this option, click Save. See Saving list window reports as text files.
  • To only include the items selected on the list window, select Only display selected items.
  • Click Preview to run the report in HTML format or Save As PDF to save it in PDF format. See Saving reports as PDF files.

You can also run configured reports from hyperlinks. You can copy a link to a specific report and paste it into Helix ALM items, a dashboard note widget, or other applications. When the link is clicked, the report runs in Helix ALM. The user who clicks the link must log in to Helix ALM and have the required security permissions to view the report.

To copy a report hyperlink, right-click the report on the Reports list window and choose Copy Report Preview Hyperlink. Select ttstudio to copy a link that opens the report in the Helix ALM desktop client or select http for a link that opens the report in the web client.