Adding detail reports

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

1. Choose Create > Report.

The Select Report Type dialog box opens.

2. Select Detail and click OK.

The Add Detail 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. To add the report as a favorite, click the star next to the Name field. The star changes to yellow. To remove the report from your favorites, click the star . The star changes to gray. See Adding and removing reports as favorites.

5. 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.

6. Select any Tags to organize the new report with other related reports. See Organizing related reports with tags.

7. On the Report On tab, select the item type to report on from the Report contains list.

If the report is based on folders, users, customers, security groups, or test configs, you can choose to include all or selected items.

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

• Select a Stylesheet, which is a template used to generate formatted reports. See Detail 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 manual test runs. To learn more about selecting filters, see Selecting filters and options.Filters with an ellipsis (...) after the name prompt you to enter restriction information when the report is generated. See Selecting interactive filter criteria.

• Select Print items on separate pages to print each item included in the report on a separate page.

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

This tab is not available for reports based on folders.

10. To preview the report, click .

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

11. Click Add.

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