Creating trend reports

Trend reports include information about actions performed over time or by user. Use these reports to determine the activity level of a project.

1. Choose Tools > Reports.

The Reports dialog box opens.

2. Click Add.

The Select Report Type dialog box opens.

3. Select Trend and click OK.

The Add Report dialog box opens.

4. Enter a Report name.

5. Select a Public/private report option.

Public reports are shared with all users. Private reports are not shared. You may only be able to create private reports depending on your security permissions.

6. On the Restrictions tab, select the criteria that files must meet to be included in the report.

The Report Restriction dialog box opens. The options change based on the selected restriction.

7. Enter or select the restriction values. See Adding restrictions.

8. Click OK.

The restriction is added. The values are displayed in the restriction list and the Summary field.

9. Add any additional restrictions.

10. Click the Output tab.

11. Select an Output format.

Reports can be formatted in HTML, space-delimited columns, or tab-delimited columns.

12. Select a report Stylesheet.

Cascading Style Sheets (CSS) files are installed with Surround SCM to create reports with a predefined layout and design. You can customize these stylesheets or create your own. Stylesheets are stored in the StyleSheets directory in the Surround SCM application directory on the server.

13. Select an option to Group actions by. You can group actions by user, day, month, or week.

14. Select One event type per user per file to only include one instance of an event type per user and file.

15. Click OK.

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