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Creating list reports

List reports include selected fields from issues, requirements, requirement documents, test cases, test runs, folders, customers, users, security groups, or test configurations in rows and columns.

1. Choose Create > Report.

The Select Report Type dialog box opens.

2. Select List and click OK.

The Add List Report dialog box opens.

3. Enter a Name and Title. The title appears at the top of the report when it is viewed or printed.

4. Select a Share option.

Private restricts other users from using the report.
Shared with Everyone shares the report with all users and customers.
Shared with Users shares the report with other users.
Shared with Customers shares the report with customers.
Shared with Security Groups shares the report with selected security groups.

5. On the Report On tab, select the data to include in the report.

Select the item type to report on from the Report contains list.
Select the fields to include in the report from the Available Fields list and click the Add button to move them to the Fields in Report list. Click Top, Move Up, Move Down, or Bottom to reorder the fields.

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

Select a Stylesheet, which is a template used to generate formatted reports. See List report stylesheets. Click Browse to select a custom stylesheet.
Optionally 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 test runs. Filters with an ellipsis (...) after the name prompt you to enter restriction information when the report is generated. See Selecting interactive filter criteria.
Enter the number of Records per printed page to limit the number of items included on one printed page.

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

8. Click the Formatting tab to override the field and table settings defined in the selected stylesheet.

9. To preview the report, click the Preview button.

10. Click Add.

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

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