You can create a report to collect view information and
display it visually as a printed or PDF report.
Before you begin
The report template, called sample,
is available in the Report Resources screen.
If the sample report is missing, your administrator might need to
make it available to you.
About this task
This task shows how to create a report with the default,
tabular sample report. To create a report with
different output, such as bar charts and Gantt charts, you need Rational® Publishing Engine. Rational Publishing Engine
is not included with this tool; separate installation and license
are required. Contact your server administrator to verify that the
installation is completed and to determine the license server path
that you must use to connect to the license server. If you have not
already installed Rational Publishing
Engine, you or your administrator must install it and verify that
you can connect to the licensing server.
For Rational Publishing Engine usage information,
see Authoring document-style reports in
the Rational solution for
Collaborative Lifecycle Management information center.
Procedure
- In any view (V Process, Task breakdown), click the Generate
Report icon in the tool bar.
- In the Generate Report dialog, select
a report resource to use as the basis for the report look.
If
your administrator made the sample.dta file
available to your team, you can choose sample to
use as the template and then click Next.
If
you purchased and installed Rational Publishing
Engine, you can select any of the templates that display and then
click Next.
- Set the parameters, which populate the report template
with meaningful information.
- The sample report template contains a maximum of 5 tables
of information. If your team has custom reports, the Name column
shows the output type (bar chart, Gantt chart).
- Select the values to include in each table.
Each
value maps to a part of the view that will be included in the report.
For example, to create a report using the Task breakdown view,
the value for the first table is tasks. The value
for the second table is children, and so on.
Click
a cell in the Value column to display the list
of values. The values listed are artifacts that come from the view,
for example, Task breakdown, that you are creating a report for.
- Click Register queries to retrieve
the data for your report.
If you change one or more
values in the Value column after you register
the queries, you must register the queries again to retrieve the correct
artifacts from the index.
If you receive an error that the SPARQL
gateway must be a friend, see your administrator.
- Click Finish.
- Save the report.
- In the report, click the Click to Edit Parameters icon
in the upper right.
- Confirm that all the parameters are set correctly.
- Save a copy of the report by clicking Save
As. Give the report a name in the Save As dialog
and then click Submit.
- If you changed any of the parameters, you can run the
report again by clicking Run.
The
next time you run a report, the new report will be available on the My
Reports or Shared Reports page.
- Export the report to the format of your choice.
- Export the report by clicking the Export icon.
- Select a format and click Submit.
- Save the report.
Results
The sample template builds the information
in tabular format. You can then export the data to a PDF or Word document.
You can also view the report in a new browser tab in PDF format.
If
you used a Rational Publishing
Engine template, the template builds the information in the selected
format. You can then export the data to different formats or view
the report in a new browser tab in PDF format.