Creating and running reports from views

You can create a report to collect view information and display it visually as a printed or PDF report.

Before you begin

By default, all users can run a report from a view. If you encounter errors while generating a report, your administrator might need to Configure the data source for the Jazz™ Reporting Service.

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 product documentation.

Procedure

  1. In any view, click the Generate Report icon in the tool bar.
  2. In the Print dialog box, select a report resource, which is the template to use as the basis for the report look, and then click Next.

    If your administrator made the sample.dta file available to your team, you can choose sample under the Report Resource heading, to use as the template.

    Your team might have custom report resources to choose from, which are displayed under the Report Resource heading.

    If you purchased and installed Rational Publishing Engine, you can select any of the templates that are displayed under the Report Resource heading.

  3. Set the parameters, which populate the report template with meaningful information.
    1. 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).
    2. 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.

    3. 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.

  4. Click Finish.
  5. Save the report.
    1. In the report, click the Click to Edit Parameters icon in the upper right.
    2. Confirm that all the parameters are set correctly.
    3. Save a copy of the report by clicking Save As. Give the report a name in the Save As dialog and then click Submit.
    4. 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.

  6. Export the report to the format of your choice.
    1. Export the report by clicking the Export icon.
    2. Select a format and click Submit.
    3. 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.

What to do next


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