Customizing reports

You can customize an existing report to collect artifact information you need and display it visually as a printed or PDF report. Customize a report by giving it a descriptive name, adding a description, and changing the identifier.

Before you begin

You can customize the output created by using the default report, called sample. If the sample report is not available, see your administrator.

About this task

This task shows how to customize a report created 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.

Procedure

  1. In the Reports page, on Report Resources, hover over the sample report and click the Edit icon on the right.

    If the sample report is not available on the Report Resources page, see your administrator.

    To edit a report created from the sample template, use the following steps.

    To edit a report created from a custom Rational Publishing Engine template, see Customizing document-style reports in the Rational solution for Collaborative Lifecycle Management product documentation.

  2. Change the report name to be more descriptive, if necessary.
  3. Enter or modify text in the Description field.
  4. Change the Identifier if the report requires an ID. Examples of how identifiers are used are in "Creating a new report resource from a custom report in the Report Resources list" in Making development intelligence reports available to viewers.
  5. Click Save to update the existing report.

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