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
- In any view, click the Generate Report icon
in the tool bar.
- 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.
- 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.