Scheduled maintenance 2023.06.01. 07:30 CET
|Reports (Vintage) #11109/HEAD / v351|
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Clicking the Reports tab will display the list of all permitted reports.Reports contain only data which you have permission to read. The same report started by other users having different permissions might produce different results.
Figure: Report List.
To run a report click on the associated Runlink in the tool-tip. After running a report, the result can be exported into Excel, PDF, CSV, XML and wiki formats.
Figure: Report Output.
Exporting Report Data
To export report data, run a report and click on Export when it finishes, or click Export on the report's tool-tip menu in the report list. Exported data can include comments, associations, children, descriptions and history.
Figure: Report Export Formats
The ad-hoc report editor can be used to edit reports.
To create a new report:
Creating Simple Reports
The simple report editor wizard allows the creation of reports that contain one table for each tracker. The first menu allows the user to select the input, which is either Trackers or CMDB items, and the output format, which is either a separated results list over all trackers or categories, or a merged list.
In step 2 of the simple report wizard all the visible projects are displayed and the user can select those projects whose trackers should be used for the report.
Step 3 of the simple report wizard shows the list of visible trackers from the previously chosen projects. Simple reports can be created for one or more trackers. The trackers may belong to different projects, if more than one project was selected in step 2.
Figure: Ad-hoc Report editor wizard (1).
Figure: Ad-hoc Report editor wizard (2).
Creating Merged Reports
The merged report wizard allows the creation of reports that present the tracker issues of all selected projects in a single unified tabular layout. A merged report generates a table where all the tracker issues are shown together. The tracker issues are not sorted by tracker, but rather are sorted based on user specified filtering, display and sorting criteria.
The difference between the simple and merged report wizards is the layout options in the last step (Step 5). Step 5 of the merged report wizard allows the definition of the following reporting criteria:
There are two additional fields that can be used for display and sorting in merged reports: Project and Key. The Project field represents the CodeBeamer project the tracker belongs to. The Key field is the internal tracker key in the system.
Embedding Reports into Wiki pages
Reports can be embedded into Wiki pages using the Report Wiki plugin.
The Wiki plugin
will result in:
Report plugin failed: Could not find plugin Report
Tracker Item State History Report Plugin
The TrackerItemStateHistory Wiki plugin shows the state change history of a issue (bug, task, etc.), identified by its task-id (click here for more details).
The Wiki plugin
will result in a list of the issue's history changes
TrackerItemStateHistory plugin failed: Can not find task with id=35941
Edit a Report
Editing an existing report is possible only if your user group permissions allow it.
To edit a report:
Delete reports when they are no longer needed.
To delete reports:
Permissions control who can run and customize a report on a project role basis.
To set the permissions of reports:
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