Organizing BIRT or EDG reports in ELM

You can define a hierarchy in which to organize your reports. For example, you can add and remove folders, create reports in any folder, and move reports and folders to other folders.

Procedure

  • To create a folder and place it in a hierarchy:
    1. From the Reports menu in the Change and Configuration Management, Quality Management, or Requirements Management applications, click either Shared Reports or My Reports.
    2. Select a location for the folder:
      • To create a folder at the top level of the folder hierarchy, at the top of the page, click the Create Folder icon.
      • To create a subfolder, hover over a parent folder row and, in the Actions column, click the Create Folder icon.
    3. Type a name for the folder and a description of its contents, and then click Save.
      Tip: When you create a folder on the My Reports page, you can share the folder by selecting the Shared check box. When you click Save, the folder is moved to the Shared Reports page.
  • To move one or more reports, folders, or both to another folder:
    1. Select one or more reports, folders, or both:
      • To move one report or folder, hover over the row that contains the report or folder, and in the Actions column, click the Move/Copy Folder icon.
      • To move multiple reports and folders, select the check boxes next to those reports or folders. At the top of the page, click the Move/Copy Folder icon.
    2. Expand the folders until you reach the location to move the item or items to.
    3. Select either Copy or Move, and then click OK.