Creating and saving reusable reports

Each project area that is set up for reporting is pre-populated with an available set of report resources and shared reports. You can use these resources and shared reports to create new reports that you can save and reuse.

About this task

Each application has available reports that you can run. You can modify these reports and save the modified copies or you can create new reports from report resources.

Creating and saving cross-project reports with Report Builder

About this task

You can only create and save cross-project reports if Jazz™ Reporting Service has been installed.

Procedure

  1. Open a project in the web interface. Click the Reports menu.
  2. Depending on your application, choose one of the following:
    • In a quality management project, select Using Jazz Reporting Service.
      Note: The Using Jazz Reporting Service menu choice will not appear in the Manage Reports menu if Jazz Reporting Service is not installed.
    • In a change and configuration management project, select Using Jazz Reporting Service.
      Note: The Using Jazz Reporting Service menu choice will not appear if Jazz Reporting Service is not installed.
  3. Create cross-project reports.

Creating and saving reusable reports from a saved report in the web interface

About this task

You can create a new report from any report that is available in your project area. If an existing report almost meets your needs, but you want to tailor the output to show different data, you can edit the parameter values in the report and then save the new definition as a unique report. When you create a report from an existing report, you can only save it as a private report in your My Reports folder.

Because you are simply creating a copy of a report, you are inheriting the original report's dependency on the report resource that it is based on. As a result, any time that resource’s design is changed, the appearance of the original report and any of its copies, including your private copy, will change as well.

Restriction: You cannot create and save requirements management Cognos reports from the application. You must create and save them on the Cognos® Business Intelligence server.

Procedure

To create a report from an existing report in the web client:

  1. In the main menu, click Reports and then click Shared Reports or My Reports.
  2. In the report list, run the report that you want to edit.
  3. In the report output, click the Click to Edit Parameters button.
  4. Specify the new values. If the report is based on a Cognos report resource, you must click Finish to commit the changes.
  5. Run the report.
  6. Repeat steps 3 to 5 until you are satisfied with the report output.
  7. Click Save As.
  8. In the Save As window, specify:
    1. Name
    2. Description
    3. Folder
  9. Click Submit. The new report output is displayed.

What to do next

After you save the new report, you can access it in the My Reports list, run the report, and modify the report. You can also access, run and modify the report in the My Reports folder in the Eclipse client.

Creating and saving reusable reports from a report resource in the web interface

About this task

You can create reports from report resources that are available in your project area. These report resources have predefined parameters, which you might be able to run with little or no additional input. If you want to save a copy of a report resource to run from your My Reports view, you need to create a new report.
Restriction: You cannot create and save requirements management Cognos reports from the application. You must create and save them on the Cognos Business Intelligence server.

Procedure

To create a report from a report resource in the web client:

  1. In the main menu, click Reports > From resource.
  2. In the Resource list, select the report template to use.
  3. Enter a name and description of the report. The description helps you understand the purpose of the report, which is particularly important if it is shared and viewed by users who did not create it.
  4. Specify the destination folder. If you save it in the My Reports folder, the report is private and can only be viewed by you. If you save it in the Shared Reports folder or sub-folders, it can be viewed by members of the project or team area that the shared folder is associated with. You must have permission to save a shared report.
  5. Click Save. If the report does not require any additional values, it runs and you can view the result. If the report requires additional values to run, the report editor opens to allow you to finish creating the report. Supply any required values and click Run.

Creating and saving reusable reports on a Cognos report server

About this task

You can only create and save development intelligence reports on the Cognos report server if the Cognos Business Intelligence or Cognos Analytics has been installed and configured with ALM Cognos Connector. You cannot create and save BIRT reports on the report server.

Procedure

  1. Open a project in the web interface. Click the Reports menu.
  2. Depending on your application, choose one of the following:
    • In a requirements management project, select View Reports.
      Note: The View Reports menu choice might not appear if Cognos Business Intelligence is not installed.
    • In a quality management project, select Using Cognos.
      Note: The Using Cognos menu choice might not appear if Cognos Business Intelligence is not installed.
    • In a change and configuration management project, select Using Cognos. On the Perform additional reporting tasks page, click Manage resource in Cognos Connection
      Note: The Using Cognos menu choice might not appear if Cognos Business Intelligence is not installed.
  3. Open the Sample Reports Definition folder or another folder that your report administrator has created.
  4. Open either the Data Warehouse Reports folder or the Operational Reports folder or another folder that your report administrator has created. Locate the available report that you want to run. (Note that the drill through reports are sometimes invoked from the data warehouse reports.)
  5. Click the check box next to the name of the report. In the toolbar, click Copy.
  6. Click My Folders to switch to your private folder, then, in the toolbar, click Paste.
  7. Modify the report to your preferences and save.

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