Working with reports from views

After you generate a report, you can customize it. You can add a description, change the identifier, and modify the name to make it more descriptive. You can view a report in a printable format and can export it to Microsoft Word, PDF, or XSL-FO format. If you want to make a view available for a team to use, you can share it with the team.

Customizing Engineering Insights reports

You can customize a report by providing a descriptive name, adding a description, and changing the identifier.

Before you begin

  • Ensure that the sample report resource is available. If the template is missing, contact your administrator.
  • Obtain the query URL as explained in About this task.

About this task

This task shows how to customize a report created with the sample report resource.

If you are using IBM® Engineering Lifecycle Optimization - Publishing to build a custom report template, you must obtain one or more URLs to access the data sources for the report template. For more information, see Setting up a report template. You can use a IBM Engineering Lifecycle Optimization - Engineering Insights (ENI) query as a data source when you provide the query URL. The following steps show you how to obtain the query URL.

Procedure

  1. To edit a view, open it and click the Edit the view icon.
  2. Create one or more containers, set a parameter value for each container, and click Save and Close.
  3. In the view you edited, select the Generate Report icon.
  4. In the Print dialog box, in the Set Parameters section click Register queries. View the query URLs in the last column.
  5. Paste the query URL into a browser.
  6. In the XML content, look for the schema location URL, which looks like the following example:

    <results xmlns="https://localhost:9443/rs/query/7/dataservice/ns"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    xsi:schemaLocation="https://localhost:9443/rs/query/7/dataservice/ns
    https://localhost:9443/rs/query/7/dataservice/xsd">

  7. To embed the data source into the report, add the schema location URL to the Rational® Publishing Engine report template.
  8. On the Reports page, in the Report Resources section, 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, contact your administrator.

    1. To edit a report created from the sample template, complete the following steps. To edit a report created from a custom Engineering Publishing template, see Customizing document-style reports.
    2. Change the report name to be more descriptive.
    3. Enter or modify the text in the Description field.
    4. If the report requires an ID, change the identifier. To see examples of how identifiers are used, see Creating a new report resource from a custom Cognos report in the Report Resources list section in Making Cognos reports available to viewers topic.
  9. To update the existing report, click Save.

Running and printing reports from views

Running and printing reports helps teams visualize the status of artifacts for their day-to-day work and milestones.

Before you begin

A report must be available in the My Reports or Shared Reports folder on the Reports page. If a report is not available, see Generating reports from views.

Procedure

  1. From the menu, select Reports > My Reports or Shared Reports based on the report location, and click the report to run.
  2. Click the Click to Edit Parameters icon and click Run. The report is displayed.
  3. Select an alternative way to view the report. You can choose to display the report in a printable format.
    • To view the report in the browser, click the View Report in Printable Format icon.
    • To export the report to the format of your choice, click the Export icon. If you ran an ENI report, you can export it to Microsoft Word, PDF, or XSL-FO format. Select a format from a list, click Submit, and save your report.

Sharing reports

If you created a report that is useful to your team, you can share it.

Procedure

  1. From the menu, select Reports > My Reports.
  2. Hover over the report to share, and then click the Move/Copy Report icon on the right of the Actions column.
  3. In the Move/Copy Report dialog box, from the Folder list, select Shared Reports.
  4. Decide how to share the report:
    • To move the report to the Shared Reports folder, click Move.
    • To place a copy of the report in the Shared Reports folder, click Copy.
  5. Click OK.
  6. To view the shared report, click Reports > Shared Reports.

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