Getting started roadmap for Jazz Reporting Service
Heidi Stadel, Persistent Systems Ltd.
Last updated: 12 June 2017
Build basis: Jazz Reporting Service, 6.0.4
Report on the data in your CLM applications
Do you have data that is spread across many lifecycle tools and projects around your company? You can aggregate all of that data and show it in reports in a single view in a Jazz dashboard. Depending on the applications that you use, and the type of information that you want to report on, you can choose to report on data that is collected in a data warehouse or that is indexed by Lifecycle Query Engine (LQE).
You can use the ready-to-use and ready-to-copy reports to quickly generate and share information about your projects, or you can create new reports. Your reports can show trends in project or team progress and quality throughout a release, sprint, or a specific time range. Traceability reports can show how artifacts are linked across lifecycle tools. If you use the configuration management features in the RM and QM applications, you can use Report Builder and Lifecycle Query Engine (LQE) to report on data in the configurations. You can export the report data in different formats, including Microsoft Excel, Microsoft Word, PDF, or HTML.
With Report Builder, it is easy to set up reports and integrate them with the CLM dashboards through the widget catalog. The Report Builder widget catalog includes the ready-to-use reports that cut across testing, requirements management, and change management. You can also share reports that you create.
Note: The following resources were created for a specific release, but also apply to later releases.
Learn in the formats that you prefer: short videos, help topics, tutorials, or online at Jazz.net.
Videos: Reporting across CLM projects using the Jazz Reporting Service
Help topic: Decide which reporting solution is right for you
Jazz.net overview: Discover cross-project reporting with the Jazz Reporting Service
- Getting started: Try the sample reports – you can run the ready-to-use reports as is, or you can duplicate the ready–to-copy reports and modify them to suit your needs. Learn how to build simple cross project reports, for example showing unresolved work items for a release.
Help topic: Sample reports
Jazz.net article: Fun with Report Builder – the way report writing should be!
Jazz.net article: Jazz Reporting Service Workshop
Jazz.net article: Tips and tricks
- Traceability reporting: Report on relationships showing how artifacts relate to those from other lifecycle tools, for example requirements and their related test cases.
Tutorial: Create a traceability report
Video: Traceability reports
- Reporting on configurations: Create and run reports about artifacts across projects or versioned data in configurations using indexed data from the Lifecycle Query Engine (LQE) data sources:
Help topic:Reporting on data in configurations
Jazz.net article: Getting started with reporting by using Lifecycle Query Engine
Video: Reporting on versioned artifacts
- Trend reporting: Create reports to identify trends in project or team progress and quality throughout a release, a sprint, or a specific time range. You can report on a single trend or several historical trends in your data:
Help topic: Reporting on metrics and historical trends across projects
Jazz.net article: Introducing historical trend reporting
Jazz.net article: Trend and aging reports
- Analytics: Export your report results to Watson Analytics for deeper analysis, which can help you decide whether your team’s objectives are correct, whether they’re being met, and answer other critical questions:
Video: Export Report Builder results to IBM Watson Analytics (Technology Preview feature)
If you are new to Report Builder, you can get a quick introduction to the interface through the product tours on the Learn page at https://jazz.net/rs/reports#learn. Click one of the product tour links in the Take a Tour section and learn how to create a simple report or a trend report.
About the author
Heidi is an advisory software engineer and leads the user assistance team for Jazz Reporting Service and IBM Rational Publishing Engine. She can be contacted at firstname.lastname@example.org.
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