Create a Project Tracker report

To create a report:

  1. Click the Projects tab, click the link for a project that uses Project Tracker, and click Project tracker > Generate reports in the navigation pane.
    The Saved reports list page is displayed.
  2. Click Create new.
    The Report builder page is displayed, with the focus given to the Report Information sub-tab.
  3. Select the artifact type or types that you want this report to contain and click Add Seleted.
  4. If you want to re-use this list of artifact types in another report, click the Save button in the Artifact Types Selected section.
    The Save Cross-Project/Artifact Types List page is displayed. You can skip this step.
    If you want to save the list of artifact types, provide a name for the list and click Save. The list is saved and the Report Builder page is re-displayed.
  5. Click Done.
    The Report Information sub-tab is refreshed to display additional report information.
  6. To save the report for later use, assign it a name, select whether the report is for personal or project-wide use, and click Update.
    Saving the report is optional. If this is a one-time-use report, you can skip to the next step.
    If you saved the report, the Row Content sub-tab is displayed.
  7. If you skipped the previous step, click the Row Content sub-tab.
  8. In the Row Content sub-tab, select the type of criteria to be used for the rows of the report in the Select Content Type drop-down list.
    Criteria include users, dates, and attributes. If you select a different criteria from the default, the page refreshes to display options appropriate to that content type.
  9. Click Update.
  10. Click the Column Content sub-tab, add criteria for the report columns, and click Update.
  11. Click Generate Report or Save Report.