Create a Project Tracker report
To create a report:
- 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.
- Click Create new.
The Report builder page is displayed, with the focus given to the Report Information sub-tab.
- Select the artifact type or types that you want this report to contain and click Add Seleted.
- 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.
- Click Done.
The Report Information sub-tab is refreshed to display additional report information.
- 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.
- If you skipped the previous step, click the Row Content sub-tab.
- 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.
- Click Update.
- Click the Column Content sub-tab, add criteria for the report columns, and click Update.
- Click Generate Report or Save Report.