Tracker reports give you a summary of the history of tracker artifacts. A
tracker report can cover the tracker artifacts in a selected tracker or across all
trackers in a project.
To generate a report, you must first define the report criteria in a
template. You can then run the report at any time with a single click.
When you use
the Task & Tracker option on the navigation bar to
generate reports, data is obtained from the TeamForge database, and not from the
datamart.
Note: Report results contain only those items that you have permission to view. Other
project members with different permissions might get different results when running
the same report.
-
Click
Reports in the project navigation
bar.
If you have administrator privileges
on the project, you see a navigation bar with Project
Activity and Task & Tracker. Click
Task & Tracker.
-
Choose
Tracker Report from the drop-down menu, and
click
New.
-
On the
Tracker Report Criteria: Step 1 of 2 page,
define report criteria that are common across all selected
trackers.
-
Write a name and description for your report.
-
Select the trackers from which you want tracker artifact
data to be reported.
-
Optionally, select date ranges for create date, last edited
date, or closed date.
-
Optionally, select one or more
Assigned To or
Created By project
members.
-
Click the icon to display a list of project members with
permissions to edit or create tracker artifacts.
-
Click
Next.
-
On the
Tracker Report Criteria: Step 2 of 2 page,
define report criteria that are specific to each selected
tracker.
-
Select values for any or all of the remaining tracker
fields.
-
Click
Generate Report.
- The
Report Summary tab shows your
results in graphical format.
- The
Report Details tab shows your
results in tabular format.
-
To edit the report criteria, click
Edit, make the changes, and click
Generate Report.
The report is automatically regenerated with the new
criteria. The new criteria are also saved in the report template for
future use.
-
Repeat the last two steps until you have the report you want.