User Help > Viewing Item Data in Reports > Creating a Report > To create a report
 
To create a report
1. Do one of the following:
In the GUI, select Report > Create or File > New > Report.
In the Web, from the Reports View, select Create Report.
The Report Wizard displays the Type panel.
2. From the list, select a report type for your report. Each report type displays a description and preview.
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Depending on the report type you select, the remaining steps in this procedure may or may not apply. In addition, the order of the steps may be slightly different.
3. Provide information for the Attributes, Style, Logo, and Parameters panels. For more information, see Report Wizard.
4. Click Next. The Item Fields panel displays.
5. Select which fields you want to include in your report:
specifies fields to add to the Fields in Report list using the data filter.
removes selected fields from the Fields in Report list.
6. To specify the format layout of a field as it displays in the report, select a field in the Selected column and click . The Format layout for <field name> dialog box displays. For more information, see Format Layout for field name Dialog Box. Formatted fields are annotated with (Formatted) after the field name.
7. If your report includes numeric fields, you can perform arithmetic calculations between one or more numeric fields and display the results in the report. For example, if your report currently displays a list of Project items, you could calculate the difference between the Actual Budget and Estimated Budget fields for each Project item and display the values in a new field called Over/Under Budget. The arithmetic calculation behind the Over/Under Budget is a computed expression.
To create a computed expression, click Add (GUI) or (Web). The Add Expression dialog box displays. For more information, see Add Expression or Edit Expression Dialog Box.
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To create a valid computed expression, the numeric fields used in the expression must be in the Selected list of the previous panel.
To edit an existing computed expression, select it and click Edit in the GUI, or in the Web. The Edit Expression dialog box displays. For more information, see Add Expression or Edit Expression Dialog Box.
To remove a computed expression, select it, and click Remove (GUI) or (Web).
8. Click Next. Depending on the report type you selected in the Type panel, one or more of the following panels may display in varying order or as segment sub-nodes:
Report Wizard: Segment Attributes Panel
Report Wizard: Group By Panel
Report Wizard: Field Computations Panel
Report Wizard: Change Package Type Panel
Report Wizard: Change Package Attributes Panel
Report Wizard: Change Package Entry Attributes Panel
Report Wizard: Attachment Fields Panel
Report Wizard: Test Result Fields Panel
Report Wizard: Test Step Results Panel
Report Wizard: Test Result Attachment Attributes Panel
Report Wizard: Test Result Related Items Panel
Report Wizard: Time Entry Fields Panel
Report Wizard: Relationship Fields Panel
Report Wizard: Relationship Filter Panel
9. Complete the options for each panel that displays. Where applicable, click Next to advance to the next panel. The Sort By panel displays.
10. Provide information for the Sort By panel. For more information, see “Report Wizard: Sort By Panel”.
11. Click Next. The Sharing Panel displays.
12. Provide information for the Sharing panel. For more information, see “Report Wizard”.
13. To save the report, click Finish.