The Advanced Reporting feature allows Customers to control
the style and content of a report. It uses the same search mechanism
as the Advanced Search page, but also allows the user to choose the fields
to report and the style in which they are displayed. All of the
formatting options are pre-filled with default values, so changing them
is optional.
Note
on Field Names
The names of many of the fields in FootPrints
can be changed by the administrator (Title,
Priority,
Status,
Description,
etc.) Custom
fields can also be created. For
clarity, this manual uses the default terms for field names.
The options are:
To
create a custom report, select Reports
| Advanced from the FootPrints Toolbar. The
first page of the Custom Report Wizard is displayed.
Step
1: Style—Select
the output style of the report. Choices are:
Columns—Issue data is displayed in fixed columns.
One Issue is displayed per row. Columns can be selected from any available
fields.
Wrapped—Each
Issue is displayed in its own mini-table. Line
breaks can be used to wrap data to multiple rows, for example, to place
the Description in its own row. This
style is useful for printing reports that contain many fields.
Metrics and Graphics—Create custom metrics and graphs of counts,
averages, and sums on any field. Single and two-level metrics are supported.
Output
options include table, bar, and pie charts.
Export—Export data to a text file that
can be saved to your local desktop. Use
this format to import FootPrints
data into a spreadsheet or other programs
Combo—Column
and Wrapped reports can also contain metric charts and graphs. Check
this box to include metrics in a Column or Wrapped report (not available
for the Export
option).
Click GO to display the
rest of the of report options. The steps that
are available on the next page depend on the report style selected in
Step 1.
Heading—Define
what is included in the heading at the top of the report output. This
option is available for all styles except Export.
Options
include:
Title—This is
displayed at the top of the report.
Date—The date
the report is run (updates each time the report template is run).
Time—The time
the report is run (updates each time the report template is run).
Workspace
name—The
name of the Workspace.
Logo
graphic—The
logo image displayed in the current Workspace.
Formatting—Select
the columns to display in the report. All
fields are available. This
option is available for all styles except Metrics.
For example, to display Title:
For Type
of Field, choose FootPrints
Fields.
Highlight Title under Fields.
Click Add
Field. Title
now appears in the Selected
Fields box.
Re-order—To change
the order of fields to be displayed, highlight a field in the Selected
Fields box and click the up or down arrow to move it.
Line
Break—Insert
a line break (Wrapped style only).
Description—Select
which descriptions to include in the report and when to wrap the data
(only applies if Description
is included in the Selected
Fields box).
Note
This section only determines which fields
to display. It
does not determine the selection criteria for the report. The criteria
are chosen later in the report.
Sort
Order—Define how Issues are sorted in the report
output. This option is available for all styles except Metrics.
The default
is by Issue number in ascending order (from lowest to highest). Optionally
sort on up to three fields in ascending or descending order. Issues
are sub-sorted within each field based on the sort order. Clicking
the Heading
box separates Issues into groups with the field name as header.
For example, if sorting by Status
with Heading
checked, all Open Issues are grouped under the heading Open,
Closed Issues are grouped under the heading Closed,
etc.
Text
File Format—Select
the format for text file output. Only
applies to Export
style. Choices are comma-delimited file (.csv), tab delimited (.tsv),
or your own, custom delimited (.txt).
Metrics
and Graphics—Create custom metrics and graphs of counts,
averages, and sums on any field. The option is available for Metric style, and for Column and Wrapped style if the Combo checkbox is checked. Metrics and Graphics
Options
Select Report
Criteria—Select
the criteria for report. Only
fill in or choose the criteria for which you want to search. The
FootPrintsAdvanced
Reporting criteria section uses the same mechanism as the Advanced
Search. Refer
to section above on Advanced Search
for a detailed explanation of criteria.
Create Report—Click GO to run the report.
After clicking GO, the report is displayed in a separate browser
window. Large reports sometimes take a few minutes to run.
To view the details of a Request, click the number (or whichever field
is in the first column) in the report. This displays the Details
page for that Issue in the main FootPrints frame.
The report can be
saved or printed from the browser window. If the Export style was selected, a Save
As dialog box is displayed. Name and then save the report to
your local hard drive. For more information, refer to Saving
and Printing Report Data.