Reports

The reports feature allows a user to group issues by multiple field values and then report the data in separate tables for viewing, printing and exporting.

Report Menu

Saved Filters

If you have any saved reports, they will appear in the saved report dropdowns, at the top of the page. If you wish to modify them, simply select "edit" for the appropriate report and then you can edit the options and save it again. If you rename the report, you will have to delete the old one manually, as the new one is saved separately. System wide reports (visible to all users) listed in their own dropdown are denoted by a "*" and can only be edited by admin users.

Creating Reports

The reports menu is divided into three useful tabs for your convenience. Each of these tabs define a set of related options that are available for the report definition and they work together when the report is saved or run.

The Quick Report tab contains the basic options that define a report. Heading Option: these options group the resulting data into hierarchical subgroups of issues based on each successive heading.
Sort Option : these options sort the rows of the resulting subgroups.
Filter Option : this options is used to control the filter that is used to search for the issues of the resulting report.

Relative implies that the report will use the filter that is currently applied (visible in the filter definition) at the time the report is run.
Absolute implies that the filter that exists when the report is saved, will always be used to make the report, regardless of what filter criteria is in place when the report is run.
None implies that no filter is used for the report.

The Edit Column Preferences tab allows you to select the fields that will be displayed in the resulting report. The formatting options are the same as those in the column preferences of the user profile.

Position : controls the column position of a specific field (if enabled). You can move a field position up or down the list by entering a position value in the input and then updating the profile.

Enable : controls the appearance of a field on the main menu.

Max Width : controls the maximum pixel width that a column will span in the main menu.

Max Length : controls the maximum character length of a column in the main menu. A truncated field will append a "..." string to it's text.

Wrap : controls whether a field will wrap on the main menu, or scroll off to the right.

Row : this setting displays a field as a new row with the issue, rather than the normal column appearance. This is useful for fields with longer values (ie: textareas) that may span a wider width of the menu.

Historical : this setting concatenates and displays all of the historical values for a given field. The "Sep" option will add a date separator between concatenated entries.

The Save Options tab allows you save a report for future use (or reference). Simply enter a name in the "Save As" field after selecting the criteria for the report in the other tabs. If nothing is enterred here, the report is run, but can not be used again later. Example Report

Additional Options:

After a report is run, there is a dropdown list on the top right of the page which allows you to view the resulting data in a few additional formats.

Additional Report Options

Email Page : allows you to email the report.
Export As CSV : allows you to export data to a CSV file, which can be viewed in Excell.
View Report Without Header : allows you to view the report without the FIT header (ideal for printing).
View Report in MS Excell : allows you to open the resulting report in MS Excell.
View Report in MS Word : allows you to open the resulting report in MS Word.