Reporting on metrics and historical trends across projects with Report Builder

If you do not see the Report Builder page, contact your application administrator for the URL.

If the projects that you want are not in the list, see the administrator who created the data sources for Report Builder.

1. Click Add condition.
2. From the list, select an artifact metric.
3. Choose the attribute that you want to specify a condition for, and select the values to return the artifacts you want; then, click Save.
4. Optional: Change the lock to control whether people can or must supply a value for the condition when they run the report.

To edit a condition, click the pencil beside it.

To create logical groups of conditions, they must be beside each other. Select their check boxes and click Group.

To remove conditions, select their check boxes and click Remove.

After you create your conditions, click Continue.

• Table

  Your report already has some columns, including columns for the attributes you created conditions for. If you want your report to link directly to the artifacts in the lifecycle products, you must include the Name and URL attributes for the artifact in your report.

  For each artifact type, you can add columns to show the attributes that you want to see. Select the artifact from the list of attributes, select the attributes, and then click Add attribute columns.

  • To change the column name, type in the Column Label field.
  • To arrange or remove columns, use the controls in the Actions column.
  • To sort columns, select the sort method from the Sort Type list for that column. You can sort more than one column. To change the sort order, manually edit the numeric values in that field.
  • To add columns that show calculations such as averages, sums, counts, and so on, click Add calculated values.
• Graph
  Report Builder selects the graph type based on your selections so far. Experiment to find the best graph type. Typically, line graphs convey trend information effectively, but you can also use a bar chart (stacked or grouped).

  Note: Before you can preview a graph, you must select a value for the unit of measure, and optionally, the dimension.

  1. Select the category to show on the horizontal axis of the graph. Above the graph, experiment with the scale to find the best one for your report.
  2. Select the quantities or units to show on the vertical axis of the graph. Typically, you select what you want to measure.
  3. Optional: Select a dimension to separate the value being measured by all the values of the dimension.
  4. Optional: To track a trend to a particular goal, click Add goal line and enter a value. Your value displays as a horizontal dotted line in your graph. You can change the goal line color and add additional goal lines.
  5. Optional: Change the colors of the lines or bars on the graph. Do this to make the categories easier to see or to comply with conventions in your organization.
  6. To add more data to the graph, click Add attribute data items.
  7. To add information such as averages, sums, counts, and so on, click Add calculated value data items. Then, select the calculation to show and the attribute it applies to.

When you finish formatting the report, click Continue or Name and share.

1. Give your report a name and a description. The description is important to help other team members find your report if it is public.
2. Optional: Tag your report to make it easier to find or to group it with related reports. Each tag becomes a category in which you can see your report on the Use and My Stuff pages.
3. Specify if your report is public or private. Public reports show up in the Report Builder catalog.
   • If you make the report public, team members can add the report from the catalog as a widget to their Jazz™ dashboards.
   • If you tag the report, the tag becomes a category in the report catalog to make your report easier to find or to group it with related reports.
4. Click Save, and click Continue.