Step 2a. Show the report as a table

Your report already has some columns, including columns for the attributes you created conditions for.

• Add attribute columns: Select the artifact type from the list, and the attributes to add to the report. Then, click Add.
  To link directly to the artifacts in the lifecycle products, include these attributes in the report:

  • Name and URL, if you use Data warehouse
  • Title and URL, if you use Lifecycle Query Engine
  • Artifacts ID and URL

  User can display the Title or Artifacts ID as a link by placing the URL attribute directly beneath the respective column. By default, the URL column is beneath the respective Title column. The user can change it and place beneath the ID column to make ID as a link.

  • If the URL attribute is added anywhere else other than beneath ID, the URL applies to the Title by default.
  • If two IDs placed directly next to each other are merged, then place the URL attributes directly after the IDs to link both the IDs.
  • If the ID is merged with a Title, then place the URL attribute directly after the merged ID and Title in the same order to link them.

  Tip:

  • The ideal practice is to keep the URL directly beneath the ID or Title columns. Placing the URL columns at any random places in complex reports might cause confusion.
  • Do not merge the ID and Title columns of different project areas, as it might lead to invalid link or no link in merged columns result.
• Add calculated value columns: Add columns that show calculations such as averages, sums, or counts.
  Note: During calculation, the null value is considered as zero to ensure an accurate result.
  1. Select the artifact type.
  2. Select the calculation to show.
  3. Select the attribute for your calculation.
  4. To add other calculated values, click Add. Otherwise, click Add and Close.
  Example: To count the defects that were created in a specific time range, select Count number of artifacts by ID > Limit (Count all artifacts with selected attribute values) > Creation Date. Then, set the time range.
• Add custom expression columns: To show the data in the form that you need, you can add columns that use custom expressions that are written in the query language of your data source. For more information, see Adding custom expressions to reports.
• Format columns:
  • Change the column name: Type in the Column Label field.
  • Arrange columns: Click the drag handle and drag it to another location, or use the controls in the Actions column.
  • Adjust the column width: Click the column boundary in the table layout, and drag it into position.
  • Sort columns: Select the sort method from the Sort Type list. You can sort more than one column. To change the sort order, edit the number.
  • Color-code your report: Click in the Color section to configure rules for highlighting specific data in your report. You can add multiple coloring conditions. If several conditions target the same cells in your report, prioritize them:
    • Within the same column: Drag a condition to adjust its priority. In a list, the priority increases, the first condition is met first. The last condition can override the first one, so it has the highest priority.
    • Across all columns in your report: Use the Priority field to define the sequence to apply your conditions in. Enter a value from 1 (highest) to 9 (lowest). To give a condition the lowest priority, leave the Priority field empty.
  • Combine consecutive columns: Enter the same column label for equivalent attributes that are grouped in one condition. Using the risk status example from Set conditions, for each instance of the attribute (for example Risk Status in QM), set the column label to Risk Status. When you run the report, one Risk Status column shows data from all the projects.
    Important: If the consecutive columns contain calculations, the labels are combined in the report that you export, but not on the Run Reports page.
  • Remove columns: Use the controls in the Actions column.