The report page can be accessed on the web from the left-hand side menu. You will first need to open a project to access this page. In this page you can customize and print out reports within a few clicks. In the report page you can:
- Apply Filters
- Create report templates
- Customize the display order
- Select properties
- Customize Metrics
- Advanced Option
Just like in the issue list, you can filter the issues that will appear on the report so that the report only contains information related to your need.
It is possible to create filter templates that allow you to quickly populate the filter fields and recover the report settings. Templates can also be set as default and shared with your team members.
- Open the 'Reports' page.
- Populate the filters fields.
- (Optional)Customize your report settings.
- Click the to open the menu.
- In the 'New Template' section enter a name for your template.
- (Optional)Press the toggle buttons below the name field to set the template as default or to share it with your team.
- Press the to create & save the template.
At the bottom of the filters section, you can customize the order the issues will appear in the report. Issues can be sorted based on various attributes such as their creation dates, due dates, last changed dates, priority, status, etc.
In the issue grouping section, you can add sorting levels to the report. To add an additional sorting level to the report, simply press the button. A maximum of 3 additional sorting conditions can be added. Let's say you want the issues to be sorted based on their priority (Critical, high, medium, low) and then by their zone. This can be done by setting the 'Sort by' field to 'Priority' and the 'Group by' field to 'Zone'.
In the properties section you can configure which attributes will be included with each issue which gives you the ability to remove irrelevant information from the report.
By default, various metrics are included in the report. The metric section gives you the ability to remove metrics from the report. The 'Total vs Closed Issues' is timeline type of metrics that will show the progress of the project based on a specific periodicity (Daily, weekly, monthly & yearly). This metric displays the total number of issues vs the number of closed issues. Giving you a quick insight on the progress of the project.
In the advanced options you can exclude the comments that were posted on the issue, change the order of the comment feed, change the number of issues that will appear on each page and add a summary to the first page of the report. The summary will display the filters that were applied to generate the report on the first page of the report, in the 'Summary' section.