Reports View
Reports View
All reports are generated from lists in any of the following views:
- Requirements Model View
- Task Calendar View
- Roles View
- Issue Tracker
- Audit Management View
- Users View
To create a report:
- Use filters to limit the items displayed in the list.
- Sort the list by the appropriate field by clicking on the field name button in the list.
- From the right-click menu in the list, select Create Report from List. This will create a report that matches the list. The application will automatically switch to the report view.
- Adjust the report fonts, borders, and column widths as desired.
Exporting Reports
Reports can be exported to tab-delimited text files, or Microsoft Excel.
- Exporting to tab-delimited text will cause a loss of font and border formatting.
- Export to Microsoft Excel will retain font and border formatting, but requires Microsoft Excel to be installed on the local computer. Excel 2000 is the recommended version for exporting.