To Create a custom report, please follow the steps below:
Step 1: Click on the “Reports” at the top toolbar.
Step 2: Click the + Add Query.
Step 3: Enter the desired name for the Report in the “Enter Query Title” field
Step 4: Select any Hierarchy level i.e. System, Requirement, Portfolio, Site or Asset for which you require information in the Report and select the required fields and then click + Column Name to add this field to the Report output. Continue adding the fields till you have all desired fields in the Column Name on the right side.
Step 5: Click Next from the bottom ribbon and select all required Assets.
Step 6: Click Next to get the report browser. Additional details can be seen by clicking <> to scroll the columns left and right
Note: If the Report data exceeds the capability of the browser, the application will automatically generate an Excel Report.
Note: If selecting to run an Excel report, make sure pop-ups are enabled in your browser.
Step 7: Click Download Report (Optional) to download the Microsoft Excel report.
