For example, based on the CR process you are using, determine whether you are reporting on CRs, tasks, or objects. Then, decide which attributes to select for the report. Also, decide which, if any, values you want calculated for you. Define the specific information you want in the report to define the components of the report.
For example, you must determine if you need a subreport or a relation report. Subreports and relation reports are similar. Using both types of reports, you can look up an item related to the context item. For instance, if the context item is a CR, you might want to look up its associated tasks. Subreports and relation reports differ in several ways:
So, if you wanted to show a CR and its tasks, both relation reports and subreports can do the job. However, to show a CR with its tasks and attachments, use a subreport. The relation report can only show one or the other (the tasks or the attachments, but not both at the same time).
A process package contains the list of reportable attributes for a CR process. Unless you install one of these packages, your attribute list is empty.
The Report Builder dialog box opens, with the Select Report File subdialog box displayed.
To change an existing report, click a report name in the Available Report Files list, and then click Edit.
To define a new report, type a new report name in New Report File (including the xml file name extension), and then click Create.
If you do not type a file name, Rational Change creates a report named csReportX.xml. The X is a number incremented whenever Rational Change creates a report using an existing report name.
The report name you type displays for users in the System report and format lists.
Groupings create sections on the report based on an attribute value. You can also define a graphic for each grouping.
Sorting determines the order that the items display in the report.
Sorting is always applied after grouping. The attribute selected for grouping never displays in the sorting lists.
If your selection set contains items that have associated items (such as CRs with associated tasks), define a relation report that shows the associated items.
For detailed examples, see Report Builder examples.