Configuration Tab - Project Reports

This tab enables you to define document-level settings, and configure report sections.

To access	Use one of the following: In the Analysis View module, select a project report, and click the Configuration tab. If you have the required administrator permissions, in the Analysis View module's Analysis Menus tab, select a project report and click the Configuration tab.
Important information	The available configuration options depend on the selected section in the report tree.
Relevant tasks	How to Create Project Reports How to Analyze Data in ALM
See also	Project Reports Overview Analysis View Window

Configuration Tab Common Elements

User interface elements are described below. (Unlabeled elements are described in angle brackets)

UI Element	Description
	Add Report Section. Opens the Add Report Section dialog box, enabling you to add a section to the report. For user interface details, see Add Report Section. Note: You can add a sub-section only to sections that are assigned full-page templates. Where applicable, you can add additional layers of sub-sections to sub-sections. At each level you can include multiple sub-sections.
	Delete Report Section. Deletes the selected section. Note: When you delete a section, all its sub-sections are deleted too.
	Move Up/Move Down. Enables you to move the selected report section higher or lower in the project report. Note: The selected section moves in relation to sections on the same level.
	Generates a preview of the report that includes the first five records of each of the report sections. The preview is generated in the selected report output format.
	Generates the report in the selected report output format.
	Opens Microsoft Word with the Template Creator tab, enabling you to design a custom template file. After creating a custom template, assign it to a report section in the Custom Template field. Note: To enable the Template Creator, you must first allow macros in Microsoft Word. In Word, click the Office Button, and then click Word Options. Select Trust Center > Trust Center Settings > Macro Settings. Select Enable all macros.
	Enables you to download the report locally to your computer as a .zip file. The file includes all attachments contained in the report. Note: For reports in HTML format, you must extract all the files from the zipped folder before opening them. Tip: This format should be used for emailing reports to users who do not have access to ALM.
<report section tree>	Displays the sections and sub-sections included in the report. The Document root node contains settings that apply to the overall report design and content.

Document Output Options Area

You can define the file format in which the report is generated.

Important information

Available from: Document root node.
In the Analysis Menus tab, this option is disabled and set to HTML.

User interface elements are described below:

UI Element	Description
HTML	Displays the report in a Web browser.
Docx	Displays the report in Microsoft Word 2007 or later.
Doc	Displays the report in Microsoft Word 2003.
PDF	Displays the report in PDF readers. Note: The PDF report cannot be displayed when working in Windows 8 or 8.1 with Adobe Reader 9.1 installed. In this configuration, install the xi version of the Adobe Reader to view the report.

Document Templates Area

Important information

Available from: Document root node.

You can define which template is assigned to the report.

User interface elements are described below:

UI Element	Description
Document Template	Defines fields on the title page, headers and footers, page orientation, and other document layout settings.
Style Template	Defines formatting (for example, tables, headings, and paragraph) applied to Microsoft Word styles. The Style template styles override those defined in the templates used in the report sections.
History Template	Defines the style in which history information is displayed in report sections.
No Template	Generates a report section without a template and renders its subsections immediately. This option is useful when you want to link a parent section to a sub-section. For example, if your report contains a Requirements and a Coverage Tests section, you can add a Requirement Coverage section in between them that uses the No Template option. When the report is generated, tests will appear immediately below the requirement that they are covering without any intermediate section.
	Edit Document Field Values. Opens the Edit Document Template Field Values dialog box, enabling you to type values for fields in areas such as the title page, headers and footers, as defined in the document template. For user interface details, see Edit Document Template Field Values Dialog Box.

Document Additional Options Area

Important information

Available from: Document root node.

User interface elements are described below:

UI Element	Description
Auto-Update Table of contents	Instructs ALM to update table of contents entries in the report output. Note: To display a table of contents, the document template must include a TOC field. If this option is not selected, and if you selected the Doc or Docx output format, you can manually update the table of contents in Microsoft Word after the report is generated.
Embed Text and Image Attachments	Embeds plain text and image attachments in the report. Other attachment types (for example, document or video files) are always displayed as links. Note: To display attachments, you must add attachment sub-sections to the report. If this option is not selected, links to plain text and image attachments are inserted in the report, that open the files in a separate window. To access the links, you use the REST API. Using the REST API requires REST authentication, unless the report was generated using a public REST URL. ALM opens the most up-to-date version of the attachments and if they have changed since the report was first generated, the information displayed may contradict other information contained in the report.
Select a Baseline	Select this option to generate a report of a selected baseline data. Clear this option to include current data in your report. Note: You can create a baseline report only if all sections and sub-sections of the report support baselines. Selecting this option disables the ability to add graphs to the report. This option is disabled in the Analysis Menus tab.

UI Element

Description

Auto-Update Table of contents

Instructs ALM to update table of contents entries in the report output.

Note:

To display a table of contents, the document template must include a TOC field.
If this option is not selected, and if you selected the Doc or Docx output format, you can manually update the table of contents in Microsoft Word after the report is generated.

Embed Text and Image Attachments

Embeds plain text and image attachments in the report.

Other attachment types (for example, document or video files) are always displayed as links.

Note:

To display attachments, you must add attachment sub-sections to the report.
If this option is not selected, links to plain text and image attachments are inserted in the report, that open the files in a separate window.
To access the links, you use the REST API. Using the REST API requires REST authentication, unless the report was generated using a public REST URL.
ALM opens the most up-to-date version of the attachments and if they have changed since the report was first generated, the information displayed may contradict other information contained in the report.

Select a Baseline

Select this option to generate a report of a selected baseline data.

Clear this option to include current data in your report.

Note:

You can create a baseline report only if all sections and sub-sections of the report support baselines.
Selecting this option disables the ability to add graphs to the report.
This option is disabled in the Analysis Menus tab.

Report Section Details Area

Important information

Available from: Section nodes

User interface elements are described below:

UI Element	Description
Name	The name of the section title in the report.
Entity	The ALM entity that is included in the section.
Relationship Type	Describes the relationship between the entity in the selected section and the entity in the parent section.

Template Details Area

You can define which template is assigned to the currently selected section of the report. A template can be either in a full-page or tabular layout. You can only add sub-sections to sections that are assigned full-page templates. For more details on report templates, refer to Micro Focus Application Lifecycle Management Administrator Guide: Project Report Templates.

Filter Area

Important information

Available from: Section nodes

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Element	Description
Filter State	Enables you to set filter conditions for reports that are generated from within the Analysis menu in specific modules. Custom. Enables you define a customized filter in the Analysis Menus tab. Special filters. The following predefined filtering options are provided: Note: When adding sections to a report that lists a different entity type to the module from which the report is generated, you must use the Custom filter type. Selecting a special filter results in the section being excluded from the report. For example, if you add a Defects section to the Standard Requirement Report, and select the Context filtering option, the added section will not appear in the generated report. Context. Filters information according to the filter that is currently selected in the module. Selected. Includes information for the currently selected entity in the module only. Note: In the Test Lab module, the selected entity is the selected test run instance, and not the selected test set. Selected with Children. For hierarchical entities, includes information for the selected parent entity as well as child entities. Current Entity Based. Includes information for the currently focused item in the module. You use this option to generate a report in the Test Lab module on the test set level. Available from: Analysis Menus tab. You must have the required administrator permissions to view this tab.
	Set Filter/Sort. Enables you to filter and sort the data according to the criteria you choose. For details, see Select Filter Condition Dialog Box.
	Clear Filter. Clears all filters and sorting priorities.
<filter box>	Displays the current selection.

Graph Selection Area

You can add existing graphs to the report, or create new graphs directly in the report.

Important information

Available from: Section nodes

Note: You cannot add a graph to a sub-section of a report.
If you selected the Select a Baseline option in the Document Additional Options area, this option is not available.
Permissions to create graphs are based on the public state of the report. If the report is private, you must have permission to manage private graphs. If the report is public, you must have permission to create, modify, and delete graphs.

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Element	Description
	Opens the Graphs Tree pane on the right side of the Graph Selection area. The pane displays graphs in the analysis tree. Expand the tree and drag graphs to the graph list.
	Opens the Graph Wizard, enabling you to create graphs directly in the report. For user interface details, see Graph Wizard. Note: You cannot create KPI graphs using this method.
	Opens the graph configuration window, enabling you to define axis data and set filter options. For user interface details, see Configuration Tab/Window - Graphs.
	Opens the View Graph window, enabling you to view the selected graph and to set graph display options. For user interface details, see View Tab - Graphs/Graph Window.
	Move Up/Move Down. Enables you to move the selected graph higher or lower in the graph list.
<graph list>	Lists the graphs that are included in the report.