Custom Reports

Rally provides powerful reporting capabilities to track software teams' progress with pre-built reports on the Reports tab. Custom reports complement the list of pre-built reports with the ability to create your own actionable reports. With custom reports, you can slice and dice your development data to make fact-based informed decisions and there is no limit to the number of custom reports you can create.

The two custom report types available are work items and timesheet. Timesheet reports require the Time Tracker module enabled in your subscription.

Custom reports are scoped by your project selection in the Rally main project chooser and by any additional filters you define in the custom report definition. They can be shared with other users for viewing or editing, or they can be kept private.

Save custom reports on the Reports page, or save to PDF, JPG, or CSV formats, or email to other users or printed with annotations. You can also edit or delete custom reports from the Reports page.

The Report Designer data is scoped to the current project and its children projects and allows you to run a report and see the results without saving or overwriting and existing report.

For custom reports, the list of data to report and the list of available filters are limited to information common to defects, stories, and test cases.

Custom reports adhere to project scoping. If you choose filters with values partially or wholly outside the scope, you may generate incomplete or blank reports.

To create a new custom report:

1. Select the Reports tab.

   Custom reports are listed in the right-hand column with respective icons for private and shared reports.



2. Click +Add New in the upper right-hand corner.

To define a custom report:

1. Select the type of report —work item or timesheet— from the Type drop-down.
2. Select a value from the I want to see... drop-down list box and select a value. Add more values as needed.
3. Select a value from the Broken down by... drop-down list to define how the data is grouped in the report. Add more values as needed.
4. Optionally, select filter criteria to narrow the report results. You may select one value for each attribute to filter, setting different value criteria for each, or selecting the filter value dynamically for iteration, release or tags filters.
5. Click the Run button. The report preview displays with the result for your criteria.

Note: Test Case fields, Defect fields, and all custom fields (except text-type) are available from the Broken down by... and Filters areas.

6. From the preview, you can save the report, email it to others, or save it as PDF, JPG, or CSV formats.

To run a custom report:

From the Reports tab, click the thumbnail or report name to run the report.

To save a custom report:

1. Run the report and click Save in the upper-right corner.
2. Name the report and add a brief description.
3. Select one of the following options for the report visibility:
• Just me: The report will only be visible to you.
• Anyone can view: The report will be visible (read only) to everyone.
• Anyone can view, edit, or delete: The report will be visible to everyone and anyone can edit or delete the report.

The custom report is added to your list of custom reports on the Reports tab.

Sample custom reports

To view the number of stories vs. the number of defects (and associated points) scheduled in a release across multiple teams, select:

• I want to see...: Count of Work Items
• Broken down by...: Project and then by Type
• Filters: Release = <Release Name> or [Choose Dynamically]

To view the work remaining to deliver a release feature (when feature is identified by tag), select:

• I want to see...: Sum of Task Estimate, Sum of Task To Do
• Broken down by...: Tags and then by Project
• Filter: Tags = <Feature Tag> AND Release = <Release Name>

To identify blocked work-in-progress (stories, defects, test cases) for a specific iteration, select:

• I want to see...: Sum of Plan Estimate
• Broken down by...: Schedule State and by Type
• Filter: Schedule State = In-Progress AND Blocked =Yes AND Iteration = <Iteration Name>

To identify time spent working on a feature during a release, select:

• I want to see...: Sum of Time Spent
• Broken down by...: Work Item
• Filter: Release = <Release Name> AND Package = <Package value> AND Work Item Type = Story