Save a report template

To run reports, you must define the report criteria and save it in a report template.

When you use the Task & Tracker option on the navigation bar to generate reports, data is obtained from the TeamForge database, and not from the datamart.

  1. Click Reports in the project navigation bar.

If you have administrator privileges on the project, you see a navigation bar with Project Activity and Task & Tracker. Click Task & Tracker.

  1. From the drop-down menu, choose a type of report template.
    • Task Report - Reports on the numbers of tasks assigned to each user.
    • Tracker Report - Reports on the numbers of artifacts submitted to selected project trackers.
  2. Click New.
  3. On the Task Report Criteria or Tracker Report Criteria page, select your desired report criteria. The fields on the Report Criteria page depend on the report type.
  4. Click Generate Report.
The report results appear and the template is saved.
After you have saved your report template, you are ready to run reports.
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