Quicklist Reports
This feature is available in Catalyst, Enterprise, and Ultimate editions.
Overview
Quicklist reports are simple lists of assets displayed in grid format. Similar to a spreadsheet view, these reports allow you see asset data as a list but give you the added ability to filter and sort by the criteria you define.
How to Generate a Quicklist Report
- On the side bar, click the Reports icon
followed by All Reports. - Navigate to the appropriate section, and then click on the name of the quicklist you want to view.
Available Quicklist Reports
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Use the Effort Quicklist to see individual effort entries to each project and iteration. Filter to a member, project, and/or iteration and sum the Done values to reconcile with Done amounts elsewhere in Digital.ai Agility.
How to Filter a Quicklist
Using filters, you can narrow or expand the types of data you want see by selection from a range of options.
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Click inside the filter text box at the top of grid, select from the filter options and enter the filter criteria.
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Add as many filters as you need and click Apply.
How to Sort Columns
- Click on a column header to sort the data in ascending order of the value and click again to sort in the descending order.
How to Add Columns or Change the Number of Rows Per Page
- In the top right corner of the page, click on the wrench icon, and then select Customize.
- Select My Personal Settings from the "These customizations apply to" drop-down list.
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If you want to:
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Select the check box in the Display column for each column you want to display. If you want to allow editing in that column, select the Edit check box.
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In the "Rows Per Page" field, enter the number of rows to display on each page.
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Click Save.
How to Export to Excel
This feature is available in all editions.
Overview
Any data displayed in a grid can be exported to a Microsoft® Excel® spreadsheet that can be further formatted, printed, analyzed, or used in reports or presentations, etc.
The exported file will contain all the data in the columns in the grid, even if the data is spread across several pages.
Steps
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Click on the wrench icon in the far right corner of the page, and then select Export.
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Follow the prompts on your computer to save the file to your hard drive.
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To export data that is currently displayed in the grid, you can add them by following the instructions in Customizing Grids. Note that the grid customization feature is not available in the Team Edition.
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If you want to export closed work items only, see Exporting Closed Work Items for instructions.
Important note on exporting
You may see an error message similar to this:
this happens because we export in Excel-specific HTML format, but with xls extension, instructing the browser to open results via Excel.
The warning about format mismatch should therefore be ignored.
To get the exported spreadsheet in native Excel format (xls or xslx), save it from within Excel using desired format.
How to Print Cards
Before printing cards, you can use filters and/or grid customizations to narrow/expand the card selections.
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In the top right corner of any grid, click on the wrench icon, and then select Print Cards.
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In the Print items as cards window, select the items you want to print, and then click the Generate Cards button.
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When the cards display in your browser, click the Print button. Note that you may need to modify the Page Setup settings to achieve the desired layout.
If you're using a release older than Summer 2012 (12.2), you can use the API and XSL to format a story card. See Getting Started with the API.