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
How to Print Cards