This feature is available in Catalyst, Enterprise, and Ultimate editions.
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 gives you the added ability to filter and sort by the criteria you define.
How to Generate a Quicklist Report
- On the main menu, click Reports.
- Navigate to the appropriate section, and then click on the name of the quicklist you want to view.
Available Quicklist Reports
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 VersionOne.
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.
Click on the +/- Filter action button at the top of grid, and thenselect from the filter options.
Click Apply Filters.
How to Sort Columns
- Click on a column heading to sort the data by that value.
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.
If you want to:
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.
In the "Rows Per Page" field, enter the number of rows to display on each page.
How to Export to Excel
How to Print Cards
In the top right corner of any grid, click on the wrench icon, and then select Print Cards.
In the Print items as cards window, select the items you want to print, and then click the Generate Cards button.
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.