Tracker 4 Reports

From SymbiantWiki

In order to keep track of what is going on within an audit and for effective presentations and reviews, powerful and detailed reports need to be generated. The reports in Tracker offer quick, powerful and effective reports that can be presented to a comity as and when required.

The main features of reports have already been outlined in the set-up and reports sections earlier in this guide. To quickly recap, reports that are output to the screen can have customised headers and footers and be displayed in customisable fonts and colours defined in set-up. There are 5 styles of reports each with several sub reports available through the reports page. Many reports allow specific settings to be applied to generate different kinds of key report and all allow for the exceptionally powerful filters covered above to be applied.

The options although fairly self explanatory should be covered. The available options are:

• Show filters in header
  Will take any filter defined, generate a meaningful English representation of that filter and display it at the top of the report (again the font, style, colour of this can be defined in set-up).
• Include Historical data
  Will include all the archived issues in the report along with all the current issues.
• Historical data only
  Will include only the archived issues, not the current issues. This cannot be selected at the same time as include historical data for obvious reasons.

Tabular, Statistical and Custom reports provide the option to output the reports to:

• Screen
  Reports launch in a new window with the custom headers, footers and styling. The reports can be sorted by clicking in the header of the report and printed using the [ Print] button at the top of the report (see the main reports section for an advisory on printing).
• XML (Excel 2003+)
  Reports can be output directly as XML for use in 3rd party reporting tools. As the most popular tool (and historically the main issue tracking tool) is Microsoft's Excel, the XML is formatted in such a way that it will open directly into Excel 2003 or later.
• CSV
  To support historical systems, Tracker will also export reports as coma separated values. These files can be imported into almost any spreadsheet, database or report presentation tool on the market.