Creating a report by using a report format and a query

One way to create a report is to apply an existing query to an existing report format and then running the report.

Before you begin

To generate a report, you must have a report format for the record type that you want to report against. Rational® ClearQuest® software includes predefined reports and report formats. To modify an existing report format or to create your own, you must install and configure the ClearQuest Report Server for Crystal Reports with the Crystal Reports JRC runtime component.

Also, you cannot use backslashes (\) or forward slashes (/) in a report name.

About this task

To create a report by using an existing report format:

Procedure

  1. Click Query > New Report.
  2. In the Choose Record Type window, select the record type for which you want to create a report and click OK.
  3. In the Report Format field of the Define Report window, specify the report format to use:
    • In the Select Report Format window, click Browse to find a report format. Navigate to the folder that contains the report format, select it, and click OK.
    • If you know the folder and report format name, enter it in the Report Format field by using the following syntax: foldername\reportformatname, for example, Public Queries\Report Formats\Defect Details.
  4. In the Query to Apply field, specify the query to use:
    • Click Browse to select a query using the Select Query window. Navigate to the folder containing the query, select it, and click OK.
    • If you know the folder and query name, enter it in the Query to Apply field using the following syntax: foldername\queryname.
  5. Click OK. The report appears in the right pane.
  6. Click File > Save to save the report to your Personal Queries folder.

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