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. HCL Compass software includes predefined reports and report formats.

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.