A variety of reports can be generated for issue tracker:
List of Cases - Shows the list of all the issues in the binder.
Track Time Report for Issues - Shows the tracked time per issue. Time can be tracked for each issue by clicking on the button on the issue detail screen.
Number of days issue status is open - List of all open issues in the binder in detail.
List of cases without Track Time - The list of issues for which time is not tracked. This report is useful for auditing.
List of cases in an organization - List of all issues in an organization.
Contains reports regarding
Projects - Contains
To create new reports:
In the issue tracker, click on the Binder you want to create report for.
In the Report General, fill up the report category, report type and description if any. Then click .
In Select Fields, the fields are columns in the report. This user interface allows selection of the fields you want to display in the reports.
If more fields are selected than the page size permits, the additional fields will run over to the next page.
In Configure Fields, the user can rename the fields in the Display Name column according to their requirements. Clickorbutton to move the fields up or down the list; determining their order as you want it displayed in the report.
In Select Groups, you can set up the groups for various columns in the report.
For example, Issue ID or Issue Name, total number of hours, and the count of the users are groups. Group totals can also be put at the bottom of the groups.
In Select Filters, click the icon to create a filter you want. A Configure Tracker Filter will pop up.
Click on thebutton and select conditions to create the filter.
In the filter condition, you can select
Is Not or
Has condition is selected the drop-down box on the
right expands to a list box. Using the keyboard button selects more than one value.
If you have specified all the information you want to enter, click. However, if you want to save the search criterion, type the filter name on the text box and click .
In Filter Permissions, when the reports are shared with extranet users, they can only select filters that are specified in the Filter Permission screen. This will allow OfficeClip administrators to share reports, yet restrict data by limiting filters to a certain subset of data.
To view the Reports:
In the issue tracker, click on the Binder you want to view a report for.
You can see the list of reports. Click on the report you want to view.
You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with the icons from the column.
All reports can be exported to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar and clickto preview the report.
Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users.
To schedule reports:
Click on the Schedule icon in the column.
Enter the schedule details: daily, weekly or monthly.
Enter the email address of the person to whom the report is to be sent and the report format.
After finishing, click.
To enter a New Schedule, clickto delete the old Report Schedule.
To see the list of Scheduled Reports, click on the icon above the list of reports.
These reports are shared with extranet users, who can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific use based on the data they are allowed to access.
To share a report, click on the icon on the report row in the Actions column