The following options are available in the Content area for Backlog Trend reports:
Report Item Type
Indicates the application the report is based on.
For reports based on primary tables, the project you select when creating a report determines which items are returned in your report. The project selection also determines where the report is stored and which users can access the report. For example, if you select Project A, only users who have privileges to run reports in Project A can run the report.
For details, refer to Selecting a Report Project.
- Report Style
Choose how to display your report.
Consider the following information when you select a report style:
- For graphical reports, labels may be truncated for fields that contain long selection values.
- If you select a tape chart and your data set contains more than five items, the lines in the chart may appear as black.
- The tape chart, area chart, and line chart styles do not display any data if the X axis contains only a single data point. For example, if you create a Distribution report, select a project with no sub-projects, and then set Project as the Row entry, no data appears for these styles. If you select a project with sub-projects (and there are items in the sub-projects), data is shown.
- Total By
Choose to increment results in days, weeks, months, or quarters. The date and time selected as a start date determines the beginning of the increment period. For example, if you specify Feb. 15 as a start date and select Quarters from the Increment drop-down list, report results are organized by quarter beginning with Feb. 15. For monthly increments, if you select a start date that does not apply to all months, such as Jan. 31, that date is only used when it applies. In addition, the specified end date is increased when needed to reflect an entire time period. If your last column starts at 3/30/2013 at 5 a.m. and you selected a monthly increment, the end date for the last column is 4/30/2013 at 5 a.m. For details on selecting start and end times for Trend reports, refer to Search Filter.
- Time Period
Specify a time period for the report. You can either specify a fixed period using a date range or a time period based on a number of days, weeks, or months that have passed prior to running the report.
- Fixed Period
- Start Date
This field is required; however, the time of day is optional. Click the calendar icon to select a date, enter a date specification using the format indicated below the input field, or click Date/Time Keywords to use date values that are recalculated instead of a fixed date when the report is executed. You can also type custom values, such as Minus 5 or Plus 5 (with a different number, if desired) to use custom plus and minus values.
Select the Query At Runtime check box to require users to enter the Start Date when the report is executed.
- End Date
This field is optional. If you do not specify an end date, the report uses the current date. Click Date/Time Keywords to use date values that are recalculated instead of a fixed date when the report is executed.
Select the Query At Runtime check box to require users to enter the End Date when the report is executed. You can also type custom values, such as Minus 5 or Plus 5 (with a different number, if desired) to use custom plus and minus values.
- Start Date
- Relative Period
Enter a number of preceding days, weeks, or months to limit report results.
- Fixed Period
- Group By
Optional. If you select a field by which to group items, one trend line appears for each value for that field that occurs within the results. For example, if you select the Submitter field, one trend line appears for each submitter of items returned by the query.
- Show trend line for all items
Select this check box to display a trend line for all items in the project. This check box is only available for applications that contain the Submit Date system field.
Search filters enable you to narrow your search for items.
|Week 1||Week 2||Week 3||Current Week|
|Week 1||Week 2||Week 3||Current Week|
Select the following options for creating a search filter for your report:
|Include Items From Sub-projects||Select this check box to include items from sub-projects of the project selected from the Report Project list. This option is not available for reports created against auxiliary tables.|
|Show Search Filter In Results||Select this option to display your Search Filter settings in the output of the report. This option allows report viewers to see which filters are used in the report. It is also helpful when you select to print a report, since it displays which Query At Runtime parameters were selected.|
|Limit selections using field dependencies and project selections||
Select this check box to use the project's field dependency rules.
For example, in Project A, the Priority field has a dependency with the Severity field. The dependency states that when the Severity field is Critical, then the Priority field must be 1 or 2.
You create a report on Project A and add a Search Specification of Severity in Critical. Then, you add a Search Specification for the Priority field. The available Field Values for the Priority field will be limited to 1 and 2.
Changing this setting does not affect values that have already been selected.
Restriction: Dependencies are only honored for fields that have the Allow searching option selected in the field definition.
When you select a field from the Fields drop-down list, the Operator drop-down list contains values appropriate for that field, and the list box underneath the list of field values contains the possible values for that field. In some cases, you see a search icon, which you can use to filter the list of values.
Select an operator, and then select the value or values that constitute your search criterion.
Note: If there are arrow buttons and a second list box to hold field values, you can either use the arrow buttons to move values that you want in your criterion into the right-hand box, or you can multi-select the values in the left-hand box; however, do not use both mechanisms at once.
Click OK to save your criterion.
The following options are available in the Additional Options area of the Backlog Trend report form.
- Use Logarithmic Scale (Graphs
Select this check box to apply a logarithmic scale to your report. You may want to do this to reduce your report results to a manageable range if they cover a large range of values. This option only applies to certain report styles, such as line, scatter, and bar charts.
- Show All Labels
Some display labels are skipped if a large number of values is returned on the horizontal axis. Select this check box to show all labels. If the labels are difficult to read, clear this check box to show fewer labels. This option does not apply to tabular reports.
- Show Labels and Calculate
Time Intervals according to User's Time Zone
Select this check box if you want column labels to display times and calculate time intervals in the time zone selected in the user profile for the user running the report. Clear the check box if you want labels to show times in Universal Coordinated Time (UTC).
- Show Chart Values
Select this check box to show the number of items returned for each row on the graphical report. If a large number of values are returned, they may be difficult to read. You can clear this check box to show fewer values. To see values, hover your mouse over a bar or pie segment to view the number of items returned. This option does not apply to tabular reports.
Optionally, supply a footer for your report.Note: The footer renders some common HTML tags such as <i>, <b>, and <font>. However, this means that character entity references such as >, <, ", and & are not encoded in the footer. Therefore, in order to display <Some Text> in the footer, you must send the following encoded sequence: <Some Text>.
- Choose Colors for
Choose custom colors for values for the Group By field you selected on the Content tab. If you do not select colors, random colors are used.
Drill-Down Display Options
- Drill-Down Display Options may not be available if your administrator has disabled Flash components or in browsers that do not support HTML5.
- You cannot drill down into a report when it is contained in a Drill Through report and used to drive another report. See Drill Through Reports for more information.
|Use Value Display Format||Select this check box to use the default columns for the drill-down report. Clear the check box to enable the Select Columns to Display feature.|
|Select Columns to Display||Select the fields that you want to appear as columns in the drill-down reports. To select or deselect a field, move it to or from the right-hand box using the arrow buttons.|
|Set Custom Field Widths||Optionally, specify the width (in pixels) for the columns in the drill-down reports.|
|Sorting||Select the fields on which you want to sort the data in the drill-down reports.|
Trend reports return a graphical representation the Backlog Trend of your report criteria.
The following information and options display with Backlog Trend report results.
|Data Set Labels||For graphical reports, data set labels display for the report graphic. These labels use a color that corresponds to a category or column in the report.|
|Date/Time Labels||Labels for the date/time columns on the report depend on the time increment you reported on and whether you elected to display dates and times in local time or Coordinated Universal Time (UTC). If you selected the Show Labels and Calculate Time Intervals according to User's Time Zone check box on the report form, the local time zone is shown for the time zone specified in the user profile for the user running the report. The heading for date/time labels indicates whether the report is using local time or UTC.|
The Backlog trend report is similar to a Custom trend report where you trend on the Active/Inactive field; however, there may be a slight difference in the results. The reason is that the two reports define open and closed in different ways.
The Active/Inactive custom trend uses each item's Change History to see when the item changed from active to inactive and from inactive to active. This change often occurs automatically as items move from active to inactive states and from inactive states to active states. The Active/Inactive field can also be changed manually by a user if the field is set as editable.
The Backlog trend report determines an item is open or closed by looking at how it moved from state to state in the past. It uses the current Active/Inactive setting on the state definition to determine if an item that was in that state a year ago was active or inactive at that time. This can lead to misleading categorization because state could have changed from being active to being inactive, or vice versa, during the past year. Also, the Backlog report does not take into account the possibility of manually altering the Active/Inactive field on individual items.