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How do I report on Search results?

Hello,

I am currently using the Notes field on UCs and Reqs to denote which project a requirment was created for.

For example, let's say that I have a group of 20 requirements and 4 UCs that were created when we had to set up the financial systems for a new subsidiary company.  These requirements are also part of a larger requirements package (Financial Processing), but I know I will have to setup additional companies in the future.  I am looking for a way to create a report that pulls just the requirments I need (and have marked) for setting up a new company.

I can use the "Find" option in Case Complete and it shows me the list of objects that I have marked with the project name.  Is there a way for me to create a report on these results?  Or do I need to create a new report based off of the Notes field?

 

Thanks!

Meredith

Meredith Thomasson Answered

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Hi Meredith,

Unfortunately, I can't come up with any way to accomplish what you are trying to do using notes.  We do have conditional reporting, so for example, you could say "$repeatUseCases where Notes Exist", but there's no way to put an extra condition on the type of notes.

Perhaps there is a specific reason that you need to use notes, but if not, I suggest that you use custom fields instead.  For example, you could create a custom field for use cases and requirements named "Project Name".  This has several advantages:

  1. Since it's a direct property of the use case and requirement, you can use conditional reporting, for example: $repeatUseCases where ProjectName = Proj1
  2. Alternatively, you can show Project Name as a column in the main list and sort on that field (or use group by).  Then select the use cases for the project you are interested in, and when you generate the report, tell it to report on just the selected items.
  3. Not related to reporting, but another advantage is that you will be able to change the project name for multiple items all at once by selecting them in the list and changing the Project Name property in the properties window.

Sorry that I can't come up with a way to do it using notes, but hope the alternative can work for you.

Doug

Doug Earl 0 votes
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Thanks for the quick reply, Doug!

I'll try the custom field approach.

Meredith Thomasson 0 votes
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