You can create reports on your project's issues. Available report formats are Microsoft Excel spreadsheet and PDF document. A spreadsheet is handy if you want to export report data to a third-party application.

For each report, you can either configure a scheduled email delivery (for example, once a week) or send it to specified recipients manually whenever needed.

• Report settings
• Viewing reports
• Creating reports
• Editing reports
• Generating reports
• Deleting reports
• Unsubscribing from reports
• Viewing report history
• Troubleshooting

See also:

• Managing chart- and dashboard-based reports

Report settings

This section contains the report settings, including the report schedule.

• General report settings
• XLS and PDF options
• Filter issues
• Scheduled delivery
• Sharing

General report settings

This section contains the report title, visibility, and format.

XLS and PDF options

These settings define the report layout and the issue details that are included in the report.

Filter issues

These settings describe the filter conditions that apply to issues.

To add a condition:

• Under the last condition box, click Add Condition, and then fill the condition fields.

  When selecting items from a dropdown list, you can start typing an item name to find it.

To remove a condition:

• In the upper-right corner of the condition box, click Close .

Scheduled delivery

These settings define the report generation schedule. Once a report is generated, it is sent to the people specified in the Sharing section of the settings.

To set the report generation schedule:

• Switch the Scheduled delivery  toggle on, and specify the delivery period settings.

Sharing

In the Sharing field, select the project members that will get the report, or type the email addresses of external recipients.

Viewing reports

Project members can view the reports that they own and they reports that were shared with them. Project administrators can view all reports.

To view reports:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open a project and then, on the top toolbar, click Reports.

   • Find a project and then, in the Actions column, click the Reports button.

     

     This opens the list of reports. For each report, it displays a box that includes a report name, format, and owner, the number of report recipients, and the report schedule.

     

Creating reports

Any project member can create a report. This section describes how to create report generation rules. To learn how to view reports, see Generating reports.

• Creating reports from scratch
• Creating reports by copying

Creating reports from scratch

To create a report:

1. Open the list of project reports.

2. Click Add New Report.

   

3. Enter the report settings and click Save.

   The report will be sent to the specified recipients according to the specified schedule. To learn how to generate a report manually, see Generating reports.

Creating reports by copying

You can create a report by copying another one. The resulting report has the same settings, with the following exceptions:

• You are the report owner.

• "(1)" is added to the end of the report name.

• The report’s scheduled delivery is turned off.

To create a report by copying:

1. Open the list of project reports.

2. Find the report that you want to copy.

   You can apply the filters at the top of the page.

3. In the upper-right corner of the report box, click Actions , and then click Duplicate.

Editing reports

Project members can edit the reports that they own. Project administrators can edit all reports. The changes take effect next time a report is generated.

To edit a report:

1. Open the list of project reports.

2. Find the report that you want to edit.

   You can apply the filters at the top of the page.

3. In the upper-right corner of the report box, click Actions, and then click Configure.

4. Edit the report settings and click Save.

   The report will be sent to the specified recipients according to the specified schedule. To learn how to generate a report manually, see Generating reports.

Generating reports

Report owners, report recipients, and project administrators can generate reports manually at any time. The generated reports are delivered by email to specified recipients.

To generate a report:

1. Open the list of project reports.

2. Find the report that you want to generate.

   You can apply the filters at the top of the page.

3. In the upper-right corner of the report box, click Actions, and then click Send now.

4. In the Show status at field, select one of the following:

• Current date. Generate the report based on the current issues.

• Previous date. Specify a date and generate the report for that date.

5. In the Send to field, select the report recipients, or type the email addresses of external recipients.

6. Click Send.

   Troubleshooting:

1. • An issue has comments but the "Comments" column in a Microsoft Excel report is blank.

   • The report language does not match the language that I selected in the Revizto application.

Deleting reports

Any project member can delete the reports that they own. Project administrators can delete all reports.

To delete a report:

1. Open the list of project reports.

2. Find the report that you want to delete.

   You can apply the filters at the top of the page.

3. Do one of the following:

   • In the upper-right corner of the report box, click Actions , and then click Delete.

   • In the upper-right corner of the report box, click Actions and click Configure. Then scroll down and click Delete.

Unsubscribing from reports

You might get project reports by email because another team member added you to a mailing list. You can unsubscribe from such reports.

To unsubscribe from a report:

• Click the unsubscribe link at the bottom of the email message.

  If there is no unsubscribe link, it is a one-time email.

Viewing report history

The report history stores all reports that you generated and/or received in a single list. It also includes attempts to generate reports for you, which are being processed or failed due to any errors.

To view a report from the report history:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select Report History.

   

4. Find the report that you want to view and then, in the Result column, click Download file.

Troubleshooting

Q: An issue has comments but the "Comments" column in a Microsoft Excel report is blank.
A: The rows with comments are collapsed. To expand rows, click the button on the left.

Q: The report language does not match the language that I selected in the Revizto application.
A: The report is generated in your Revizto Workspace language. See Selecting Revizto Workspace language.