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 when needed.

• Report settings
• Accessing 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 settings
• Filter issues
• Scheduled delivery
• Sharing

General report settings

This section contains the report title, visibility, and format. These settings apply to both PDF and XLS reports.

XLS and PDF settings

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

depending on the report format you choose. 

XLS report settings

Filter issues

The filter conditions deteremine what issues are included in the report.

To add a condition to either filter:

• 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 from either filter:

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

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 (blue), and specify the delivery period settings.

Sharing

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

Accessing reports

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

To access project reports:

1. Sign in to ws.revizto.com.
   1. If you are a member of several licenses, ensure that the correct license is selected.

2. Open the Tools dropdown menu, then select My Projects under Tools. 

   

3. Open the reports for your project:
   • Open the project and then, on the top toolbar, click Reports.

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

     

This will open the list of reports for that project. Each report will be displayed with its name, format, owner, number of recipients, and 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 new reports
• Duplicating reports

Creating new reports

To create a report:

1. Open the list of project reports.

2. Click + New Report.

   

3. Enter the report settings.
4. 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.

Duplicating reports

You can create a report by copying an existing one. The resulting report will have 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 duplicate a report:

1. Open the list of project reports.
2. Find the report that you want to copy.
3. In the upper-right corner of the report box, click Actions .
4. Click Duplicate.

The report will be immediately duplicated. You can edit the new report as needed by following the steps under Editing reports. 

Editing reports

Project members can edit the reports they own. Project administrators can edit all reports. Changes to a report will take effect the next time it's generated.

To edit a report:

1. Open the list of project reports.
2. Find the report that you want to edit.
3. In the upper-right corner of the report box, click Actions .
4. Click Configure.
5. Edit the report settings as needed.
6. 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.
3. In the upper-right corner of the report box, click Actions .
4. Click Send now.
5. 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.
6. In the Send to field, select the report recipients, or type the email addresses of external recipients.
7. Click Send.

Deleting reports

Any project member can delete reports they own. Project administrators can delete any reports.

To delete a report:

1. Open the list of project reports.
2. Find the report that you want to delete.
3. Do one of the following:
   • In the upper-right corner of the report box, click Actions , then click Delete.
   • In the upper-right corner of the report box, click Actions , then click Configure. At the bottom of the Reports settings window, click Delete.

The report will be immediately deleted.

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.

Viewing report history

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

To view a report from the report history:

1. Sign in to ws.revizto.com.
   1. If you are a member of several licenses, ensure that the correct license is selected.

2. Open the Tools dropdown menu, then select Report History under Tools. 

   

3. 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 "Comment" 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.