Project Reports

A new Project Report reporting tool is available in the Analysis View module, enabling you to design and generate comprehensive reports of project data. Using templates designed by the project administrator for each ALM entity, users create project reports, by selecting the entities that are included in report sections, and defining data filters.

Project reports offer the following advantages:

Rich style and layout option using MS Word templates.


Enhanced performance.


Single configuration for multiple output formats (doc, docx, html).


Centralized template management.

For more information, refer to the HP Application Lifecycle Management User Guide:

Project Reports Overview

Project reports enable you to design and generate comprehensive reports containing information from your HP Application Lifecycle Management (ALM) project. In a project report, you define sections and sub-sections, each listing records of a specified ALM entity. You can choose to display data of a selected baseline. To each report section you assign a template, that determines the fields and layout of the section. You also assign document and style templates that determine the overall report appearance. Note: Report templates are managed in Project Customization. For more details, refer to the HP Application Lifecycle Management Administrator Guide: Project Report Templates. You can generate project reports in HTML or Microsoft Word. For details on creating project reports, Note: You can also create reports using standard reports, or the Document Generator. For more details, see Standard Reports Overview, andProject Documents Overview. Project Report Templates Project report templates determine the layout and style in which data is displayed in project reports. For more details on project reports, refer to the HP Application Lifecycle Management User Guide: Project Reports. This section includes: About Project Report Templates Managing Project Report Templates Working with Report Template Files About Project Report Templates Project report templates are Microsoft Word files that determine the design of project reports. Users assign templates to project reports in the Analysis View module. In the Project Report Templates link, as a project administrator, you manage report templates that are available to all project users. Note: Depending on permissions, users can create and use custom report templates, in addition to the project report templates. There are various types of templates that affect different aspects of template reports: Document Templates. Define the outline of the report layout. For example, a document template dictates the design of the title page, whether the report includes a table of contents, page orientation, page numbering, and more. Style Templates. Define the formatting (for example, tables, section headings, paragraphs) applied to Microsoft Word styles. History Templates. Define the format in which history information is displayed in report sections. Section Templates. Define the fields that are included in report sections, and the format in which they are displayed. Section templates are defined separately for each ALM entity. Predefined templates are provided for each of the above template types. You design report templates using the Template Creator tab in Microsoft Word. For more information, see Working with Report Template Files. Managing Project Report Templates As an ALM project administrator, you manage the templates that are available to project users for creating project reports. This section includes: Creating a New Report Template Editing a Report Template Duplicating a Report Template Deleting a Report Template Project Report Templates Page

Working with Report Template Files

Report templates are Microsoft Word files that contain the outline of report sections.

Note: Complete examples of report templates are provided in Project Customization. For more information, see Managing Project Report Templates.

This section includes:

About Working with Report Template Files


Designing Document Templates


Designing Style Templates


Designing History Templates


Designing Section Templates


Guidelines for Creating Full-Page and Tabular Templates


Template Creator Tab