How to create a tabular report | Targetprocess - Visual management software

How to create a tabular report

Targetprocess provides a powerful engine to create custom tabular reports. In general, tabular reports provide an interface to extract data from database and present it in lists.

Go to ReportsTabular reports to access them.

How to create a tabular report. Image 1

In old versions of Targetprocess, Custom Reports term is used for Tabular Reports.

Then, either open (run) one of already existing reports or click Create new tabular report.

For example, you can extract all open user stories that have zero estimated effort.

Creation of new report

Choose a process and entity type

First, select process and entity type for the report. This is an important step, since you're not able to change these settings in a saved report.

Choose a process and entity type

All processes is recommended selection for process settings. User Story or Assignable are most frequently used entity types for reports with work items.

Select columns

You can have many columns in the report, in fact almost all entity properties are available. Expand nested sections to include more columns. You might want to see entity state for example, in this case click Entity State group and mark Name checkbox.

Select columns

It is not possible to include columns for lists. For example, it is not possible to create a column that shows all assigned people.

Customize filters

You can filter by entity properties and by properties of all related entities.

Customize filters

All filters are combined with AND rules.

Add Summary Columns

Summary columns allow to extract data from related collections. For example, you can create a column that shows the number of failed test cases for user stories.

Add Summary Columns

Embed Inner Lists

You can embed one report into another with Inner Lists. It means you can create a report for Tasks and include it into a report for User Stories. A report that you want to embed as an inner list should be created in advance and already exist in the system.

Embed Inner Lists

Specify additional settings

Input unique name for your report to quickly recognize it further. Once saved, you won't need to build your report from scratch in future.

Specify additional settings

Click Save & Run Report.

Usage of tabular reports

There are several actions you can perform with an opened report:

  • Group and sort entities by any column
  • Inline edit entities
  • Export report to Excel
  • Print report

Usage of tabular reports

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