...
Using any one of the above reports as a starting point, a number of customizations and filters are available to produce just the right kind of report needed in a wide variety of formats. Clicking on the Export button displays a wizard that looks like this:
1. Select Fields
Depending on the type of report being created, the select field section displays the applicable fields to be displayed in that report. Select All and Select None buttons allow for quick toggling. Custom fields are also available.
2. Apply Filters
The appropriate filters for those set of fields are displayed that allows further refining of what the final output needs to be.
Note: Filters can be applied even if a field has not been selected to be displayed in step 1 above.
3. Type of Report
Three types of reports are possible - a Summary report that provides summary level views of the data (typically meta header information), a Detailed report that has the summary details as well as detailed test steps or requirement details as the case may be and Data reports which are Excel-based reports that output all fields.
4. Output Formats
Supported output formats are HTML, Word (.doc) and PDF for Detailed and Summary views and Excel for Detailed views.
5. Add to Dashboards
Selecting one of these options automatically adds the document to the respective dashboards with the flag set to "Show". These reports are then immediately available on those dashboards.
6. Report Title
A title for the report can be entered here and will show up as the main heading of the report that is displayed on the dashboard. You will also get a copy of that file but the report title is not included there.
Note: Currently, the output format templates cannot be modified. Please contact our Professional Services team (ps@getzephyr.com) to discuss your specific reporting requirements.