Search and Report

Search and Report is a module added to qmsWrapper as issues search engine and report generator. This module does search in all parts of the system and generates reports according to findings. The reports are available for export to Excel in a form of table.

Search and Report Module can be reached on the left sidebar.
 

left sidebar

 

Appearance in case of General Issues


By default, General checkbox is checked. User is able to search any issues from any project by different criteria.

User can search by following criteria:

  • Subject – User can type entire subject of an issue or word included in subject of an issue.
  • Issue ID – User can enter issue ID
  • Project – User can enter whole name or partial name of the project or can choose from drop-down list. User can select multiple projects from which want to do the search.
  • Type – User can select issue type from drop-down list. User can select multiple issue types by which want to do the search.
  • Status – User can select issue status from drop-down list. User can select multiple issue statutes by which want to do the search.
  • Assignee – User can select assignee of an issues (whether it is Group or individual User). User which starts search can choose multiple users or Groups.
  • Creator – User can choose creator of an issues from drop-down list. There could be selected multiple creators of an issue.
  • Priority – User can select issue priority from drop-down list. User can select multiple issue priorities.
  • Target version – If there are versions of projects, user can select target version from drop-down list.
  • Followers – User can select followers of an issue (whether it is Group or individual User). User which start search can choose multiple users or Groups in this criteria.
  • Date created - User can select date issue is created.
  • Date modified - User can select date issue is modified.
  • Start date – User can select date issue is set to be started.
  • Due date – User can select due date of an issue.
  • Closed date - User can select date issue is set to be closed.
  • % done – User can select %done of an issue.
  • QMS – User can choose whether the issues are QMS related. If it’s checked then user can select between Yes and No.
  • Process related - User can choose whether the issues are process related. If it’s checked then user can select between Yes and No.
  • Attachment – User can choose if issue contain attachment. If it’s checked then user can select between Yes and No.
  • Has related issue – User can select if issues have related issues. If it’s checked then user can select between Yes and No.
     

Search and report general

 

Appearance in case of processes 

Users can choose if they want to search started processes. In this case, ‘Processes’ checkbox need to be checked.

When user checks Processes checkbox before any search, it gets option to search by next criteria:

  • Project - User can enter whole name or partial name of the project or can choose from drop-down list. User is able to select multiple projects where want to do the search.
  • Process – User can enter whole or partial name of the process or can choose from drop-down list. User can select multiple processes which want to include in the search.
  • Date Started - User can select date process is set to be started.
  • Date Finished – User can select date when process is finished.

If user wants to include closed processes, ‘Show closed’ checkbox should be checked. This checkbox is active only if one of criteria is defined.

Search and Report processes

 

Appearance in case of processes

When user sets the searched criteria, it should click Search button so the system can start search for results. Set the search criteria, then click “Search” button.

User can choose if search will be General or Processes related by marking appropriate checkbox. User cannot select both options at the same time.

When user searches for item in General or Processes, the results are displayed with the next following  detailsfollowing details:

  • Type
  • ID
  • Priority
  • Status
  • Subject
  • Creator
  • Assignee
  • Created
  • Updated
  • Closed
  • Project
  • Version
  • QMS
  • Attachment
  • Start date
  • End date
  • % Done
  • Process related
  • Estimated time/h
     

Search results

 

Exporting search results to Excel

 

Search results can be exported to Excel clicking on Export to Excel button, except if there are no search results. By default, all details about issues are selected and ready to be exported to Excel, but user can choose checking and unchecking columns which ones want to export and their order.

Only checked columns are downloaded into Excel table.

User can change order of search results. Order can be changed clicking on following:

  • ID – user can set whether search results will be displayed by ascending or descending order of issue ID
  • Priority – user can set whether search results will first display issues with Highest or Low priority
  • Status – user can set whether search results will first display Closed or Reopened issues
  • Subject – user can set if search results will be displayed in alphabetical order of issue subject (whether ascending or descending)
  • Creator – user can set if search results will be displayed in alphabetical order of issue creators name (whether ascending or descending)
  • Assignee - user can set if search results will be displayed in alphabetical order of issue assignees name (whether ascending or descending)
  • Created – user can set whether search results will be displayed by ascending or descending order of date when issues are created
  • Updated - user can set whether search results will be displayed by ascending or descending order of date when issues are updated
  • Project - user can set if search results will be displayed in alphabetical order of projects name (whether ascending or descending)
  • Version - user can set if search results will be displayed in alphabetical order of projects version name (whether ascending or descending)
  • Start date - user can set whether search results will be displayed by ascending or descending order of issues start day
  • End date - user can set whether search results will be displayed by ascending or descending order of issues end date

User is able to set which details could be displayed in Search and Report window by clicking on Show or hide columns button and checking/unchecking columns which want to display.  
 

Show and hide columns


Unchecked columns will disappear from screen and those columns won’t be displayed in Excel table.  

User can check and uncheck columns in checkboxes above column names as well.
 

Colums you want to export


In this case, unchecked columns won’t disappear from screen. They will be visible, but they won’t appear in Excel table.

When parameters which Excel table should contain and their order are set, click on Export to Excel button.

 

Save Search as Report 

User is also able to save search results in a form of report by click on save search as report button.

When user defined search parameters, he can click on Save Search as Report button.

In this case user has to give Name and Description to the report which appears on list with other reports.
 

save search as Report


If user already made search according set parameters, search can be saved as report by expanding Filters field by clicking on arrow appointing down button.

Filters


When user clicks to expand this field, screen will be divided in two parts. In part above, filters according which search is done are displayed. In part below, search results are displayed.

To save search as report, user should click on Save Search as Report button and fill data in Save Search as Report window.

List of saved reports can be found in a form of a list by click on List of reports button in top right corner of screen.
 

List of reports window


In this list, Name and Description of these reports can be edited by clicking on Edit button or the whole report can be deleted by clicking on Delete button in drop-down menu.

When user wants to open a report from the list, it should be done by clicking on the name of selected report and click Load button in List of reports modal.

In List of reports are saved all searches made by user and those reports are visible only to him.

 

Start new search 

If user wants to restart a new search with new criteria, the old criteria can be deleted by Clear filters button
 

Clear filters


If search was done, user can start new search simply by click on Start a new search button in header.

New Search