When you open the "Search and Report" module, the Issues search filters will open automatically.
User can search by following criteria:
- Subject – User can type the entire subject of an issue or word included in the subject of an issue.
- Issue ID – User can enter issue ID
- Project – User can enter the whole name or partial name of the project or can choose from the drop-down list. User can select multiple projects from which want to do the search.
- Type – User can select issue type from the drop-down list. User can select multiple issue types by which want to do the search.
- Status – The user can select issue status from the drop-down list. User can select multiple issue statutes by which want to do the search.
- Assignee – User can select assignee of issues (whether it is Group or individual User). User which starts search can choose multiple users or Groups.
- Creator – User can choose creator of issues from the drop-down list. There could be selected multiple creators of an issue.
- Priority – The user can select issue priority from the drop-down list. Users can also select multiple issue priorities.
- Target version – If there are versions of projects, the user can select the target version from the drop-down list.
- Followers – User can select followers of an issue (whether it is Group or individual User). Users which start the 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 – The user can select the due date of an issue.
- Closed date - The user can select the 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 the user can select between Yes and No.
- Process related - The user can choose whether the issues are process-related. If it’s checked then the user can select between Yes and No.
- Attachment – The user can choose if the issue contains an attachment. If it’s checked then the user can select between Yes and No.
- Has related issue – User can select if issues have related issues. If it’s checked then the user can select between Yes and No.
Next to the "Clear filters" button, you can select "Search" and "Save search as report".
1. Click on the "Search" button
When you have selected the appropriate filters, click the Search button.
You will get a report:
All columns of filtered issues are shown, and they are Type, ID, Priority, Status, Subject, Creator, Assignee, Created, Updated, Closed, Project, Version, QMS, Attachment, Started Date, End Date, % Done, Process Related, Estimated time(h).
If you want to see only certain columns, click on the "gear" icon on the left and leave checked only those columns that you want to be shown.
If you want to export a report, you can first select the columns you want to export. Above the column name are checkboxes.
Leave checked only those columns that you want to export and click on the "Export to Exel" button on the right.
A popup window will appear asking you to open excel or save.
2. Click on the "Save search as report" button
When you choose your filters, you can also click to save your report "Save search as report".
A popup window "Save Search as Report" will appear asking you to enter the Report Name and Description. When you have filled in the fields, click the "Save Search as Report" button.
You can find all the lists you have saved by clicking on the "List of reports" button.
The list will be displayed in a popup window that will appear by clicking the "List of reports" button.
If you want to load a list, first select the desired list and then click the "Load" button.
You can change the List Name and Description by clicking the "Edit" button.
If you want to delete the list, click on the arrow that will open the dropdown where you can choose the "Delete" button.
3. Click on the "Clear filters" button
To start a new search, click on the "Filters".
The filter form will open. Click on the "Clear filters" button and the filters you previously selected will be deleted.
