Targetprocess: Create Reports

Audience: Product Managers, Release Train Engineers, Product Owners, and Scrum Coaches

Before creating a Report, it's helpful to identify some information:

  • The Portfolio you will pull data from. 
  • The Teams you will pull data from.
  • The Data source(s) you wish to use in the report.

Creating Reports

  1. Select the Create button at the bottom of the left navigation.
  2. Choose Report.
    Targetprocess Create options Folder, Dashboard, Report (highlighted), One-by-one view, Roadmap, List, Board
  3. Select the type of Report you wish to create.
    • Choose one of four report types: Chart, Table, Metric, or Pie Chart. 
      • Note: The Chart option creates a graph while the Table option is used to set up columns with groupings and totals similar to a spreadsheet.
    • Alternatively, you can choose one of the Targetprocess template options available below the four report types. If you choose a template, you can modify the filters and design to match your use case.
      Targetprocess Create reports. Chart, Table, Metric (KPI), Pie Chart highlighted. Template options available include Bugs per Feature and Portfolio, Cycle Time Trend, Completed Work in PI per Team.
  4. Select a report type or template to open the report building tools. 
  5. Click in the fields to reveal choices:
    • Source Type (with Entity Reports dropdown)
    • Projects and Teams
    • Entities (Stories, Bugs, Features, etc.)
    • Filter
      Targetprocess New Report with field and dropdowns described above.
      Note: The filtering options will change based on the entity selected.
      Targetprocess New Report for Bugs Entity reports displaying options for filters.
  6. Select Create. The Report will open in a more detailed report building interface.

Choosing a Chart Type

  1. Select one of the options in the Chart Type area. You can change your choice at any time.
    Targetprocess Report bar graph. X-axis Assigned Team, Y-axis Count of record. Chart types highlighted including Scatterplot, Bar chart, Line graph.
  2. Customize the chart by adding additional data fields. In this example, fields were added to the X and Y axis.
    Targetprocess Report setup for Bugs and Stories. Fields in Dataset options Team Iteration, Start Date, Assigned Team (highlighted indicating drag-and-drop onto x-axis), Responsible team.
    Targetprocess Report setup for Bugs and Stories updated with Assigned Team added to x-axis with arrow highlighting added Teams to bar chart display.

Editing the Source Data

Select Edit source to change the types of data (Bugs, Stories, Features, etc.) included in the Report.
Targetprocess Report Setup, edit source button highlighted.

Adding Filters to the Report Data

  1. Select the Filters button to add or remove filters from the report.
    Targetprocess Report, Filters highlighted with arrow pointing to 4 revealed available filters.
  2. Save your Report.
     

Naming your New Report

Include helpful keywords or phrases in the report name such as: 

  • types of data analyzed
  • intended audience
  • report purpose
    Targetprocess report, Title box highlighted with text Type the report name here.

Configuring Report Access

  1. Select the Access tab to open the sharing and access options for the report.
    • By default the report will be private and only visible to you, but you can use the interface to share the report with all users (Public) or select users and/or teams (Custom Sharing).
      Targetprocess report, Access tab highlighted and open. Options Private, Public, Custom sharing. Checkboxes for Portfolios, Teams, and individual user access.
  2. Use the check boxes to select which Portfolios, Teams, and/or users you would like to have access to your Reports.

Last modified

TDX ID

7610