Reporting with HP ALM/QC

Business Reasons for Reporting Status display (overview of work) Project tracking (time based) Quality assurance (reviews and analysis) Coordination and collaboration (internal) Specification for supplier (external) Compliance (legal, standards, archiving) Product/project documentation Copyright 2014, Software.Process.Management 3 Basic Types that Support Business Reports Documents Graphs Reporting Tables Drill down Reports Copyright 2014, Software.Process.Management 4 2

Changes in Reporting from QC 10 12 New since QC 11.0: Project reports New since QC 11.5: Business views New since QC 12.0: Business views cross project Document generator to be discontinued QC 12: Excel Reports Copyright 2014, Software.Process.Management 5 HP QC Report Types (QC 12) Standard Report Graph Project Report Excel Report Scorecard Graph Business View Graph Copyright 2014, Software.Process.Management 6 3

Reporting Detailed Business Views Project Reports Copyright 2014, Software.Process.Management 7 Business Views Business views reports provide fine granular access to all ALM data without DB table knowledge Business views provide a logical view into the requirement view Business views can be generated via drag and drop Reports Physical database(s) Prior Reports ALM Business views Physical database(s) ALM 11.5 Copyright 2014, Software.Process.Management 8 4

Business Views Report Construction Copyright 2014, Software.Process.Management 9 Project Reports Server side report generation Support customer specific templates Support customer specific styles Reports may have multiple sections using different styles Output format: html, pdf, docx Copyright 2014, Software.Process.Management 10 5

Desired Report Company header Flow format including attributes and graphics Table format including rich text and graphics Copyright 2014, Software.Process.Management 11 Project Reports Analysis menu defines what will be seen in individual modules Copyright 2014, Software.Process.Management 12 6

Provide Project Templates for All Users Project templates available for all users Copyright 2014, Software.Process.Management 13 Create Compound Requirements Documents Individual sections may use specific templates Copyright 2014, Software.Process.Management 14 7

Create Template Create report template with custom layout Copyright 2014, Software.Process.Management 15 Customize Template Edit templates by selecting fields from QC or ALM Copyright 2014, Software.Process.Management 16 8

Retrieve Project Specific Attributes Connect to QC project to retrieve custom values Copyright 2014, Software.Process.Management 17 Generate Reports Generate template based reports with QC Data Save template reports as private or public (shared) Copyright 2014, Software.Process.Management 18 9

Share Reports Outside of QC Provide report to other stakeholders in the organization Access to server stored report Copyright 2014, Software.Process.Management 19 Embedded Web Scorecards & Graphs Publish scorecards and graphs in HTML pages Copyright 2014, Software.Process.Management 20 10

Experiences Acceptable reports can be generated with varying layout in different chapters Graphics are best handled in rich text format Description field does not properly handle graphics in reporting Generated reports need some massaging with macros Strange behavior of QC may happen (bugs!) Copyright 2014, Software.Process.Management 21 Vielen Dank Contact Gerald Heller Software.Process.Management info@swpm.de http://www.swpm.de Blog & Resources http://makingofsoftware.com Copyright 2014, Software.Process.Management 22 11