Customising a Report

Right click the report and select 'Properties' from the menu to modify the report.

Note

You can easily change the logo on the report by replacing the file 'reportlogo.png' found in the client installation folder (usually \Program Files\PureCM\Client).

The General page allows you modify the name and description for the report.

Figure 14.16. General Page

General Page

The Projects page allows you to specify which project, version or feature to use in a Task report.

Figure 14.17. Projects Page

Projects Page

If you choose to 'Select the project when generating the report' then a dialog will launch before you generate the report asking you to specify the project, version or feature.

Figure 14.18. Select Project Item

Select Project Item

The Streams page allows you to specify which stream to use in a General report.

Figure 14.19. Streams Page

Streams Page

The Dates page allows you to specify the start date and the end date for the report data. For the 'Task Burndown' reports you can also specify the time interval.

Figure 14.20. Dates Page

Dates Page

The Components page allows you to specify what XML is sent down from the server to generate your report. This is important if you want to modify a report with XSLT.

Figure 14.21. Components Page

Components Page

The easiest way to customize a report is to generate the XML by selecting 'Generate XML to File...'. Select 'Modify XSLT...' and copy this into an .xslt file. Edit the XSLT in an external tool (like Visual Studio) and ensure the generated report is correct. Finally copy the new XSLT into the editor after selecting 'Modify XSLT...'.

Note

If required, the XML schema file - purecm.xsd - can be found in the client installation folder (usually \Program Files\PureCM\Client). The schema file should not be amended.

If a report supports intermediary transformations (e.g. the Trend Reports) then the intermediary transformation is first applied to the generated XML, and the default transformation is then applied to this output. To enable intermediary transformations check the checkbox on the report properties.

If you need to change the XML being generated by the server then modify the 'Components' page on the report properties.

The XSLT page allows you to change the parameters for a General report. This will display the same page as when creating the report initially.

Figure 14.22. XSLT Page

XSLT Page

The Security page allows you to specify the permissions for the report as described in the section called “Report Permissions”.