Build & run a report

An end-to-end walkthrough — build a report from a datasource, run it with parameters against a release or baseline, and export it or schedule an email link to it.

Reports turn live data into the documents a review or an audit needs — coverage matrices, risk summaries, verification reports — without copying anything into a spreadsheet. This guide builds one and produces output. For the concepts behind each step, see Report templates, Datasources & building, and Running & scheduling.

Build the report

Before you start Open the Reports module. Decide what the report is for and which data it draws from.

  1. Start from a template — Browse All Templates — or choose New Blank Report to build from scratch.
  2. Choose the DataSource — requirements, tests, risks, SBOM, traceability, releases, reviews, compliance, or training.
  3. Add the fields and columns you want, and define filters to scope the data.
  4. Name the report and save it.

Result A reusable report definition that draws from live data every time it runs — not a static snapshot.

Run it with parameters

  1. Choose Run and set the parameters — the project, and where relevant a Release, a Baseline, or a date.
  2. Run the report to generate the output for that scope.

Result Output generated against exactly the scope you chose. Running against a baseline reproduces the report as it was at that point in time — repeatable for an audit.

Export the output

  1. Export the result as Word, Excel, or PDF, depending on who it's for.
  2. For a formal document, the output can carry a cover page, table of contents, header/footer, and watermark.

Result A formatted document ready to share or submit. See Export for the full set of formats and options.

Schedule it

  1. For a report you run regularly, set a Schedule instead of running it by hand.
  2. Choose who receives the email and on what cadence. The email contains a link to the report.

Result A recurring email links recipients to the report, which renders from current data when they open it — so status and compliance views stay a click away without manual effort.

Note Who can run and see a report is governed by permissions — see Permissions. For a controlled, signed document with a revision and effective date, see Regulatory document signing.

Where to go next

To watch the same data live rather than on a schedule, see Dashboards.

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