Module 5: Reports and Dashboards

Accelerating Product and Service Innovation
Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.0
Developing Software with IBM Rational Team
Concert
Module 5: Reports and Dashboards
© Copyright IBM Corporation 2008, 2014

Unit objectives
After completing this unit, you should be able to:
• Use the Jazz™ team reports component to track the
actions, behaviors, and progress of your team or
project.
 View a report.
 Create a report from a resource.
• Use dashboards in the web client.
 View shared dashboards in the web client.
 Customize and share your personal dashboard in the web
client.

Overview of Jazz team reports
> Overview of Jazz team reports
Viewing a report
Creating a report from a resource
Overview of dashboards
Viewing dashboards in the web client
Customizing and sharing your personal
dashboard
> = Current topic

Rational Team Concert reports
Reports provide a way to view the status, actions, and
progress of a team or a project.
You can view reports in the Eclipse client or web client.

The Reports folder in the Team Artifacts view
Reports for your project are in the
Reports folder.
• The My Reports folder contains
your private reports.
• The Shared Reports folder
contains reports that all team
members can use.

Viewing a report
 Overview of Jazz team reports
> Viewing a report
 Creating a report from a resource
 Overview of dashboards
 Viewing dashboards in the web client
 Customizing and sharing your personal
dashboard
> = Current topic

Viewing a report
To view a report, double-
click the report name.
In some reports, you can
navigate into the information
in the report.
To edit, click this icon.

Creating a report from a resource
 Viewing a report
> Creating a report from a resource
dashboard
> = Current topic

Report Resources
IBM® Rational Team Concert™ has
report resources that you can use to
create a report.
The resources include these
features:
 Report design
 Variables that you can modify to
customize the report
When you create a report, you can
share it or make it a private report.

Creating a report from a resource
The Reports Resources
folder has many resources to
choose from.
1. Right-click the resource to
use, and then click Create
Report.
2. Select the destination
folder for the report, and
then click OK.

Overview of dashboard
> Overview of dashboards
dashboard
> = Current topic

Dashboards
Dashboards provide information about the project
status at a glance in the Rational Team Concert web
client.
As a developer, you use dashboards to complete these
tasks:
 Share project status with team members
 Track your workload
Dashboards can be public or private and are
customizable.
Three types of dashboards exist:
 Project
 Team
 Personal

Viewing dashboards in the web client
> Viewing dashboards in the web client
dashboard
> = Current topic

Project dashboard
Select a project
dashboard to view.

Project dashboard

Team dashboard
The available dashboards
for the project are listed.
Select a team
dashboard to view.

Team dashboard

Personal dashboard
Select a personal
dashboard to view.

Personal dashboard

Customizing and sharing your personal dashboard
> Customizing and sharing your
personal dashboard
> = Current topic

Customizing your personal dashboard
Creating a dashboard

Customizing your personal dashboard (continued)
You can select from a
template dashboard.

Adding widgets
You can add various widgets
to your dashboard to display
important information and
provide easy access to it.

Customizing the layout: Tabs and columns
Add additional tabs
for custom content.
Organize the layout of
widgets on each tab by
selecting the number of
columns to display.

Example: An updated General tab
 You might decide to share personal information, such as
favorite quotes and links to favorite websites.

Example: A new My To-Do's tab
 Add widgets with links to team dashboards.
 Display work items that are "open assigned to me."

Example: A new Tech News tab
 Show your favorite RSS news feeds.

Sharing your personal dashboard

Module summary
In this module, you learned this information:
How to use Jazz team reports to obtain and share
current project status
How to use project, team, and personal dashboards to
retrieve information that is related to your project teams
How to customize and share your personal dashboard

Unit summary
Having completed this unit, you should be able to:
• Use the Jazz™ team reports component to track the
actions, behaviors, and progress of your team or
project.
 View a report.
 Create a report from a resource.
• Use dashboards in the web client.
 View shared dashboards in the web client.
 Customize and share your personal dashboard in the web
client.

Exercise A: Reports and Dashboards
In this exercise, complete these
tasks:
 View a report.
 Create a report by using a
template.
 Explore the Rational Team
Concert web client.
 Customize your personal
dashboard.

Module 5: Reports and Dashboards

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