ALM analysis view customise excel reporting

Hey Folks,

Automation reporting through ALM for daily reporting, measures can be automated in ALM only by follow below process.

• Log into ALM using your username and password
• From the menu on the left hand side of theALM user interface click on the Dashboard dropdown Or  Press Ctrl + Shift + V
• Click on Analysis View
• On the public/private folder click on the drop down
• Click on ‘Plus’ icon and click on create excel report, give appropriate report name.
• Click on right hand side of “Details” and fill the appropriate data for which purpose you are creating report
• Click on right hand side of “Configuration” and go to “Query”
• Write any appropriate query using query builder (Shows at right side list of tables ofALM) ,test and run the query  which require for reporting for example, select * from defect where defected=’1’
• If we want to run multiple queries for the reports, we can add it on the same excel report. However, when we generate the reports result data shows in different sheet of excel file
• Click on Generate at the top of the page
• You will now be presented with the Save Report Screen. Give your File a name. Choose the place where you would like to save your report to, in the example shown the report will be saved to the Desktop. Click on Save
• Your report will now begin to generate this will take between 1-3 mins depending on the amount of test cases you have.
• Once generated you will get a completion message like this one but with the file name you have given it
• Click on “Post processing”, where you can write the post processing actions like macro for some format, formula etc
• User can give fix path of generate report using “Generation Setting”