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Procedure documentationReports: Issue, Top Issue, Expert-on-Demand and Engagement Locate this document in the navigation structure

 

This view provides you with a list of tools. These tools are available for reports that you can generate for solutions and projects.

The list includes the following tools for a solution or a project: TQM Top Issue Reporting, Issue and Top Issue Reporting, Expert-on-Demand Reporting and Engagement Reporting. If a solution includes multiple projects, the tools are listed additionally for each project. You can access these tools and generate the corresponding reports.

Prerequisites

  1. A solution has been created.

  2. This solution has been assigned issues and top issues.

Procedure

Displaying Tools for Reports

You can specify filter criteria to display tools for specific solutions or projects. Then choose Find. The available tools are displayed in the list under the filter area.

Displaying the Details of the Tools

To display the details, select a tool in the list. In the details, you can see information about a report session:

  • The Details tab displays the session ID, a description, the solution ID, the solution name, the context and the project.

  • If attachments are available for a session, they are displayed on the Attachments tab. Here, you can access the documents added as attachments.

Generating Reports

If you would like to generate a report with a displayed tool, click on the name of the tool in the list. Depending on the tool, you have the following options:

  • TQM Top Issues Reporting

    If you choose this tool, a TQM reporting session is opened. Here, you can display details and generate a report in Word, HTML or PowerPoint format.

  • Issues and Top Issues Reporting

    If you choose this tool, the Issue Analysis screen opens. Here you can enter the procedure type, time interval, status, attributes or context for the parameters that you want to include in the report. Choose Execute. Your report is displayed.

  • Expert-on-Demand Reporting

    If you choose this tool, the Expert-on-Demand Report screen opens. Here, you can define certain parameters, such as the time interval and procedure attributes to generate the corresponding report.

  • Engagement Reporting

    If you choose this tool, an Engagement reporting session is opened. Here, you can display details and generate a report in Word or HTML format.