Dashboards and Reports

If you're a project lead, project manager, or IT executive, Polarion's live Dashboards provide an up to date information summary that enables you to see how things are going with any project. Dashboards present near or actual real-time aggregate information based on the actual progress of planned requirements, tasks, change requests, defect fixes, etc. Of course reviewing dashboards is no substitute for close contact with your team, but Project dashboards and the features that compile the information displayed can reduce the amount of time you and your team have to spend in meetings reporting on progress, so you can focus on problems and solutions instead. Dashboards can also eliminate the need for developers to write up, and managers to review and compile information from periodic status reports.

Polarion also provides managers with the ability to generate a variety of reports with output to both online and offline formats.

Accessing a Project Dashboard

To access a project's dashboard:

  1. In Navigation, click on the current project or repository name (under the Polarion logo image), and choose Open Project. In the dialog, in the All Projects tab, select the project whose dashboard you want to see. (If you would like to see dashboard information for a group of projects, select a project group instead).

  2. In the Navigation pane, choose the Dashboard topic.

To learn more about dashboards what kinds of information are presented in the Dashboard topic, see:

Generating Reports

The Reports topic provides access to a number of on-screen reports and also to Javadoc documentation for source code.

Time and Progress Reports

You can generate and export a report on developer progress and time spent. In order to get useful data, your process should have developers estimating Work Item time (see Polarion for Developers: Estimating Work Item Time), and reporting time spent (see Polarion for Developers: Reporting Time on Individual Work Items).

The process involves creating a query that isolates the Work Items you want to know about, and then exporting data to an Excel sheet using a specially-designed report template. The next section details the procedures.

Building a query

Which Work Items to include in the time and progress report is up to you. You should become familiar with querying for Work Items and using the Query Builder to get the subset of Work Items you want for the report. Run the query from the Table view.

An example of some query parameters might include unresolved items in Project having a Status of in-progress. You can might optionally include some specific assignees.

TIP

Don't forget that you can save any query as a Shortcut for quick reuse later on. See Using Queries and Shortcuts.

Generating and Exporting

Once you have a query that isolates Work Items for the report, you can generate and export the report.

  1. Make sure you are viewing Work Items in the Table view.

  2. Click the Actions in the toolbar and choose Export in the drop-down list. The Export Work Items dialog appears.

  3. In the Format list, choose xlsx: Microsoft Excel.

  4. In the Template list, choose Time Report.

  5. Optionally add columns to the list of Selected Columns to include in the generated report document.

  6. Optionally show advanced options and change any settings as desired.

  7. Click OK to generate and download the report. You will be prompted for a storage location.

To review the generated report, open the downloaded report file in Microsoft Excel or other compatible application.

Reviewing Baselines and Baseline Reports

It is possible to create Baselines in Polarion which mark a state of Work Items in a tracker (usually a requirements tracker) at some point in time. Later, managers and/or other team members can go and check the differences between baselines, or a baseline and the current state of Work Items by generating and reviewing Baseline Comparison Reports. Baselines and reports are covered in User Guide: Baselines Topic.

Generating and Reviewing Work Reports

When your process involves project members using Polarion's time recording features when completing Work Items, it is then possible for managers and others to generate Work Reports which summarize all Work Records for a project or a user during a specified time period. (For information about the time recording fields and Work records, see User Guide: Polarion for Developers: Reporting Time and Progress.

Note

Work Reports are generated in Microsoft Excel format.

To generate a Work Report:

  1. Access the Project for which you want the report.

  2. Select the Work Items topic if you want to report on all Work Items, or create a query to isolate some subset of project Work Items.

  3. On the Table view's toolbar, click the Operations button and choose Create Work Report. The Work Report dialog window appears.

    Figure 18.2. Create Work Report Dialog

    Create Work Report Dialog

    Create Work Report dialog

  4. Enter a title for the report in the Title field.

  5. Optionally specify a filename for the report you are creating. If a report with the same filename already exists, it appears in the Work Reports section at the bottom of the dialog. You must either give the report a different file name or check the Overwrite existing file option.

  6. Specify the period you want the report to cover. Specify Period Start for the beginning of the period and Period Finish as the ending of the period.

    You can designate the Start and End of the period in any of several ways:

    • As a specific calendar date. Choose the Date option and specify a date using the date picker provided.

    • As one of the dates configured for the Project - Project Start for example. Choose the Project Date option and select one of the listed project dates.

    • As one of the Time Points configured for the Project (choose the Time Point option and select a Time Point).

  7. Specify the Scale you want shown in the report. For example, if you choose Week, Work Records will be summarized by week within the specified report period.

  8. Specify the report grouping. You can group the report by any or all of the following:

    • Project Group

    • Project

    • Category

    • User

    • Work Item Type

    • Work Item

  9. If you want to limit the scope of the report to the Work Items currently shown in the Work Items table, check the Report only work from Work Items from current selection option. Clear the option to report on all Work Items in the project.

  10. Click the Start button to send a job to the Scheduler. You can check the progress of the job in the Monitor topic. The time required to generate the report depends on the number of Work Items reported on, and the availability of system resources.

    When the report is generated, a link appears in the Work Reports section of the dialog. The link text is the file name of the report. You can open or download the report file. The Work Reports section contains a Refresh button which updated the report from the most current Work Item data.

  11. If you want to preserve the report settings for future reuse, check Remember this configuration.

Non-working Time Representation

Non-working time, as configured in Working Calendars, is represented in Work Reports.

  • Non-working time is indicated by gray background. It is displayed only on rows representing users.

  • When the scale of the report is "Day", cells representing non-working days of a user have a gray background

  • When scale is "Week" or "Month", cells representing a week or month, all days of which are non-working, have gray background.

Automating Work Reports

An administrator can configure Polarion to run work reports as a scheduled job. For more information see Administrator's Guide: Configuring the Scheduler and Administration Reference: Work Report Job Configuration.

CMMI Report

Polarion provides a simplified CMMI compliance report based on the CMMI 1.1 Staged Presentation Level 2 (http://www.sei.cmu.edu/cmmi ). At this stage, it is not advisable to use this report as input for CMMI certifications. The CMMI report is rather collection of pointers on how particular practices are implemented. It can be useful during preparation of a CMMI appraisal, as the report makes it easy to gather the data, provide references to established practices, etc.

The report should really be used as "guideline" rather than "gospel". A CMMI report that says 0% is implemented means only that Polarion did not recognize artifacts in the way Polarion defines them. So, for example, a CMMI report might say there is zero Requirements Management because Polarion found no Work Items of type Requirement in the project against which the CMMI report was run. However, you might define and manage requirements in a separate project.

Accessing and Running the CMMI Report

The CMMI report is calculated for the current project, so you need to open the project for which you want to see the CMMI report. Open the desired project in the Open Project or Project Group dialog (see User Guide: Accessing Projects)..

To run the report, expand the Quality topic in the Navigation pane and select CMMI. The report is generated on demand and displays in the Content Pane.

Report Structure

The generated CMMI report has the following structure:

Key Process Areas + Percentage of Completion
     Specific/Generic Goal + Percentage of Completion
          Practices + Implementation Rating
                        

Implementation Rating codes are as follows:

  • FI - Fully Implemented

  • LI - Largely Implemented

  • PI - Partially Implemented

  • NI - Not Implemented

  • N/A - Not rated