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Lesson 10: Generate report

In this lesson, you generate a report for all the business needs in the My Projects view. The report displays each business need with attributes and the status of the business needs.

  1. Log out as Carl Riggs and log in as Tim Jeffs who is the administrator to generate a report.
  2. Click Reports > Generate Report.
  3. Click the Add Report Type button.
  4. Retain Rational® Focal Point™ as Report Target and click Next.
  5. In Title, type CLM report.
  6. In Format, select PDF and click Next.
  7. Click the Edit icon, select Projects, and click Next.
  8. Click All Members and click Next.
  9. Click CLM report and for Prepared by type Tim Jeffs.
  10. Click Generate Report
The report is generated for the My Projects view.

Lesson checkpoint

In this lesson, you learned to generate a report.
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