Creating an Analysis Report
Some reports are embedded in the repository objects; they are launched automatically. See Specific reports embedded in an object.
You can create reports from repository objects (in this case, some parameters in the report are pre-populated) or from the list of report templates. See Accessing all the reports of a Solution.
Launching an analysis report for an object
Object types (e.g.: applications, portfolios, projects) are associated with predefined report templates.
The report templates available for an object can contain one or more parameters. When launching the report, some parameters are defined automatically with the value of the selected object. Other parameters must be specified.
To find and launch a report available on an object:
1. Right-click the object in question and select Documentation > Report Discovery.
You can also launch a report search for several objects of the same type, for example, a list of applications.The list of available reports appears.
2. In the Available Reports section, expand the folder corresponding to the report of interest.
3. If your report template includes only one required parameter, this parameter is automatically set with the selected object. Click:
• Customize & Launch a new report to modify parameter data before launching the report.
The report Properties window opens.
Go to step 4.• Launch a new report to launch the report directly.
The report is displayed.
If your report template includes several mandatory parameters, you must complete the report before launching it, click Complete.
The report Properties window opens.
Go to step 4.
4. To customize or complete the report parameters before launching the report, in the report Properties, click the Parameters page.
A parameter can encapsulate several objects.
5. For each parameter, select the object(s) to analyze.
E.g.: for a deployment report, the "To Deploy" parameter can be defined by some applications, technical infrastructures, nodes, workstations, etc.
The second parameter corresponds to the "Location" of the deployed elements. The location is defined by "Site" objects.
The second parameter corresponds to the "Location" of the deployed elements. The location is defined by "Site" objects.
6. (Optional) You can customize the report display.
7. Click OK.
The report result opens in the center page.
Report chapters that appear vary according to the report template.
8. Click each chapter title to display its content.
To export the report content to RTF or Excel format, see Exporting an analysis report in PDF or Excel Format.Creating your analysis reports
In addition to the dynamic analysis reports provided by default for the identified object types, you can create your own reports.
To create analysis report you must:
• define the report template on which the report is based.
HOPEX includes predefined report templates specific to each Solution.• (if necessary) enter the report parameters. This consists in defining the report input data.
• (optional) define the report chapters.
Report chapters vary depending on the selected report type.To create an analysis report:
1. Access your reports.
2. In My reports page, click New.
The report creation window opens.
3. In the Report Template list, select the report template on which you want your report to be based.
Use the filtering tool of the list.The name of the report is automatically defined to the following format:
<Report Template name>.
The -n suffix is added to the following reports based on the same Report Template.
4. (If needed) Modify the report name.
5. Click Next.
6. Specify the report parameters.
E.g.: in the case of a risk identification report, you can show the risk spread according to several criteria: by process, by risk type, by entity and by objective.
7. (Optional) Click Next.
The chapter configuration page appears.
To hide a chapter, in the chapter row, clear Presence.
By default, all chapters are present. 8. Click OK.
The report is accessible from the list of your reports.
(Depending on Solution) The report is also saved in the folder of the associated report template.
To customize the report, see Managing Your Reports.