Managing report templates

SECollab allows to create report templates. Report templates are a way for the project leader to define documents that anyone in the team can rely on to create homogeneous reports that span different scopes.

Creating report templates

To create Report Templates, go to the Project Administration's "Report templates" section:

You can then create chapters:

You can create the hierarchy you want for the chapters.

When your template is ready, you may create a report that uses it.

Managing query and display settings in report templates

We have 4 main types of display for report templates and each of them is associated with a query kind:

Based on the type of the query (simple, joined or typed), only the matching displays are available when editing the template chapter.

Please check Managing queries for more details about query types.

Managing Traceability Matrix


The traceability matrix link instances as a matrix view between source and target objects. Creating a traceability matrix requires to have at least one Join Typed query in the project.

Note: The Traceability Matrix chapter MUST be unique in the owning report for performance purpose.

Managing Traceability Table


The traceability table displays linked objects starting from an initial Simple query getting a flat list of resources. Creating a traceability table requires to have at least one Simple query in the project. The title of this input query is used for label of the first column.

Note: The Traceability Table chapter MUST be unique in the owning report for performance purpose.

When selecting traceability table display, you have to specify at least one computed column. Each computed column has:

The list of proposed queries is filtered on the data source choice: