Generate a Defect Report for a Project
You can generate a report for selected defects against a project. You choose the report type and format, and which field to sort the results by.
To generate a defect report for a project:
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Navigate to the project.
You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
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Click either the Snagging or Punch Lists tab, depending on your territory.
If the Snagging or Punch Lists tab is not visible on the header band, click more to display additional menu items.
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Click
Search to display all defects for the project.
If there are many defects, you can apply one or more filters, including work package, status, type, location group, or location. You can also click Extra Filters to apply additional filters, such as defect type, recipient, organization, and several date options.
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Select the check box of each defect that you want to include in the report.
Alternatively, to select all defects in the search results, select the check box on the header row.
- Click Create Report.
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On the Create Report dialog box, use the
Report Type list to select one of the following report types:
Report Type Description Multi-pin Report Combined report that provides information on defects for numbered pins on consolidated location images. Full Detail Report Detailed report that provides all information for individual defects. Summary Report Overview report that provides a summary of all defects. - From the Report Format list, select the format that you want to generate.
- From the Sort By list, select the field that you want to sort the report data by.
- Click Run Report.