Creating a report shortcut

Manage, run, and share reports quicker by creating report shortcuts. You can create a report shortcut by creating a shortcut rule.

Before you begin: Create a report, and then make it available in the Report Browser. For more information about creating reports, see Creating a report.
  1. In the header of Dev Studio, click Create > Reports > Shortcut.
  2. In the Label field, enter a title or description for the record.
  3. Optional: To edit the shortcut name, in the Identifier field, click Edit, and then provide a new name.
    By default, the Identifier field inherits the name from the Label field. A valid identifier name starts with a letter, and consists of letters, digits, and underscores.
  4. Set the shortcut display details:
    Choices Actions
    Display the shortcut in one of the standard categories
    1. In the Owner Type list, select Standard.
    2. Optional: To edit the owner, in the Owner field, enter an owner name.
      By default, the Owner field value is ALL.
    Display the shortcut in one of the shared categories
    1. In the Owner Type list, select Shared.
    2. In the Owner list, select an Operator ID.
    Display the shortcut in one of the personal categories
    1. In the Owner Type list, select Personal.
    2. In the Owner list, select an Operator ID.
  5. In the Category name list, select a shortcut category.
  6. Configure the shortcut context:
    1. In the Development branch list, select a development branch.
    2. Under the Development branch list, select one of the applications.
    3. In the Add to ruleset list, select a ruleset to which the shortcut applies.
  7. Optional: To associate a work item with the shortcut, in the Work item to associate field, press the Down arrow key, and then select a work item.
  8. Click Create and open.
  9. In the Edit Shortcut section, enter the shortcut details:
    1. In the Shortcut title field, enter a title for the shortcut.
    2. In the Report description field, enter a description for the report.
    3. In the Rule type list, select the report type to which the shortcut applies.
    4. In the Applies to field, press the Down arrow key, and then select an entity to which the shortcut applies.
    5. In the Rule key field, press the Down arrow key, and then select a rule key to which the shortcut applies.
  10. Optional: To add a shortcut parameter, click Add parameter, and then specify the parameter details.
  11. Click Save.
  12. Optional: To view all of the report shortcuts for the application, click Records > Reports > Shortcut.