Traceability reporting

You can use the Matrix View of the Work Items to generate traceability data which can be exported to spreadsheets or printed as hard copy. For example, you can easily create a report that shows which requirements have links to test cases, or the analogous artifact type configured for your project.

The following procedure illustrates how to create a report according to this example.

  1. In Navigation, select Work Items, then in the view selector on the Work Items page, select Matrix.

  2. In the Rows list, select Work Items, then use the Visual Query Builder to construct a query that returns the requirements you want to export. For example, the following query returns all resolved requirements:

    type:requirement AND HAS VALUE:resolution
  3. In the Columns list, select Work Items, then use the Visual Query Builder to construct a query that returns the test cases you want to export. For example, the following query returns all resolved test cases:

    type:testcase AND HAS_VALUE:resolution
  4. Click Search. The matrix shows which requirements are linked to test cases, and just as importantly, which ones are not linked.

  5. Click at the top and choose Export if you want to save the report to a Microsoft Office Excel sheet, or Print to send the result to a printer.

Note:

If requirements and test cases are maintained in different projects, the queries would need to be run in the scope of a project group, provided that the requirements and test case projects are in the same project group. If they are in different project groups, then the queries need to be run in the repository scope. In the latter case, you would need to create the necessary queries to retrieve just the items from the projects you want to report.

If there too many items in the result set, system performance would degrade for all users if Polarion tried to render than all in the matrix. In such cases, Polarion displays a message informing you that it cannot display the items, but that you can still export the results.

Tip:

You might explore the possibility of using LiveReport Pages to build traceability reports.