Adding Issues from Report Output

This common feature applies to Column Reports, Matrix Reports and Summary Reports.

It is sometimes useful to be able to add a new issue whilst viewing a report and to have the new issue retain the characteristics of the report filters.  For example, you might be viewing issues on a report with filters for a specific product and a specific status and want to create a new issue with the same values for the product and status.  To enable this feature, report editors have a prompt Allow addition of issues.  When this is clicked, you will choose the business area / project in which new issues will be added from the report output.

A key part of this feature is that when you add an issue, as best as can be interpreted, values used for filters for the report will be set within the add issue screen that is displayed.  For example, if the report used a filter of Assigned To equals Tom Booth, then the Assigned To field within the add issue screen will be set to Tom Booth.  Of course, the user may override this value if they desire.

The way in which you utilize the feature on report output varies from report to report.  For simple Column, Summary and Matrix Reports, there will be an Add Issue button on the report output menubar - within a workspace, this will be a + icon on the menubar of the panel.  For Column reports that use grouping of the results, you can right-click on the heading to each group and see an Add Issue button.  This allows the values within the issue to be added to adopt the value(s) of the report grouping.

Once you have added the new issue, the underlying report is refreshed, and will include the result from the issue just added.