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Requirements: Specify the requirements for which the report needs to be generated. One or more requirement(s) can be specified via three options (requirements from multiple projects, if linked with cases of the project, can be specified).

  • List: search Search list of Jira issues via key or title. Users can filter the list by project name & Jira issue type.

  • JQL (Jira Query Language): Specify requirements meeting criteria using standard JQL. Clicking on the JQL box opens up the standard Jira box which helps in faster JQL creation.

  • Filter: Select a filter created and saved in Jira (the list of filters from Jira is pre-populated and is shown upon clicking inside the search box).

Users have one three more option options to further refine the requirements criteria: 

  • Include Child Issues: Selecting this checkbox will include the child issues of all the specified requirements. E.g. if the specified requirement is an Epic with multiple stories, all the stories don’t need to be specified separately if this option is checked. If not selected, only the parent issues are displayed in the report.

    • Filter Child issues: Clicking the icon will allow users to specify which issue types to include in the report (e.g., the user might only want to see stories, not task/sub-tasks, so in the dropdown user can select Story).

  • Include all Case Versions: Ticking this checkbox will include data from all the case versions linked to the requirements.

  • Exclude Archived Cases: Selecting this checkbox will exclude the archived cases from the generated report.

Cycles: Specify the project and execution cycles that should be considered for traceability of the selected requirements; multiple cycles can be selected from multiple projects. If all or any of the checkboxes under Cycles are selected, the cycles list will need to be provided.

Info

  • Users can also use the filter option to narrow down the Cycles list. They can filter the Cycles list by Component, Release, Cycle Tags, Folders, or any custom fields (which can be added via the inverted triangle icon).

  • Users also have the option to specify a dynamic filter for cycles by changing ‘List’ to ‘Filter’.

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Info

By default, all checkboxes are checked.

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Step 3: Finally, click on the Generate button. 

Info

Users can also save reports to reuse them later by clicking on the Save button.

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Once you click on the Generate button, the report output will be displayed on the screen. 

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Example

Here's a sample Traceability Detail Report. The below screenshot is when the traceability report is generated via JQL and cycles have not been specified.

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