Documents View Reports

An extensive overview of the reports available in Innoslate's Documents View.

Basic Document Output (DOCX)  
Basic Tabular Output (CSV)  
Comment Report   
   
   
   

 

Innoslate offers a variety of reports for users to access in Documents View. These comprehensive reports can be conveniently accessed by clicking on the 'Reports' button located on the top toolbar of Innoslate's Documents View. 

Reports Button Docs View

A pop up appears to select the desired report.

Report Pop Up Docs view

Below is a summary of the reports accessible in the Documents View, including examples of the output for reference.

Please keep in mind that the reporting from this view is limited to the entities included in the corresponding document's view. If you need to generate a report on additional entities not included in the document, please use the Reports out of Database View.

Basic Document Output (DOCX)

basic document output select docs view

The Basic Document Output is generated in DOCX format and includes the entities and their associated attributes in the current view when the report is generated (to modify the view to include pertinent data into this report, please click here).

Upon selecting the Basic Document Output option the pop up will change to give this file a name. Select 'Create' to generate the report.

basic document output popup name docs view

Below is a Basic Document Output sample:

Docx sample

Basic Tabular Output (CSV)

Basic Tabular Output CSV docs view

The Basic Tabular Output is a CSV output of the document's entities (rows) and selected attributes (columns).

Upon selecting the Basic Tabular Output option the pop up will change to allow users to select from many options  to include in the CSV Output. In the image below, the 'Include' dropdown will automatically display the attributes that are currently shown in the view when the report is selected. Users have the flexibility to add or remove additional columns to their CSV output and can choose to include all attributes, comments, metadata, relationships and more. The image below displays all available options.

 csv options docs view

Users have the option to sort the entities. The report is set to hierarchical by default but can choose to sort them by name, number, class, or ID.

Enter the desired 'File Name' and select 'Create' to generate the report.

tabular output popup sort dropdown docs view

 

Below is a sample of the Basic Tabular Output.

CSV Output Sample Docs View

Comment Report

Comment Report Docs View

The Comment Report provides users a XLSX file of all comments made on the entities in the document, regardless if they have been resolved or unresolved. This report is helpful for keeping track of discussions and ensuring that all comments are addressed appropriately.

Upon selecting the 'Comment Report' option in the 'Reports' dropdown, the popup will change to allow users to select the data they'd like to include in this report. By default, all options are already selected. To omit an option, users can select the blue 'X' next to the option as indicated in the picture below with the red square.

Comments Report PoUp Options Docs View

Below is a snapshot of the Comment Report output.

Comment Report sample docs view

Document Export (XML)

Document Export XML docs view

The Document Export XML provides users an output of the document in XML format. This is particularly useful for importing into another Innoslate project.

Once users select the 'Document Export XML' option, the pop-up window will appear, allowing users to customize the options to include in the XML. By default, all options are selected. To exclude any options from the XML, simply click the blue 'X' next to the desired option.

Document Export XML pop up docs view

Below is a sample snapshot of the XML output viewed in Chrome.

XML snapshot docs view

Document ZIP Export (INNO)

Inno Report Docs view

The Document Zip Export (INNO) output is a compressed file designed to include images and files associated with the document. This file format is specific to Innoslate and is intended for seamless importing into Innoslate.

Upon selecting the 'Document Zip Export (INNO),' the pop up will appear so users can select or omit which options to include in the export. By default, all options are automatically selected.

INNO pop up docs view

Post Baseline Change Report (XLSX)

PBCR Docs View

The Post Baseline Change Report is an output of all the baselines and changes made to the document's entities since that baseline as a .xlsx file.

After selecting the 'Post Baseline Change Report', a pop-up will appear where users can provide a 'File Name' and generate the report with the 'Create' button.

PBCR Pop Up docs view

Below is a sample of the Post Baseline Change Report. Note, the left side are the baselined entities, where the right side indicates the modifications to the entities. Users may also look at this per baseline as indicated with the bottom tabs of Excel, as indicated below in the red square.

PBCR Sample Docs View

Requirements Satisfaction Matrix (RSM) Output (XLSX)

RSM Output docs view

The Requirements Satisfaction Matrix provides a comprehensive table that displays the document's entities along with the corresponding entities that satisfy those entities as a .xlsx file. Please keep in mind that for the related entities to appear, it is necessary to establish the relationship of 'satisfied by' between the document entity and another entity.

Upon selecting 'RSM Output (XLSX)' the pop up will change to select what 'Requirement Attributes' and 'Satisfied Entity' attributes to include in the export. Below is a snapshot of all the possible attributes to choose from. To omit any attributes, simply click the blue 'X' next to the attribute. After giving it a 'File Name,' press 'Create' for the export. 

RSM Output Popup docs view

Below is a snapshot of the RSM Output. Notice the left side indicates the entities in the document, the right side under the 'satisfied by' column indicate the entities that satisfy the entities on the left.

RSM Sample Docs view

Requirements Traceability Matrix (RTM) Output (XLSX) 

RTM Output docs view

The Requirements Traceability Matrix is a table of the document's entities with the entities that are traced to those entities as a .xlsx file. Please keep in mind that for the related entities to appear, it is necessary to establish the relationship of 'traced to' between the document's entity and another entity.

Upon selecting 'RSM Output (XLSX)' the pop up will change to select what 'Requirement Attributes' and 'Traced Entity Attributes' to include in the export. Below is a snapshot of all the possible attributes to choose from. To omit any attributes, simply click the blue 'X' next to the attribute. After giving it a 'File Name,' press 'Create' for the export. 

RTM pop up docs view

Below is a snapshot of the RTM Output. Notice the left side indicates the entities in the document, the right side under the 'traced to' column indicate the entities that trace to the entity on the left.

RTM Sample docs view

Requirements Verification Matrix (RVM) Output (XLSX)

RVM option Docs view

The Requirements Verification Matrix is a table of the document's entities with the entities that are 'verified by' those entities as a .xlsx file. Please keep in mind that for the related entities to appear, it is necessary to establish the relationship of 'verified by' between a document's entity and another entity.
Upon selecting 'RVM Output (XLSX)' the pop up will change to select what 'Requirement Attributes' and 'Verified Entity Attributes' to include in the export. Below is a snapshot of all the possible attributes to choose from. To omit any attributes, simply click the blue 'X' next to the attribute. After giving it a 'File Name,' press 'Create' for the export. 
rvm popup docs viewBelow is a snapshot of the RVM Output. Notice the left side indicates the entities in the document, the right side under the 'verified by' column indicate the entities that trace to the entity on the left.
RVM output Docs view

Requirements Verification Traceability Matrix (RVTM) Output (XLSX)

RVTM output docs view

The Requirements Verification Traceability Matrix (XLSX) is a table identifying which test cases verify each document entity in XLSX format. Please keep in mind that for the related entities to appear, it is necessary to establish the relationship of 'verified by' between a document's entity and a test case entity.
Upon selecting 'RVTM Output (XLSX)' the pop up will change to select what 'Requirement Attributes' and 'Test Case Attributes' to include in the export. Below is a snapshot of all the possible attributes to choose from (the defaulted attributes are a much smaller selection). To omit any attributes, simply click the blue 'X' next to the attribute. To add an attribute, simply select the attribute in the corresponding dropdown. After giving it a 'File Name,' press 'Create' to generate the report. 
RVTM pop up docs view
Below is a snapshot of the RVTM Output. Notice the left side indicates the entities in the document, the right side under the 'Test Case' column indicate the 'Test Case' entities that trace to the entity on the left.
RVTM sample docs view

Requirements Interchange Format Output (REQIF)

ReqIF output docs view

The Requirements Interchange Format (ReqIF) is an exchange file format for exchanging requirements, attributes and additional files (e.g. images) across various Requirements Management Tools.

Upon selecting 'ReqIF,' the pop up will change to allow users to name the file. Select 'Create' for the export.

ReqIF popup docs view

Verification Cross-Reference Matrix (VCRM) Output (XLSX)

VCRM output docs view

The Verification Cross-Reference Matrix is a table identifying each requirement's verification method(s) in XLSX format. Please keep in mind that for this output, the appropriate labels (such as 'Analysis' Demonstration' Inspection' etc.) must be applied to the document's entities.

Upon selecting 'VCRM Output (XLSX)' the pop up will change to select what 'Requirement Attributes' and 'Verification Methods' to include in the export. Below is a snapshot of all the possible attributes to choose from. To omit any attributes, simply click the blue 'X' next to the attribute. To add an attribute, simply select the attribute in the corresponding dropdown. After giving it a 'File Name,' press 'Create' for the export. 
vcrm popup docs view
Below is a snapshot of the VCRM output.
VCRM sample docs view
 

To continue learning about Documents View, Click Here.

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