atos

• Overview
• Generating a Report
• Creating Custom Reports
  • Templates
  • Example Use Cases
    • Project hand off checklist
    • Project remaining backlog list

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Overview

A report is a filtered list of tasks that can be generated, printed, and sent to your client.

You can choose to add

Generating a Report

You can generate a report by going to any project and clicking on Generate Report.

Creating Custom Reports

Reports a module-based system, allowing you to create as many report templates as you’d like.

Templates

Create a PHP template file and save it into the templates/report directory. Ideally, use snake_case.php to name your file.

You can use the default template as the basis of your custom templates.

Please see the “Objects” article for information on what variables are available on report templates.

Example Use Cases

Project hand off checklist

• Using the “Default Template”:
  • Create a story type called “Hand Off”
  • Generate a report with all tasks considered hand off items following transfer of the project back to the client.

Project remaining backlog list

• Using the “Default Template”:
  • Generate a report with all “Open”
  • Optionally limit which story types will be included
  • You can now send your client the remaining backlog items!

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