How to create a custom report (with diff. source of data)


#1

I am glad that Scrum Process Canvas can automatically produce reports based on the information our team have entered throughout the project. However, can I create a custom report myself? I want to form our own reports with information gathered under different Scrum activities. For instance, to form a backlog report with vision + backlog sprint planning discussion.


#2

Hi Randall,

Thank you for asking. Yes, you can actually create your own reports with our Doc. Composer. Here are the steps:

  1. Select Tools > Doc. Composer from the main menu.
  2. Click on Build Doc from Scratch.
    image
  3. From Diagram Navigator, select the data you need to show in your report, and then drag it onto the report editor.

After that you can export your document to document - Word, PDF, HTML.

Hope this helps. Feel free to contact us if you need any help.

Best regards,
Jick Yeung