Elevating Business Processes with Custom Reports in SpiraPlan

Custom Reports

At mVerve, we have been working closely with Inflectra’s SpiraPlan users, to offer them business intelligence and Reporting solutions leveraging the power of Spira’s Custom Reports.

We recently published three insightful articles on the Inflectra partners webpage that provide users with an in-depth overview of the challenges we faced and the steps undertaken by our certified SpiraPlan team to solve them. This blog is a one-stop place that compiles the summary of these three articles, and if you wish to read more there are article links for your review.

Here are live examples showcasing custom Entity SQL Queries and XSLT templates in these reports. Check out the articles to explore and understand their practical applications.

A. Creating a Custom Monthly Business Unit Trend Report

In this article, we will take you through creating a monthly trend report using Spira by Inflectra, which should be appropriate for all business units. Often customers will want to know how long their requirements are taking to be processed in both the “Developed” and “Tested” status. We will show you how to use custom properties and SQL queries to find and create reports that categorize the requirements by time: under 30, 60, 90, and over 90 days.

This article will also help give businesses a reference point for the bottlenecks and opening opportunities for gaining efficiency by presenting, at a glance, how long requirements are spent at every stage. It is quite practical for a manager who is engaged in streamlining his workload and resources.

If you wish to read further, specifically Entity SQL and XSLT template, please click on the link below: https://www.inflectra.com/Support/KnowledgeBase/KB842.aspx

B. Monthly Trend Report of Requirements by Aging Status

The second article is a way to visualize the aging status of requirements over time. This report will focus on the analysis of how long requirements stay in the “Developed” status during the various months. The breaking down of the requirements into aging buckets will help stakeholders get greater insight into the translation of the development process.

This is extremely critical information for project management in the detection of trends and setbacks that can limit the development cycle, thereby allowing for better decisions and priorities in choosing the best win combinations.

You can check the article here: https://www.inflectra.com/Support/KnowledgeBase/KB840.aspx

C. Show the indentation of the parent-child relationship in a custom report.

Our third article gives an example of custom reports within the Inflectra Spira platform for the reason that parent and child requirements need to show this hierarchical relationship. Although the indentation visualization in the Spira User Interface gives users a clean hierarchical arrangement of requirements, this is often lost in the reports.

This way, you will be able to ensure that your custom reports maintain the required indentation, making all the hierarchic relationships well visible and further serve better project management and better decision-making.

You can check the article here: https://www.inflectra.com/Support/KnowledgeBase/KB841.aspx

Conclusion

As a Gold Solution Partner of Inflectra’s Spira and Rapise, mVerve offers Spira and Rapise Implementation and Customization services to its customers.

As we described in our articles, the reason for such custom reports is to make a business get actionable insights in their development cycles, streamline their workflows, and eventually realize better results. For more elaborative instructions and to read these articles, visit the partner page of Inflectra. By using these resources, businesses take a significant step closer to enhancing their operational efficiency in achieving goals.

We hope these articles are helpful for anyone using SpiraPlan; if you face any challenges, please refer to the Inflectra Knowledge Base for more Tips and Tricks. On top of that if you have any questions about the articles or have any questions related to SpiraPlan, SpiraTeam, or Rapise, feel free to write to us at contact@mverve.com

Kishore Reddy

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