In our first episode, we showed you how to modify an existing report template. Now you’re ready to learn how to create a report template from scratch. Join Jassonhopper and Doug in episode 2 of our custom reporting video series and take the next step towards becoming a custom reporting master.

In this episode, we’ll start from a blank slate and explain how to use keywords to put content into your report. By the end of this video you will:

• Understand the differences between three of the most common list keywords: $list, $table and $repeat
• Understand how the context of a keyword affects what gets reported
• Know where to find a reference of all the reporting keywords

We decided to create a video series on custom reporting. Actually, Doug thinks of it as an incredible journey.

The ability to tweak, tailor, and tune Word and Excel reports is one of the most powerful features in CaseComplete. Many of our customers use it extensively, but some of you might not know where to start. This video is aimed at you.

We’ll start with the basics of how make changes to an existing template: adding images, changing the footer, and removing a section or two.

After watching, let us know what you think. Was it helpful? Are you looking forward to Episode 2?

We just released CaseComplete 2013 which lets you filter items in your project. Here’s a video overview of the new feature:

Filter your requirements

Just as you can open new tabs in your web browser, you can now open new tabs in CaseComplete. Each tab shows a filtered view of your items, letting you focus in on a specific subset. For example, you could choose to show just requirements marked priority 1, for release 1.0, that are assigned to you.

You can set up filters based on any field, including your own custom fields. Want to see all issues that contain the text “ASAP”? No problem. Have a custom field called Due Date? Set up a filter to view items due today, next week, or next month. (Or even next year, but hey, no one sets due dates that far in advance since we’re all using agile use cases, right?)

Save and share your filters

You can save your filters so they’re available the next time you start CaseComplete. For example, you might do this so Business Rules are shown in their own tab, separate from your other requirements.

Some filters may be useful for the entire team, while others apply only to you. When you save a filter, you can choose whether only you can see it, or everyone on the team.

Report on filtered items

Reporting on the filtered items is just a click away. Click the Report button above each filtered view to generate a report that contains only the items shown in the list.

See more kinds of items

As a bonus, you can now view your diagrams, related documents and notes in a list. This makes it easier to find and keep track of these items, which are often attached to other items deeply nested in your package hierarchy.

You can install CaseComplete 2013 without disturbing your existing version. So go ahead, download today and give it a try.

A few weeks ago we released Requirements.cc, a new way to collaborate around your requirements. A lot of people have already signed up and a lot of people wanted to know more about it. So we held a 30-minute webinar where we showed the basics of how it works and then answered questions from the audience.

We recorded the session for those who couldn’t make it (or wanted to see it again). Here it is:

We’re excited to tell you CaseComplete 2012 R2 is available today and along with it, something really big: Requirements.cc.

Why Requirements.cc?

Our customers today use CaseComplete to gather, organize, and communicate their requirements. They tell us they love how it lets them generate a requirements document faster than ever. But after the document is generated, it’s up to them to take it from there. While every customer is unique, most times the process looks something like this:

1. Send the documents out for review.
2. Try to get feedback or approval from your stakeholders.
3. Incorporate feedback from each individual stakeholder.
4. Produce an updated version of the document.
5. Go to step 1 until all stakeholders are satisfied.

This seemed like an expensive, drawn-out process that could be improved – especially in the era of smartphones and cloud-computing. So we built Requirements.cc, one of the biggest features of CaseComplete 2012 R2.

What is it, exactly?

It's a new feature that lets you publish your requirements – securely – into the cloud. To get started, open a project you’d like to share, then from the Tools tab, hit the orange Publish button.

Once published, you can navigate your project from a browser on your computer, your phone, or wherever. You can share your requirements with whomever you'd like by giving them a secure link. They can give you feedback instantly and they can see the changes you've made without having to re-read everything.

With Requirements.cc, we’re trying to help you cut the cost and time spent gathering and incorporating feedback on your requirements. And it's included at no extra cost with your copy of CaseComplete 2012 R2. Try it out by signing up today.