Smart Report exports your Azure DevOps data from any MR NextGen module, including Smart Docs, Baseline, Version Package and Review Management, as formatted Word, PDF or HTML reports. Share a review summary with leadership, export evidence for an auditor, or distribute requirements to stakeholders using consistent, branded templates.
Azure DevOps stores your requirements, review logs, baselines and traceability records but provides no way to export them as formatted reports. Anyone who needs to review, approve or act on your ADO data outside the platform receives raw exports or manually assembled files with no consistent structure or presentation.
When requirements change in Smart Docs, when a review cycle closes in Review Management or when a baseline is updated, any previously exported report is immediately out of date. Teams manually update and re-export with no connection between the live ADO data and the report already shared with stakeholders.
Without a defined export template, every team member produces a different-looking report from the same ADO data. Heading levels, field orders and numbering conventions vary from person to person, making it impossible to maintain a consistent report standard for auditors, regulators and external stakeholders.
Smart Report reads live ADO data, applies your template and exports. No copy-pasting, no manual formatting and no rebuilding when requirements change.
Access Smart Report from any MR NextGen module, including the ADO Backlog, Smart Docs, Baseline, Review Management and Version Package. Select the work items you want to export and click Smart Report in the toolbar. The panel opens with your data ready to format.
Select a template from the dropdown, organized by module folder. The template defines which work item types appear, which fields are included, how headings are applied per level and how the hierarchy is numbered. Click Generate to see a formatted preview of your ADO data instantly.
Click Save As to export as MS Word, PDF, PDF from Word Template, HTML, or save directly to the Document Management library. Upload a custom dotx file to apply your organization's branded fonts, logo and page layout to every exported report automatically.
Smart Report is accessible from the ADO Backlog, Smart Docs, Baseline, Review Management and Version Package. In every module the same Report and Designer interface opens. Templates are organized by module folder so the right starting point is always immediately available.
Templates are organized into folders matching each MR NextGen module, including Backlogs, Baseline, Review, Smart Docs, Trace Analysis and Version Management. Select any pre-built template to generate a formatted report immediately, or build and save custom templates for reuse across the entire organization.
The Designer defines the work item hierarchy for the report, which fields are included per level, heading styles applied per field, grouping rules, filters per clause and sort order. Build a template that mirrors your exact ADO hierarchy and save it for reuse across all projects.
Each field in the Designer has its own Stylesheet setting. Set Epic titles to Heading-1, Feature titles to Heading-2 and User Story titles to Heading-3. This creates a proper heading hierarchy in Word and PDF output, and automatically generates a clickable Table of Contents in every Word export.
Select Inherit Word Styling and upload a custom dotx file containing your organization's logo, fonts and page layout. Every exported report inherits that branding automatically. The uploaded template is stored in the system and reused for all future exports, ensuring consistently branded output every time.
Export any Smart Report as MS Word, PDF, PDF from Word Template, HTML, or save directly to the Document Management library for immediate team-wide access. Saving to the library makes the formatted report available to every stakeholder in one central location without emailing attachments.
From business analysts exporting requirements to project managers sharing review summaries with leadership, Smart Report removes the manual export step for every team member.
Before sprint planning, a BA generates a requirements report from Smart Docs and shares it with the development team for review. The exported Word report includes work item IDs, descriptions and acceptance criteria, giving developers everything they need without requiring ADO access.
After each release, a technical writer generates formatted release notes from Version Package and delivers them to the external customer. The report uses the organization's branded template, presenting the full feature hierarchy in a professional layout the customer can review and sign off without opening ADO.
Before an ISO 9001 internal audit, a compliance manager generates an evidence report from Baseline and shares it with the auditor. The exported PDF shows all control work items, their states and assigned owners in a structured layout the auditor can review independently of ADO.
Before a test readiness review, a QA lead generates a Test Case Specification from Traceability and shares it with the development lead and PM. The exported PDF shows test steps, expected results and linked requirements, confirming test coverage is in place before the review begins.
Before a quarterly steering committee meeting, a project manager generates a sprint requirements summary from Smart Docs and shares it with the VP of Product. The exported PDF shows the full work item hierarchy with state and ownership, giving leadership an accurate picture without scheduling a status call.
Before a 510(k) submission, a regulatory affairs manager generates the Software Requirements Specification from Smart Docs and shares it with the FDA submission team. The exported Word report uses the regulatory submission branded template, ready for direct inclusion in the package without any reformatting.
Before the ASIL classification review, a safety engineer generates a HARA report from Smart Docs and shares it with the Independent Safety Assessor. The exported PDF presents hazardous events, safety goals and FSRs in a structured layout the assessor can review and annotate independently.
At PDR, a configuration manager generates a baseline report from Baseline and shares it with the program office as formal configuration evidence. The exported PDF captures every work item at its approved revision, giving the program office a point-in-time record of the agreed requirement set.
Each use case shows how a specific team exports ADO data as formatted compliance documentation directly from an MR NextGen module.
After the Software Requirements Review, the avionics team generates the SRS report from Smart Docs and submits it to the DER as formal lifecycle data. The DER reviews requirement IDs, hierarchy and descriptions in a structured Word report without requiring ADO access or any reformatting from the team.
Before the 510(k) submission, the regulatory team generates the Software Requirements report from Baseline and hands it to the submission team. The report uses the company's regulatory branded template and is included directly in the submission package, with no reformatting or manual data assembly from the team.
Before the ASIL classification review, the safety team generates a HARA report from Smart Docs and shares it with the Independent Safety Assessor. The assessor reviews hazardous events, safety goals and FSRs in a structured PDF independently, without needing to access the ADO project or request individual work item exports.
At IQ completion, the validation team generates a URS and Functional Specification report from Smart Docs and submits it to the QA Manager for phase acceptance sign-off. The QA Manager reviews all validation requirements in a formatted PDF and approves the phase based on the exported report without opening ADO.
At each SOX 404 assessment, the IT compliance team generates an ITGC evidence report from Baseline and submits it directly to the external auditor. The auditor receives a structured Word report showing all controls organized by domain, with no manual data assembly or copy-pasting from the compliance team.
Before the Annual Assessment, the security team generates the System Security Plan report from Smart Docs and submits it to the Third Party Assessment Organization. The 3PAO reviews NIST control implementations organized by control family in a structured Word report, included directly in the Assessment and Authorization package.
Before a HITRUST assessment, the compliance team generates a HIPAA safeguard report from Smart Docs and shares it with the external assessor. The assessor reviews Administrative, Physical and Technical Safeguards in a structured PDF without ADO access, using it as the formal security implementation evidence for the assessment.
After each sprint, the release manager generates a release notes report from the ADO Backlog and distributes it to customers and the product leadership team. Every stakeholder receives a professionally formatted PDF showing completed features and work item IDs without anyone manually compiling data from the backlog.
Smart Report reads work items directly from ADO at the moment of export. Compliance teams get formally structured documentation without copying data manually. Every export reflects the exact ADO state when generated, making it a reliable point-in-time evidence record.
Upload a branded dotx template once and every subsequent Smart Report export inherits the organization's logo, fonts and page layout automatically. Regulated teams produce submission-ready documents in the correct format without reformatting every export by hand.
A template built in the Designer is available to every team member across all MR NextGen modules. Business analysts, QA leads, compliance managers and release managers all generate consistently formatted ADO data exports from the same template, eliminating inconsistency across the organization.
Any Smart Report can be saved directly to the Document Management library in one click. Leadership accesses the latest formatted export from one central location without waiting for attachments. The document reflects the ADO state at the time it was generated and replaces it when regenerated.
Smart Report is part of MR NextGen, built natively inside Azure DevOps. Select a template, click Generate and export a structured, branded report from your live ADO data. No copy-pasting, no manual formatting and no separate reporting tool required.
Generate formatted reports from any module and save them to Document Management, all without leaving Azure DevOps.
Create living requirements documents inside Azure DevOps. Open Smart Report from any Smart Doc to instantly export the full work item hierarchy as a formatted Word or PDF report using your organization's branded template.
Explore Smart Docs →Build intersection and horizontal traceability matrices from live ADO work items. Open Smart Report from any matrix to export a formatted traceability report for stakeholder reviews and compliance submissions.
Explore Traceability →Freeze any requirement set as an immutable snapshot at any milestone. Open Smart Report from any Baseline to export a formatted baseline report and save it to Document Management as formal configuration evidence.
Explore Baseline →Collect formal approvals on any requirement set inside Azure DevOps. Open Smart Report from any review to export an Approval Audit Report or Review Results Report as a formatted Word or PDF file.
Explore Review Management →Group work items into formal version packages by release or milestone. Open Smart Report from any package to export a formatted version package report and save it to Document Management for team-wide access.
Explore VPM →Save every Smart Report export directly to the Document Management library in one click. Reports are versioned, organized and accessible to the whole team without manual file sharing or emailed attachments.
Explore Document Management →
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