||Enter a unique and descriptive name for your
||Click the information icon ( ) to enter a more detailed description of what
the report does and its purpose.
||Specify the table or report source containing the
data set that you want to include in the report. From
the first choice list, select the
source. Then select the specific table or
predefined data set from the second choice list.
Alternatively, click the question mark icon () to use the report type selector.
Note: The chart type Horizontal bar has
been merged into the chart type Bar. Existing
horizontal bar charts are automatically converted
into a regular bar chart when they are
|Style your chart
||Click the gear icon () after the Type field to
configure chart style options for the look of your
||Select a field to organize data into groups from the selected table. For
example, in an incident report grouped by Assignment group,
all incidents that belong to Software, Service Desk, and Network are placed in
Note: It is not possible to group or stack reports by the
||Select the field used to show the relationship of individual items from the
selected field to the whole.
Note: It is not possible to group or stack reports by the
On a bar chart of incidents by Category and stack by Priority, a user sees
the proportion of high, medium, and low priority issues for each category. Select
stacked fields carefully to avoid cluttering the report. Sometimes it is a better
practice to create another report that shows these relationships rather than stack
too much data. Bar charts display a legend only when a stacked field is selected.
Boolean, reference, and choice lists can be used as stacked fields. Date,
date/time, integer, long, string, and text fields cannot be used as stacked
fields. Date types are not allowed starting with the introduction of the Report
Charting v2 plugin.
You can choose to display the stacked field either in a
single bar or as a group of bars.
If you select a
Group by field on the report form, you can choose to
visualize the bars as Grouped bars. In this case, bars are displayed next to one
another per the Group by field (for example, the state of the incident), instead
If you choose fields with Additional group
by, these fields are also available in a Stacked
by control at the bottom of the report.
||Select this check box to display details of the report
data in a table below the chart.
All reports that use charts, including reports
that are used on dashboards, display the table of report data when the glide.ui.section508 system property is set to
true. The glide.ui.section508 property overrides the
Display data table field.
||Select a computational method for aggregating report data. The default is
Count, which displays the number of records
Select Count Distinct to display only unique
records. For example, you want to generate a report with a distinct number of
users who have one or more of the roles in a given list of roles. Users with more
than role would be counted twice unless you use count distinct.
select Average, Sum, or
Count Distinct, a list of fields from the selected
Table appears. Select a field to aggregate by from this
list. For example, if you select a duration field, such as Business
duration on the Incident table, the aggregated data is expressed in
days, hours, and minutes. If you select an integer field, such as
Priority, the data is expressed as a decimal value
Note: For duration values, the unit of measurement displayed in the
aggregation axis cannot be customized.
Select a method used for calculating percentages. The percentage appears when you
point to a report segment, such as a bar on a bar report. This field is available
when Aggregation is set to Average, Sum, or Count
- Use Aggregation: Calculate percentage using the
aggregation that you selected in the Aggregation field.
Only data that is displayed in the report is used to calculate percentage.
This method is most often used.
For example, a report shows assets by
department with the Aggregation set to Sum and the percentage calculated
using aggregation. If the total cost of assets is $100,000 and the cost of
assets for Customer Support is $10,000, the percentage for Customer Support
- Use Record Count: Calculate percentage using the
total number of records in the data set.
For example, create a report that
displays incidents by priority. Out of 500 incident records, 200 have low
priority. The percentage for the Low priority section is 40%.
Select the maximum number of groups such as bars, sections, or columns, that can
be displayed in the chart. If the number of values from the selected data exceeds
this limit, only groups for the largest values appear. By default, up to 12 of the
largest values from the selected data are represented. Remaining values can be
grouped on the Other bar.
If you select Show all, all groups up to a limit of 50 are
displayed. The rest of the results are grouped as Other. If
you select Remove Other, the Other
group is hidden.
||Select this check box to display the Other group for
values that exceed the No. groups limit. This check
box is not available when Show all or Remove
Other is selected from the Max number of groups
| Add Filter Condition
for filtering data to include in the report. For
example, to include only records with priorities of
2- High and 1 - Critical, select [Priority] [less
than] [3 - Moderate].
Note: Applying a string filter with
other filters to pie and bar charts is not
|Add "OR" Clause
||Select a second condition that must be met if the
first condition is invalid. For example, select
[Assignment Group] [is] [Database], to include records
that are assigned to the Database group if the first
condition is false. This field is only available after
at least one filter condition has been created.
|Add Sort Field
||Select fields to sort data by. For example, to sort
results from lowest to highest priority, select
[Priority] [z to a].