||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
Table or Report
source. Then select the specific table
or predefined data set from the second choice
click the question mark icon () to use the report type selector.
|Style your chart
||Click the gear icon () after the Type field
and configure the chart style options to edit the
layout and look of your chart.
||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
|Stacked / Grouped columns
||Choose to display the Group by
field as stacked columns or grouped columns. For
example, if a report groups incidents by state and the
Group by field is
Stacked shows the incidents
in one column by state with different colors for each
category. Selecting Grouped
columns shows the incidents in separate
columns for each state with different colors for each
and Grouped columns options
are not available when None
is selected from the Group by
||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 the table field whose values you want to display in a time
||Select a time period to display in the chart. Time
periods range from a year down to an hour. You can also
select a specific date.
||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%.
|Add Filter Condition
||Create conditions 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 -
|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
|Add Sort Field
||Select fields to sort data by. For example, to sort
results from lowest to highest priority, select
[Priority] [z to a].