||Enter a unique and descriptive name for your
||Click the information icon ( ) to enter a
more detailed description of what the report does and
||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.
Select Bar or
|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 that
is grouped by Assignment group, all incidents belonging
to Software, Service Desk, Network, and so on, are
placed in separate groups. Make sure you give the report
a name that reflects the field you select.
||Select the field used to show the relationship of
individual items from the selected field to the
For example, you might create a bar chart
of incidents by Category and stack by Priority,
enabling a manager to determine at a glance the
proportion of high, medium, and low priority issues
for each category. Select stacked fields carefully
to avoid cluttering the report. In some cases, it is
a better practice to create another report to show
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 column or as a
group of columns.
If you select a
Grouped by field on the
report form, you can choose to visualize the bars as
Grouped columns. This means that bars are displayed
next to one another per the Group by field (for
example, the state of the incident), instead of
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 homepages, display
a table of report data when the glide.ui.section508 system property is set
to true, even if Display Grid
Select a computational method for aggregating report
data. The default is Count,
which displays the number of records selected.
If you select Count Distinct,
only unique records are counted. For example, if 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, these users would be counted twice
unless you use count distinct.
If you select Average,
Sum, or Count
Distinct, a list of fields from the
selected Table appears. From this list, select a
field to aggregate by. For example, if you select a
duration field, such as the Business
duration field on the Incident table,
the aggregated data is expressed in days, hours, and
minutes. If you select an integer field, such as the
Priority field, the data is
expressed as a number.
Note: For duration values, the unit of
measurement displayed in the aggregation axis
cannot be customized.
Select a computational method used for calculating
percentages for each element (selected record) in a
- Use Aggregation:
default method. Computes percentages for each
element using the sum of all elements in the data
- Use Record Count:
computes percentages for each element using the
total number (count) of elements in the data
This field is available when Aggregation is set to
Average, Sum, or Count Distinct.
Select the maximum number of bars that can be
displayed in the chart. If the number of values from
the selected data exceeds this limit, only the
largest values are represented by the bars. By
default, up to the 12 of the largest values from the
selected data can be represented. Remaining values
are grouped into an Other
If you select Show all, all
bars up to a limit of 50 bars are displayed. The
rest of the results are stacked on the
Other bar. If you select
Remove Other, the Other bar
||Select this check box to display the Other bar for
values that exceed the No. groups limit. This check box
is not available when Show all or Remove Other is
selected from the No. groups list. Select
Yes from this list to display
the Other bar.
| 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 — 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].