Trendbox reports

Trendbox reports visualize the distribution of data for a specific time period.

A trendbox report is similar to a box report, but it also allows you to specify a time period for the report. When defining the report, use a descriptive title that indicates the use of the time period. Use trendbox reports when you have multiple small data sets from different sources that are related to each other. Examples include incident resolution times for different product features, or incident resolution times for different priorities.

For example, a trendbox report can show incident resolution duration for high priority incidents by support employee. Suppose every support employee handles P1 incidents, but you know that the time it takes to resolve each P1 incident varies. A trendbox report would show, by employee, the longest and shortest resolution times, and a grouping with the most common or closely clustered resolution times. With this information, you can compare resolution times by employee, or you can use the information to estimate future support staffing levels.

Figure 1. Trendbox report

About trendbox report

Each box in a trendbox report displays the following information for each group of data:
Figure 2. Box chart scale
1. Sample maximum: the uppermost bold red line. 2. Upper quartile: the red line that forms the top of the box and cuts off the highest 25% of the data. 3. Median: the bold red line cutting through the box. 4. Mean: the blue dot inside the box. 5. Lower quartile: the red line that forms the bottom of the box and cuts off the lowest 25% of the data. 6. Sample minimum: the lowermost bold red line.
  1. Sample maximum
  2. Upper quartile
  3. Median
  4. Mean
  5. Lower quartile
  6. Sample minimum

Create trendbox reports

Create a trendbox chart to show the distribution of values in a data set, with an additional time period.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

Procedure

  1. Navigate to Reports > Create New:
  2. Fill in the fields, as appropriate (see table).
  3. Click Save or Insert.
    Table 1. Treadbox report configuration options
    Field Description
    Name Enter a unique and descriptive name for your report.
    Description Click the information icon to enter a more detailed description of what the report does and its purpose.
    Data 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 list.
    Type Select Trendbox. Alternatively, 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.
    Group by 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.

    Click plus icon to select additional group by fields. When you select Additional group by fields, a control is added to the bottom of the report that groups the report by any one of the additional fields.

    Note: It is not possible to group or stack reports by the Tags field.
    Trend by Select the table field whose values you want to display in a time sequence.
    per Select a time period to display in the chart. Time periods range from a year to an hour. You can also select a specific date.

    Note that when you select, for example, Created per Hour in the trend field, the resulting trend chart based on the incidents table shows incidents created from the start of the hour (for example: 8:00:00) until the end of the hour (8:59:59) in the same bar. So an incident created at 8:14 is shown under 8, and an incident created at 9:01 is shown under 9.

    Aggregation 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.
    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].
    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.
    Add Sort Field Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a].
    Note: For duration values, it is not possible to customize the unit of measurement displayed in the aggregation axis.

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. For more information, see Distribute reports.

Trendbox report style options

Change the look of your trendbox report.

When you create or edit a report, click the gear icon (Cogwheel) after the Type field to open the Style your chart dialog box with options to configure the look of your chart. Chart options are automatically saved when you click Close. To see how the chart looks with the saved settings, click Save.

Table 2. Trendbox chart style options
Field Description
General
Custom chart size Select this check box to specify the chart's width and height in pixels.
Chart size Select a chart size. This field is available when Custom chart size is cleared.
Decimal Precision Enter an integer from 0 to 4 to specify the number of decimal places to display. Currency values always have two decimal places.
Title
Show chart title Select when the chart title is displayed.
  • Never: never displays the chart title.
  • Report only: displays the chart title on reports.
  • Always: displays the chart title on reports, dashboards, and homepages.
Chart title Enter a title for this chart. The title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field is available when Report only or Always is selected from the Show chart title list.
Chart title size Enter the size of the chart title in pixels. This field is available when Report only or Always is selected from the Show chart title list.
Chart title color Select the color for the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Custom chart title position Select this check box to specify the X and Y coordinates for the position of the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Title horizontal alignment Select how the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment Select how the chart title is aligned vertically. This field is available when Custom chart title position is cleared.
Axis
Axis button Configure the titles, appearance, and labels of the X and Y axis. For the Y axis, you can also specify a From and To range.