||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
data set from the second choice list.
||Select Trendbox. Alternatively,
click the question mark icon to use the
|Style your chart
||Click the gear icon after the Type
field and configure the
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 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 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
Note: It is not possible to group or stack reports by the
Note: Label names longer than 20 characters may show or print a truncated
||Select the table field whose values you want to display
in a time sequence.
||Select a time period to display in the chart. Time
periods range from a year to an hour. You can also select a
Note that when you select, for example,
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
Note: Reporting per Week is not
supported when the report range includes more than one
year. Inconsistent results are produced when a week is
split between two years.
||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
If you select
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.
duration values, the unit of measurement displayed in
the aggregation axis cannot be
|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: Keywords is
a special field used for text searches across all
fields. It’s use in a filter or condition, in
combination with other conditions, may return
|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.
||Select fields to sort data by. For example, to sort results from lowest to
highest priority, select [Priority] [z to a]. For reports
with Group by, Stack by, Row/Column or Trend by fields to configure, you can sort by
fields that are not listed in the Group by, Stack by, Row/Column or Trend by
options. Add sort cannot be applied to dot-walked fields.