Add additional group by variables to a service catalog report

You can create reports grouped by any field with an additional group by variable on a selected service catalog item. In addition you can create filters on the same variable. For example, if a specific mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.

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.

About this task

You can apply these steps to any report type as long as the report source has variables associated with it. If the report source does not have variables, the Variables option does not display in the Additional group by filter.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select a report source that has variables associated with it. There are two kinds of report sources:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Table The raw data from a table with no filters applied.
  4. Click Next.
  5. On the Type tab, select the report type and click Next.
  6. On the Configure tab, select a Group by filter.
  7. Click Additional group by.
  8. Select Variables [+] and click the structure icon (structure icon) to choose an item.
    Figure 1. Structure icon
    Additional group by slushbucket
  9. Select a Catalog item.
    The variables associated with the item appear in the Additional group by window.
    Figure 2. Additional group by
    Additional group by variables
  10. Add the variables desired variables to the Selected column and click OK.
  11. Continue to configure and style the report according to its report type. See Report types and creation details.