||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 the
source. Then select the specific table or
predefined data set from the second choice list.
Note: If you select a data source used by existing
reports, a notification will display prompting you
to view them.
Select Bar or
|Style your chart
||Click the gear icon () after the Type field to
configure the style options for the look of your
||Select a field to organize data into groups from the selected table. In an
incident report grouped by Assignment group, all incidents
belonging to Software, Service Desk, Network, and so on, are placed in separate
groups. Make sure that you give the report a name that reflects the field you
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
||Select the field used to show the relationship of
individual items from the selected field to the
Note: It is not possible to group or stack reports by 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
system property is set to true, even if
Display Grid is
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 bar.
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 is hidden.
||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
||Click the filter icon to create conditions for filtering and ordering
data. For example, you might create a condition that
states Priority + less than + 3 –
Moderate to have the report include only
records with priorities of 2 –
High and 1 –
Note: Applying a string filter with
other filters to donut and bar charts is not
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 inconsistent results.
|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.
||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.