Create a box report in the Report Designer

Box reports

Box reports visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.

Use box charts to report multiple data sets from different sources that are related to each other.

For example, use a box chart to view the age range of all customers who attended a convention. The box chart helps you determine where most ages are grouped. With this information, you can attempt to increase attendance levels at future events by targeting advertisements at the age groups that had lower attendance levels.
Figure 1. Box chart
A box chart 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 a box report in the Report Designer

Create a box report to show the distribution of values in a data set.

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

This task refers to the Jakarta release under UI15 and UI16. If you are using an earlier UI or the Classic UI for creating reports, follow the instructions in the Helsinki documentation instead: Report types and creation details.

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 the source for the report:
    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.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document
  4. Click Next.
  5. On the Type tab, select Box in the Other section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Table 1. Configure tab
    Field Description
    Group by Group report data using the values of this field. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups.
    Note: It is not possible to group or stack reports by the Tags field.
    Additional group by Extra fields to group the report by. 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.
    Measured by Field to use as a measurement for the data. Date and time fields are not supported for box charts.
  7. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
  8. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  9. Click Save.
    The report is generated.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report – Report Designer.

Box report style options – Report Designer

Configure the look of your box report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the chart looks with the changed settings, click Save.

Table 2. Report style options
Field Description
General
Custom chart size Check box to specify the width and height of the report in pixels.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Chart width Width of the report in pixels. The default value is 600.

This field is available when Custom chart size is selected.

Chart height Height of the report in pixels. The default value is 450.

This field appears when Custom chart size is selected.

Chart size Chart size. This field is available when Custom chart size is cleared. Options are Small, Medium, and Large.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Decimal precision Number of decimal places to display. You can display From zero to four decimal places. Default value: 2. To change the default value, create the system property glide.chart.decimal.precision and specify the value.
Title
Show chart title When the chart title is displayed for the report.
  • Never: Never displays the chart title.
  • Report only: Displays the chart title on reports.
  • Always: Displays the chart title on reports, and dashboards and homepages.
Chart title The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list.
Size of the chart title Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list.
Chart title color Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Custom chart title position Check box to specify X and Y coordinates for the position of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Title horizontal alignment How the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment How the chart title is aligned vertically. This field appears when Custom chart title position is cleared.
Chart title X position Number of pixels to adjust the chart title position right or left. By default the title appears at the center top of the chart. To move the chart title to the right, enter a positive value. To move the title to the left, enter a negative value.

This field appears only when Custom chart title position is selected.

Chart title Y position Number of pixels to adjust the chart title position up or down. By default the title appears at the center top of the chart. To move up the chart title, enter a positive value. To move the chart title down, enter a negative value.

This field appears only when Custom chart title position is selected.

Axis
Y axis and X axis Axis for which you want to configure the titles, appearance, and labels.
TitleTitle for the axis.
Title sizeSize of the axis title in pixels. Default value is 12.
Title colorColor of the axis title. Default value is Black.
Title boldCheck this box to display the axis title in a bold typeface.
OppositeOn the X axis tab, select this check box to display the X-axis title on the right side of the report instead. On the Y axis tab, select this check box to display the Y-axis title on top of the report instead of across the bottom.
Display grid On the X axis tab, select this check box to display horizontal grid lines on the report.

On the Y axis tab, select this check box to display vertical grid lines on top the report.

X axis / Y axis grid widthWidth of grid lines on the report. Default value is 1 pixel.
Grid colorColor of grid lines. Default value is LightGrey.
Grid dottedCheck this box to display dotted grid lines instead of solid lines.
From Specify a minimum Y-axis value to limit the amount of information in the report. If you select an aggregation field that is not of the type Number, the From and To fields are not available.
ToSpecify a maximum Y-axis value to limit the amount of information in the report. If you select an aggregation field that is not of the type Number, the From and To fields are not available.
X axis / Y axis label sizeOn the X axis tab, specify the size of the labels for the rows of the report.

On the Y axis tab, specify the size of the labels for the columns in the report.

Label boldCheck this box to display the labels of the report in a bold typeface.