Create a column report in the Report Designer

Column reports

Column reports show how the value of one or more items changes over time by with columns.

Values along the horizontal axis of the column chart represent the time measurement (years, hours, minutes, milliseconds, and so on). Values on the vertical axis represent the changes to the items being monitored. Users with the report_admin role can define the ranges that are used in a column chart report. See Report ranges for information on creating report ranges.

For example, you can create a column chart for incident counts, to show how the number of incidents changes over time. The incident count often increases during the first few months after a product upgrade is deployed. Over time, the number of reported incidents decreases as users become more accustomed to the changes in the product.

The figure shows resolved incidents stacked by category with a legend that indicates which category the colors represent.
Figure 1. Stacked column chart
Column chart
A grouped column chart shows the categories as individual bars, rather than stacked colors in a single bar.
Figure 2. Grouped column chart
Column chart 2

Create a column report in the Report Designer

Create a column report to show how the value of one or more data elements changes over time using vertical columns.

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 Column in the Time Series 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.
    Stacked bars / Grouped bars How to show the relationship of individual items from the selected field to the whole.

    You can choose to display the stacked field either in a single bar or as a group of bars.

    Select Stacked bars to display the parts that contribute to the whole for each column in the chart.

    Select Grouped bars to display the parts that contribute to the whole as individual columns. Bars are displayed next to one another according to the Group by field (for example, the state of the incident), instead of stacked.

    Display data table Check this box to display report data in a grid beneath the report. The table appears on dashboards where the report is added.

    All reports that use charts, including reports that are used on dashboards, display the table of report data when the glide.ui.section508 system property is set to true. The glide.ui.section508 property overrides the Display data table field.

    Trend by Table field whose values you want to display in a time sequence.
    per Time period to group data by. Time periods range from an hour to a year. You can also specify a date.
    Aggregation Mathematical calculation to perform on the data. The default is Count, which displays the number of records selected.

    To display only unique records, select Count Distinct. For example, if you want a report on the distinct number of users who have one or more of the roles in a given list of roles. Users with more than one role would be counted twice unless you use Count Distinct.

    Select Average, Sum, or Count Distinct, to display a list of fields from the selected Table. Select a field to aggregate by from this list. For example, if you select a duration field, such as Business duration on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as Priority, the data is expressed as a decimal value number.

    If you choose Sum or Average, select Show related fields to aggregate on dot-walked fields. See Dot-walking

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    Percentage calculation

    Method of calculating percentages. The percentage appears when you point to a report segment, such as a bar on a bar report. This field appears when Aggregation is set to Average, Sum, or Count Distinct.

    • Use Aggregation calculates the percentage using the selection in the Aggregation field. Only data that is displayed in the report is used to calculate the percentage.

      For example, a report shows assets by department with the Aggregation set to Sum and the percentage calculated using aggregation. If the total cost of assets is $100,000 and the cost of assets for Customer Support is $10,000, the percentage for Customer Support is 10%.

    • Use Record Count calculates the percentage using the total number of records in the data set.

      For example, a report shows incidents by priority. Out of 500 incident records, 200 have low priority. The percentage for the Low priority section is 40%.

  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.

Column report style options – Report Designer

Change the look of your column 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. Column report style options
Field Description
General
Chart color Colors used in the report.

If you do not group or stack the report, Use one color is automatically selected. Select a single predefined system color.

If you group or stack the report, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Note: It is not possible to use transparency hex values.
Set palette Color palette used in the report. This field appears when you select Use color palette from the Chart color list. Click the search icon (Search icon) to choose from the Color color schemes list.
Display data labels Check box to display the value for each data point.
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.
Drilldown view List view to display when a user selects a segment of a report for which no drilldown report type is specified. This view is also used when the user reaches the lowest drilldown level of a report. See Configure the list layout . If you specify a Report drilldown, Drilldown view is ignored.
Note: All users can view report visualizations, such as pie charts and column reports. However, the last level of a drill down is always a list. Platform access control lists determine user access to list information. Users who do not have rights to any part of the list data see the message "Number of rows removed from this list by Security constraints:" followed by the number. See Access control rules.

For more information, see Define a report drilldown in the Report Designer.

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.

Legend
Show legend Check box to display a chart legend. This check box appears when a Group by field is selected on the report form.
Legend horizontal alignment How the legend is aligned horizontally. This field appears when Show legend is selected.
Legend vertical alignment How the legend is aligned vertically. This field appears when Show legend is selected.
Show legend border Check box to display a border around the legend. This check box appears when Show legend is selected.
Left align legend text Check box to left-align the legend text. By default, the legend text is centered. This check box appears when Show legend 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.