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Create a control report in the Report Builder

Create a control report in the Report Builder

Create a control chart to determine whether a business process is in a state of statistical control.

Create a control report in the Report Builder

Create a control report to determine whether a business process is in a state of statistical control.

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 Report Builder in the Jakarta release under UI15 and UI16. If you are using the Report Designer in Jakarta for creating reports, select the applicable report from Creating reports to see instructions. If you are using an earlier UI or the Classic UI for creating reports in an earlier release, follow the instructions in the Helsinki documentation: Report types and creation details.
Report Designer UI Report Builder UI
Report designer UI example Report builder UI example

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Table 1. Creating Reports
    Field Description
    Name Unique and descriptive name for your report.
    Description Click the information icon (Detailed description) to enter a more detailed description of what the report does and its purpose.
    Data 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 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.
    Type Select Control.
    Style your chart Click the gear icon (Cogwheel) after the Type field to configure chart style options for the look and layout of the chart.
    Trend by Select the 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.
    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.
    Aggregation 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, it is not possible to customize the unit of measurement displayed in the aggregation axis.
    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].
    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.
    Add Sort 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.
  3. Click Save to generate the report.

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. See Distribute reports.

Control chart style options – Report Builder

Change the look of your pie chart.

When you create or edit a report, click the gear icon (Cogwheel ) after the Type field to open the Style your chart dialog box with options to configure the look of your report. Report options are automatically saved when you click Close. To see how the report looks with the saved settings, click Save.

Table 2. Control chart style options
Field Description
General
Display data labels Check box to show 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 show. You can show 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.
Note: Percentage labels do not change accordingly with the decimal precision specified.
Decimal precision - Bar reportDecimal precision - Donut report
Title
Show chart title When the chart title is shown for the report.
  • Never: Never show the chart title.
  • Report only: Shows the chart title on reports.
  • Always: Shows the chart title on reports, 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 show 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 show 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 show 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 show the labels of the report in a bold typeface.