Create a single score report in the Report Builder

Create a single score chart to display a value that is key to your business and that updates in real time on a dashboard.

Create a single score report in the Report Builder

Create a single score chart do display a metric or score that is key to your business.

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. Single score chart configuration fields
    Field Description
    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 Single Score
    Style your chart Click the gear icon (Cogwheel) after the Type field to configure the look and layout of the chart.
    Aggregation Select a computational method for aggregating report data. The default is Count, which displays the number of records selected.
    Note: A single score chart displays only the aggregate value.

    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, this displays an additional list of fields from the selected Table. 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. If a value in a column being aggregated has a comma, the value will be separated by the comma, and the aggregation will not be performed accurately.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    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.
  3. Click Save. The report is generated.

What to do next

Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard and publish the report to the web. See Share a report – Report Builder for more information.

Single score report style options – Report Builder

Change the look of your single score report.

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. Chart style options
Field Description
General
Display Zero Select this check box to display the number 0 when the value of a cell is 0. Clear this check box to display an empty cell when the value of the cell is 0. Applicable when Aggregation is Count or Count Distinct.
Score color Select the color for the score
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.

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.

Create coloring rules for single score reports

Configure rules for how numerical values are displayed in single score reports, to easily highlight why a value is important.

Before you begin

This task is part of configuring the style options of a single score report.

Procedure

  1. On the Style tab of the report designer, click Edit coloring rules.
  2. In the Multilevel Pivot Rules [Single Score Color Rule] dialog box, click New rule.
  3. In the New record dialog box, select an Operator.
    Options are: greater than, greater than or is, lower than, lower than or is, is, and between.
  4. Specify a value. If you selected the operator between, specify two values. The color rule is applied to the aggregated values.
  5. Select a font color.
  6. (Optional) Specify a Rule order. Rules are evaluated from lowest value to highest. For example, you have one rule applies the color blue to the value 7, and a second rule that applies the color red to values between 1 and 10. If you want the 7 to appear blue, the Rule order value for the first rule should be higher so that the second rule does not override it.
    If you do not specify a rule order, coloring rules are applied in the order in which they were created.
  7. Click Submit to save the rule and create a new rule, or click OK to save the rule and return to the report designer.