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Create a trendbox report in the Report Builder

Create a trendbox report in the Report Builder

Create a trendbox report to show the distribution of values in a data set as with a box report, but within a specified time period.

Create a trendbox report in the Report Builder

Create a trendbox chart to show the distribution of values in a data set, with an additional time period.

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 (see table).
  3. Click Save or Insert.
    Table 1. Trendbox report configuration options
    Field Description
    Name Enter a unique and descriptive name for your report.
    Description Click the information icon 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 appear with a link to view them.
    Type Select Trendbox. Alternatively, click the question mark icon to use the report type selector.
    Style your chart Click the gear icon after the Type field and configure the chart style options to edit the layout and look of your chart.
    Group by 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 select.

    Click plus icon 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 fields.

    Note: It is not possible to group or stack reports by the Tags field.
    Note: Label names longer than 20 characters may show or print a truncated view.
    Trend by Select the table field whose values you want to display in a time sequence.
    per Select a time period to display in the chart. Time periods range from a year to an hour. You can also select a specific date.

    Note that when you select, for example, Created per Hour in the trend field, the resulting trend chart based on the incidents table shows incidents created from the start of the hour (for example: 8:00:00) until the end of the hour (8:59:59) in the same bar. So an incident created at 8:14 is shown under 8, and an incident created at 9:01 is shown under 9.

    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, 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].
    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.
    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.
    Note: For duration values, it is not possible to customize the unit of measurement displayed in the aggregation axis.

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.

Trendbox report style options – Report Builder

Change the look of your trendbox 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. Trendbox chart style options
Field Description
General
Custom chart size Select this check box to specify the chart's width and height in pixels.
Chart size Select a chart size. This field is available when Custom chart size is cleared.
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 Select when the chart title is displayed.
  • Never: never displays the chart title.
  • Report only: displays the chart title on reports.
  • Always: displays the chart title on reports, dashboards, and homepages.
Chart title Enter a title for this chart. The title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field is available when Report only or Always is selected from the Show chart title list.
Chart title size Enter the size of the chart title in pixels. This field is available when Report only or Always is selected from the Show chart title list.
Chart title color Select the color for the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Custom chart title position Select this check box to specify the X and Y coordinates for the position of the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Title horizontal alignment Select how the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment Select how the chart title is aligned vertically. This field is available when Custom chart title position is cleared.
Axis
Axis button Configure the titles, appearance, and labels of the X and Y axis. For the Y axis, you can also specify a From and To range.