Create a box report in the Report Builder

Box reports enable you to show data organised by statistical averages.

Create a box report in the Report Builder

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 Kingston release under UI15 and UI16 using the Classic UI. If you are using the Report Designer, see Create a box report in the Report Designer.
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. Box Charts Creating Reports
    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 display prompting you to view them.
    Type Select Box. 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.
    Measured by Select a field to use as a measurement for the data. Date and time fields are not supported for box charts.
    Add Filter Condition Click the filter icon The filter icon to create conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 – Moderate to have the report include only records with priorities of 2 – High and 1 – Critical.
    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.
  3. Click Save or Insert.

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.

Box report style options – Report Builder

Change the look of your box 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 chart. Chart options are automatically saved when you click Close. To see how the chart looks with the saved settings, click Save.

Table 2. 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.
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, and dashboards and homepage.
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.