||Enter a unique and descriptive name for your
||Click the information icon () to enter a more detailed description of what the
report does and its purpose.
||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
|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.
||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
Click 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
Note: It is not possible to group or stack reports by the
|Stacked / Grouped columns
||Choose to display the Group by
field as stacked columns or grouped columns. For example, if
a report groups incidents by state and the Group
by field is Category,
selecting Stacked shows the incidents
in one column by state with different colors for each
category. Selecting Grouped columns
shows the incidents in separate columns for each state with
different colors for each category column.
Grouped columns options are
not available when None is
selected from the Group by
||Select this check box to display details of the report
data in a table below the chart.
All reports that use
charts, including reports that are used on homepages, display the table of report
data details if the glide.ui.section508 system property is set
to true, even if the
Display Grid check box is
||Select the table field whose values you want to display
in a time sequence.
||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.
||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
If you select
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
||Select a computational method used for calculating
percentages for each element in a data set.
- Use Aggregation: default
method. Computes percentages for each element using
the sum of all elements in the data set.
- Use Record Count: computes
percentages for each element using the total number
(count) of elements in the data set.
This field is only available when
Aggregation is set to
Sum, or Count
|Add Filter Condition
||Click 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
|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
||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.