||Enter a unique and descriptive name for the
||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
||Select Funnel or
|Style your chart
||Click the gear icon () to configure the chart style options for the 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
Note: Label names longer than 20 characters may show or print a truncated
||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 when the glide.ui.section508 system property is set
to true, even if Display
Grid is cleared.
||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 the maximum number of individual values that can
be represented as slices. If the number of values from the
selected data exceeds this limit, only the largest values
are represented by the slices. By default, funnel charts
display up to 12 slices. Remaining values are grouped into
an Other category.
If you select
Show all, all slices up to
limit of 50 slices can be displayed. The rest of the
results are stacked in the Other
slice. If you select Remove
Other, the Other
slice is hidden.
||Select this check box to display the
Other slice. This check box is
not available when Show all or
Remove Other is selected from the
No. groups list.
|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.