Create a single score report in the Report Designer

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 Designer

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

Before you begin

Role required: itil

About this task

This task refers to Report Designer in the Kingston release. If you are using the Report Builder (Classic UI) in Kingston 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. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the source for the report:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Note: If you select a data source used by existing reports, a notification displays prompting you to view them.
    Table The raw data from a table with no filters applied.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document.
    MetricBase MetricBase enables you to collect, retain, analyze, and visualize custom time series data on the Now Platform. For more information, see MetricBase .
  4. Click Next.
  5. On the Type tab, select Single score in the Scores section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Table 1. Configuration tab
    Field Description
    Aggregation 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, 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. Users with more than one role 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. Select a field to aggregate by from this list. For example, if you select a duration field, such as Business duration 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.
  7. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
    Note: Keywords is a special field used for text searches across all fields. Its use in a filter or condition, in combination with other conditions, may return inconsistent results.
  8. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  9. Click Save.
    The report is generated.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can share the report with users and groups, add the report to a dashboard, and publish the report to the web. See Share a report – Report Designer for more information.

Single score report style options - Report Designer

Change the look of your single score report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the report looks with the changed settings, click Save.

Table 2. Single score chart style options
Field Description
General
Display Zero Check box to display the number 0 when the value of the report is zero. Clear this check box to display an error message when the value of the cell is 0. Applicable when Aggregation is Count or Count Distinct.
Score color Color of the score in the chart.
Drilldown view List view to show 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 are able to view report visualizations, such as pie charts and column reports. However, the last level of a report drilldown 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.

Edit coloring rules Click this hyperlink to configure how values are colored in the report. You can create rules to define which colors are used based on operators and values. For example, you can specify that any value greater than 5 displays in red. See Create coloring rules for single score reports.
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 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.
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.

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.

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.