||In the box labeled Enter the report title
here, enter a unique and descriptive
name for your report.
||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 view them.
||Select Step Line.
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.
||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
||Select this check box to show details of the report
data in a table below the chart. All reports, including
reports that are used on homepages, show the table of
report data details if the
property is set to true, even if
Display Grid is
||Select the table field whose values you want to show
in a time sequence.
||Select the time period to show in the chart. Time
periods range from a year down to an hour. You can also
select a specific date.
||Select a computational method for aggregating report
data. The default is Count, which
shows the number of records selected.
If you select
Count Distinct, only unique
records are counted. For example, in a report on the
users who have one or more of the roles in a given
list , some users would be counted twice unless you
use count distinct.
If you select
, or Count
, the Aggregated
list appears. The items in this
list come from the selected table. Select a field to
aggregate by. For example, if you select a duration
field, such as the Business
field on the Incident table,
the aggregated data is expressed in days, hours, and
minutes. If you select an integer field, such as the
field, the data is
expressed as a number.
Note: For duration values,
you cannot customize the unit of measurement
displayed in the aggregation
||Select a computational method used for calculating
percentages for each element (selected record) in a data
This field is only available when
Aggregation is set to
Sum, or Count
- Use Aggregation: Default
method that 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.
|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.