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Group a report by service catalog variables – Report Builder

Group a report by service catalog variables – Report Builder

You can create reports grouped by variable on a selected service catalog item. In addition you can create filters on the same variable. For example, if a specific mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.

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

You can apply these steps to any report type as long as the report source has variables associated with it. If the report source does not have variables, the Variables option does not display in the Group by and Stack by fields.

Procedure

  1. Navigate to Reports > Create New.
  2. Give the report a title that reflects the information being grouped.
  3. Select a report source that has variables associated with it. There are two kinds of report sources:
    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 will display prompting you to view them.
    Table The raw data from a table with no filters applied.
  4. From the Type list, select the report type.
  5. Select Variables from the Group by or Stack by filters.
  6. Click Select item to choose the item the variable is associated with.
  7. Click Select variable to choose the variable to group or stack by.
  8. In the Variables window, click the filter icon (filter icon) to choose the variable.
  9. Continue to configure and style the report according to its report type. See Creating reports.