List reports display data in the form of an expandable list. For example, an incident report grouped by priority displays only the priority names and a number of records that display if the user clicks the priority. You can configure whether lists display expanded or collapsed.

Before you begin

Role required: itil, report_user, 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.

Procedure

  1. Perform one of the following actions:
    • On an upgraded instance that has not been fully migrated to Platform Analytics, navigate to All > Reports > Create New.
    • On a new instance or one that has been fully migrated to Platform Analytics, navigate to All > Platform Analytics Administration > Usage and governance > Reports and select New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the applicable source for the report.
  4. Select Next.
  5. On the Type tab, enter List in the filter, select the report type, and click Next.

    The application shows a preliminary version of the report. To view the updated report at any time, select Run.

  6. On the Configure tab, fill in the following fields and select Next.
  7. (Optional) Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type).
    Select the filter icon () and choose Add Sort.
    1. In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.

      The list contains all possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type).

      Note: On fields from dot-walked (extended) tables, you can only sort on date fields.
    2. Select the sort plus icon () to configure additional sorting order conditions. (Select the sort minus icon ( ) to delete configured sorting order conditions.)
    3. Select Save.

    For fields of the type Choice list, sort order is not determined alphabetically based on Label, it is sorted based on the Value of the choice field. For multi-level pivot table and heatmap reports, sort order is determined by the sequence of the choices in the list.

    Report sorted by priority choice list
  8. (Optional) To limit the information displayed in the report, select the filter icon () and specify conditions to filter the report data.
    To learn how to construct conditions, see Condition builder.
    Note: In aggregated and list reports, language-dependent filter conditions may return zero results on localized instances.
  9. (Optional) On the Style tab, add and configure a report title.
  10. Select Save to continue editing the visualization, or Save and close to return to the Analytics Center main screen.

What to do next

  • Select the Report info icon () and add a description of the report.
  • Click the sharing icon () to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report.
    Note:
    • The default number of rows in a list report exported to PDF is 1000. To configure this value, enter sys_properties.list in the Filter Navigator, and edit the property glide.pdf.max_rows. For more information, see: Add a system property.
    • Despite list filtering, pdf-format exported rows will count all record rows sequentially up to the export limit and show as blank for roles prevented by ACLs from viewing restricted data.
  • Configure and use list functions