Reports display the data collected in your application. Reports are nothing but tables that are automatically populated with your application data. With the ServiceDesk Plus Cloud platform, you can generate powerful reports to visualize your data in multiple formats that cater to specific business needs. The Report Builder provides an intuitive drag-and-drop interface to drill down information in your application.
Your report can be one of the following four types: List, Calendar, Summary, Grid.
A List Report is similar to a table view with rows and columns of data. Each row is one record and each column is a Field. This type of view is often used when you want to see a number of records at a time. It is a simple yet powerful view type that can display any columns you want and in the required order. You can sort, search, filter and group data in a list view. For more details on creating a List Report please refer to the documentation here.
A calendar Report is displayed based on a date field or date-time field in your form. You can create a calendar report by specifying the event start time, for time-based events like appointments or by specifying the event "Start Date", for "all day" events like change implementation days, request deadlines or by specifying the Start/End dates for events that extend beyond a single day. You can view the events by day, by week, and by month.For more details on creating a Calendar Report please refer to the documentation here.
A grid report presents a tabular view of data, where each column represents a field and each row represents a record. It is similar to a spreadsheet. The grid view enables you to edit your records very easily.For more details on creating a Grid Report please refer to the documentation here.
A summary report displays each record in detail. The records are arranged in rows. You can configure the number of rows to be displayed per page and the number of records to be displayed in a single row. You can easily navigate a summary view that has thousands of records using the navigation links that are placed below the view header. Selecting the Record Count icon on the top will display the total number of records in the view. To move forward through records in the summary view, click the arrow that points to the right. To move back, click the arrow that points to the left.
A summary report is useful to display detailed information about each conference room booking. For more details on creating a Summary Report please refer to the documentation here
You can pull all data you need representing them in whatever way you want using the Reports Settings . The following sections explain the various aspects of report generation in detail.
By default, all the entries in an Application will be displayed in the Report. By setting criteria to the report, you can create views for specialized reporting needs. For example, in an Asset Database, display only the assets in a specific region or in an Employee database, display only the employees who have joined on a particular date. The Criteria can be set from the GUI or by writing the Deluge Script.
You can group data based on specific fields in a report. Records with the same value for the selected column(s) will be grouped together and the value appears as a heading above all records containing that value. For example, in an Asset Tracker application, view assets grouped by hardware category or in the Employee Application, view a report that displays the employee data grouped by department. For detailed steps on grouping data in your report, please refer to the documentationhere.
By default, every report displays the records in the order in which they are added. (i.e.) latest records are listed on top. You can sort records by a specific column/column(s) in ascending or descending order to display meaningful reports. The choice of column(s) to be sorted depends on your requirement. For example, in a Travel Booking Report which lists the travel booking for employees on different dates, sorting by Travel Date will help you to analyze your date-wise travel data easily. For detailed steps on sorting data in your report please refer to the documentation here.
Filters are a set of named criteria that allows you to select only specific entries in a report. Default filters are available for the fields belonging to any of the following types. These filters are called "Auto filters".
· Drop down fields
· Date and Time field
You can also create Custom filters are a set of named criteria.
For more information on setting filters, please refer to the documentation here.
You can provide visibility of your report to all users or just yourself or selected users. The selected users can be selected from existing Users, Groups or Roles. You can then configure permissions for users that access the report. These include Adding/ Editing/Bulk Editing/ Deleting / Importing/Exporting / Duplicate records.
Custom Actions are actions performed on selected records in a report by executing function calls. For example, you can define a function to send email notifications and configure this function as a custom action for a view. This action can be invoked for selected records in the view