Custom Reports

With custom reports, you can create reports as per your requirement. Apart from the default reports available, if you need reports to be generated on any particular module such as Purchase, Software, Request Metrics, Request Notifications, etc., then you can make use of the custom reports.

To create your custom reports

Go to the Reports tab.
Click New Custom Report on the reports home page. This opens the Custom Report page that will help you navigate through the various steps involved in the creation of a custom report.
Specify the relevant Report Title. This is a mandatory field.
Select the Report Type. You can create Tabular Report, Matrix Report, Summary Report, and Scan Report.
Choose the module and sub-module for which you wish to create the report. The available modules will be displayed based on the report type.
Click Proceed to Report Wizard to configure further report settings. This page differs based on the report type. Each report type has to go through various steps before generating a customized report.

Modules and sub-modules available for various report types:

Report Type	List of available modules and sub-modules
Tabular Report	Asset State History Assets CMDB All the available CI types will be displayed as source modules in a separate drop-down. Announcements Changes Computers All Computers Workstations Servers Virtual Machines Virtual Hosts Consumables Consumables Quantity Details Allocations Consumables By Site Contract Custom Modules Mobile Devices Problems Projects Project Milestones (Available only when the project module license is enabled) Purchase Releases Request Notes Request Notifications Requests All Active Requests Active Incident Request Active Service Request All Archived Requests Archived Incident Request Archived Service Requests Request Metrics Software Software Installations Software Licenses Software license users Solutions Survey Tasks Task Comments TimeSpent Worklogs (Lists only the worklogs of licensed modules) Spaces (Available only in Facilities instance) Maintenance Request Maintenances Change Maintenances
Matrix Report	Assets Changes Computers All Computers Workstations Servers Contract Problems Projects Project Milestones (Available only when the project module license is enabled) Purchase Releases Request Notes Request Notifications Requests All Active Requests Active Incident Request Active Service Request All Archived Requests Archived Incident Request Archived Service Requests Request Metrics Software Solutions Survey Tasks Task Comments TimeSpent Worklogs (Lists only the worklogs of licensed modules) Spaces (Available only in Facilities instance)
Summary Report	Assets Computers All Computers Site based Software metrics
Scan Report	Scan History This module will be auto-selected.

To filter the worklog for each module, under the advanced filtering section, select the column name as required module title and criteria is not None.

Tabular Report

Tabular reports are simple reports that allow you to list your data based on certain criteria. If you had selected the Tabular Reports option then you have five steps to create a complete customized tabular report. If you wish to skip a particular option then click the next tab and move to the next step.

Display Columns

The first step to creating tabular reports is to select the display columns which need to be displayed in the tabular report. Enable the checkbox beside a column name in the Choose Columns list box to select it. Use the search bar to find a column instantly.

You can select second-level fields as separate columns in the filters. Click on a field name to expand it and view the available second-level fields.

To remove a column, select the column in the Selected Columns list box and click Remove selected columns highlighted above the list box.

Second-level fields are available only in the following reports: Software Installations, Software License Users, Virtual Machines, Virtual Hosts, Asset State History, Mobile Devices, CMDB reports, Custom Module reports, Consumable reports and its children, and Releases.

Filter Options

Set date filter criteria: You can filter the data based on date criteria. This option is available only for selective reports.

Select the date column name from the Select Column combo box.
Select the period for which you want to generate the report.
You can choose a time period (this week, last week, this month, last month, this quarter, last quarter or today, yesterday) to generate a report by selecting the During radio button
Alternatively, If you wish to provide a custom period, then select the From and To date using the calendar button.

Use Advanced Filtering: Set fine-grained conditions to filter the report data.

Select the Column Name such as Requester name, region, or site from the combo box. Use the search bar to find a column instantly. You can select second-level fields as separate columns in the filter. Click beside a field name to expand it and view the available second-level fields.

Second-level fields are available only for selective reports.

Select the Criteria and can pick Value by invoking the icon .
Select AND or OR option from the combo box to add multiple criteria. You can delete criteria by clicking the icon.
Click icon to add the filter condition.

Grouping Column

From the Group by combo box, select the column based on which you wish to group the data.
Select first column order criteria from the Order by combo box.
Select the second and third column ordering criteria from the Then and Then combo boxes respectively.

You can select lookup fields as criteria for supported modules under Additional Fields.

Column Summary

You can get the column summary for all the columns in the report. If you wish to have the column summary displayed in the report, select the column summary options available for each column. The summary options differ for each column selected.

Charts

In addition to the tabular chart, if you wish to have a chart displayed for a particular column then, or you can skip this option and directly run the report.

Select the Chart Type to be displayed from the combo box.
Select the Group by/Axis column from the combo box to be displayed in the chart. This is a mandatory field. The data will be grouped in the chart based on the column selected.
The chart options differ for each chart type. FIll in the necessary details accordingly.
Click the Run Report button.

On running the report you get a tabular report as well as the graphical view of the selected column data.

Matrix Reports

Matrix reports provide the data in a grid manner (m x n format). It allows you to study different scenarios based on the chosen criteria. If you have selected matrix reports you have two steps to generate a complete matrix report. Click Proceed to Report Wizard to go to the next page.

Grouping Columns

You have simple grouping and advanced grouping option for matrix reports.

Simple Matrix Report

Select Simple Matrix Report.
You have two options Top column information and left column information. Select the top and left column information from their relevant combo boxes. These are mandatory fields.
Select the summarize column count fr om the combo box to get the column summary.

Advanced Matrix Report

Select Advanced Matrix report. You have two options Colu mn Grouping and Group by.
From the Column Grouping combo box, select the Columns and Date format to be displayed.
From the Group by combo box, select the three criteria for grouping data to be displayed in the report.
Select the summarize column count from the combo box to get the column summary.

Filter Options

1. If you are using the Date filter criteria, select the date column name from the Select Column combo box.

2. Select the period for which you want to generate the report. If you would like to generate report during this week, last week, this month, last month, this quarter, last quarter or today, yesterday then select the During radio button and select the time period from the combo box. Alternatively, if you wish to provide a custom period, then select the From and To date using the calendar button.

3. To use Advanced Filtering, select the Column Name such as Requester name, region site and so on from the combo box. Select the Criteria (is, is not, contains and so on) from the combo box. You can pick Value by invoking the icon . Select AND or OR option from the combo box to add more than one criteria. You can delete criteria by clicking the remove criteria icon .

4. Click icon to add the filter condition.

5. Click Run Report.

Summary Reports

Summary reports are detailed reports that allow you to list your data based on certain criteria. To create a request summary report, select the corresponding radio button from the custom reports page and click Proceed to Report Wizard button to go to the next page. You have two steps to generate a complete request for summary reports.

Display Columns

The first step to creating request summary reports is to select the display columns which need to be displayed in the request summary report. Select the columns from the Available Columns list box and click >> button to move them to Display Columns list box. Click the << button if you want to remove any column from the Display Columns list box.

Filter Options

1. If you are using the Date filter criteria, select the date column name from the Select Column combo box.

2. Select the period for which you want to generate the report. If you would like to generate report during this week, last week, this month, last month, this quarter, last quarter or today, yesterday then select the During radio button and select the time period from the combo box. (OR) If you wish to provide a custom period, then select the From and To date using the calendar button.

3. To use Advanced Filtering, select the Column Name such as Requester name, region site and so on from the combo box. Select the Criteria (is, is not, contains and so on) from the combo box. You can pick Value by invoking the icon . Select AND or OR option from the combo box to add more than one criteria. You can delete criteria by clicking the remove criteria icon .

4. Click icon to add the filter condition.

5. Click Run Report.

Scan Reports

Scan reports are a detailed history report that allows you to list inventory history data based on scan time criteria. Click Proceed to Report Wizard button to go to the next page.

You have three scan history reports options, on scanning the workstation you get the updated version of all the scan reports.

Scan history by workstation:

Scan history by workstation gives a complete scanned report of the hardware and software details of the workstation.

Scan history by timeline:

Scan history by timeline gives a detailed overview of all the actions taken on a workstation for a specific time period.

Scan history by changes:

Scan history by changes gives a complete report on all changes taken on a workstation.

Select any of the three scan history report options. Specify the scan date from the combo box.

Click Run Report.