Types of Reports

ServiceDesk Plus Cloud allows you to generate reports of the following types:

Available Default Reports 

The following are the various predefined default reports available across different modules.

Reports on Average Response and Resolution Time

These are detailed reports about the average response and resolution time of requests based on technicians or groups or SLAs. They present a comprehensive insight into the stats associated with a given request and generate appropriate reports accordingly.

Reports on Request Metrics 

This is a detailed report made available for a variety of request related activities. Some of them include FCR violated/ compliant requests, requests re-opened, request by update count and so on. Different reports can be viewed for various stats based on technicians or groups. Also, you can view the query report about the on-hold duration of requests.

Reports on Incident Requests   

These are comprehensive reports generated about incident status based on category, technician, priority and completed incidents based on category, technicians, due date, group, and other similar reports.

Reports on Service Requests   

This is the report that gives information about various completed service requests based on category, group, technician, and services that have violated the SLA by priority, category, technician and other similar reports.

Depreciation   

It is a simple report about the assets that have been depreciated by 50 percent or below.

Reports by all requests   

These reports provide you with a graphical view of all open and closed requests by category, group, created dare, department, due date, level, priority, status, technician, status by category, status by level, status by priority, status by a technician.

They can be exported as an HTML file, PDF file, XLS file, and CSV file.

To save the report in a particular folder, click Save report as a button. This opens the Save Report page. Specify the Report Name and if you wish the report to be viewed by all select Every One (Public) reports. If you wish to view the report just by yourself (private), select Just Me button.

Select the Folder name from the Save-in-Folder combo box. If you wish to add a new folder click Add New Folder link.

Specify the Description of the report in the given text field and Save the details.

You can also schedule reports, view query and even mail these reports. These options are available for all the reports types under report title.

Reports by Completed requests   

These reports show the distribution of completed and closed requests. Similar to Report by all the requests, these reports are also generated based on various parameters such as category, group, department, due date, level, mode, priority and request date.

Reports by SLA Violated Requests   

These reports display the distribution of the requests that have violated the SLA that was applicable to run them. You can view these violations based on the request category, group, the department from which the request was generated, and the technician who handles the request and so on.

Reports by Pending Requests   

This shows the distribution of all pending requests for a specific period, based on different parameters such as priority, department, technician, category, due date, request date and so on.

Request Summary Requests   

These reports provide you with a high-level view of the requests received and closed during a particular period, date-wise. The summary reports available are the received request summary reports by date and closed request summary reports by date. These reports are generated on the parameters of requests received or closed by technicians, requests received or closed in a specific category, priority, and mode.

Problem/ Change Reports   

Reports by All Problems   

You get a graphical view as well as a tabular view of all open, closed, on-hold and resolved problems based on different parameters such as category, status, priority, impact, technician, and urgency.

Reports on Pending Problems   

You get a graphical view as well as a tabular view of all open and on-hold problems based on different parameters such as category, priority, urgency and incidents counts.  

Reports on Completed Problems   

You get a graphical view as well as a tabular view of all closed problems based on different parameters such as category, priority, urgency, cost and incident counts.

Reports by All Changes   

You get a graphical view as well as a tabular view of all approval, approved, completed, implementation, planning, rejected, release, requested, review and testing changes based on different parameters such as category, impact, status, change type, technician, time spent on change and priority.

Reports on Pending Changes   

You get a graphical view as well as a tabular view of all pending changes such as approval, approved, implementation, planning, release, requested, review and testing changes based on different parameters such as category, priority, change type, urgency, incident counts and problem counts.

Reports on Completes Changes   

You get a graphical view as well as a tabular view of all completed changes based on different parameters such as category, change type, priority, urgency, cost, incident counts and problem counts.

 

Release Reports

You can generate reports to determine the key performance indicators (KPIs) and metrics of the release management in your service desk. The application comes with built-in reports, which you can use to invoke a visual summary of your release requests in a click. On top of the default reports, you can build custom reports from scratch, in tabular and query formats, with a greater degree of advanced customization for a more precise, granular analysis of your release data. The reports come in many types and can be viewed in different visual graphs on demand.

The default reports can be generated for all releases, completed releases, and pending releases separately. These reports are further broken into reports by various release fields, including type, stage, priority, urgency, category, technician, delivery time, and more. You can access and run reports under the Reports module.

The reports can be printed, saved for later reference, exported into a variety of formatted files, and emailed to organization users or outsiders on demand. You can also schedule these reports to be auto-generated and delivered to your inbox at regular intervals. 

Reports on Projects   

These reports have been added to ensure that you keep track of every activity within your projects. By default, there are several tabular reports within the Project module such as reports on project status, project type, etc. Also, several query reports such as reports on cost violated projects, delayed projects, estimated cost vs actual cost, etc. can be found by default under the Project module in Reports. Use these reports to monitor your projects and stay updated all the time. You can also choose to create custom reports based on your specific needs. Go to the Reports tab on the navigation pane and click Reports on Projects to see all the default reports.

Request Time spent Reports   

These reports provide information on the technician's time spent on requests and the cost per technician based on the time spent. You can group the report information based on category, department, requester, and technician attending to the request. The time spent report by a requester, gives you an idea on the cost per requester and the number of requests.

By default, the help desk reports will be created for the current week. You can choose any custom period of your choice or choose to create reports for last week or this month, or for just this day. All these reports can be used for analysis purposes. For example, the reports mapped against the parameter technician can be used to measure the technician responsiveness and load handling capability.

Survey Reports   

These reports provide you with summary details on the survey results based on various parameters. All these reports help in measuring the efficiency and effectiveness of the support team and taking respective corrective actions.

Under Survey reports you have:

Survey Overview Report   

Gives you the overall ratings of each question in the survey based on the feedback of the users who took the survey. The ratings give you an idea about the value that is associated with the corresponding question. This report provides both tabular and graphic representation of the results.

Survey Results by Category Report   

Has the survey information grouped based on the category? Against each category, the points gained by each survey question will be tabulated. Depending on the survey questions, this report will provide valuable information based on individual request categories.

Survey Results by Department Report   

Has the survey information grouped based on the department from which the requests originated? The points for each question of the survey are mapped against the department name from where the request originated.

Survey Results by Level Report   

Has the survey information grouped based on the level of requests? The points for each question of the survey are mapped against the level of the request for which the survey was sent.

Survey Results by Mode Report   

Has the survey information grouped based on the mode of requests? The points for each question of the survey is mapped against the mode of the request for which the survey was sent. This also gives you an idea on the mode of request that is most frequently used to create a new request.

Survey Results by Priority Report   

Has the survey information grouped based on the priority of the requests? The points for each question of the survey is mapped against the priority of the request for which the survey was sent.

Survey Results by Requester Report   

Has the survey information grouped based on the individual requester? This helps you in finding out which requester has sent the maximum number of requests and any other information based on your survey questions. This will give you an idea of the users perspective and help you in deciding about the corrective actions that need to be taken to make the support team more efficient and effective.

Survey Results by Technicians Report   

Has the survey information grouped based on individual technicians? Each survey question will carry some value and based on this value, the average value for the questions will be marked against the technicians. These points will enable you to objectively measure the technician's efficiency and effectiveness from the users perspective and take any corrective measures if required.

Asset Reports   

All Computers ( Workstation and Servers )   

The workstation reports give you information about the various workstation-related metrics.

Server   

The TotalCapacity and FreeSpace values are displayed in GB.

Software   

Under software reports, Software Reports - Purchased Vs Installed software, Software by Category and Software by Manufacturer. Under software reports - purchased Vs Installed software you can view the list of all software purchased vs installed in each of the workstations in your organization. Under software by category, you can view the list of all software classified under the default software category. Under Software by Manufacturer, you can have the tabular view of all software used in your organization listed based on the manufacturer of the software.

Workstation Summary Reports   

Under workstation summary reports, Software Summary Report and Hardware Summary Report.   Software summary report provides you with the tabular view of all the software installed in each workstation. This includes managed, unmanaged software. Hardware summary report provides you with all the hardware details of a workstation such as memory details, drive information, hard disk information, physical drive information, network adapters and so on. Thus it gives a complete overview of all the software installed and hardware details of a workstation.  

Audit Reports   

Under audit reports, you have audit history by workstation, audit history by timeline, audit history by changes. The updated audit reports are available only by scanning the workstation. Audit history by workstation gives a complete report on the account of all actions taken place in a workstation. This provides a detailed report on both hardware and software details. Audit history by timeline gives a detailed overview of all actions taken place in a workstation for a specific period. By default, you can get only the current weekly report. Audit history by changes gives a complete report on all changes taken place in a workstation for the current week.

To get the audit report for previous weeks:

1. Click the Edit button. This opens Custom Reports.

2. From the Date Filter block-> select the Scan Date option from the combo box -> select the duration by clicking During combo box which provides you with the last week, last month, this month, this quarter, last quarter or yesterday options to generate reports. Alternatively, if you wish to generate reports for a specific time period then select the From and To radio button and select the dates from the calendar button.

3. Click Run Report.

Resources Reports   

Under resources reports, you have resources by product type, resources by vendor, resources types by site. Resources by product types give the graphical view as well as the tabular view of all the resources (assets) available for default and newly added product types. Resources by Vendor gives the graphical and tabular view of all the resources in the organization based on the vendor name. The name of the vendor will be in X-axis and the resource count will be in Y-axis.   Resource Types by Site lists all the available resources in your organization distributed across each site of the company.

Contract Reports   

Under contracts reports, you have reports based on Active contracts, Contracts by Max value, Contracts by status, Contracts by vendor, Contracts by Types, and Expired contracts. You can also generate query reports on contracts grouped by site. Active Contracts shows all the open contracts in your organization in a graphical and tabular view. Contracts by Max Value shows all the contracts which costs above 1000$ will be displayed in both graphical and tabular views. Contracts by Status shows the list of all contracts with its status level such as open contracts, expired, expired in the last 30 days, expiring in next 7 days and expiring in next 30 days in a graphical and tabular view. Contracts by Vendor shows all the contracts with all status level but classified based on the vendor. Expired Contracts shows the list of all expired contracts in your organization.

Purchase Reports   

Under purchases you have reports based on PO Vendors, PO by Ordered Date, PO by Required Date, PO by Status. You can also generate query reports for purchase orders based on site, vendor, order items, and approvers. Purchase orders by vendors give the graphical view and tabular view of all the approved, pending for approval, partially approved, closed, overdue, PO's due in next 7 days, PO's due in next 30 days purchase orders classified based on the vendor name. Purchase orders by ordered date give the graphical view and tabular view of all the approved, pending for approval, partially approved, closed, overdue, PO's due in next 7 days, PO's due in next 30 days purchase orders classified based on the ordered date. Purchase orders by required date give the graphical view and tabular view of all the approved, pending for approval, partially approved, closed, overdue, PO's due in next 7 days, PO's due in next 30 days purchase orders classified based on the required date.

 

Maintenance Reports

Generate custom tabular reports for request maintenances and change maintenances. 

You can also include the Maintenance column while generating request or change reports to identify if the request/change is created from maintenance. The maintenance column is rendered as True or False in the report.