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Creating New Reports_Gen

Creating New Reports_Gen

 Administrators
 Basic


You can create new reports and add them to your dashboard.

To create new reports:

Select Reports > Select the Module > New Report icon . The following page is displayed.

 The following tabs are available using which you can configure the report the way you want:

 DATA SOURCES

Under the DATA SOURCES tab, you can view the list of configured Data Sources for each module using which you can create the related report. Each Data Source is based on a Tenant Category. You can view two types of Data Source tables:

  • Main table: Main tables are static Data Sources using which you can create a report. For example, in the Asset Management module, Asset Master data source table is a main table.
  • Dynamic table: Dynamic tables are dynamically created based on a Tenant or Category. For example, in the Asset Management module, AM_B1C1_Laptop data source table is a dynamic table. In Asset Management, a data source is a combination of Tenant and Category, whereas, in Service Request Management, a data source is a combination of Tenant, Category, and Catalog. 

To create a report, select the check box of the related Data Source, and then click CONTINUE TO FIELDS.


Figure: DATA SOURCES tab

The following table describes the fields under the DATA SOURCES tab:

Field

Description

Recent Data Sources

Lists all the recent Data Sources that you selected for creating reports.

ADVANCED

Click the button to select the advance mode of report creation.

In the ADVANCED mode, you can select the relationship that exists between two fields and join them to create a report. The fields must have similar primary or foreign keys to join them. 

Select the Data Source from the Data Sources (Tables and Views) drop-down list, and click the   icon to insert a new field below the selected field.


Figure: DATA SOURCES tab: ADVANCED mode

Select the appropriate data from the drop-down lists and click CONTINUE TO FIELDS.

Joining Fields
Figure: DATA SOURCES tab: ADVANCED mode: Joining Fields

The following table describes the fields under the DATA SOURCES tab.