Creating New Reports 1

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 an 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 an 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. Figure: DATA SOURCES tab: ADVANCED mode: Joining Fields  The following table describes the fields under the DATA SOURCES tab. FIELD DESCRIPTION Primary Table Drop-Down Menu Lists all the configured Data Sources. Select the Data Source from the drop-down list that you want to join with the Data Source that you previously selected. Primary Key Drop-Down Menu Lists the fields for the Data Source that you selected from the Primary Table drop-down menu. Select the field from the drop-down list. Foreign Table Drop-Down Menu Displays the Data Source that you previously selected. Foreign Key Drop-Down Menu Lists the fields for the Data Source that is displayed in Foreign Table drop-down menu. Select the field from the drop-down list. Join Field Drop-Down Menu Lists the options to join the fields that you selected in Primary Key and Foreign Key drop-down menus. Select the option from the drop-down list. Click the Delete icon to remove the selected field. Click the Insert Field Above icon to insert a new field above the selected field. Click the Insert Field Below icon to insert a new field below the selected field. Click the icon to add additional Data Sources and Fields. SIMPLE Click the button to access the SIMPLE mode of selecting Data Sources. CONTINUE TO FIELDS Click the button to access the FIELDS tab. CONTINUE TO FIELDS Click the button to access the FIELDS tab.

Under the FIELDS tab, you can select the fields that you want to show in the report. Figure: FIELDS tab  The following table describes the fields under the FIELDS tab. Field Description Report Designer's Toolbar Enables you to perform various functions on the reports, such as, create, save, print, e-mail, export and so on. Figure: Report Designer's Toolbar  The following table describes the icons on the Report Designer's Toolbar: Field Description Click the icon to create a new report. Click the icon to save the report. Click the icon to save the report with a new name. Click the icon to save the report in PDF format. Click the icon to save the report in HTML format. Click the icon to view the report in SQL mode. Click the icon to export the report as a CSV file. Click the icon to export the report in Microsoft Excel. Click the icon to export the report in Microsoft Word. Click the icon to save the report in XML format. Results Select the number of rows that you want to display in the list report. Click the icon to e-mail the report. Records Specify the number of records that you want to display in your report. Field Lists the configured fields related to the category that you selected under DATA SOURCES tab. From the drop-down list, select the field that you want to view in the report. Description Displays a new title for the field that you added. Sort Select the check box to sort the fields from A to Z. VG Select the check box to view the field in a group. A Select the box to perform calculations, such as +, -, x, % and so on. Function Lists the configured functions that are based on the type of data that you access. The functions enable you to perform calculations on the data. There are three types of functions that can be available based on the Data Source you selected: Text functions Date/Time functions Numeric functions For more information about the functions, See Description.  Function Description Average Averages the values in a column. Count Counts the number of values in a column. Count Distinct Counts the number of distinct values in a column. Maximum Takes Maximum value of a field. Minimum Takes Minimum value of a field . Sum Adds the values in a column. Sum Distinct Adds the rows with distinct values in a column. Group Groups field values together to get the aggregate value. Days Old Calculates the number of days from the present day. Sum (Days Old) Adds the number of days from the present day. From the drop-down list, select the appropriate function. Format Lists the configured formats to display the data. There are three types of functions that can be available based on the data source you selected: Numeric formats Date/Time formats For more information about the functions, See Description. From the drop-down list, select the Format in which you want to view the data.  Format Description 0,000 Displays as a whole number. 0,000.00 Displays the number with two decimal points. $0.00 Displays the currency with two decimal points $/100 Displays the (number/100) in currency format. 0.0 Displays the number with one decimal point. 0.00 Displays the number with two decimal points. 0.000 Displays the number with three decimal points. 0% Displays the number in a percentage format. % of Group (with rounding) Displays the percentage of a group. The round up of the decimal points are done to only one decimal point. For example, 1.112% is rounded up to 1.1%. % of Group Calculates the percentage of the row value to the total value of the group. Gauge Displays the value in a linear gauge. Gauge (variable) Displays the values on a linear gauge where upper and lower range limits varies based on the subsequent values. The gauge operates on some significant value ranges, such as 0 to 100, or 10 to 10,000, or 100 to 10,000, and so on. Dash gauge Displays the value on a radial gauge where the upper and lower range limits are based on the higher number of significant digits. For example, if a value 1,043 is shown on the gauge, the range is displayed from 0 to 10,000. Short Date Displays the date in a mm/dd/yyyy format. For example, 03/30/2016. Long Date Displays the date in a week, month, numeric day and the year format. For example, Monday, May 09, 2016. Short Time Displays the time as hh:mm AM/PM. For example, 02:33 AM. Long Time Displays the time as hh:mm:ss AM/PM. For example, 02:33:30 AM. Full (Short) Displays the long date format with short time format. For example, Monday, May 09, 2016 02:33 AM. Full (Long) Displays the long date format with long time format. For example, Monday, May 09, 2016 02:33:30 AM. D&T (Short) Displays the short date format with short time format. For example, 03/30/2016 02:33 AM. D&T (Long) Displays the short date format with long time format. For example, 03/30/2016 02:33:30 AM. Click the Delete icon to remove the selected field. Click the Insert Field Above icon to insert a new field above the selected field. Click the Insert Field Below icon to insert a new field below the selected field. Click the Advanced Field Settings icon to set advance settings related to the field. The following table describes the fields on this page: Field Description Column Group Enter a label name for the column. If more than one column have the same label, the columns are displayed in a group under the label. Break Page After VG (PDF) Select the check box to add a page break in the PDF report, each time a different value is detected in the field. Multiline Header Select the check box to display the header with multiple lines, if the header length is greater than the width that is set for each column. Hide this field Check the check box to hide the field when the report is displayed. Separator Check the check box to visually group the fields. Sort (z-a) Check the check box to sort the fields in descending order. Italic Check the check box to display the values of the field in Italic. Bold Check the check box to display the values of the field in Bold. Width Enter the width of the column in Pixel. Label Justification Click the box to set the alignment of the Label to Left, Right or Middle. Value Justification Click the box to set the alignment of the values in the column to Left, Right or Middle. Subreport Select the drill-down report from the drop-down list. The list contains the reports for which drill-down keys are set. If you select Automatic, the sub report gets selected automatically by matching the drill-down keys to the fields. Drill-Down Style Select the drill-down style to view the sub report. Url Specify a URL that you want to appear in the field. Subtotal Function Select a customized function from the list that you want to display with the field. If you select Expression, enter an expression for the subtotal. Gradient Cells Shading Select the check box to choose Gradient color for shading of the cells. Text Highlight Enables you to specify a syntax to highlight the text for a given range. The syntax format is a to b:Color, where a to b specifies the range of text and Color specifies the color that you want to highlight the text. Cell Highlight Enables you to highlight the cell for a given range. Value Ranges Enables you to specify a syntax for the text that appears when the column is filled with a specific range of numbers. The syntax format is a to b:Color, where a to b specifies the range of numbers and Color specifies the text that appears when the column is filled with the range of numbers. Expression Enables you to define a customized mathematical or SQL expression to display as the value of the cells. Expression Type Select the expression type for the expression that you defined in the Expression field. Group By Expression Select the check box to include the field in a group OK Click the button to save the settings. Drag this icon to change the field order. Add Subtotals Select the check box to view total count under each numeric column. Hide Grid Select the check box to hide the report. QUICK ADD Click the button to quickly add multiple fields to the report at the same time. On this pop-up page, select the fields that you want to add in your report, and then click OK.  ADD PIVOT Click this button to generate a pivot report along with the tabular report. REMOVE ALL Click this button to remove the field values. DESIGN FORM Click this button to design a form. CONTINUE TO SUMMARY Click this button to access the SUMMARY tab. PREVIEW Click this button to get a preview of the report that you designed.

Under the SUMMARY tab, you can create a table that summarizes the fields you have selected using different functions, such as Average, Count, Maximum, and so on. You can also make a group of fields by choosing the Group option from the Function drop-down list. Figure: SUMMARY tab  The following table describes the fields under the SUMMARY tab: Field Description Report Designer's Toolbar Enables you to perform various functions on the reports, such as, create, save, print, e-mail, export and so on. The following table describes the icons on the toolbar: Field Description Click the icon to create a new report. Click the icon to save the report. Click the icon to save the report with a new name. Click the icon to save the report in PDF format. Click the icon to save the report in HTML format. Click the icon to view the report in SQL mode. Click the icon to export the report as a CSV file. Click the icon to export the report in Microsoft Excel. Click the icon to export the report in Microsoft Word. Click the icon to save the report in XML format. Results Select the number of rows that you want to display in the list report. Click the icon to e-mail the report. Title Specify the title of the report. Records Specify the number of records that you want to display in your report. Field Lists the configured fields related to the Data Sources that you selected under DATA SOURCES tab. From the drop-down list, select the field that you want to view in the report. Description Displays a new title for the field that you added. Sort Select the check box to sort the fields from A to Z. VG Select the check box to view the field in a group. A Select the box to perform calculations such as +, -, x, % and so on. Function Lists the configured functions that are based on the type of data that you access. From the drop-down list, select the appropriate function. Format Lists the configured formats to display the data. From the  drop-down list, select the Format in which you want to view the data. Click the Delete icon to remove the selected field. Click the Insert Field Above icon to insert a new field above the selected field. Click the Insert Field Below icon to insert a new field below the selected field. Click the Advanced Field Settings icon to set advance settings related to the field. The following table describes the fields on this page: Field Description Column Group Enter a label name for the column. If more than one column have the same label, the columns are displayed in a group under the label. Break Page After VG (PDF) Select the check box to add a page break in the PDF report, each time a different value is detected in the field. Multiline Header Select the check box to display the header with multiple lines, if the header length is greater than the width that is set for each column. Hide this field Check the check box to hide the field when the report is displayed. Separator Check the check box to visually group the fields. Sort (z-a) Check the check box to sort the fields in descending order. Italic Check the check box to display the values of the field in Italic. Bold Check the check box to display the values of the field in Bold. Width Enter the width of the column in Pixel. Label Justification Click the box to set the alignment of the Label to Left, Right or Middle. Value Justification Click the box to set the alignment of the values in the column to Left, Right or Middle. Subreport Select the drill-down report from the drop-down list. The list contains the reports for which drill-down keys are set. If you select Automatic, the subreport gets selected automatically by matching the drill-down keys to the fields. Drill-Down Style Select the drill-down style to view the subreport. Url Specify a URL that you want to appear in the field. Subtotal Function Select a customized function from the list that you want to display with the field. If you select Expression, enter an expression for the subtotal. Gradient Cells Shading Select the check box to choose Gradient color for shading of the cells. Text Highlight Enables you to specify a syntax to highlight the text for a given range. The syntax format is a to b:Color, where a to b specifies the range of text and Color specifies the color that you want to highlight the text. Cell Highlight Enables you to highlight the cell for a given range. Value Ranges Enables you to specify a syntax for the text that appears when the column is filled with a specific range of numbers. The syntax format is a to b:Color, where a to b specifies the range of numbers and Color specifies the text that appears when the column is filled with the range of numbers. Expression Enables you to define a customized mathematical or SQL expression to display as the value of the cells. Expression Type Select the expression type for the expression that you defined in the Expression field. Group By Expression Select the check box to include the field in a group OK Click the button to save the settings. Drag this icon to change the field order. Add Subtotals Select the check box to view total count under each numeric column. Add Deltas Select the check box to display the change in a quantity with respect to the original quantity. In the report, the change in quantity is displayed in parenthesis. Hide Grid Select the check box to hide the summary report. CONTINUE TO CHART Click this button to access the CHART tab. PREVIEW Click this button to get a preview of the report that you designed.

Under the CHART tab, you can create charts by using the data that you selected under the  DATA SOURCES tab and add them to your report. Figure: CHART tab Select the chart type from the Chart Type drop-down list:

Under the GAUGE tab, you can create a list of Gauges and add them to your report. Figure: GAUGE tab  The following table describes the fields under the GAUGE tab: Field Description Report Designer's Toolbar Enables you to perform various functions on the reports such as, create, save, print, e-mail, export and so on. Figure: Report Designer's Toolbar  The following table describes the icons on the Report Designer's Toolbar. Field Description Click the icon to create a new report. Click the icon to save the report. Click the icon to save the report with a new name. Click the icon to save the report in PDF format. Click the icon to save the report in HTML format. Click the icon to view the report in SQL mode. Click the icon to export the report as a CSV file. Click the icon to export the report in Microsoft Excel. Click the icon to export the report in Microsoft Word. Click the icon to save the report in XML format. Results Select the number of rows that you want to display in the list report. Click the icon to e-mail the report. Title Enter the title for the selected Gauge. Results Select the number of Gauges that you want to display in your report. Name Select the name of the field that is used as the grouping field of the Gauge. Value Select the name of the field that is used as the data points of the Gauge. The values are displayed in numeric numbers. Function Lists the configured functions that are based on the type of data that you access. From the drop-down list, select the appropriate function. Format Lists the configured formats to display the data. From the drop-down list, select the Format in which you want to view the data. Sort Select the name of the field that is used to sort the data. Sort (z-a) Select the check box to sort the data in descending order. Minimum Enter the lower limit of the value that you want to display on the Gauge. Maximum Enter the upper limit of the value that you want to display on the Gauge. Color Enter specific colors or color range for the Value bar. The color selection is applicable to the gauge styles such as, Linear, Radial and Radial 2. Gauge Style Select the Gauge styles that you want to display in your report. The available gauge styles are Linear, Radial, Animated Half Circle, Logarithmic, and Radial 2. Show values in currency format Check the check box to display the values in a currency format. Target report Select the a drill-down report based on the field that you selected in the Name field. Effect Select the effect that you want to set for the Target report. The Effect option enables you to choose, how the target report is displayed on the Gauge. CONTINUE TO MAP Click the button to access the MAP tab. PREVIEW Click the button to get a preview of the Gauge that you designed.

Under the MAP tab, you can design your report and view the report details on a map. Figure: MAP tab  The following table describes the fields under the MAP tab: Field Description Map Type Select the Map type on which you want to display your data. The available Map types are World, Europe, USA, and Australia. Zoom To Data Select the check box to zoom to the location where the data is available. Shaded Region Country Select the field where country data is located. Shading Select the field that you want to use for shading. The field only contains the numeric data. Function Select the function that you want to use for shading. The field only contains the numeric data. Target report Select a subreport that you want to use for this map. The drill-down key for the subreport corresponds to the Country field. Effect Select the effect from the drop-down list. The subreport is displayed on the map based on the effect that you selected. Fill Color From/To Select the gradient colors for the shaded region. Label Enter the text that you want to display for the legends. Indicator Bar City Select the field where city data is located. Indicator bars are displayed with the data when you point your mouse pointer on the city. Postal code Select the field where postal code data is located.  Indicator bars are displayed with the data when you point your mouse pointer on the postal code. Latitude Select the field where latitude data is located. Longitude Select the field where longitude data is located. Value Select the field that you want to use in the indicator bar. The field only contains the numeric data. Function Select the function that you want to use in the indicator bar. The field only contains the numeric data. Target report Select a subreport that you want to use for this map. Effect Select the effect from the drop-down list. The subreport is displayed on the map based on the effect that you selected. Label Enter the text that you want to display for the indicator bars. CONTINUE TO MISC Click the button to access the MISC tab.

Under the MISC tab, you can add a title, description, header, and footer to the report. You can also create drill-downs and provide share access of the report. Figure: MISC tab  The following table describes the fields under the MISC tab: Field Description Report Header Image Justification Select the box to set the alignment of the Report Header image to Left, Middle or Right. Title Enter the title of the report. Description Enter the description of the report. Report Header Enter the Header information of the report. Page Header Enter the Header information of the page. Footer Enter the Footer information of the report. Limit Outputs to CSV Check the check box to limit the outputs to the CSV format. Share With Select the Users from the drop-down list, with whom you want to share your report. The Share With drop-down allows you to share your report with: Everyone - You can share this report with all users . Users with specific roles - You can share this report with the users who have specific roles. For example, if you select Asset_Access_Template, the report can be shared with the users who have access to Asset management module. Specific users - You can share this report with specific users. Rights Select the Access rights for each user from the drop-down list. The Rights drop-down allows you to provide the Users with different levels of access. The levels of access you can allow are as follows: ... - No access rights are provided to this report. None - If selected, the report is not available to the users. Full access - If selected, the users can view, modify, and save changes in the report. Read only - If selected, the users can view, add or remove filters, and modify the existing filter values. Users can also modify the existing report and save it as a new report. View only - If selected, the user can view the report but can not modify or save changes in the report. Locked  - If selected, the user can view the report and modify existing filter values, but they cannot add or remove filters or fields, and they cannot save changes to the report. Users also can not change the column or operator of the filters. Owner Displays the name of the user who created the report. The field is available for the User with administrator access. Drill-Down keys Select the drill-down keys using which you want to create a sub-report. A drill-down key is a field which the sub-report looks through, to match values when it is passed a value by some other report. You can either select one drill-down key or both of them. A sub-report with one key set will search through the first drill-down key for a match. A sub-report with both drill-down keys searches through the first field, get the matches and then searches those matches for values in the second drill-down key field.   Ignore First Key Check the check box to ignore the first drill-down key. If you ignore the first drill-down key, a sub-report with the second drill-down key will search through the second field for a match. Schedule Select the scheduled Date and Time. Repeat type Select the repeat frequency of the e-mail from the drop-down list. Send Email as Select the format of the e-mail from the drop-down list. Recipients Enter the recipients of the e-mail, separated by comma. CONTINUE TO STYLE Click the button to access the STYLE tab.

Under the STYLE tab, you can customize your reports. You can also change the color of the border, header, rows, items, and so on. Figure: STYLE tab  The following table describes the fields under the STYLE tab. Field Description Border Color Select the border color for the grid cells. Header Color Select the background color of the column headers. If Visual Grouping (VG) is selected for the fields, the color is set for all the column headers in the group. Header foreground color Select the text color for all the column headers. Item color Select the background color of the odd numbered report items. Item foreground color Select the text color for all the report items. Alternating item color Select the background color of the even numbered report items. Restore Default Click the button to restore the default settings. Landscape printing Select the check box to print the report in Landscape mode. Show page number Select the check box to show page numbers on the printed report. Show date and time Select the check box to show date and time on the printed report. Use pagination Select the check box to use pagination in the reports. Add bookmark for each visual group Select the check box to apply book mark for each visual group. This is applicable to reports exported in PDF format. Page Break after Visual Groups (PDF) Select the check box to apply the page break, so that each Visual Group gets its own page when the report is exported. Minimize Grid Width Select the check box to adjust the margins of the grid to match the size of the content. All field headers bold Select the check box to make the text of all the filter headers, Bold. All field headers italic Select the check box to make the text of all the filter headers, Italic. Remove Headers for CSV Export Select the check box to remove the headers when the report is exported in CSV format. Columns Width Enter the width of the columns in Pixel. Visual Group Style Select the style of the Visual Group from the drop-down list. Items Per Page (in Viewer) Enter the number of items that you want to view in each page in the Report Viewer. Pivot columns per exported page Enter the number of Pivot columns for each page. Report Order Enables you to reorder the items that are included in the report. Field/Value column pairs Enables you to set the field value style for multiple columns displaying in one row. Show main report in Field/Value Style Select the check box if you want to view all the detail grid by using the field value style that is set in the Field/Value column pairs field. Show Summary report in Field/Value Style Select the check box if you want to view the summary report by using the field value style that is set in the Field/Value column pairs field. CONTINUE TO FILTERS Click the button to access the FILTERS tab.

Under the FILTERS tab, the fields of the data sources that are selected under the DATA SOURCES tab can be filtered so that only relevant data can appear in the final report. Figure: FILTERS tab  The following table describes the fields under the FILTERS tab: Field Description Report Designer's Toolbar Enables you to perform various functions on the reports, such as create, save, print, e-mail, export, and so on. Figure: Report Designer's Toolbar  The following table describes the icons on the Report Designer's Toolbar. Field Description Click the icon to create a new report. Click the icon to save the report. Click the icon to save the report with a new name. Click the icon to save the report in PDF format. Click the icon to save the report in HTML format. Click the icon to view the report in SQL mode. Click the icon to export the report as a CSV file. Click the icon to export the report in Microsoft Excel. Click the icon to export the report in Microsoft Word. Click the icon to save the report in XML format. Click the icon to e-mail the report. Results Select the number of rows that you want to display in the list report. Filter Field Lists the Data Sources and the fields that are selected under the DATA SOURCES and FIELDS tabs. Select the field that you want to filter from the drop-down list. Operator Lists the filter options that can be applied on the field selected in the Filter Field. Select the operator from the drop-down list. Value(s) Enter a value that matches with the option that you selected in the Operator field. Description Enter the description of the field. Blank Select the check box to view the data that matches with the Filter Field and Value(s) fields or blank or null. Param Check the check box to display the filtered report in the report viewer and to change the filter value in Value(s) field. Click the Delete icon to remove the selected field. Click the Insert Field Above icon to insert a new field above the selected field. Click the Insert Field Below icon to insert a new field below the selected field. Drag this icon to change the field order. Show Filters in Report Description Select the check box to display the Filters in the Description field of the report when the report is generated or exported. Require Parameters in Viewer Select the number of parameters that you want to view in the report viewer. Filter Logic Enables you to create a custom logic to show the filters in the report. For example, if the logic is set as (1 OR 2) AND (3 OR 4), the results are filtered conditionally based on meeting either Filter 1 or Filter 2 and Filter 3 or Filter 4. By default, the filter logic is set to (1 AND 2 AND 3 AND 4.....n). PREVIEW Click this button to get a preview of the report that you designed.

Under the PREVIEW tab, you can preview the report that you designed. You can also view the charts, summaries, maps, gauges and all other properties that are set by you. You can edit the data under other tabs and preview the modified report under PREVIEW tab. Figure: PREVIEW tab Note: To view the report that you created, see Viewing Reports.