Creating New Reports 1

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:

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

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

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