Creating New Reports Procurement

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 Instance 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 Instance 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 Instance and Category, whereas, in Service Request Management, a data source is a combination of Instance, 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:

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.

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:

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:

•  Bar

  
  Figure: Bar Chart

  The following table describes the fields in the Bar Chart:

  Field	Description
  Title	Enter a title for the chart. The title is displayed above the chart.
  Records	Enter the maximum number of records that you want to include in the chart.
  Label	Select a field from the drop-down list, to use its data in X-axis of the chart.
  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 check box to sort the fields from A to Z.
  Sort (z-a)	Select the check box to sort the fields in descending order.
  Value	Select a field from the drop-down list, to use its data in Y-axis of the chart.
  Advanced Properties
  Separator	Select a field from the drop-down list, to separate the data in multiple groups.
  Line value	If Show Pareto check box is selected,this will set an alternate metric to display on the trend line
  Show Legend	Check the check box to display the values given with Separator field, as legends below the chart. The color of the legends are same as the color shown in the Bar chart.
  Legend position	Select the position of the legends from the drop-down list. You can position the legends to the left, right, bottom or top of the chart.
  Show Pareto	Select the check box to superimpose a Trend chart on the Bar chart.
  Stacked	Check this check box to show the bars in stacks, if they are in same group.
  Horizontal	Select the check box to rotate the bars 90 degrees. The bars will originate from the left (Y-axis) and will be parallel to the X-axis.
  Shade Area Under Line	Select the check box to make the area under trend line, semi-transparent.
  Label Title (Bottom)	Enter a label name for the bottom section of the chart.
  Value Title (Left)	Enter a label name for the left section of the chart. The data displayed on the left margin, describes the position of the bars.
  Value Title (Right)	Enter a label name for the right section of the chart. The data displayed on the left margin, describes the trend line.
  Scale %	Enter the percentage to scale the bar charts. The size of the bars are displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
  Target Report	Select the subreport from the drop-down list that you want to show on the bar chart.
  CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
  PREVIEW	Click the button to preview the bar chart that you designed.

•  Pie

  
  Figure: Pie Chart

  The following table describes the fields in the Pie Chart:

  Field	Description
  Title	Enter a title for the chart. The title is displayed above the chart.
  Records	Enter the maximum number of records that you want to include in the chart.
  Label	Select the field that you want to use as the label for the slices of the pie.
  Value	Select the data metric for the chart. This displays the data for each slice of the pie.
  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 check box to sort the fields from A to Z.
  Sort (z-a)	Select the check box to sort the fields in descending order.
  Advanced Properties
  Separator	Select a field from the drop-down list, to separate the data in multiple charts based on the filed values.
  Show Legend	Check the check box to display the values given with Separator field, as legends below the chart. The color of the legends are same as the color shown in the Pie chart.
  Legend position	Select the position of the legends from the drop-down list. You can position the legends to the left, right, bottom or top of the chart.
  Explode largest slice	Select this check box to separate the largest slice from the chart.
  Show Percentage	Select this check box to view the percentage value for each slice of the Pie chart.
  Show Value Labels	Select this check box to view the numeric value for each slice.
  Show Slice Labels	Select this check box to view the text value for each slice.
  Combine Bottom %	Enter the percentage in the text box, if you want to combine the slices with less percentage, until they are greater or equal to the percentage you have entered.
  Chart Type	Select the chart type as per your preference. You can select between Pie or Doughnut.
  Scale %	Enter the percentage to scale the Pie chart. The size of the chart is displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
  Target Report	Select the subreport from the drop-down list that you want to show on the Pie chart.
  CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
  PREVIEW	Click the button to preview the Pie chart that you designed.

•  Funnel

  
  Figure: Funnel Chart

  The following table describes the fields in the Funnel Chart:

  Field	Description
  Title	Enter a title for the chart. The title is displayed above the chart.
  Records	Enter the maximum number of records that you want to include in the chart.
  Label	Select the field that you want to use as the label for the slices of the Funnel chart.
  Value	Select the data metric for the chart. This displays the data for each slice of the Funnel chart.
  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 check box to sort the fields from A to Z.
  Sort (z-a)	Select the check box to sort the fields in descending order.
  Advanced Properties
  Show Percentage	Select this check box to view the percentage value for each slice of the Funnel chart.
  Show Value Labels	Select this check box to view the numeric value for each slice.
  Show Slice Labels	Select this check box to view the text value for each slice.
  Scale %	Enter the percentage to scale the Funnel chart. The size of the chart is displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
  Target Report	Select the subreport from the drop-down list that you want to show on the Funnel chart.
  CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
  PREVIEW	Click the button to preview the Funnel chart that you designed.

•  Visualization

  
  Figure: Visualization Chart

  The following table describes the fields on the Visualization Chart:

  Field	Description
  Title	Enter a title for the chart. The title is displayed above the chart.
  Records	Enter the maximum number of records that you want to include in the chart.
  Select Report	From the list of chart templates, select the chart template that you want to add in your report. For more information about the chart templates, click the  icon available below each template.
  CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
  PREVIEW	Click the button to preview the Visualization chart that you designed.

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:

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:

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:

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.

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:

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