Custom Reports

Custom Reports

You can create customized reports to meet the unique needs of your organization.

 
Role Required: SDAdmin, SDReport, Technicians with Add access to reports, Account Manager and Point of Contact of customers with View Reports access.
 
To create a custom report,
  1. Go to the Reports module.
  2. Select the respective customer from the filter in the header.
  3. Click New Custom Report under the All Reports tab. This opens the New Custom Report page.
  4. Specify the relevant Report Title.
  5. Select the Report Type. You can create Tabular Reports, Matrix Reports, Summary Reports, and Scan Reports.
  6. Choose the module and sub-module for which you wish to create the report. The available modules will be displayed based on the report type.
  7. Click Proceed to Report Wizard to configure further report settings. This page differs based on the report type.

 



 

Tabular Reports 

Tabular reports allow you to list your data based on certain criteria. Choosing this option gives you five steps to create a customized report.

 

Step 1: Select Columns to Display

  1. Select the columns from the Choose Columns list box using the check boxes. The chosen columns will be displayed in the Selected Columns list box.
  2. To organize the selected columns, click on a column and use the buttons  to rearrange it.
  3. To remove a selected column, click the column and then click Remove selected columns displayed on top of the list box.

 


Step 2: Filter Options


Date Filter
To use the Date Filter, select a predefined timeline or customize the From and To fields.

Advanced Filtering
To use Advanced Filtering,
  1. Choose the column and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, click .

 

 

Step 3: Select Column to Group

  1. Select the column to group the data from the Group by drop-down menu.
  2. Select the first column order criteria from the Order by drop-down.
  3. Select the second and third column ordering criteria from the respective drop-downs.  


Step 4: Select Summary Type
If you wish to have the column summary displayed in the report, select the column summary options available for each column. The summary options differ for each column selected.
 

Step 5: Charts

If you want a chart to be shown for a specific column, select the desired chart type from the drop-down menu and provide details.

Click Run Report after configuring the details. You will get a tabular report as well as a graphical view of the chosen column data.



Matrix Reports    

Matrix reports provide the data in a grid manner, which allows you to study different scenarios based on the chosen criteria. Choosing this option gives you two steps to create a customized report.

 

Step 1: Select columns to group.
There are two ways to group columns in a matrix report: simple grouping and advanced grouping.
 
Simple Matrix Report  
  1. Select the Simple Matrix Report radio button.
  2. Select the top column information and the left columns from the respective drop-downs.
  3. Select the Summarize column by from the combo box to get the column summary.

Advanced Matrix Report  
  1. Select the Advanced Matrix Report radio button.
  2. In the Column Grouping section, select the Columns and Date Format to be displayed.
  3. In the Group by section, select the three criteria for grouping the report data.
  4. Select the Summarize column by from the combo box to get the column summary.

Step 2: Filter Options

 

Date Filter
To use the Date Filter, select a predefined timeline or customize the From and To fields.
 
Advanced Filtering
To use Advanced Filtering,
  1. Choose the column and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, click .

 

Click Run Report after configuring the details. 

 

  

 

Summary Reports    

Summary reports are detailed reports that allow you to list your data based on certain criteria. Choosing this option gives you two steps to create a customized report.

 

Step 1: Select a sub-report to display
Select the reports you want a summary of from Available Sub Reports and move it to the Sub Reports list box using the   buttons.  
 
Step 2: Filter Options

Date Filter
To use the Date Filter, select a predefined timeline or customize the From and To fields.

 

Advanced Filtering

To use Advanced Filtering,

  1. Choose the column and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, click .
 
Click Run Report after configuring the details. 

 

 

Scan Reports    

Scan reports are detailed history reports that allow you to list inventory history data based on scan time.
  1. Choose the type of scan history you want to generate the report for:
    1. Scan history by Workstation: Provides a complete report of the hardware and software details of the workstation.
    2. Scan history by Timeline: Provides a detailed overview of all the actions performed on a workstation for a specific timeline.
    3. Scan history by Changes: Provides a complete report on all changes in a workstation.
  2. Specify the scan date from the combo box.
  3. Click Run Report. 

 

 Available Modules and Sub-Modules  

Report Types
Modules/Sub-modules

Tabular Report


Asset State History
Assets
Cl Relationships
CMDBChanges
Computers
  1. All Computers
  2. Workstations
  3. Servers
  4. Virtual Machines
  5. Virtual Hosts
Consumables
  1. Consumables
  2. Quantity Details
  3. Allocations
  4. Consumables By Site
Contract
Customers
Maintenance
  1. Request Maintenance
  2. Change Maintenance
Mobile devices
Problems
Purchase
Releases
Request Notes
Request Notifications
Requests
  1. All Active Requests
  2. Active Incident Request
  3. Active Service Requests
  4. Request Metrics
Software
Software Installations
Software Licenses
Software License Users
Solutions
Survey
  1. ServiceDesk Plus Survey
  2. Zoho Survey
Tasks
Time Spent
Worklogs
Matrix Report
Changes
Computers
  1. All Computers
  2. Workstations
  3. Servers
  4. Virtual Machines
  5. Virtual Hosts
Contract
Problems
Purchase
Releases
Request Notes
Request Notifications
Requests
  1. All Active Requests
  2. Active Incident Request
  3. Active Service Requests
  4. Request Metrics
Software
Software Licenses
Solutions
Survey
  1. ServiceDesk Plus Survey
  2. Zoho Survey
Tasks
TimeSpent
Worklogs
Summary Report
Assets
Computers
  1. All Computers
Site based Software metrics
Scan Report
Scan History
 

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