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Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.
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If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting. |
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Order By: Specify how the results are sorted. Report data is organized by the selection in the first field, and then by the second field, and then by the third field. The first sort field is populated with the first field selected to be displayed on the report output page. |
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Sequence: Specify whether to display the results in ascending or descending alphanumeric order. |
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Break Header: Choose whether to group results under a subheading using the name of the field selected in Order By. |
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Optional: If you do not want to return the entire data set in your report, add filter criteria: |
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To apply aggregation functions to summarize key metrics, click Create Dashboard Widget to display the Step 6 of 7 - Aggregation page. |
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In the Group By section, select one or more fields to define how the data should be grouped in the widget. |
Here's an example Patch By Severity report,
Topic: Patch
Group By: Severity ( Critical, Important, Low, Moderate, Recommended )
Aggregation Function: Field= Severity; Function = Count.
For more information, refer the Pie Chart in the Configuring Chart Types for a Report
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b. |
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In the Aggregate Function section, select a field to aggregate and choose an appropriate function, such as Summation, Average, Count, Minimum, or Maximum, to calculate key metrics. Aggregation helps in condensing large datasets into meaningful insights by applying these functions to grouped data. |
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In the Post-Aggregate Sorting section, select the field to sort the results. Sorting is applied after the data has been grouped and aggregated. |
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In the Limit Result section, type the number of rows you want to display in the Number of Rows field. This limits how many rows of data are shown in the dashboard report |
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Click Next to display the Step 7of 7 - Configure Chart page. This step enables you to configure and preview your dashboard chart. |
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From the Please select the chart type you want to use drop-down list, select the chart type. Depending upon the chart type you select, the relevant fields populate in the Label and Axis Settings section. |
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In the Label and Axis Settings section, enter appropriate values to configure the populated key elements for the widget based on the chart type selection. |
For more information, refer the Configuring Chart Types for a Report.
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In the Publish Settings section, configure how your dashboard is published, including visibility and access permissions. For more information, refer the Configuring Chart Types for a Report. |
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In the Visualization Settings section, configure visual details like legend placement, chart subtitles, fill settings. For more information, refer the Configuring Chart Types for a Report. |
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You can create reports by entering SQL queries on the report form.
If you do not know the SQL queries to use, consider using the report wizard. See Create reports using the report wizard.
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1. |
Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.
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◦ |
If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting. |
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The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page. | |||||
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The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/. When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table. | |||||
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If you do not know the SQL queries to use, consider using the report wizard. See Create reports using the report wizard.
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1. |
Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.
|
◦ |
If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting. |
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2. |
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The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page. | |||||
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The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/. When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table. | |||||
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These settings are available only at the System level on appliances with the Organization component enabled. Options include:
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Select the option if you want to display the report on the dashboard. Once you select this option, the following fields are displayed. | |||||
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Select the type of chart you want to display. Based on the chart type you select here, the relevant fields populate in the Label and Axis Settings section. | |||||
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This section allows you to define which report columns are used for chart elements such as axes, legends, and data point values across various chart types. Configure these settings to control how your data is organized and displayed. For more information, refer the Configuring Chart Types for a Report topic. | |||||
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Based on the chart type you select, the relevant fields populate in this section. For more information, refer the Configuring Chart Types for a Report topic. | |||||
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For more information, refer the Configuring Chart Types for a Report topic. |
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You can create reports while viewing list pages, such as the Devices page.
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1. |
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b. |
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2. |
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The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page. | |
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The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/. When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table. |
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The report appears on the Reports page.