Configuring a Report View

Creating a Report View

Report views include calculated counts, percentages, sums, averages, minimums, and maximums on selected fields. Many of the options used to configure sorting, display order, etc. are the same as in standard views, but you’ll use a Folder and Row Groups section to configure folder level sorting, a Calculated Fields section to configure display of count and percentage values, and an Aggregate Fields section to configure display of sums, averages, minimums, and maximums.

The following references creation of a custom rep view named Incident Counts by Rep:

Adding Folder and Row Groupings

Use the Folder and Row Groups section to select the fields on which the view is based; all other columns of counts and percentages, as well as sums, averages, minimums, and maximums will reference these fields. In this example, the view will display counts and the average time open for each assignee’s incidents. You can use the Folder Level column to display a view field as a folder in the left navigator; enter the number for the position of the field.

Adding Calculated Fields

Use the Calculated Fields section to add a column with a count or percentage. Select fields for this section via the Add link and then click the Edit link in the Conditions column to set criteria for those fields. Use the Match <All/Any> field to specify whether you want every configured condition to be met, or any configured condition to be met. To configure a condition, click the Select a Field link and select a field; comparison methods applicable to the field appear in the dropdown. Select the comparison method and then enter the value to be used with it. Use the Add Condition icon to add another condition, or the Add Condition Group icon to include a set of conditions to be evaluated together in a group.

Adding Aggregate Values

Use the Aggregate Fields section to add a column that displays the minimum, maximum, sum, or average values for a selected field. Use the Add link to select fields for this section.

Use the Filter section  to configure conditions for restricting and minimizing data in the entire view (including fields configured in the Aggregate Fields section). In this example, incidents that either have an open status or have been closed on the current day will be included in all values in the view.

In the Filter section, use the first Match <All/Any> field to specify whether you want every configured condition to be met, or any configured condition to be met. To create a condition, click the Select a Field link and select a field, aggregate value such as total time worked, or event attribute such as whether an incident has been acknowledged. Then select values applicable to the selected field. You can use the Add Condition Group  icon to include a set of conditions to be evaluated together in a group.

Ensure that the filter won't conflict with your count conditions, as the overall filter will override any defined count conditions.  For example, if you have a count condition based on a date created within the current year but then define an overall filter for a date created equal to the current month, the column that has the condition of current year will only display the count of incidents for the current month because the overall filter will apply.