Using the Standard View and Report View Designers

Use iSupport’s Standard View and Report View Designers to create a view of iSupport data that you can display on the Desktop and export in Microsoft® Excel (*.xls), Microsoft® Word (*.doc), Portable Document Format (*.pdf), or Comma Separated Value Format (*.csv). You can create a new view or make a copy of an existing view and modify it. You can utilize iSupport’s predefined data fields or any custom SQL views/queries that you have created.

You can create two types of views; you can switch between the Standard View Designer and Report View Designer via the View Type field.

Use the Standard View Designer to create standard views that contain a few calculated fields but do not enable you to configure calculated counts, percentages, sums, averages, minimums, and maximums on all selected fields.
Use the Report View Designer to create report views that 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.

Access the Standard View and Report View Designers via the Desktop Content menu, the Create and Edit icons in the View component, and the Create, Edit, and Copy links after selecting a view in the Content Manager. Use the View Tour link to display a short series of tips.

Note: the Associated Work Item Counts fields in the Incident, Change, Problem, and Purchase data sources always reflect the total count of associated items, even if the viewing support representative does not have access to all of the associated items. A discrepancy might exist between a listed count in one of the new fields and the number of items listed in the associated work item grid because the associated work item field only provides information about and links to the associated items to which the user has view permissions.