Using dynamic data fields in reports
As a reporting administrator, you can create a report to view information from dynamic data fields that are used in cases. The dynamic data field report is based and filtered on a case template. The dynamic data fields that you want to use in the report must be added to the case template. You can use the dynamic data fields as columns and filters in the report.
To create a report with dynamic data fields, complete the following steps:
- Create a view for the dynamic data fields.
- Publish the view.
- Create the report to view dynamic data fields.
To create a View for dynamic data fields from a case template
- In Smart Reporting, right-click Case - Cases View and select Make a copy.
All out-of-the-box data structure is copied to the new view.
- Specify a name for the view and publish it.
All dynamic data field related configurations are copied to the new view. You can also add other case-related fields from the existing view into the new view. Learn more about creating views in .
- Click Create > Report.
- Use the view that you created as a copy of the Case - Cases View in step 1.
Select the Columns that are required for the report.Examples
The following examples show the different dynamic data fields that you can use for the dynamic data field report:
- For the case ID to be displayed in the report, select the Display ID field. To enable users to click the case ID to open the case, add ID as a column, right-click the column name, and change the format to Link to URL. Hide the ID column if you do not want the GUID to be visible.
- For a date to be displayed in the report, add the Date and Date Time fields in the view. If you want to enabling filtering in the report based on date, add the fields to the Filters section. To enable users to select a date range, complete the following steps:
- Right-click the Date field, and select the Operand as Between.
- For a predefined list of dates, expand Entry style, and select Value List Selection for Value Entry Method.
- For Value List Setup select Predefined Periods.
The default values for a drop-down list are displayed for selection in the report.
- For custom values to be displayed, select Cached Values on Demand.
Custom values are displayed based on the field type from the data source.
- Complete the following steps for all dynamic data fields that you want to add to the report:
- Expand Case Dynamic Data in the left navigation, select Dynamic Data Value, and drag and drop them to the Columns field on the right.
- Click Dynamic Data Value, and select Advanced Function.
- From the Select Function drop-down list, select Text, and select Get Dynamic Data Fixed Value.
Enter the field name in Dynamic Data Field, and click Save.
The value that you specify for the dynamic data field must be the Field Name value from the case template.
- Click the Dynamic Data Value column, and select Format > Edit.
- Specify the column label in the Display text field.
- From the left navigation, expand Case Template, and add the Template Name field as a column and as a Filter.
You can hide the Template Name column in the view. For more information about filters, see .
- In the Filter section, right-click Template Name, select Value > Search Values, and select the case template.
- Click Submit.
- Proceed to publish the view.
To publish the View
After the view is created for the dynamic data fields, you must publish the view to use it in reports.
- Open the newly created view.
- On the top menu bar, click Publish.
- On the Report Settings tab, enable the Use as View setting.
- Click Save.
Two records are created when you publish the view: a Dynamic Report Child View view and Dynamic Report Child View report.
- Open the Dynamic Report Child View report, and click Edit.
- (Optional) If you do not want the child report to be visible in the list of reports, on the Report Settings tab, disable the Browse Page setting.
- View the dynamic data field columns in the report.
- Create the report.
To create and run the final report for dynamic data fields
- In Smart Reporting, click Create > Report.
- Select the view that you published.
Only those dynamic data fields that you added in the View are available for selection.
- Drag and drop the dynamic data fields as the columns for the report.
The properties and advanced functions that you defined in the earlier report for the dynamic data fields are retained in this report and you do not need to define them again.
- Define the filters for the report, and save the report.
- Run the report to view the dynamic data fields in cases.
You can use the filters that you defined to view the data in the report.
Make sure that you run the final report to view the dynamic data fields and not the Dynamic Data Fields view report.