Report customization template

Use the template in this topic to record customizations to the reports that you have created or copied. The values in the tables are sample values. The values that you will enter for your environment will vary.

To complete the template on your computer, you can export this page to Microsoft Word (by selecting Tools > Export to Word) or export this page to Microsoft Excel (by selecting Tools > Export to Excel).

This topic includes worksheets for the following areas of the report customization:

Report identification

Report name
BSA	<Business Systems Analyst name>
Business justification for customization
Request type	New Report? Modification? Scheduled? On-Demand?

Data selection grouping sorting parameters

New objects included in the report
Objects modified with old and new formulae
Objects deleted from the report
Change in sort order	<Dimension 1>, <Dimension 2> ....
Change in grouping	<Dimension 1>
New/modified formulae
Other description

New and changed parameter descriptions

Field name	Field type	Selection type	Initial values	Data source	Other requirements
Time Period to Analyze	Integer	Entry	24		This parameter will be in hours
<Dimension 1>	Drop Down List	Multiple Selection	* = All	<Data source 1>	A blank parameter in this field indicates that it should not be included in the query/filter

Note

All parameters should be used in an 'AND' fashion.

Report presentation changes

Format	PDF: __ (Y/N)	Excel: __ (Y/N)
Cover page	Company Logo (left-hand corner) Report title (centered) Report Information - an overview of the report's content Report Selection Criteria - an overview of the report's query Contact Information - who to contact with data questions	same
Page header	Report Title "Jump to Top of Data" link	same
Page footer	Last Run Date/Time Page number	same
Group header
Group footer
Other special requirements	The Chart will be presented after the Cover Page but before the actual data. The Report will use all of the default colors of the Analytics tool except in the chart which will follow colors as supplied The Report will be presented in Landscape Page Format	same

Chart requirements

Display	None?	Per report?	Per group? If yes, describe details:
Chart titles	"First Call Resolution (" + Count of all Incidents in report + ")"	same	same
Chart type with details	This report will utilize a bar chart The X Axis will show the Initials of each Associate included in the report: The Y Axis will indicate the number of incidents for each Associate Drill Down: When the Total in the report is clicked, the user will be taken to the first page of the data area of the report When any of the bars or initials are clicked, the user will be taken to the group in the report of the selected Associate. Please note that the Total bar should NOT be included	same	same

Field description

Field name on report	Field name of view	Form name/DB table name	Field name of DB	Field type and length on report	Special formatting or other notes
Incident ID+	Incident ID	HPD:Help Desk HPD_Help_Desk	Incident_ID
Priority	Priority	HPD:Help Desk HPD_Help_Desk	Priority	Selection 60
Summary	Summary	HPD:Help Desk HPD_Help_Desk	Summary	Character 100
Product Name	Product Name	HPD:Help Desk HPD_Help_Desk	Product Name	Character 254	Product Name will be pulled from Resolution Product Classification if ticket is in a 'Resolved,' 'Closed,' or 'Cancelled' status otherwise use Product Classification
Status	Status	HPD:Help Desk HPD_Help_Desk	Status	Selection 60
Assigned Group	Assigned Group	HPD:Help Desk HPD_Help_Desk	Assigned Group	Character 254
Assignee ID	Assignee ID	HPD:Help Desk HPD_Help_Desk	Assignee	Selection 69
Reported Date	Reported Date	HPD:Help Desk HPD_Help_Desk	Reported _Date	Date

Variable additions and changes

Field name on data provider	Field name of form	Form name/ DB table name	Field name of DB	Field type and length on report
Incident ID+	Incident ID	HPD:Help Desk HPD_Help_Desk	Incident_ID	Character 15
Priority	Priority	HPD:Help Desk HPD_Help_Desk	Priority	Selection 60
Summary	Summary	HPD:Help Desk HPD_Help_Desk	Summary	Character 100
Product Name	Product Name	HPD:Help Desk HPD_Help_Desk	Product Name	Character 254
Status	Status	HPD:Help Desk HPD_Help_Desk	Status	Selection 60
Assigned Group	Assigned Group	HPD:Help Desk HPD_Help_Desk	Assigned Group	Character 254
Assignee ID	Assignee ID	HPD:Help Desk HPD_Help_Desk	Assignee	Selection 69
Reported Date	Reported Date	HPD:Help Desk HPD_Help_Desk	Reported _Date	Date

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