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Track-It! 2020 Release 03 online technical documentation is also available in the following languages:

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Designing and generating reports

Track-It! provides a range of predefined reports that provide quick access to information. Based on your requirements, you can also create and design custom reports. If your system administrator has given you access to the Reports module, you can design and generate reports. Track-It! is integrated with DevExpress version, a third party tool to provide seamless reporting. You can use the reporting functionality from within a web browser. The Reports module is packaged with the Track-It! application and does not require additional installation.

This topic contains the following information:

Benefits of reports

Reports help you solve important business needs and help you make informed decisions. You can use reports to:

  • Keep track of your SLAs, milestones, and work targets.
  • Keep track of the response and resolution time of tickets and assignments.
  • Streamline processes to reduce costs and improve efficiency.
  • Improve benchmarks and performance based on historic data.
  • Generate reports from different time periods to measure performance.
  • Plan future strategies and policies.

Types of reports

The following table provides information about the types of reports that are available:

TypeDescriptionData source
Help DeskCreates reports for the Tickets and Assignments modules
  • Tickets
  • Assignments
SolutionCreates reports for the Solution module
  • Solution
PurchasingCreates reports for the Purchasing and Vendor modules
  • Purchase Order
  • Vendor
Asset ManagementCreates reports for the Asset module
  • Asset
  • BCM Asset
Change ManagementCreates reports for the Change Request module
  • Ticket
  • Change Request
  • Change Approval

Creates reports that use various configurations


This report type is available only if you have the system administrator permissions.

  • Category
  • Status
  • Priority
  • Technician
  • Requestor
  • Group
  • Department
  • Location
  • Ticket
  • Assignment
  • Solution
Print Preview

Displays the default report by selecting the Print option on the respective module forms. You can assign a default report for each module while customizing the default form for the module. For more information, see Customizing forms for groups.

  • Tickets
  • Assignments
  • Solutions
  • Asset
  • BCM Asset
  • Change Request
  • Change Approval
  • Purchase Order

Key features and considerations

  • You can print a report, save it as PDF, or export the report in various formats such as XLS, CSV, HTML, and so on.
  • You can edit fields in the report by using the Properties panel. When you click a field in the report, it shows you the details on the Properties panel.
    For example, you can select the Ticket ID field, on the Data Binding page, and specify the field you want to associate with it. If you use the report wizard, it automatically associates the Ticket ID field with the Ticket Source.
  • After you select a report on the report grid, the relevant toolbar options are enabled.
    For example, the Edit and Delete buttons are enabled after you select a user-generated report. However, these buttons are disabled for an out-of-the-box report.
  • The report designer enables you to use the Calculated fields to generate a report.
  • You can use the advanced features in the report designer to customize your reports. For more information, visit DevExpress.
  • Rich text content might not properly appear on reports because its HTML styling is restricted.

To create a report

  1. On the header bar, expand the hamburger menu  and select Reports.
  2. On the Reports page, click New.
  3. In the New Report dialog box, in the Report Title field, enter a name for the report.
  4. (Optional) In the Report Description field, enter a suitable description about the report.
  5. From the Data Source list, select the source of the report.
    The Data Source list shows all the relevant data sources for the selected report type. In this field, you can select multiple data sources.
    For example, if you select the report type as Help Desk, you can select the report data source as Ticket or Assignment or Ticket and Assignment.
    You cannot select multiple data sources for the Print Preview reports.
  6. Click Design Report.
    For new reports, this button first saves the report and then launches the Report Designer. The Report Designer has the following components:

    Hamburger MenuEnables you to design the report by using the Report Designer Wizard and save the designed report.  
    Horizontal Toolbar
    Provides the following functions:
    - Cut/Copy/Paste/Delete
    - Zoom Out/Zoom percentage selector/Zoom in
    - Preview
    - Scripts
    BandsShows all the bands such as the Report Header band, Group Header band, Detail band, Data band, and so on.
    Design SurfaceEnables you to add the required controls and fields on the Design Surface that you want to display in the report.
    Preview Shows a preview of the current design of the report.
    Scripts Enables you to add user scripts to use advanced options.
    Save Saves the report but keeps the designer open in edit mode.
    Vertical Toolbar

    Contains all the controls that you can drag to the report designer.

    Properties Panel Shows the properties of the selected item in the report to customize your report.
    Field ListDisplays all the data sources currently populated in the report. You can drag the fields from the Field List to the designer. It lists the parameters used in the report. Based on your requirements, you can also create additional parameters.
    Report ExplorerEnables you to create styles and formatting rules for the report.

  7. In the Report Designer (New: reportName) dialog box, expand the hamburger menu and select Run Wizard.
    1. In the Report Wizard, select a preferred view for your report and click Next.
      Based on the view that you select, the available columns for the report are determined.
    2. To select columns to display in your report, from the Available fields pane, select fields and move them to the Selected fields pane, and click Next.
    3. (Optional) To create field groups, from the Available fields pane, select fields and move them to the Groups pane and click Next.
      You can create multiple groups, each with a single field value, or define several fields in the same group.
    4. If you do not want a group report, click Next.
    5. To choose summary options, select the required check boxes, and click Next.
    6. To choose a Report Layout, select Portrait or Landscape.
      The report layout specifies the manner in which selected fields are arranged on report pages.
    7. (Optional) To ensure that the fields are displayed on single page in the report, select the Adjust the field width so all fields fit onto a page check box, and click Next.
    8. To customize the appearance of the report, select a preferred report style, and click Next.
    9. (Optional) To include charts in your report, create a pivot grid from the toolbar and use this pivot grid as a data source. You can configure the chart by selecting the Run Designer option. For more information, see Knowledge Article 158554 Open link on Support Central Open link .
    10. On the Report is Complete page, in the Specify the report's title field, enter a report title, and click Finish.
  8. Click the hamburger menu , and then select Save.
    You can use the advanced options to further customize the report. For more information, visit DevExpress.
  9. Expand the hamburger menu , and select Save and Close.

To generate a report

  1. Navigate to the Reports page (hamburger menu  > Reports).
  2. Click the report type that you want to generate such as Help Desk.

  3. From the list of reports, click the report that you want to generate.
  4. On the PREVIEW PARAMETERS  tab, specify the required parameters for the report.
    You can also generate reports that do not require any parameters. When generating a report, if you specify an invalid date range parameter, a report is still generated. 
    For example, if you set FromDueDate and ToDueDate both as 2017-06-21, 00:00:00, a report is generated for this invalid date range.
  5. Click Submit.
  6. (Optional) To customize the export settings, click Export Options and configure the preferred settings.
  7. (Optional) To export the report, from Export To menu, select a preferred export option.

To edit, copy, or delete a report

  1. Navigate to the Reports page (hamburger menu  > Reports).
  2. On the Reports page, select a report and perform one of the following actions:

    To edit a report
    1. Click Edit .
    2. In the Edit Report dialog box, edit the required fields and click Save.
    3. Expand the hamburger menu and select Save and Close.


    You cannot modify the Data Sources of a report.

    To copy a report
    1. Click More Actions .
    2. Select Copy.
      A copy of the report with the same name and appended with (Copy) at the end is displayed in an edit mode. You can further customize the report.
    To delete a report
    1. In the Reports workspace, select a report schedule and click Delete  .
    2. In the Delete Record dialog box, click Yes.
    To import a report
    1. Click More Actions
    2. Select Import.
    3. Click Browse, and then select any report file with the .trpt extension.
    4. Enter a unique name for the report, and then click Import.
      Track-It! imports the report to the appropriate module and saves it with the name you entered.


      If you import a Categories report that was exported from the Administration pod, the Categories report is imported into the Administration pod.

    To export a report
    1. From the list of reports, highlight the report you want to export.
    2. Click More Actions and then select Export.
      Track-It! exports the report to the browser with the .trpt extension.
Was this page helpful? Yes No Submitting... Thank you


  1. Laurent Lebocq

    Hello. The link to the DevExpress documentation don't works : Laurent.

    Mar 15, 2021 05:00
    1. Dov Kaiser

      Hi, Laurent. Thank you for your input. We have forwarded it to the writer who is responsible for this content.

      Mar 18, 2021 02:00
      1. Laurent Lebocq

        Hi Dov. FYI the download working only in a private navigation window (with Chrome).

        May 31, 2021 09:15
  2. Daniel Schoedel

    Are there videos available for designing or a training class that can be taken for the report designer?

    Apr 01, 2021 12:46
    1. Richard Rowe

      Hi Daniel

      We provide training for Track-It! and reports. Perhaps you can drop me a line at and provide some information for what you're solving for and the type of reports required.


      Ricky True North

      Apr 01, 2021 01:38
    1. Dov Kaiser

      Hi, Daniel. Thank you for your question. We have forwarded it to the writer who is responsible for this content.

      Apr 05, 2021 06:22
    1. Dov Kaiser

      Hi, Daniel. You can find a range of Track-It! training videos here: Training videos. You might also find the following discussion on the BMC Community website helpful:

      Apr 06, 2021 12:59