Historical reports and snapshot

The historical reporting option returns historical data on Issues in the current Workspace, including past statuses, priorities, and elapsed time.  For example, a report can return the average and total elapsed time it took a particular service desk technician to close Issues assigned to that technician in the month of May.  The report includes a breakdown of all matching Issues and the total and average times for all Issues.

To use the historical report tool, select Reports | Metrics | Historical from the FootPrints Toolbar. 

The options available in this report are:

• Report Type
  • Historical Report—Returns all Issues from a specified time period that also match the selected assignment, status, and priority criteria.
  • Snapshot—Returns a snapshot of all Issues created on a specified date that also match the selected assignment and priority criteria.

• Report formatting
  • Output style—Select whether to display the report in a browser window or output the data to a text file.
  • File format—If you chose to output the report to a text file, select a file format in which to output the report.  Format choices are MS Excel (i.e., comma separated file), tab separated file, or a custom separator of your choice in a text file.

• Report title—Define what is included in the heading at the top of the report output.  These options do not apply to the Text File style. Options include:
  • Title—Displayed at the top of the report.  Enter the text you want included.
  • Date—The date the report is run (updates each time the report template is re-run).
  • Time—The time the report is run (updates each time the report template is re-run).
  • Workspace name—Name of the Workspace.
  • Logo graphic—The logo image displayed in the current Workspace.
• Time Period—Define the date range to search on. 
  • Exact—Specify exact dates to search on in the period specified:
  • On—Specify a particular date (leave second date blank).
  • Before—Issues that were created/last edited before the specified date are returned (leave second date blank).
  • After—Issues that were created/edited after the specified date are returned (leave second date blank).
  • Between—Returns Issues created/last edited between the specified dates (use both date fields).
  • Dates - Enter the date or dates to search on. Click the calendar icon to display a searchable calendar. 
  • Relative—Select this to search by relative date, allowing you to create a search or report, for example, that returns Issues for the last month.  Select a number from the first drop-down (1-31) and select the period from the second drop-down (Day, Week, Month, or Year).
• Starting status in this time period—Select the starting status that the Issue should have in the date range specified.  
• Ending status in this time period—Select the ending status that the Issue should have in the date range specified. 
• Use Work Schedule in computing Time Elapsed between Starting Status and Ending Status—When this box is checked, don't include time outside of the workspace work schedule when calculating the time in which an Issue was between its starting and ending statuses.
• Assignees—Select the user(s) to search on.  Hold down the CTRL key to highlight multiple users.
• Additional FootPrints IDs—Additional user IDs of users who do not appear in the Assignees list can be entered, each separated by a space.  This is useful for searching on users who no longer belong to the Workspace.
• Priority—Select the priority Issues should have in the date range specified.

After choosing the report criteria, click GO.  A second window displays the report results.  If the text file option is chosen, a Windows Save As dialog box is displayed.  Matching Issues, including Issue number, starting and ending dates and times, elapsed time, status and priority are displayed.  At the end of the report, the total number of records returned, total elapsed time, and average elapsed time are displayed.