Creating custom report


You can generate a custom report according to your requirements. In a custom report, you can extract data based on any combination of criteria. If you edit a custom report to remove any column, the existing filters will be reset. Instead of removing the columns from the report, you can hide the columns.

To create a cross-item report

  1. Click Service Analytics.
    The Service Analytics utility opens in a new window.
  2. Click New > Custom.
    The Report Settings page appears. The Report Type field is read-only.
  3. In the Record Setup section:
    1. In the Record Type field, select an appropriate item.
    2. In the Title field, type a descriptive name for this report.
    3. (Optional) In the Description field, add any notes to explain the purpose of this report.
    4. (Optional) To allow users to access this report, in the Report Visibility Is field, select Shared.
    5. (Optional) If you want this report to be available in console widget, in the Make Available In field, select Consoles. The next scheduled run date appears below this field. The options in the Configurations and Filters sections vary based on your selections in the Report Setup section.
  4. In the Configurations section:
    1. (Optional) In the Saved Search field, select a search to find the data for this report. 
      To create a new search, 
      click the Create a new saved search link. When the search is saved, click the Refresh icon next to this field to update the list. 
      For more information, see Using-Advanced-Search-and-saving-searches.
    2. In the Available Fields list, select the fields that you want to be included from the Item.
  5. Click Apply Changes.
  6. In The Filters section: 


 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

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