Custom Reports

 

SupportCenter Plus enables you to create reports that meet your need if you are unable to find them from the list of out-of-the-box reports already available. To create your custom reports

  1. Login to SupportCenter Plus application with the administrator user name and password.
  2. Click Reports tab in the header pane.
  3. Click Create New Report link available beside the Custom Reports sub-head in the reports home page. This opens the Custom Report Wizard that will help you navigate through the various steps involved in the creation of a custom report.
  4. Choose the report type radio button. You can either create a tabular report or a matrix report.
  5. Choose the module (Request / Inventory) for which you wish to create the report.
  6. Click Proceed to Report Wizard button.

You can either create the reports based on a simple date/time criteria or use advanced filters to generate better reports with very specific information. There are three steps in the reports wizard before the report is generated.

 

Generating Tabular Reports

 

Tabular reports are simple reports that allow you to list your data based on certain criteria. You can select the columns to view and group the output data. If you had selected the Tabular Reports option in step 4 above, then follow the steps below to create a tabular report:

 

Filter Options Step

To use Advanced Filtering, you first need to select the radio button for matching all the selected criteria or any one of them. Then from the column listing, select the various columns and set the match operator and mention the values for matching.

 

Finally, click Next.

 

Columns to Display Step

 

Select the columns that need to be displayed in the tabular report from the Available Columns list box and click >> button to move them to Columns to display list box. If you want remove any column from the Columns to display list box, select the same and click << button.

 

Click Next. This leads you to the grouping of columns, where you can choose two levels of grouping.

 

Grouping Data Step

 

From the Select Column list box, select the column based on which you wish to group the data and choose whether you want the grouping to be ascending or descending. For the second level of grouping you need to do the same from the second list box available.

 

Click Generate. The report is generated and displayed as unsaved report. You can edit the report if you wish to by clicking the Edit button, which will take through the Report Wizard again. If you are satisfied with the report, click Save.

 

Enter the Report Name, which is a mandatory field and description, if any in the Save Report form. Click Save Report, else click Cancel.

 

You can export this report also to PDF format. To know how to export to PDF, refer to the section Exporting Report as PDF.

 

Generating Matrix Reports

 

Matrix reports provides the data in a grid manner (m x n format). It allows you to study different scenarios based on the chosen criteria. To create a matrix report, you must choose the corresponding radio button in the create report form. In the Filter setting stage of the Report wizard, follow the steps below:

 

Filter Setting Step

To use Advanced Filtering, you first need to select the radio button for matching all the selected criteria or any one of them. Then from the column listing, select the various columns and set the match operator and mention the values for matching.

 

Finally, click Next.

 

Grouping Data Step

 

The information can be summarized based on two values; one for the rows and one for the columns. First select the row value for summarizing data from the Select Column list and then choose whether you want that in the ascending order or descending. Choosing this will activate the Select Column list box for the column grouping. Choose the column based on which you want the column information to be grouped and then whether you want the values displayed in the ascending or descending order.

 

Click Generate. The report is generated and displayed as unsaved report. You can edit the report if you wish to by clicking the Edit button, which will take through the Report Wizard again. If you are satisfied with the report, click Save.

 

Enter the Report Name, which is a mandatory field and description, if any in the Save Report form. Click Save Report, else click Cancel.

 

You can export this report also to PDF format. To know how to export to PDF, refer to the section Exporting Report as PDF.

 

Delete Custom Reports

 

You can delete the custom reports that you have created and saved. Just click Delete link available against the custom report that you wish to delete. This will delete the report.



SupportCenterPlus - Help Desk and Asset Management Software
Copyright © 2005, AdventNet Inc. All Rights Reserved.