REPORTS

[SahithiC]

1 .Create a report on incident table fields number, caller, state , priority assignment group and assign to share it with group service desk. Service desk users should be able to modify this report.
 
 2. In the same report make the color changes for priority.
     1 = Red
     2 = Yellow
     3 = Green
     4 = Blue
     5 = Grey

3. Get a report of all the incident opened last moth of priority 3 and 4.
 
4. Add the report of point 1 with all the changes from point 1 and 2 in a dashboard.
That dashboard should be editable to 3 users of your choice.
 
5 .Create a report on change table of type Emergency where there is NOT a related Incident or Problem

[Deepak Shaerma]

Hi @SahithiC 

Step 1: Create a Report on Incident Table

1. Navigate to Reports > Create New
2. Create a New Report:
- Table: Incident
- Type: List (you can choose any type that suits your needs, but for this example, we will use a List)
- Name: Incident Report for Service Desk
3. Configure Columns:
- Add the fields: Number, Caller, State, Priority, Assignment Group, Assigned To

Step 2: Modify Color for Priority in the Report

1. Add Color Conditions:
- While on the report configuration page, scroll down to find the Style tab.
- Add color conditions for the Priority field:
- Priority 1: Red
- Priority 2: Yellow
- Priority 3: Green
- Priority 4: Blue
- Priority 5: Grey

You can use the ‘Style’ tab in the ‘Configure’ section where you find the ‘Conditional Formatting’ options.

Step 3: Get a Report of All Incidents Opened Last Month with Priority 3 and 4

1. Create a New Report:
- Table: Incident
- Type: List or any preferred type.
- Name: Incidents Last Month with Priority 3 and 4

2. Add Filter Conditions:
- Create a filter for Opened: Last Month
- Add conditions for Priority: 3
- Add condition for Priority: 4
Step 4: Add the Incident Report to a Dashboard

1. Create a New Dashboard:
- Navigate to Self-Service > Dashboards
- Click on Create new Dashboard
- Name the dashboard appropriately, e.g., Service Desk Dashboard

2. Add the Incident Report:
- Open the newly created dashboard.
- Click on Edit.
- Add a widget by clicking on the Add Content button.
- Choose the Reports option and select your Incident Report for Service Desk.

3. Set Permissions:
- Make sure that three specific users can edit the dashboard.
- Navigate to the sharing settings of the dashboard and add the specific users with edit permissions.

Step 5: Create a Report on Change Table for Emergency Changes with NO Related Incident or Problem

1. Navigate to Reports > Create New
2. Create a New Report:
- Table: Change Request (or the specific Change table if customized)
- Type: List
- Name: Emergency Changes without Related Incidents or Problems
3. Add Filter Conditions:
- Change Type: Emergency
- Related Incident is empty: true
- Related Problem is empty: true

4. Add Columns:
- Add columns like Change Number, Change Type, State, Assignment Group, etc., as required.


Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help both the community and me..
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Thanks & Regards
Deepak Sharma