Create Change Request report with Configuration Items for Dashboard

[Gemma4]

I have a requirement, I nee to create a report on Opened Change Requests, Last 7 days, display configuration items and the report needs added to a dashboard with an interactive filter to filter the configuration items. I can create the report fine, but can't add an interactive filter for configuration items. I receive an invalid update. Anyone have suggestions on how to best create the interactive filter or any ideas for reporting on configuration items related to changes

[Astik Thombare · Accepted solution]

Hi @Gemma4 ,

Configuration item is a Reference type of field and in interactive filter as per screenshot you have selected Filter based on as Choice List . this is the reason why you are getting error as invalid insert.

To create an interactive filter for the configuration item on the change request table, follow these steps:

1. Select Filter Based on as Reference.
2. In the Reference section, choose Configuration Item[cmdb_ci] as the Reference Table.
3. Click Save.
4. Navigate to the Interactive Filter Reference Related List section.
5. Click New.
6. Select Change (change_request) as the Reference Table.
7. Select Configuration Item as the Reference Field.       

Refer to the screenshot below for visual guidance.

If you want want more information on how to create interactive filters please refer below video 

https://www.youtube.com/watch?v=WmGIoWvWdeM

If my response proves useful, please indicate its helpfulness by selecting "Accept as Solution" and " Helpful." This action benefits both the community and me.

Thanks,

Astik