Reporting

[sry]

Hi All, our client wants a report where they should view all the incidents and sctasks along with their variables. we have a record producer to create incident, that form has 70 fields. sctask has their own vairables.

we are thinking to create a custom table and insert records into it whenever users create an incident and sctaska. But this is so cumbersome. could anyone give us an idea how we can bring incident along with 70 fields, and sctasks along with their variables.

Thanks,

sry

[Bhuvan]

@sry 

Record producer is used to populate the data to system tables. Do you want to view list of incidents and tasks along with the fields information ?

You have 2 options,

1. Create reports on incident and sc_task tables and share or schedule the reports to be sent to user/groups

2. Create a data visualization components for incident and sc_task tables and place it in a dashboard. Share the dashboard with users/roles/groups

If your requirement is different, please provide more information.

If this helped to answer your query, please mark it helpful & accept the solution. 

Thanks,

Bhuvan

[sry]

Hi Bhuvan, thank you for the prompt response. 

 Yes for 1. we have created separate reports for incident and sctask tables.our requirement is to create a single report on TASK  table where we are able to see Questions(from incident), but we are not able to see "variables" for sctask.

2nd i don't know how to create a data visualization component.

Thanks,

sry

[kaushal_snow]

Hi @sry ,

Ensure that the variables you wish to report on are set as Global in the catalog item. This makes them available in both the Requested Item (RITM) and SCTASK records. Use dot-walking to access fields from related records, such as Incident fields from the Task table....

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community....

[sry]

Hi Kaushal, i tried setting "Global" is TRUE but it did not work.

Thanks,

sry