Change Request Report with Configuration Item?

[Gemma4]

Hi Everyone,

Hoping to get your feedback on what is best to do in the scenario below. 

I have a requirement to create a change request report and display or group the configuration item. Unfortunately in the instance I'm using I'm not able to view the configuration item in the change request table. (However, in another instance and my pdi I can view the configuration item from the change_request table)

As a workaround the task_ci table will allow me to dot walk to change requests to display both the change request details and the configuration item for the change. 

So far that report is working fine. The problem is, the report I'm creating is for a dashboard that will utilize interactive filters. The interactive filters utilize the change request table. I don't have admin access in the  instance to create interactive filters. 

Any suggestions on what would be best to do. thanks in advance for any feedback you can provide!

[Dr Atul G- LNG · Accepted solution]

Hi @Gemma4 

I have a requirement to create a change request report and display or group the configuration item.

Atul: Okay 

Unfortunately in the instance I'm using I'm not able to view the configuration item in the change request table. (However, in another instance and my pdi I can view the configuration item from the change_request table)

Atul: Check the view you are using.

Any ACL blocking?

Customize form  and see if you can add 

As a workaround the task_ci table will allow me to dot walk to change requests to display both the change request details and the configuration item for the change. 

So far that report is working fine.

The problem is, the report I'm creating is for a dashboard that will utilize interactive filters. The interactive filters utilize the change request table. I don't have admin access in the  instance to create interactive filters. 

Atul: You need minimum Admin role to work.

You must have the licensed version of Performance Analytics to create new interactive filters.

Plugin name: Performance Analytics - Premium (com.snc.pa.premium) plugin.

The Performance Analytics - Premium plugin's features include:

• Create indicators, breakdowns, widgets, and other records
• Create interactive filters and use interactive analysis
• Create text analytics widgets
• Use Performance Analytics with external data
• Preserve scores longer than 180 days
• Create in-form analytics
• Use a Microsoft Excel data source as part of the Report Designer report creation workflow
• Schedule Scorecard export to PDF

Any suggestions on what would be best to do. thanks in advance for any feedback you can provide!

[Gemma4]

Thank you for the feedback @Dr Atul G- LNG it must be an acl prohibiting my access in this one instance as I can't even change my view. I will have to research additional options or gaining more access. thanks again