You can create reports grouped by any field with an additional group by variable on a
selected service catalog item. In addition you can create filters on the same variable. For
example, if a specific mobile phone item has a storage variable, you can create a report
that only shows those phones with 32 GB of storage.
Before you begin
Roles required: itil,
report_user, report_group, report_global, report_admin, or admin. To create
a meaningful report, you must have the right to access the data you want to
report on.
About this task
You can apply these steps to any report type as long as the report source has
variables associated with it. If the report source does not have variables, the
Variables option does not display in the
Additional group by filter.
Procedure
-
Perform one of the following actions:
- On an upgraded instance that has not been fully migrated to Platform Analytics, navigate to .
- On a new instance or one that has been fully migrated to Platform Analytics, navigate to and select New.
-
On the Data tab, give the report a name that reflects
the information being grouped.
-
Select a report source that has variables associated with it.
There are two kinds of report sources.
Table 1.
| Report source |
Description |
| Data source |
A table with filters applied to provide a single source of information for all users. |
| Table |
The raw data from a table with no filters applied. |
-
Select Next.
-
On the Type tab, select the report type and click
Next.
-
On the Configure tab, select a Group
by filter.
-
Click Additional group by.
-
Select Variables [+] and click the structure icon
(
) to choose an item.
-
Select a Catalog item.
The variables associated with the item appear in the
Additional
group by window.
-
Add the desired variables to the Selected column and
click OK.
-
Continue to configure and style the report according to its report type.