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Follow these steps:

  1. Navigate to REPORTS, SERVICE DESK, REPORTS> SERVICE DESK> Adhoc Reports, click Actions, and then click Create New.
  2. Specify the Form Type, Report Name, Category Name, Description, and Sort Order. 
  3. Click the drop-down in the Add Field section.
    1. Select the fields whose value you want to include in the report.
    2. Based on the selected field, the next field displays one of the following options:
      - Equals/Contains 
      - Symbols for: Greater Than, Lesser than, Equal, Equal or Less Than, Equal or Greater Than (for fields that are related to dates).
    3. Enter the value to be considered in the report. 
      For example, your criteria can be: Source | Equals | Web.
  4. Click the Columns for Display section and select the columns that you want to display in the report. 
    Select a field. You can use the arrow icons to move the selected field to the right column to be included in the report. 
    You can also clear or reset a selection.
  5. Click Search. The conditions that are created for a report are applied as AND conditions. 
    Only those records that meet all the conditions simultaneously are included in the report.
  6. Click Save
    Note: You can use the Print to PDF or Export to CSV options to export the reports. To modify, delete, or copy to new, click the down arrow against any report under REPORTS, SERVICE DESK, Adhoc Reports.

    Info

    If you unable to view or extract the report that you have access to, contact your application administrator.


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Follow these steps:                               

  1. Navigate to REPORTS, REPORTS> SERVICE DESK,DESK> Adhoc Reports click a report from the list.
  2. Click Actions, Actions> Schedule Report.
  3. Specify the Email Report details, select the Report Type , set the frequency of the report, and other necessary information. 
  4. Click Save
    Note: You can later modify the schedule of a report. All active scheduled reports in your reports list are marked with a green clock icon. If the schedule is no longer active, the icon turns gray.

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Follow these steps:

  1. Navigate to REPORTS, SERVICE DESK, REPORTS> SERVICE DESK> Standard Reports, and select a report from the list.
  2. Specify the report parameters such as dates, time, format and click SHOW
    Note: If the date range exceeds the limit you have specified, you are asked to auto schedule the report. The report is then sent to you though an email. The Report Parameters differ based on the report type.

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Follow these steps:

  1. Navigate to REPORTS, SERVICE DESK, REPORTS> SERVICE DESK> Standard Reports, and select a report from the list.
  2. Click Action, Schedule Report.
  3. Select your Email Report options, the Report Type , set the frequency of the report, and other necessary information.
  4. Click Save
    You can modify the schedule of a report. The scheduled reports in your reports list are marked with a green clock icon.