Advanced Core UI reporting topics

Learn how to customize report visualizations and the data you report on.

Topics in this section are appropriate for users who are already familiar with the basics of report creation. However you do not need to be an admin or a report_admin to configure reports as described in this section.

• Drilling down within Core UI reports
  You can drill down within a report to visualize a subset of its data. For example, you can click on the critical section of a report sorted by priority to view the categories of those critical incidents.
• Set the on-click behavior of a Core UI report
  You can configure a URL to open when you select a section of a report.
• Add an additional group by or stack by
  You can configure a report to let users adjust its grouping and stacking.
• Using multiple datasets in Core UI reports
  You can create reports that use datasets from up to five tables in a single report.
• Create a Core UI report from an imported Microsoft Excel document
  You can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files.
• Create Core UI reports from MetricBase time-series data
  Use the MetricBase application to create time-series reports from MetricBase data.
• Configure charts on forms
  You can add reports to forms such as change requests, and configure the report visualizations to display information relevant to the user of the form. The configuration is specific to the current view.
• Embedding reports in Jelly
  You can embed reports in any Jelly-based element, such as a UI page.
• Report on extended tables
  Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report.
• FX Currency values in reporting
  Manage projects in multiple currencies with FX (Foreign Exchange) Currency. You can report on the projects in currency values entered by the user, a reference currency, or both.
• Report on service catalog variables
  Create reports grouped by a variable on a selected service catalog item. You can also create filters on the same variable.
• Report on function fields
  While regular fields store a value in the database, a function field displays the results of a database query. The function field generates the value based on computations of other fields and constants. You can use these fields in reports and data visualizations as you would other fields.
• Report on questions
  Report on selected questions by grouping or filtering on them.
• Predefined colors in reports
  Depending on the type and configuration of the report, you can select one color, a predefined color palette, or predefined chart colors. All three options are built on a customizable set of individual colors.
• Scoped reports
  When editing a report from a different application scope than the current scope, actions modifying the original report are unavailable.
• Value formatting in reports
  In most reports, you can configure how numerical values look when you publish the report.

Parent Topic:Reporting