Custom Reports

Custom Reports

SupportCenter Plus enables you to create reports that suit your business needs. To create a custom report,

  • Go to Reports and click New Custom Report.

  • Choose the request type. You can create Tabular Reports and Matrix Reports.

  • Choose the module for which you wish to generate a report.

  • Click Proceed to Report Wizard >>. This opens the report wizard page where you can configure additional report options. the report wizard differs for each report type which is discussed in detail below:

 

Tabular Reports

Tabular reports are simple reports that allow you to list your data based on certain criteria. If you had selected Tabular Reports then you have five steps to create a complete customized tabular report. If you wish to skip a particular option then click the next tab and move to the next step.      

 

  • Step 1: Select Columns to Display

The first step to create tabular reports is to select the display columns which need to be displayed in the tabular report. Select the columns from the Available Columns list box and click >> button to move them to Display Columns list box. Click the << button if you want to remove any column from the Display Columns list box.

 

  • Step 2: Filter Options

If you wish to choose the date filter, choose the column name from the drop-down and choose the time period. You can select one of the default time ranges or provide a custom time range.

To choose Advanced Filtering, configure the criteria for data to be included in the report. Choose the column name, criteria, and column value.

 

  • Step 3: Select Column to Group

From the Group by combo box, select the column based on which you wish to group the data.

Under the Order by section, select the order of columns using the drop-down lists.

 

  • Step 4: Select Summary Type

Using this option, you can summarize the selected display columns of numeric type. Choose the columns to be displayed in the summary.

 

  • Step 5: Charts

Use this option to display an additional chart for a particular column apart from the tabular report generated.

  • Select the Chart Type from the drop-down.

  • Select the attributes of the chart such as Axis Column, Display Format, Group by (X-axis), Chart Orientation, Stack On, Date Column, Date Format, Count Of, Group by, whichever applicable.

 

Once you have configured the report wizard, click Run Reports. The report will be generated and displayed in the same window.

 

Matrix reports

Matrix reports provide the data in a grid manner (m x n format). It allows you to study different scenarios based on the chosen criteria. If you have selected matrix reports you have two steps to generate a complete matrix report.

 

  • Step 1: Select Column to Group

You have simple grouping and advanced grouping option for matrix reports.

 

Simple Grouping

  • The Simple grouping tab has two options namely Top column information and left column information.

  • Select the top column and left column from the corresponding drop-down lists. These are mandatory.

  • In the Summarize column by combo box, select the method and column based on which the data is to be summarized.

Advanced Grouping

  • The Advance Grouping tab has three options namely Column grouping, Group by, and Summarize column by.

  • Under Column Grouping, select the Columns and Date Format to be displayed. These are mandatory.

  • Under Group by, select the three columns by which the data is to be grouped in the report. This is a mandatory field.

  • In the Summarize column by combo box, select the method and column based on which the data is to be summarized.

 

  • Step 2: Filter Options

Select the period for which you want to generate the report. You can also provide a custom period by choosing the from and to date manually.

To choose Advanced Filtering, configure the criteria for data to be included in the report. Choose the column name, criteria, and column value.

 

Once you have configured the report wizard, click Run Reports. The report will be generated and displayed in the same window.

 


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