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Reporting Suite

Main Reporting Suite Screen

When opening the reporting suite, you will notice there are different categories for reports, along with previews that are generated. The first thing to note is that there are basic reports within the reporting suite where it is not possible to adjust the SQL script for these (although you can still apply filters to them). These can be identified by the hammer in the bottom left corner of the preview:


Calendars 1

In the bottom left corner of the screen, you can create new reports and dashboards, along with downloading pre-existing reports from our online repository.

Calendars 1

Generating and Configuring New Reports:

First I will go through creating new reports in the reporting suite. When clicking the new button in the top right corner of the main screen, you will be presented with the below screen:

Calendars 1


Calendars 1

The reporting period can be based upon any date field included in the report. For example, if you wish to report on both the datecleared and dateoccured fields, these will be available in the reporting period drop down if they have been included in the SQL script for the report. The *SQL Field* reporting period is a built in function. This uses the identifiers @startdate and @enddate, so for example, you could have 'datecleared>@startdate and datecleared<@enddate' in your SQL script and then the SQL field (set to last week for example) would look at all tickets which have a datecleared contained within last week.

Online Repository:

To download pre-existing reports from our online repository, you will need to use the 'download reports' button on the main reporting suite page (located in the top right). This will bring up a list of all the reports that are available to you to download. Simply select a report you would like to access, select download and this will then be available in your reporting suite, appearing under the specified category of the report.

Our Support team are available to assist with anything you may need.



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