Sample Custom Reports

To Create Custom Reports in ServicePRO, please refer to Data Analysis - Reports

Service Request Reports

How to Create a Simple Request Overview Report with Grouping

Scenario: All closed requests count this year per Queue folder

• Create a report from Template
  
  

  Create Using Template
• Base Report 'Request Overview report'
  
  

  Select Base Report - Request Overview
• Conditions are Requests closed 'this year'
  
  

  Conditions Tab
• group by Queue folders
  
  

  Group by Queue
• Preview
  
  

  Preview Report

How to Add More Fields to the Report Layout

Scenario: All open requests count last Month per Support rep

• Create a report from using Template
• Base Report 'Line Item Summary Report'
• Conditions are Requests open 'Last Month' (Time logged)
• Add more fields from Business objects to the layout
• Group by Support rep
• Preview

How to Add Custom Fields to the Report Layout

Scenario: All open requests count last Month per Support rep

• Create a report from using Template
• Base Report 'Summary Report'
• Conditions are Requests open 'last week' (Time logged)
• Add more fields from Business objects & Custom fields to the layout
• Group by Support rep
• Preview

How to Create Reports with Expressions

Scenario: All open requests today - detailed work report

• Create a report from using Template
• Base Report 'Detailed Work Report'
• Conditions are Requests open 'Today' (Time logged)
• Add an expression to one of the fields

1. This expression shows the amount of time a request has been open.
   
   For example, if the request was logged yesterday, then this expression will display “1 Day, 0 Hours, 0 Minutes, 0 Seconds”. This expression is tailored for Detailed Work Report. If you want to use it in another report, replace “Dtwk.Records.ServiceRequestTimeLogged” with the time logged value from the business object of the report you are working with.
   
   
{DateDiff(Today,Dtwk.Records.ServiceRequestTimeLogged).Days + " Days"
+DateDiff(Today,Dtwk.Records.ServiceRequestTimeLogged).Hours + " Hours"
+DateDiff(Today,Dtwk.Records.ServiceRequestTimeLogged).Minutes + " Minutes"
+DateDiff(Today,Dtwk.Records.ServiceRequestTimeLogged).Seconds + " Seconds"}