The Service Request Application offers multiple report templates - on screen and download options. To access the Reports section, click on "Reporting" from the horizontal menu bar or from the tab drop down menu.
The Reporting section home page hosts the "Your Reports and Downloads" list, which includes any previously generated reports or downloads. For more information on how to view and manage existing reports, view the section within the Help Document titled "Viewing and Managing Existing Reports & Downloads". To create a new report, click the "Create New Report" icon towards the top of the list page.
Advanced Reporting
The first option on the list of available reports and downloads is the Advanced Reporting engine. This option allows you to build the report you need - select data columns and filters as necessary to display the information that needs to be obtained in the report, create display charts etc. Click the "Create" icon to begin report customization.
Enter the report name and select the date range and date range type. The date range type will determine the requests that are to be included in that date range - requests that were submitted within the specified date range (Date Requested), requests that were completed within that date range (Date Completed), or requests that were closed within that date range (Date Closed). If you have archived requests that should be included in the report, check off the "Include Archived Requests" option.
If you have more than one building that currently subscribes to the Service Request Application, select which buildings are to be included in the report. Click "Next" to create the report.
After clicking Next, you will be brought back to the "Your Reports & Downloads" page and the report will be saving at the top of the list. Once the report is ready, you will have a "View" and "Options" icon to select from. To view and customize the report, click the "View" icon.
Summary Data - This will bring you to the Summary Data section of the report. This section defaults to provide a summarized total of the requests included in this report, broken down by status.
If you have the application for multiple buildings it will default to group the data by Building, however to the left of the report you can change the grouping at any time by selecting from the available grouping options. You can also apply sub-groups as well to further break down the data.
To add or delete columns of information to this report, click the gear icon to the top right of the table.
This will open up the Column Wizard. From here you can manage the existing columns and add new columns of information to the report. Again, this is the Summary Data report so other than standard service request detail information, it will only provide totals as opposed to specific request data and calculations. To include more specific data, you can use the Data Set which is explained further down the page.
Available Columns - Choose from the available column categories to add additional column information to the report.
Your Summary Data Columns - This the "Your Columns" list, which displays the current columns in the report. You can deselect and drage and drop to rearrange the columns.
Once you've selected the desired columns, click the "Done" icon to update the report.
Data Set - The next section of the report is the Data Set, which allows you to include specific custom data associated with all requests. Select the "Data Set" icon from the reporting menu bar.
To add more columns of information to this report, click the gear icon to access the Column Wizard. As explained above, you can then deselect and rearrange the existing columns of information and select additional columns of information to add to the report. The Data Set report will allow you to import all specific request data and calculations.
Once you have selected the desired columns, you can then filter the data using the multiple filtering options to the left.
To apply selected a filter you can click the green refresh icon for that specific filter to update the report. If you have enabled multiple filters, select your filters and then click the "Update Filters" icon above the filters list to update all filters at once.
To remove all applied filters and view all requests, click on the "Reset Report" icon.
Sort the report alphabetically or chronologically by click on on any of the column headers.
Charts - To generate charts for this report, click the Charts icon from the reporting menu bar. From the next page, if you have existing charts that you have created they will be displayed here and to create a new chart, click the "New Chart" icon.
From the Charting pop up window, select the data you would like included in the chart. You have several available categories to choose from here. Once you select the category you can then further customize and filter the charting data on the next page.
Create a title for your chart and if applicable select from the group and sub-group drop down menu to group the data on the chart. If you have selected a group, you may then have additional filtering options available as well.
Select the time frame from the drop down - daily, weekly, monthly, quarterly or annually. If applicable, you can then customize the date subset for the charted data. You can select any start and end date as long as it's within the original date range selected when the report was initially created.
Select your chart format and the chart size - which determines the display size on the charting list page. If you enabled any data filters on the previous data set report, you can opt to ignore the filters and include all request data in the chart. Click "Submit" to view your chart.
Your chart will then display on the Charts page. To edit or delete the chart, click the gear icon to the right of the chart. By clicking "Edit" you can edit any of the chart details as explained above.
The "Options" menu at the top of the Reporting page will be covered in the "Viewing & Managing Existing Reports" section of this Help Document.