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Report creation


Geoff Soper

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Tables available for selection when creating reports are not specific to app context. All tables are available in the list regardless of where you are in the navigation menu (e.g. Platform Configuration, Service Manager, etc.). h_itsm_requests is not available with this name in Reports (h_itsm_requests is only in DB Direct), you are looking for the "Requests" table:

image.png

While app context does not matter when it comes to available tables when designing a report, it will matter in regards to where the report will reside. For example, if you create a report while in Service Manager - so using the "Reporting" admin option from Service Manager section - then the report created will only be visible and accessible from this reporting section and not from other reporting sections (e.g. reporting section from Platform Configuration or another app).

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@Geoff Soper

9 hours ago, Victor said:

While app context does not matter when it comes to available tables when designing a report, it will matter in regards to where the report will reside. For example, if you create a report while in Service Manager - so using the "Reporting" admin option from Service Manager section - then the report created will only be visible and accessible from this reporting section and not from other reporting sections (e.g. reporting section from Platform Configuration or another app).

As per above the reports are grouped by app. In the above screenshot, where exactly you are in admin when viewing those reports? Platform Configuration? Service Manager? or other app?

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Just to clarify for future reference:

Tables available for selection when designing reports are NOT filtered by app. ALL tables will be available for selection regardless of the app context when in admin view.

Reports however are filtered by app and the reports displayed in "Reporting" in admin tool depend on app context when in admin view. A report created via "Platform Configuration -> Reporting" will only be visible while in "Platform Configuration" and a report created via "Service Manager -> Reporting" will only be visible while in "Service Manager"

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