Who is this article for?

Users who want to learn about searching objects and creating a report from the findings

Reporting authorities, roles, and record access controls restrict data visibility.

Search results are presented in various report formats, each tailored to unique needs such as a list, table, calendar, trend report, and a variety of charts and visualizations.

Report licensing and custom reports
Trend reports, and certain calendar and chart reports, require separate licensing and or configuration. 

Save a search as a report

Saving a search to create a report saves the filtered criteria, the output type, and all report settings (e.g., included columns and widths in a table report). 

• Narrow down a search result before building a report. Use search filters to limit search results before formatting a report.
• Click Save on the tool bar above the filters.
• Once a search is saved as a report, select the reports icon on the left-hand navigation bar and find it in the My Reports folder.
• Add more filters by clicking the Add Filters button and selecting fields to filter on. In the Add Filter window Sort by type to find fields or type a keyword in the field name.
• Remove filters by clicking the “X” in the top right corner of the quick filter box.
• Remove filter criteria by clicking the “X” in the criteria chips shown below the quick filters.
• Change the report to the desired output by selecting an output type in the toolbar.
• Click Save to enter a report name and save it (use the “Save As” sub-function to create a new report from an existing report).
• The report will appear in the My Reports folder on the Report Management screen.

Select the report type

List Reports

List view is the default view for search results and is like results as seen in a Google search. Results are usually sorted by the last updated date of the items. List view shows key details such as title, status, assigned to, and more. The avatar shows who last updated an item.

If keywords are used, the results are sorted by relevance to the term used. Matching keywords and terms are also shown bolded or italicized in the results to help easily find relevant items.

Card Summary Reports

Card Summary view shows summarized record information within stylized and visually informative cards. Click on any card for a more detailed overview of the record. Scroll through the cards using the arrow keys or clicking on desired cards. Card summaries show the title, status, assignee, date last updated, and identifier. Summary icons denote whether the item is open or closed, the age, and whether the item is “stale”, meaning it has been 14+ days since it last being updated.

Right click on a card to show the Detailed Card view, the detailed view also shows the record description, due date timeline, abbreviated workflow and history, and priority or severity details, in addition to the information shown in the smaller summary cards.

Table Reports

Table view separates details into columns. Users can add or remove columns by selecting fields from “Displayed Columns” in the Fields tab in the settings panel on the left. Use the up/down arrows to rearrange column ordering in the table.

Row Grouping organizes rows into unique groups by the selected grouping criteria and ascending or descending group order (e.g., group by Severity then by Assignee, select ascending or descending for each). Apply grouping using the “Group By” selector in the Settings panel Fields tab.

Advanced Sorting allows sorting by one or more fields in ascending or descending order in a specified field order (e.g., sort first by Priority from high to low values, then by Assignee in alphabetical order A-Z). Advanced sorting can also be applied within row groups if desired.

Users can view and modify records through the Table reports view. To edit a record field value from a Table view, select the Enable Editing button in the top right-hand corner of the Table report screen. Change column widths by dragging the right side of the column.

Table reports display unread items that have not been opened in bold text and overdue items in red text. 

See Creating Table and Pivot Reports to learn how to group, aggregate and pivot data in table reports.

Calendar Reports

A search that returns results for an application with date fields that have the Calendar Date attribute enabled can be displayed in a calendar output. Dates can be a single date (e.g., Due Date) or span a date range (e.g., Start Date and End Date).

Hierarchy View

Hierarchy data is presented in a way that demonstrates relationships between various levels of information, allowing users to drill down from high-level summaries to more detailed data. This works for records that are part of a hierarchy, and records that have a reference to a hierarchy. This reporting approach is especially useful when dealing with complex data structures, such as organizational structures, product categories, geographic regions, or any other system where elements can be categorized into hierarchical levels. With a hierarchy report, start at the top level (e.g., Region) and then drill down to lower levels (Site, Building, Room) to gain insights into findings.

If the records have numeric values, the Aggregate Hierarchy By option aggregates or sums the values together in the context of the hierarchy.

When using a hierarchy from a different module than the module being searched, some amount of the records from the hierarchy may not contain any search results. To only display records in the hierarchy relevant to a search result, use the Hide Items Without Children toggle. If this option is toggled off, the entire selected hierarchy will be displayed regardless of the search results.

Under Other Options, there are three toggles related to displaying the number of results under each hierarchy record, to help speed up the process of searching data. Instead of manually clicking each hierarchy record to see what it contains, these numbers can be referred to immediately:

• Display Total in Hierarchy - Displays the total number of results and additional hierarchy elements that are below a given record.
• Display Direct Sub-Items - Like the previous option, but only accounts for records immediately below the given line. "(10)" in this case would indicate opening this line would display ten new lines immediately, which may or may not contain further records, which were not counted - but are counted by Display Total in Hierarchy.
• Separate Sub-Groups and Sub-Items in Display - This option modifies the previous two numbers by splitting them into a pair of values - the first number referring to folders (groups) and the second number referring to search results.

Trend Reports

Analyze data over time with Trend Reports. Trend reports collect data and apply special statistical criteria to show patterns. See Creating Trend Reports for more help.

Chart and Visualization Reports

View search results using various chart types and visualizations. See Creating Chart Reports for detailed help documentation on creating Miramar Charts with BI.