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Selecting a search report type
Who is this article for?
Enterprise or Decani users and administrators who want to create reports
Reporting authorities, roles, and record access controls restrict data visibility.
Search reports are available in the Report Management screen. Select Reports in the left-hand navigation bar to view system, shared, and personal saved search reports.
Creating a new report
Create a report by applying search filters to the data you want to view. Filters help narrow results to relevant information.
For information on how to create reports by conducting searches on data, please refer to Creating a report from a search.
Select the report type
List reports
List view is the default display for search results and presents information in a format similar to a search engine results page. 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 identifies the user who last updated the result.
If keywords are used, the results are sorted by relevance to the term used. Matching keywords are highlighted in the results to help identify relevant items.
Card summary reports
Card Summary view displays record information in a card format. Select a card to view additional details. Navigate between cards using the arrow keys or by selecting a card. Card summaries show the title, status, assignee, date last updated, and identifier. Summary icons indicate whether the item is open or closed, its age, and whether it is considered stale, meaning it has not been updated for more than 14 days.
Right click on a Card Summary box 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 displays search results in columns. Add or remove columns by selecting fields in Displayed Columns on the Fields tab of the settings panel. Use the up/down arrows to rearrange column ordering in the table. See Creating a table report for more information.
Table reports also support inline editing. 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. See Managing bulk changes to objects.
Calendar reports
Search results can be displayed in a calendar when the application contains date fields with the Calendar Date attribute enabled. Dates can be a single date like a Due Date or span a date range such as the Start Date and End Date.
Hierarchy view
Hierarchy reports display relationships between levels of data, allowing users to drill down from summary information to detailed results. They can be used with hierarchy records and records that reference a hierarchy. If records contain numeric values,
Additional hierarchy Options, to help speed up the process of searching data. Instead of manually clicking each hierarchy record to see what it contains, the following settings can be adjusted:
- Roll up: Collapses sub-groups into their direct parent items.
- Aggregate Hierarchy By: Calculates the total of the selected field values for each hierarchy level.
- Hide Items Without Children: Displays only hierarchy items that are associated with objects returned by the search. If this option is disabled, the entire hierarchy is displayed, including hierarchy items that do not have any associated search results.
- 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.
- Folder Icon: Icons can be selected to represent a hierarchy group or folder.
- Object Icon: Icons can be selected to represent hierarchy objects.
Charts and visualization reports
View additional search results using various pre-built visualizations and custom visualizations. See Getting started with custom visualizations or Creating custom legacy BI reports.