Create a Report

This assumes you have already logged in to the Ticket Console.

1. In the toolbar, click Reports. From the short menu that appears, click New Report. "New Report Folder" allows you to create a new folder where you can store your reports.
2. Select the type of report you would like to create.
3. Enter the Name (required) and description in the Describe your report field(recommended).
4. The Select the columns you would like to see area comes pre-populated with commonly used fields. Click Remove next to any fields you do not want to include.
5. To add fields,
   1. Click Add. An unlabeled field will appear at the bottom of the column list.
   2. Use the Field dropdown to specify the field you want included.
   3. (Optional) You can reorder the columns by dragging the three-lines icon in the Sort column.
6. To Add filtering to your report,
   1. Use the Column dropdown list to select a field. It does not need to be a field included in your report.
   2. Select the appropriate value from the Operator dropdown. The choices you see here depend on what column you selected.
   3. Enter the values associated with your selected column and operator.
      • If you see a blank text field, enter the appropriate value or entry.
      • If you see a dropdown list, select a value from the list.
      • If you see a gray text area with a magnifying glass next to it, click the magnifying glass to search for the desired entry. Enter all or part of the name or NetID in the Search field, then click Search. Put a check next to the desired value or values, then click Insert Checked.
   4. If you include more than one filter criteria, click Show Advanced to indicate the boolean operators (AND or OR).
7. (Optional) You can choose to Order your report by specifying column(s) and indicating Ascending or Descending.
8. Select where to store the report results.
9. Select who can see the report results.
10. (Optional) Select a chart type to include.
11. (Optional) Email Delivery applies only to reports you want to run on a recurring basis. Click Add, then specify the Interval, the Format, and the email Recipients. Click Save when finished.

When done designing your report, at the top of the window, click Save and Run to run this report now and save the specifications for re-use. (Reports you have saved will appear in the left column of your Console View.

Report Editor Features

The following fields have been added to Tickets, Ticket Tasks, Assets, Projects, Risks, and Issues report sources and can be added to reports in the report builder:

• Last Communication Comment
• Last Communication User
• Last Communication Email
• Last Feed Entry
• Last Feed Entry User

• Collapsible Report Sections - Each section of the report builder starts collapsed, with the ability to open the sections you need each time you edit a report. Information badges on the section headers preview the configuration inside the section. 
• Reorder Filters - Filters can be reordered in a report without breaking any Advanced Filtering Expression you may have configured. 
• Change Tracking & Undo/Redo - While editing, the editor keeps track of what changes you have made, shows which sections have changes, and allows you to undo/redo changes made to the report in this session.
• Inline Preview - When building a report, the preview page will show what the report will look like. 
• Rearranged Fields - Fields in report builder related to report results or charting are now grouped together. 

Report Builder Agent

The Report Builder Agent is a chat interface for creating and refining report builder reports using natural language. You can describe what you want the report to show, ask questions about the data, and the agent updates the report in real time as you request changes. 

Other capabilites include:

• Agent vs. Technician change tracking: running counts distinguish between changes made to the report by you versus the Report Builder Agent for better understanding and troubleshooting.
• Dedicated "ask" buttons - You can have the Agent summarize the report definition or ask what it can do at the click of a button.