How do I create a custom report with counts?

When building reports using the custom report builder page, many people want to make a report which is a count of items by some sort of common field(s). For instance, you might want to see [Item]s By Type or [Item]s By CreatorThis is a fairly simple report to build.

Each report source has an [Item] Count field which is selectable. For instance, this might be Ticket Count. All you would need to do is to select the fields you want to see counts grouped by as well as the count field. For instance, to create a report of ticket count by type and account, you would select the following fields:

  • Type
  • Acct/Dept
  • Ticket Count

This would show counts based upon unique combinations of both Type and Acct/Dept. You could add or remove fields used in conjunction with the count field depending on your reporting needs.

The main thing to remember is that for a count report to work, you cannot include a field whose value will be unique on every single item. If you do, you will see a row for every item and a count of 1. Item ID, for example, would not be a good field to include in a count report as is always unique.

Report Charts

It should be noted that charts do not group the data chosen for name/value differently than the actual report data table. The charts really only work well for a 2 column approach. If 3 or more columns are selected in your report, the charts may show duplicated data.

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Article ID: 1993
Thu 7/24/14 3:58 PM
Tue 6/23/20 9:58 AM