Remedy Reporting Styles Reference Guide

Overview
Searching in order to Report
Creating a Style Sheet
Previewing the Report
Saving the Report
Exporting the Report

Overview:

Reporting Styles in Remedy give the user more flexibility to get the reports you desire. This contains a brief overview of how to use the Reporting Styles interface along with an illustrated example.

Searching for Cases to Report on:

Before creating your own report through Reporting Styles, you need to do a Search Requests inside Remedy on all the cases you want to report on. This example displays a search on all tickets within the CSG First Call Helpdesk.

Note: Either deselect the highlighted case in the Search Results Pane as seen in the Matching Help Desk Cases section above or select all the cases that are returned. In the results of the Report Style you create, you will only see a report of the cases you select here. If you select nothing, Remedy assumes all cases are selected.

Creating a Report Style:

1. Go to Tools -> Reporting to create a Report Style

2. You will see the following screen.

3. Double-click on <<New Style>> to bring up the Report Styles Properties Box.

4. Select all the fields you want in your report from the Field List: and add them the Selected Fields section. The fields shown below are simply an example of fields you may choose to report on.

5. Click on the Sort tab to determine your report's sort order. You may sort on more than one Field. You may group the results on any field you sort on.

6. Click on the Statistics tab to create statistics for your report. You can perform five different operations: Max, Min, Count, Average, and Sum. Below is an example of the syntax for a Count statistic.

Putting the exact name of any Field inside $s in the Label field (see above) will insert that specific variable into your report (see the Preview screenshot found in section 8 for a picture of this). Make sure you add your statistic to the bottom portion of this Statistics screen before continuing to the Page Setup tab.

7. Click on the Page Setup tab. You will see the following screen.

You have many options to customize the layout/output of your report (see above). Work with each of the options to create the look/feel you want for your report. View the picture in section 8 to see the output of the selections above. Click Apply to apply your settings and click OK to close the dialog box.

Previewing your Report:

To preview your report, click the Preview button as shown below. You will see a page similar to the next two photos but based on your search criteria and Page Setup settings. Note the layout, which is specific to the options chosen in section III, step 7.

In the box above is one output of the configured Label variable found inside the Statistics tab which we customized in section III, step 6.

Saving your Report Settings:

Click on the Save button to save your report. When the dialog box below appears, enter a Report Name and press OK to save and name the Report Style.

Exporting the Search Results:

To export your search results to a file, go to the Report pull-down menu -> Export To -> File. You have the option to save the file as either an .rep (Crystal Report) file, a .csv (comma separated value) file, or as an .arx (Remedy Export) file. See below for details. You can bring this information into programs such as Microsoft Excel, Access, or Seagate's Crystal Reports among many others to manipulate the data and obtain even more detailed reports.

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