I want to create a report that pulls incident information for a number of specific categories. Any reports out of the box and and ones that I've tried include all the categories that we have. This is not easy for one of our Mangers to look at as it includes technicians that are not reporting to him. He would only like to see data on specific categories from the service catalog. I would need some way during the report building process to specify for which categories i need data pulled. Any ideas?
Thanks in advance!
Hello,This is easily achievable by defining a search group to use when running the report. When creating a report you are prompted to insert a search group, alternatively you can edit a pre-existing report by selecting to edit the report properties, and click the ellipses to select a search group.
Within the Search Manager, drill down into Incident.Category = (whatever category you want here). You can then make it an OR statement and list all categories that your manager(s) would like to view. If you are searching amongst multiple categories I also recommend adding the Incident.Category field to the report itself to better represent each record in the report.
Thanks Corey! Makes total sense!