The historical reporting option returns historical data
on Issues in the current Workspace, including past statuses, priorities,
and elapsed time. For example, a report can return the average and
total elapsed time it took a particular service desk technician to close
Issues assigned to that technician in the month of May. The report
includes a breakdown of all matching Issues and the total and average
times for all Issues.
To use the historical report tool, select Reports
| Metrics | Historical from the FootPrints Toolbar.
The options available
in this report are:
Report Type
Historical
Report—Returns
all Issues from a specified time period that also match the selected assignment,
status, and priority criteria.
Snapshot—Returns a snapshot
of all Issues created on a specified date that also match the selected
assignment and priority criteria.
Report formatting
Output
style—Select
whether to display the report in a browser window or output the data to
a text file.
File
format—If
you chose to output the report to a text file, select a file format in
which to output the report. Format
choices are MS Excel (i.e., comma separated file), tab separated file,
or a custom separator of your choice in a text file.
Report
title—Define
what is included in the heading at the top of the report output. These
options do not apply to the Text File style. Options include:
Title—Displayed at
the top of the report. Enter
the text you want included.
Date—The date the
report is run (updates each time the report template is re-run).
Time—The time the
report is run (updates each time the report template is re-run).
Workspace
name—Name
of the Workspace.
Logo
graphic—The
logo image displayed in the current Workspace.
Time
Period—Define
the date range to search on.
Exact—Specify exact
dates to search on in the period specified:
On—Specify a particular
date (leave second date blank).
Before—Issues that
were created/last edited before the specified date are returned (leave
second date blank).
After—Issues that
were created/edited after the specified date are returned (leave second
date blank).
Between—Returns Issues
created/last edited between the specified dates (use both date fields).
Dates
- Enter the date or dates to search on. Click the calendar icon to display
a searchable calendar.
Relative—Select this
to search by relative date, allowing you to create a search or report,
for example, that returns Issues for the last month. Select
a number from the first drop-down (1-31) and select the period from the
second drop-down (Day,
Week,
Month,
or Year).
Starting
status in this time period—Select
the starting status that the Issue should have in the date range specified.
Ending
status in this time period—Select
the ending status that the Issue should have in the date range specified.
Use
Work Schedule in computing Time Elapsed between Starting Status and Ending
Status—When
this box is checked, don't include time outside of the workspace work schedule
when calculating the time in which an Issue was between its starting and
ending statuses.
Assignees—Select the
user(s) to search on. Hold down the CTRL
key to highlight multiple users.
Additional
FootPrints IDs—Additional
user IDs of users who do not appear in the Assignees
list can be entered, each separated by a space. This is useful for
searching on users who no longer belong to the Workspace.
Priority—Select the
priority Issues should have in the date range specified.
After choosing the report criteria, click GO. A second window displays the report results.
If the text file option is chosen, a Windows Save
As dialog box is displayed. Matching Issues, including Issue
number, starting and ending dates and times, elapsed time, status and
priority are displayed. At the end of the report, the total number
of records returned, total elapsed time, and average elapsed time are
displayed.
Note on Permissions
Reports can be restricted based on a user's RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Workspace Administrator..
Historical reports may not be available if your role does not allow access.
Please
consult your FootPrints administrator
for more information.
.
Historical reports may not be available if your role does not allow access.
Please
consult your FootPrints administrator
for more information.