Traktip: Creating Your Own Summary Reports

It’s time for another Traktip! Please note: as of Issuetrak version 15.7, Queries are no longer required to run reports. The following steps reflect that change. If you need assistance, please contact your account manager or Technical Support

Issuetrak’s Report Writer gives you a remarkably detailed way to report on your data. By filtering, sorting and grouping, you can easily calculate counts, sums, or averages. You can even schedule those reports to be delivered automatically! 

Did you know that you can quickly create your own summary reports? Those reports can be saved, easily run on demand, and even scheduled!

Quick View of Your Information

A summary report basically takes the headers of a standard report and gives you the counts, sums, or averages, but doesn’t include all the details of each issue. 

In order to create your own summary reports, there are a couple of steps to include when walking through the Report Writer:

  1. Click on Reports from the left menu.
  2. .
  3. Click New Report at the top of the Reports list that is displayed.
  4. Name your report something descriptive so that you can easily find it again.
  5. (Optional) Provide the Report Title that will appear on the report results.
  6. (Optional) To share the report, check the box next to Share. Use the type-ahead field and magnifying glass button to add users that will have access to this report.
  7. (Optional) Set a description for your report to explain the purpose or context of this report.
  8. Broadly define the data scope.
    1. Choose the Data Set you want to gather information from.
    2. Drag and drop the fields you want this report to display in order from the list on the left to the box on the right. (To remove fields, drag and drop them back into the lefthand list.)
  9. You can choose to:
    1. Save & Run - Immediately run the report and see the results.
    2. Save & Exit - Save the report and go back to the initial Select Report screen.
    3. Click Next to continue to the Create a Report screen and fine-tune your report with filters and formatting. (Continue to step 7.)
  10. (Optional) Narrow the data scope.
    1. Beneath the Filtering header, define any filters to limit the scope of data in the results.
      1. The left dropdown menu lets you select the field to filter by.
      2. The right drop down menu lets you select the condition to filter the field.
      3. The Filter Logic field allows you to define a Filter Statement that combines the filters in the way you want.
  11. (Optional) Under the Sorting and Grouping header, you may choose to sort or group your data. In order to do this, use the dropdown menu to select a field that you want to sort or group data for, then click Add.
    1. A line item will appear for the field you selected. You may now choose the sorting direction, whether the data is grouped by this field, and whether the Header or Footer is present. Additionally, you can choose the order that these fields appear on the report using the up and down buttons, or click the X button to remove the line item.
  12. (Optional) Under the Defaults and Formatting header, you may choose to do the following:
    1. Make the report very brief by checking Suppress Report Details.
    2. For each line item, you can choose:
      1. Format (Date and numeric fields only) - Select how dates or numbers are presented.
      2. Subtotal - A count of the values for this column.
      3. Justification - Paragraph formatting.
      4. Width of the field.
  13. Click Save & Run.

You’ll either be shown your report, or taken back to the list of reports. From there you can run your report, or you can go on to schedule your report by clicking on Scheduled Reports in the right-hand Quick menu.

As always, if you have any questions or would like to see this in action via a quick demo, don’t hesitate to contact your Account Manager. We’re happy to help! 

About Ashlyn Frassinelli


Ashlyn Frassinelli

Issuetrak's Marketing Content Writer

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Topics from this blog: Traktips