Customize and Run a Report

 
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SysAid Technical Writer
985
 

Analytics

Overview

Customize and Run a Report

The All Reports tab contains all the reports you have permissions for in your system. You can use the Search field to filter the reports displayed in the tab and you can use the Views icons () to change the format in which the reports are displayed.

 

 

Customize a report

To customize a report, click on its name. This opens the report form, which allows you to select the exact parameters for the report and then generate it.

Run a report

You can run a report with all its predefined parameters from the Action menu, or you can modify its parameters and run it from the Report form (see the Customize a report section above).

From the report's Action menu, click Run. The report file is downloaded to your machine, and SysAid creates a record of the report in the Recent Reports tab.

 

 

Note:If the report run-time exceeds ten seconds, the report continues to run in the background. A download link appears in the Recent Reports tab when the report is ready.

Email a report

Emailing a report is similar to the Run option, except the process happens entirely in the background, and SysAid sends the report to the specified recipients when it's ready.

 

To email a report

  1. From the report's Action menu, select Email.
  2. In the Email Report dialog, begin entering the name of the person you want to send the report to and select the name from the autocomplete list that opens below.
    If the Allow admins to send emails to addresses not registered in SysAid option is selected in Email Integration, you can also enter any email address you would like to send the report to.

  1. Enter text for the email subject and body.
  2. Click Send.

 

When the report is ready, it is sent as an email attachment to the selected addresses. It also creates a new record in the Recent Reports tab.

Add a report to My Reports

Saving a report to My Reports, creates a shortcut to the report that includes your personally customized parameters such as: search criteria, output layout, scheduling preferences, etc. You can add the same report multiple times to My Reports with different parameters.

 

For example, you may want to run a report that displays data regarding the workload of an individual admin. You can save a shortcut for each admin you want the report to run for. In this regard, each report in My Reports must have a unique name. If you attempt to save a report with an already existing name, SysAid prompts you to change it.

 

The My Reports tab allows you to repeatedly run the report with customized parameters and add scheduling parameters.

 

To save a report to My Reports

  1. From the report's Action menu, select Save in My Reports.
  2. If a report with this name is already saved in My Reports, enter a unique name for the report and click Done.

Schedule a report

You can schedule a report to automatically run according to a specified recurrence. SysAid sends the report results to the specified email addresses.

 

Only reports saved to the My Reports tab can accept schedule parameters. Therefore, setting a schedule for a report from the All Reports tab includes saving the report to My Reports. Saving a report to My Reports, creates an advanced shortcut to the report that includes your personally customized parameters such as: search criteria, output layout, scheduling preferences, etc. You can add the same report multiple times with different parameters.

 

Each time you schedule a report from All Reports, a new version of the report is scheduled and does not affect previous schedules you set for that report.

 

To schedule a report

  1. From the report's Action menu, select Add Schedule.
  2. If a report with this name is already saved in My Reports, enter a unique name for the report.
  3. In the Start From field, use the date picker to select an initial date and time for the report to run.
  4. From the Every drop-down, select if you want the report to run daily, weekly, or monthly.
  5. In the Send To field, begin entering the name of the person you want to send the report to and select the name from the autocomplete list that opens below.
    If the Allow admins to send emails to addresses not registered in SysAid option is selected in Email Integration, you can also enter any email address you would like to send the report to.
  6. Enter text for the email subject and body.
  7. Click Done.

The report is saved as a unique instance in the My Reports and Scheduled Reports tabs. Every time it runs, it creates a record in the Recent Reports tabs.

Note: Selecting Schedule again in the All Reports tab will save a new instance of the report to My Reports. To edit an existing schedule, you must open it in the My Reports or the Scheduled Reports tabs.

SysAider
2
 
With the Advanced Reporting module, is there a configuration setting to add the Knowledge Base articles data (faq table) to generate reports?

When I create a new report and select "Customize report" there are no fields in the Data tab when I start to edit. We are trying to run some QAQC to make our knowledge base articles more useful to administrators and end users.

The documentation for customizing reports by exporting and importing jrxml appears to be obsolete with the Advanced Reporting module.
SysAid Technical Writer
985
 
Hi OldTinker,

Thanks for your comment.

Regarding the Knowledge Base report, this is not currently available. We do have an existing feature request for this and, if you like, I can move this thread to the Feature Request forum so other SysAiders can vote for/ add their comments to this feature.

Regarding the documentation for customizing reports. We have two separate pages for customizing reports created in the old user interface and for creating new custom reports. See this page for creating new custom reports:
https://www.sysaid.com/help-page.htm?helpPageId=4201

Hope this helps.

Have a great day,
Avi
SysAider
2
 
Hi, Avi:

So it looks like the Cloud version that we have cannot import jrxml files to change the query to select fields from faq - right? We need to wait until the faq table gets added to the reporting toolset. Please add us to the list to support KB reporting.

Thanks,
Greg
SysAider
1
 
Any update to this feature request? We'd also like to run some reports against the KB.
@@@
SysAider
1
 
Trying to Run a Custom report that would provide me details on Admins permissions.
In Details:

Who has access to what? and most important who has Super Admin Rights.
SysAider
13
 
Is this a feature with all accounts? I am an admin on my company's account and I do not have the ability to create a report.
SysAid Community Manager Product Team
4929
 
Hi QueenBeeDizzle,

Which version and edition of SysAid are you running? The built-in Reports should be available, but creating a custom report is only available for customers with the Advanced Reporting module.

Cheers,
Danny
SysAider
13
 
we have the cloud-based version build version v18.2.13 b3
SysAid Community Manager Product Team
4929
 
Is your account a full SysAid Administrator? Can you take a screenshot of the Reports window (Analytics > Reports > All Reports)?

Thanks,
Danny
SysAider
13
 
To my fullest knowledge I am a full admin. here is the screenshot you requested. I also have an issue involving groups I would like to discuss once this is resolved.

reports.jpg
SysAid Community Manager Product Team
4929
 
Hi QueenBeeDizzle,

I suggest contacting our support team for further investigation.

Thanks,
Danny
SysAider
13
 
Thank you, I will forward this suggestion to those that make the decisions!
SysAider
3
 
Hello!

SysAid Edition / PackagePro Plus Edition
Build Numberv17.2.03 b6

I can not create a new report.

Analytics > Reports > Creat new Report

enter the data, press Done.
The message appears: "null"

before the reports were created

Please, help me
SysAid Community Manager Product Team
4929
 
Hi Tropik,

Did creating a report ever work on your system? Do you have the advanced reporting module license? Can you PM me your account name?

Thanks,
Danny