ReportParams 1119

Report - Service Trend

The Service Trend report shows the trend for service revenue during the selected interval. The trends are shown in graphs and tables.

This report is very useful analyzing the trend of number of services per service and period as well as the revenue per service and grand total. By creating different service groups you will easily be able to analyze different types of services separately if wanted.

Note: In order to generate trend reports for services, service groups need to have been set up.

The report shows a chart over the number of service bookings for the service group, and the costs for each service.

Following shows a table summing up total costs per period for each service in the service group, as well as the cost per period for all services in the group. The table is grouped per main group, organization group or bags, account and service.

Get Started

1. Load a previous selection from history to run, optionally

   - or -

2. Load your saved settings from saved presets to run , optionally
3. Click run report

   • If you want to run a new selection, continue to selection and choose your values

Selection

1. Select grouping:
   1. Main group
      1. Select a main group
      2. Select an interval:
         1. Define a start period
         2. Define an end period
   2. Organization groups
      1. Select a main group
      2. Select an interval:
         1. Define a start period
         2. Define an end period
         3. To select organization groups on the hierarchal organization structure:
            1. Select an organization level
            2. Select organization group

               • Select organization groups in the left column and click the arrow button to move the selected groups to the right column
               • By using the double arrow button , you can move all groups from the left column to the right column

   3. Bags
      1. Select a main group
      2. Select an interval:
         1. Define a start period
         2. Define an end period
         3. Select bags

            • Select bags in the left column and click the arrow button to move the selected bags to the right column
            • By using the double arrow button , you can move all bags from the left column to the right column

2. Select a service group
3. Click run report

Execution

1. Define the report format
2. Check the show when ready box to show the report in the open view when ready

   • If you leave the view or click show once again the report will be available in the activity panel
   • Read more about how to handle the activity panel

Summery

The summery section show your selected values.

Result

This report is grouped for each of the selected main group, organization groups or bags and per period of the selected interval.

The first table shows:

Heading	Content
Main Group, Organisation Group or Bag	Shows the Main Group, Organisation Group or Bag
Total Amount	Shows the total amount of subscriptions for the selected interval
Total Cost	Shows the total costs of subscriptions for the selected interval

The graphs show:

• Bars for the amount of subscriptions grouped on period and service
• Bars for the cost of subscriptions grouped on period and service

The following information is displayed in the report:

Heading	Content
Period	Shows the period
Total Amount	Shows the total amount of subscriptions for this period
Total Cost	Shows the total costs of subscriptions for this period
Account	Account which the service is connected to
Service	Shows the name of the service which the Amount and Cost are grouped by and the Account and Cost/Group is connected to
Amount	Shows the total amount per subscriptions
Cost/Service	Shows the cost of the service
Cost	Shows the total costs per subscriptions

General Report Selection Information

You can choose how you want your report selection view to look:

• Segmented - give you a wider overview and you can see all of the selection on your screen.
• List - give you a longer page and reminds you of the old look and feel.

Besides from having access to a specific report, the users also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.

The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.

The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the to change the width of the section. Watch the video

How to - Add a Report as a Favorite

1. Open the report selection page
2. Click favorites
3. Select Add to favorites

   • The report is added to the favorite reports list, accessed by clicking my favorites

How to - Remove a Report from the Favorites List

1. Open the report selection page for the report you want to remove
2. Click favorites
3. Click remove from favorites

   • The report is removed from the favorite reports list in my favorites

How to - Save Report Settings

1. Open the report selection page for the report you want to save settings for
2. Enter the settings you want to save
3. Click save settings
4. Enter a name for the settings, e.g. the period or group or whatever it is that is significant with these settings
5. Click save

   • The report is now added in my favorites
   • To access the saved settings, click the name of the report in my favorites , and then click the name of the saved settings

How to - Delete Saved Report Settings

1. Open the report selection page for the report you want to delete saved settings for
2. Click save settings
3. Click remove for the settings you want to delete

How to - Schedule a Report

1. Open the report selection page
2. Click schedule report
3. Check the schedule box
4. Select the time zone you are in from the menu
5. Select schedule option
   1. Monthly
      • Define on what day of the month the report should be sent by selecting a date in the monthly on day dropdown menu
   2. Weekly
      • Define on what weekday the report should be sent by checking the weekday
   3. Daily
      • All weekdays are checked, and the report will be sent daily
6. Enter at what time of the day the report should be sent in the start at field
7. Click save

   • The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in user

Note: If you have the system setting automatically create periods and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the aggregation job. The aggregation job is usual run at night or early in the morning, please contact Servicedesk for more information.

How to - Edit a Scheduling of a Report

1. Open the report selection page
2. Click schedule report
3. Change your settings
4. Click save

How to - Remove a Scheduling of a Report

1. Open the report selection page
2. Click schedule report
3. Uncheck the schedule box
4. Click save

   • No more report e-mails with this report will be sent to the user's address

How to - Send a Report

1. Open the report selection page
2. Click schedule report
3. Click the tab send report
4. Enter e-mail recipient(s) in to,

   • If you want to send the report to more than one, separate addresses with semicolon (;) without space

5. Enter a subject for the message
6. Enter the message text in the message field
7. Click send

   • The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)

How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report

1. Open the report selection page
2. Click permissions and a list of all users with permission to access this report is shown
3. To give permissions on the report for a user, enter the username (or a part of the username) in the search user field

   • You can only search on the username, not the users' real name. If the username doesn't exist or if the user is already in the list, the search will not give any result.

4. Click search

   • A list of all users who match the search query is presented

5. Check the boxes for the users you want to add
6. Click the save button

   • Selected users are moved from the list and added to the table with users with permissions to the report

How to - Remove Permissions for a Report

1. Open the report selection page
2. Click permissions
3. Find the user you want to remove permissions from in the table of users

   • If necessary, click the numbers below the table to go the correct page

4. Click delete next to the user you want to remove from the list of users with permissions

   • The user is deleted from the table and no longer has permissions to the report