Reports center pane

The Reports center pane displays the report selected in the Reports list.

The following options are available:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Element	Description
Duplicate	Click Duplicate to create a new report based on an existing one. You can make changes to the new report in the New report dialog box. Both the original report and the new one are saved. Note When duplicating an analytic or survey report, the new report is defined as active by default, even if the original report is inactive. When duplicating a public report, the duplicated report is private.
Export	Click Export to export the grid report to a CSV file.
Change type	Click Change type to change the type of a report. The original report is not saved. You can change a report from: Operational to analytic. The report is defined as active and is counted toward the quota. Analytic to operational. The report is no longer counted toward the quota. If the requested change cannot be executed due to the selected report properties, an error message displays the relevant properties. Edit the properties and click Change type again. Note This option is not relevant for survey reports or operational raw data reports.
Activate/Deactivate	For analytic or survey reports, click Activate or Deactivate. Active reports are counted toward the quota; inactive reports are not counted. Note This option is not relevant for operational reports. Out-of-the-box reports cannot be edited but can be activated or deactivated.
Display	Select the option for displaying the report: Chart . View the report as a chart. Grid . View the report as a table.
Refresh	Click Refresh to refresh the report.
<Drill down>	In a chart report, click a bar or a pie slice to drill down to the source data in the relevant module. In a stacked or grouped report, the drill down goes to the source data of the specific subgroup selected. In a grid report, hover over a row of the grid and click the drill down icon at the left to drill down to the source data in the relevant module. Note This option is not relevant for survey reports. At least one of the fields selected for the report filter or the grouping options must be a searchable field. Searchable fields are defined in the metadata for the record type. If the source data for the selected bar or slice of a chart or grid row is greater than 4,000 rows of data, you cannot drill down to it. Drill down is not available for reports based on articles, models, or Service Level targets. In an analytic report, if the report is grouped by a time field by hour, you cannot drill down to the source data. In an analytic report, if the report is grouped by a time field, you cannot drill down to the source data for the section representing a null value.
<Legend>	In Chart reports, the report legend displays a colored square for each item in the chart grouping. You can dynamically modify the chart by clicking the squares to remove or replace the items in the chart. Note The legend is hidden for charts with more than 20 groups.

Element

Description

Duplicate

Click Duplicate to create a new report based on an existing one. You can make changes to the new report in the New report dialog box. Both the original report and the new one are saved.

Note

When duplicating an analytic or survey report, the new report is defined as active by default, even if the original report is inactive.
When duplicating a public report, the duplicated report is private.

Export

Click Export to export the grid report to a CSV file.

Change type

Click Change type to change the type of a report. The original report is not saved.

You can change a report from:

Operational to analytic. The report is defined as active and is counted toward the quota.
Analytic to operational. The report is no longer counted toward the quota.

If the requested change cannot be executed due to the selected report properties, an error message displays the relevant properties. Edit the properties and click Change type again.

Note This option is not relevant for survey reports or operational raw data reports.

Activate/Deactivate

For analytic or survey reports, click Activate or Deactivate.

Active reports are counted toward the quota; inactive reports are not counted.

Note

This option is not relevant for operational reports.
Out-of-the-box reports cannot be edited but can be activated or deactivated.

Display

Select the option for displaying the report:

Chart . View the report as a chart.
Grid . View the report as a table.

Refresh

Click Refresh to refresh the report.

In a chart report, click a bar or a pie slice to drill down to the source data in the relevant module. In a stacked or grouped report, the drill down goes to the source data of the specific subgroup selected.

In a grid report, hover over a row of the grid and click the drill down icon at the left to drill down to the source data in the relevant module.

Note

This option is not relevant for survey reports.
At least one of the fields selected for the report filter or the grouping options must be a searchable field. Searchable fields are defined in the metadata for the record type.
If the source data for the selected bar or slice of a chart or grid row is greater than 4,000 rows of data, you cannot drill down to it.
Drill down is not available for reports based on articles, models, or Service Level targets.
In an analytic report, if the report is grouped by a time field by hour, you cannot drill down to the source data.
In an analytic report, if the report is grouped by a time field, you cannot drill down to the source data for the section representing a null value.

In Chart reports, the report legend displays a colored square for each item in the chart grouping.

You can dynamically modify the chart by clicking the squares to remove or replace the items in the chart.

Note The legend is hidden for charts with more than 20 groups.