Choosing a Custom Report Type (1 of 2)

SBM provides a range of report types to choose from when creating a custom report. The following questions will help you decide which type of custom report to choose.

What data do you want your report to show?

Items assigned to me or someone else.
Listing reports are most commonly used for this purpose. Refer to Listing report. Another type of report which is used less frequently is the Details report. This report displays all of the item details for an item, instead of limited number of fields that display with the listing reports. See Details Reports for more information.
How many items are in each state or assigned to each person.
Distribution reports are used to see how items are distributed across different criteria, such as users or states. See Distribution Reports for the different distribution reports that are available.
How long items spend in each state.
Duration reports allow you to see how long items spend in a particular state. For example, you would use a duration report to determine the average time that items stay in a New state before they are assigned to a developer for work. For more information, see Time In State Reports. Another report type, which is less frequently used, is the State Change Report. This report calculates the exact time that each item spent in a particular state. See State Change Reports for details.
The rate at which items are being submitted or closed.
Trend reports provide historical totals or submittal rates of items over a specified time period. For example, you could use a trend report to look at the size of the backlog of items that have not been closed. This report would allow you to tell over time if you are closing more items than are being submitted. For more information, see Trend Reports.
None of these listed above.