Additional Options for Duration and Trend Reports

Additional Options

  • Show Labels and Calculate Time Intervals according to User's Time Zone

    Select this check box if you want column labels to display times and calculate time intervals in the time zone selected in the user profile for the user running the report. Clear the check box if you want labels to show times in Universal Coordinated Time (UTC).

  • Use Logarithmic Scale (Graphs only)

    Select this check box to apply a logarithmic scale to your report. You may want to do this to reduce your report results to a manageable range if they cover a large range of values. This option only applies to certain report styles, such as line, scatter, and bar charts.

  • Optional HTML Template
    This drop-down list contains HTML templates for customizing the look of your report. Provided templates include excellist.htm, which improves the display of Listing report results when they are exported (by right-clicking the report output and then selecting Export to Microsoft Excel), and massselectlist.htm, which provides buttons at the top of the page, enabling you to select or clear the check boxes for all items in the results list. Your administrator can customize report templates, and the templates in the list may or may not apply to the type of report you are creating. Select the template from the drop-down list.
    Note: This option is available for applicable report types in the SBM User Workspace and for Listing reports in Serena Work Center.
    If you change the HTML template in a report that is pinned to a menu or on a dashboard in Work Center, the change is not reflected in the affected report. You must re-pin or re-add the updated report after you save the template change.
  • Choose Colors for Values

    Choose custom colors for values shown in graphical reports. Values are based on the row and column fields you selected on the Content tab. Depending on the report style, color may be applied to row values, column values, or both. If you do not select colors, random colors are used.

  • Choose Colors for Values

    Choose custom colors for values for the Group By field you selected on the Content tab. If you do not select colors, random colors are used.

  • Add Columns of Calculations

    You can include calculations on Numeric, Binary/Trinary, and Date/Time fields in your report results. The calculations available are addition, subtraction, multiplication and division. For details, refer to Calculations in Listing and Multi-Table Reports.

    To add a calculation to a report:

    1. In the Column box, type the name that will appear as the Column Header in the report.

    2. In the first calculation box, select a field that will serve as the first operator from the drop-down list.

    3. Select an operand from the next list.
      Note: Date fields can only be subtracted. Multiplying, dividing, and adding date fields will yield an error.
      Note: For any calculation you create that begins with a Date/Time keyword (like now or startof_thisweek), you must ensure that the keyword is the first token in the expression. For example, the following expression:

      Submit Date = (now Minus 30)

      Should be specified as (without the parentheses):

      Submit Date = now Minus 30

    4. In the second calculation box, select a field that will serve as the second operator from the drop-down list.

    5. Click Add New Calculation to add another calculation, if desired.
    Tip: For Date/Time fields, click the Date/Time Keywords link to select a Date/Time keyword, such as Now or Startof_NextWeek, for your calculation.
    Important: Certain calculations are not possible, such as multiplying, dividing or adding dates or Date/Time Keywords. Invalid calculations will result in an error when you run the report. The errors may prevent the report from running at all, resulting in the following message:
    An error occurred while processing the last request.
    
    The error was:
    
    Database exception in ....
  • Show Whole Rows and Columns of Zero (0)

    By default, Distribution reports do not show rows that have only zeros as values. Select this check box to show the rows that only have zeros as values.

  • Show All Labels

    Some display labels are skipped if a large number of values is returned on the horizontal axis. Select this check box to show all labels. If the labels are difficult to read, clear this check box to show fewer labels. This option does not apply to tabular reports.

  • Show Chart Values

    Select this check box to show the number of items returned for each row on the graphical report. If a large number of values are returned, they may be difficult to read. You can clear this check box to show fewer values. To see values, hover your mouse over a bar or pie segment to view the number of items returned. This option does not apply to tabular reports.

  • Show Chart Anchors

    Select this check box to easily show or hide the data points for tape, line, and area charts. This option is always enabled for scatter charts. You can use this option in combination with Show Chart Values to view data points and values simultaneously.

  • Thresholds

    Thresholds allow you to apply visual indicators to your report that inform you when data rises above or falls below numbers you specify. Apply a color to each threshold that appears in the background of the report.

    You can set a high threshold, a low threshold, or both. Thresholds cannot be used with percentile stacked bar charts or pie charts. The following threshold options are available:
    • Set High Threshold Greater Than – Type a number that indicates a high threshold when the report data is greater than that number. For a report that tracks the number of items submitted by particular users, you may want to set a high threshold that indicates when over 75 items have been submitted.

    • Set Low Threshold Less Than – Type a number that indicates a low threshold when the report data is lower than that number. For a report that tracks the number of items submitted by particular users, you may want to set a low threshold that indicates when fewer than 10 items have been submitted.

    • Using Color – Click the Color link for each threshold to open the Select Color dialog box and select a color for each threshold. You must select a color if you set a high or low threshold. The color for each threshold appears in the background of the report.

Related Topics

Time In State Reports

Backlog Trend Reports

Entering a State Trend Reports

Open and Completed Trend Reports

State Activity Reports