Reporting → Using Custom Reports → Report Reference → Trend Reports → Open and Completed Trend Reports

Open and Completed Trend Reports

The Open and Completed Trend reports provide open/completed rates of primary items over days, weeks, months, and quarters. The output is a tabular or graphical report.

Content Options

The following are options available in the Content area for Open and Completed Trend reports.

  • Report Item Type

    Indicates the application the report is based on.

  • Report Project

    For reports based on primary tables, the project you select when creating a report determines which items are returned in your report. The project selection also determines where the report is stored and which users can access the report. For example, if you select Project A, only users who have privileges to run reports in Project A can run the report.

    For details, refer to Selecting a Report Project.

  • Report Style

    Choose how to display your report.

    Consider the following information when you select a report style:

    • For graphical reports, labels may be truncated for fields that contain long selection values.
    • If you select a tape chart and your data set contains more than five items, the lines in the chart may appear as black.
    • The tape chart, area chart, and line chart styles do not display any data if the X axis contains only a single data point. For example, if you create a Distribution report, select a project with no sub-projects, and then set Project as the Row entry, no data appears for these styles. If you select a project with sub-projects (and there are items in the sub-projects), data is shown.
  • Total By

    Choose to increment results in days, weeks, months, or quarters. The date and time selected as a start date determines the beginning of the increment period. For example, if you specify Feb. 15 as a start date and select Quarters from the Increment drop-down list, report results are organized by quarter beginning with Feb. 15. For monthly increments, if you select a start date that does not apply to all months, such as Jan. 31, that date is only used when it applies. In addition, the specified end date is increased when needed to reflect an entire time period. If your last column starts at 3/30/2013 at 5 a.m. and you selected a monthly increment, the end date for the last column is 4/30/2013 at 5 a.m. For details on selecting start and end times for Trend reports, refer to Search Filter.

  • Time Period

    Specify a time period for the report. You can either specify a fixed period using a date range or a time period based on a number of days, weeks, or months that have passed prior to running the report.

    • Fixed Period
      • Start Date

        This field is required; however, the time of day is optional. Click the calendar icon to select a date, enter a date specification using the format indicated below the input field, or click Date/Time Keywords to use date values that are recalculated instead of a fixed date when the report is executed. You can also type custom values, such as Minus 5 or Plus 5 (with a different number, if desired) to use custom plus and minus values.

        Select the Query At Runtime check box to require users to enter the Start Date when the report is executed.

      • End Date

        This field is optional. If you do not specify an end date, the report uses the current date. Click Date/Time Keywords to use date values that are recalculated instead of a fixed date when the report is executed.

        Select the Query At Runtime check box to require users to enter the End Date when the report is executed. You can also type custom values, such as Minus 5 or Plus 5 (with a different number, if desired) to use custom plus and minus values.

    • Relative Period
      • Last

        Enter a number of preceding days, weeks, or months to limit report results.

  • Group By

    Optional. If you select a field by which to group items, one trend line appears for each value for that field that occurs within the results. For example, if you select the Submitter field, one trend line appears for each submitter of items returned by the query.

  • Completed Field Definition

    This field determines your definition of "completed" for items. You can choose to categorize all inactive items as completed, or you can specify your own condition by selecting the second option and then clicking the Add button.

Working with "Completed" Definitions

Use the Completed Definition area to specify the field and the field values that qualify an item as "completed", or to add an additional field and corresponding values to a multiple-field "completed" definition.

After you select a field from the Fields drop-down list, the Operator drop-down list contains values appropriate for that field, and the list box underneath the list of fields contains the possible values for that field. In some cases, you see a search icon, which you can use to filter the list of values.

Select an operator, and then select the value or values that constitute your definition of "completed".

Note: If there are arrow buttons and a second list box to hold field values, you can either use the arrow buttons to move values that you want in your definition into the right-hand box, or you can multi-select the values in the left-hand box; however, do not use both mechanisms at once.

Click OK to save your definition.

Related Topics

Content Options

Search Filter

Search filters enable you to narrow your search for items.

Important: When using search filters, remember that trend reports are based on the current values of the item. For example, if your report filters on Active items, and the report shows the following row for High Severity:
  Week 1 Week 2 Week 3 Current Week
High Severity 3 4 4 5
If you close a currently active item that was submitted in Week 1, then the report will change as follows:
  Week 1 Week 2 Week 3 Current Week
High Severity 2 3 3 4

Select the following options for creating a search filter for your report:

Option Description
Include Items From Sub-projects Select this check box to include items from sub-projects of the project selected from the Report Project list. This option is not available for reports created against auxiliary tables.
Show Search Filter In Results Select this option to display your Search Filter settings in the output of the report. This option allows report viewers to see which filters are used in the report. It is also helpful when you select to print a report, since it displays which Query At Runtime parameters were selected.
Limit selections using field dependencies and project selections

Select this check box to use the project's field dependency rules.

For example, in Project A, the Priority field has a dependency with the Severity field. The dependency states that when the Severity field is Critical, then the Priority field must be 1 or 2.

You create a report on Project A and add a Search Specification of Severity in Critical. Then, you add a Search Specification for the Priority field. The available Field Values for the Priority field will be limited to 1 and 2.

Changing this setting does not affect values that have already been selected.

Restriction: Dependencies are only honored for fields that have the Allow searching option selected in the field definition.
Basic Conditions

When you select a field from the Fields drop-down list, the Operator drop-down list contains values appropriate for that field, and the list box underneath the list of field values contains the possible values for that field. In some cases, you see a search icon, which you can use to filter the list of values.

Select an operator, and then select the value or values that constitute your search criterion.

Note: If there are arrow buttons and a second list box to hold field values, you can either use the arrow buttons to move values that you want in your criterion into the right-hand box, or you can multi-select the values in the left-hand box; however, do not use both mechanisms at once.

Click OK to save your criterion.

Additional Options

Additional Options

  • 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.

  • 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 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).

  • 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.

  • Footer
    Optionally, supply a footer for your report.
    Note: The footer renders some common HTML tags such as <i>, <b>, and <font>. However, this means that character entity references such as >, <, ", and & are not encoded in the footer. Therefore, in order to display <Some Text> in the footer, you must send the following encoded sequence: &lt;Some Text&gt;.

Drill-Down Display Options

The following options are available in the Drill-Down Display Options area of the report form. They enable you to specify which fields to include in the drill-down reports as well as column widths and sorting criteria.
Note:
  • Drill-Down Display Options may not be available if your administrator has disabled Flash components or in browsers that do not support HTML5.
  • You cannot drill down into a report when it is contained in a Drill Through report and used to drive another report. See Drill Through Reports for more information.
The following table describes each of the fields that you use to specify drill-down display options:
Field Description
Use Value Display Format Select this check box to use the default columns for the drill-down report. Clear the check box to enable the Select Columns to Display feature.
Select Columns to Display Select the fields that you want to appear as columns in the drill-down reports. To select or deselect a field, move it to or from the right-hand box using the arrow buttons.
Set Custom Field Widths Optionally, specify the width (in pixels) for the columns in the drill-down reports.
Sorting Select the fields on which you want to sort the data in the drill-down reports.

Results

Open and Completed reports return a graphical representation for items that were open and completed during the time that was specified in your report criteria.

The following information and options display with Open and Completed Trend report results.

Field Description
Data Set Labels For graphical reports, data set labels display for the report graphic. These labels use a color that corresponds to a category or column in the report.
Date/Time Labels Labels for the date/time columns on the report depend on the time increment you reported on and whether you elected to display dates and times in local time or Coordinated Universal Time (UTC). If you selected the Show Labels and Calculate Time Intervals according to User's Time Zone check box on the report form, the local time zone is shown for the time zone specified in the user profile for the user running the report. The heading for date/time labels indicates whether the report is using local time or UTC.

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