Creating an ad-hoc incidents/service requests report with octopus is a two step process. You start by extracting the requests you want on your report and then you select/customize a print format.
EditStep 1 : Find the requests you want in the report.
- Activate the Incident/SR Module (F2)
- Open the "advanced search" panel by clicking the down arrow icon at the top right of the screen.
- Enter filter criteria to get the requests you want.
ie: To get a list of requests submitted by the HR department in February 2009, click the Classification tab and select "HR" in the department field. Then click the Date tab and select a range from Feb 1st to Feb 31st.
- Click the Search button to execute the query and return matching requests.
EditStep 2 : Chooses how you want to print/output the report.
Here you have 3 options:
EditOption 1 : Use a pre-defined report format.
- Once you have the matching records on your screen, press CTRL+P to show the print dialog.
- Select a print format.
- Press OK to print.
EditOption 2 : Create a custom layout and print using this layout.
- Once you have the matching records on your screen, customize the appearance of the results list:
- You can add fields that are not shown by default. To do so, right-click on the header of any column and select "Choose a column". In the column chooser window, double click on the fields to add them to the results list.
- You can remove fields that you don't need by dragging them outside of the list area (drop them in the toolbar or the left sidebar)
- You can drag & drop columns to move the columns.
- You can click on column header to change the sort order.
- When you are satisfied with the result, you can do CTRL+P and select the "Print the list as displayed" option.
Note: you can revert to the default layout at any point time. To do so, right-click on the header of any column and select "Reset to default grid layout".
EditOption 3 : Export to excel
Arrange the layout as explaing in Option 2 (above) and copy/paste the record into Excel. See
this article.