Custom report designer

As well as providing you with a selection of pre-defined reports, NetSupport ServiceDesk allows you to create and save your own custom reports. The simple drag and drop interface enables you to build a fully customised report including HTML, text and supporting graphs.

Note: New reports are based on searches. To create a new report, you must create or use an existing saved search.

To create a new report

Select the Reports tab and click Explore in the toolbar.
A Tree view containing the pre-defined report folders will appear and the reports stored within each folder will be listed in the right-hand pane.
Click New Report.
From the drop-down list, select the saved search that the report will take the data from. You can create a new search by clicking Create Search.
Click OK.
The Design Report window is displayed.
To create the structure for the report, drag the required tools from the left-hand side into the header or footer of the report and set the required properties for each tool. The tools available are:

Chart

Text

HTML
To resize and position the tool, select the required tool and click the Size/Position icon in the toolbar. You can also set the alignment by clicking the appropriate icon in the toolbar.
To create the data table for the report, drag the required fields from the right-hand side to the available fields section.
Once you are happy with the format and you have the required data for your report, enter a report name, description and the folder location.
Click Save.
The report will now appear in the standard report Tree view under the specified folder. You can run the report from here.

To view a report

Note: Adobe Flash Player is required to view reports.

Select the Reports tab and click Explore in the toolbar.
Select the required report folder from the Tree view. All the reports in that folder will be listed in the right-hand pane.
Select the required report and click View Report in the toolbar.
The report will be displayed in a new tab in your web browser.

To edit a report

Select the Reports tab and click Explore in the toolbar.
Select the required report folder from the Tree view. All the reports in that folder will be listed in the right-hand pane.
Select the required report and click Edit Report in the toolbar.
Edit the report as required.
Click Save.

Note: To amend the saved search that the report is based on, click Report Source in the toolbar.