Request Detail (Filter by Custom Fields) Report

This report is similar to the Request Detail report except that requests can be filtered by values in custom fields. Once the request type is specified for the report, select up to four custom fields for that request type. Run the report for specific values for each of those fields.

To run the Request Detail (Filter by Custom Fields) report, users must have a Demand Management license.

Table 5-9. Request Detail (Filter by Custom Fields) report field descriptions

Field Name (*Required)

Description

Request Numbers

Select one or more request numbers from the request numbers available on your PPM instance.

*Include Closed Requests

Option to include closed requests.

*Request Type

Select a request type from the request types available on your PPM instance.

Status

Select one or more statuses from the statuses available on your PPM instance.

Priority

Select one or more priorities from the priorities available on your PPM instance.

Assigned To

Select one or more users from the users on your PPM instance.

Assigned To Group

Select one or more security groups from the security groups available on your PPM instance.

Created By

Select one or more users from the users on your PPM instance.

Request Sub Type

Select one or more subtypes of the specified Request Type from the request subtypes available on your PPM instance.

Department

Select one or more departments from the departments available on your PPM instance.

Application

Select one or more applications from the applications available on your PPM instance.

Workflow

Select one or more workflows from the workflows available on your PPM instance.

Request Group

Select one or more request groups from the request groups available on your PPM instance.

Contact

Select one or more contacts from the contacts available on your PPM instance.

Company Name

Select one or more companies from the companies available on your PPM instance.

Creation Date From

Select the starting date. The report will include only those requests created on or after this date.

Creation Date To

Select the ending date. The report will include only those requests created on or before this date.

Last Update Date From

Select the starting date. The report will include only those requests updated on or after this date.

Last Update Date To

Select the ending data. The report will include only requests updated on or before this date.

Description Contains

Specify the string that must appear in the description. Type any alphanumeric string (up to 200 characters in length).

Field Prompt 1–4

Select these field prompts from the field prompts available on your PPM instance.

Field Value 1–4

Select these corresponding field prompt values. Type any alphanumeric string (up to 200 characters in length). This value should exactly match the visible field. For Yes/No options, type Y for yes and N for no.

Report Title

Specify a unique name for the report. Type any alphanumeric string (up to 200 characters in length).

*Order By

Select the sort criteria. Choices include:

  • Request Number

  • Application

  • Assigned To

  • Created By

  • Creation Date

  • Department

  • Last Updated Date

  • Priority

  • Request Group

  • Request Sub Type

  • Request Type

  • Status

*Show Header Fields

Option to show header fields.

*Show Detail Fields

Option to show details (custom fields).

*Hide Prompts For Empty Fields

Option to hide prompts for empty fields.

*Show Contents of Table Fields

Option to show the contents of table component fields.

*Show Field Audit History

Option to show the transaction history.

*Show Notes

Option to show notes.

*Filter Notes

Indicate the scope of the notes. Choices include:

  • Show all notes

  • Show only user notes

*Show Status

Option to show workflow steps and their current status.

*Show References

Option to show references.