Request Summary Report

This report displays the total counts for groups of requests matching the selection criteria. Selected requests can be grouped in up to five categories. For example, a report can display the counts for requests in each department/assigned user combination or for each department/application/priority combination.

To run the Request Summary report, users must have a Demand Management license.

Table 5-14. Request Summary 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 one or more request types 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 Types 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 date. The report will include only requests updated on or before this date.

Description Contains

Specify the string that must be included in the description.

Type any alphanumeric string (up to 200 characters in length).

Report Title

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

*Group By

Select one or more sort criteria. Choices include:

  • Assigned Group

  • Assigned User

  • Company Name

  • Contact Email

  • Contact Name

  • Contact Phone

  • Created By

  • Created On

  • Department

  • Description

  • Last Updated On

  • Application

  • Priority

  • Request Group

  • Request Number

  • Request Sub Type

  • Request Type

  • Status

  • Days Open

  • Workflow

  • Percent Complete

*Include Subtotals for First Group Column

Option to include subtotals for the first group.