---
title: Generate Reports - Request and Incident Management
slug: citsmart-8-en/generate-reports-request-and-incident-management
description: Learn about the range of reports available in our incident/request management system, including causes and solutions, Gantt charts, workload calculations, quantitative reports, satisfaction surveys, service request history, executor reports, approval repo
docTags: 
createdAt: 2022-01-19T23:00:18.000Z
---

## Generate reports of causes and solutions

This report has the objective to present the causes and solutions of the service
requests.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Causes and Solutions Control`;
2. Set the filters as needed;
3. To generate a graphic report, click on "**Generate chart PDF**" to create the
    report in PDF and/or on "**Generate XLS chart**" to create the report in Excel;
4. To generate a report with detailed information, click on "**Generate Analytical
    Report PDF**" to create the detailed report in PDF and/or on "**Generate
    Analytical Report XLS**" to create the detailed report in Excel.

## Generate report Gantt

This report has the objective of presenting the service incidents and requests in
Gantt chart.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Gantt`;
2. Set the filters as needed;
3. Click on "**Filter**" to generate the Gantt chart.

## Generate workload report

This report has the objective of presenting the calculation of hours worked for
each employee and/or group.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Workload Report`;
2. Set the filters as needed;
3. Click on "**Generate PDF**" to create the report in PDF and/or click on
    "**Generate XLS**" to create a report in Excel.

## Generate quantitative report

This report has the objective of presenting the number of service requests
according to the status entered.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Quantitative`;
2. Set the filters as needed;
3. Click on "**Generate PDF**" to create the report in PDF and/or click on
   "**Generate XLS**" to create the report in Excel.

## Generate report quantitative by services completed (synthetic)

This report has the objective of presenting the report of requests/incidents
(services) completed.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Quantitative by Services Completed (Synthetic)`;
2. Set the filters as needed;
3. Click on "**Generate PDF**" to create the report in PDF and/or on "**Generate XLS**"
    to create the report in Excel.

## Generate a report of services completed (analytical)

This report has the objective of presenting the report of the request/incident
(services) completed.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Quantitative of Services Completed (Analytical)`;
2. Set the filters as needed;
3. Click on "**Generate PDF**" to create the report in PDF and/or on "**Generate XLS**"
    to create a report in Excel.

## Generate a report of the satisfaction survey

This report has the objective of presenting information about the satisfaction
 survey about the attendance of the service requests.

### Before getting started

It is necessary to have opened and closed calls that have the satisfaction survey
linked.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Search Satisfaction`;
2. Set the filters as needed;
3. Select how to create the report then click on "**Generate PDF**", "**Generate XLS**"
    or "**Export CSV**".

## Generate service requests report

This report has the objective of presenting the registration history of the service
request.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Search Incident/Request`;
2. Set the filters as needed and click on "**Search**". It will appear the
    requests;
3. In the requests presented in the list, it is possible to perform the
    following actions: consult ticket history, view request/incident, view
    attachments and reopen the ticket;
4. If you want to generate a report with summary information of the research
    that was performed, click the "**Generate XLS**" button to generate the report
    in Excel format;
5. If you want to generate a report with detailed information about the
    research that was performed, click the "**Generate PDF Detailed Report**" button
    to generate the detailed report in PDF format and/or the "**Generate XLS Detailed Report**" button to generate the detailed Excel report.

## Generate request report per executor

This report has the objective of presenting the service request per executor.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Request per executor`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create the report in PDF and/or on “**Generate XLS**”
    to create the report in Excel.

## Generate request approval report

This report has the objective of presenting the service requests that were and were
not approved.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Search Approval Requests`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create a report in PDF and/or click on “**Generate
    XLS**” to create a report in Excel.

## Generate request execution report

This report has the objective of presenting the responsible for executing the
service request.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Request Execution Report`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create a report in PDF and/or on “**Generate XLS**” to
    create the report in Excel.

## Generate a report of reopened request

This report has the objective of presenting all requests that were reopened in a
period.

1. Access the functionality through the main menu `Reports > Incident/Request
   `
   `Management > Reopened Request`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create a report in PDF and/or on “**Generate XLS**” to
    create the report in Excel.

## Generate top 10 reports of incidents/requests

This report has the objective of presenting the top 10 incidents/requests according
to the filters chosen by the user.

1. Access the functionality through the main menu `Reports > Incidents and Requests
    Management > Top 10 Report of Incidents/Requests`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create a report in PDF and/or on “**Generate XLS**” to create the report in Excel.

## Generate a report of incident/request by service

This report has the objective of presenting the number of requests and incidents that were requested, regarding the service catalog and portfolio.

1. Access the functionality through the main menu `Reports > Quantitative
    Report of Incidents and Requests by Portfolio and Service Request`;
2. Set the filters as needed;
3. Click on “**Generate PDF**” to create a report in PDF and/or on “**Generate XLS**” to
    create the report in Excel.