Note

   

This documentation supports the 20.21.02 version of BMC Helix Remedyforce.

To view an earlier version, select the version from the Product version menu.

Creating reports

BMC Remedyforce provides a variety of predefined reports to give you quick access to information. You can use the Reports tab to view, create, edit, and export these reports.

  1. Click the Remedyforce Administration tab. 
  2. On the Home page, click the Create Dashboards and Reports tile, and from the menu select Reports & Dashboards (Salesforce)

    Note

    Staff members can click the Reports tab to access the Reports & Dashboards page.

  3. On the Reports & Dashboards page, click New Report
    The Select Report Type list displays the out-of-the-box reports provided by BMC Helix Remedyforce. 
    If the Allow Reports check box is selected for custom objects, the report types of those custom objects are displayed in Other Reports in the Select Report Type list.  Select a report type and click Create to create a new report. 

    Note

    The following report types are listed in Other Reports:

    • Salesforce report types for Remedyforce objects
    • BMC Helix Remedyforce out-of-the-box report types



    For more information about creating reports, click the Help for this page link.


The following video (2:34) shows how to create a report that tracks the Last Queue of an incident.

https://youtu.be/OZOQFxKcWho


The following video (3:27) shows how to create an action history report in BMC Remedyforce.

https://youtu.be/zWg9n6e_F-s

The following video (2:44) shows how to create a report to show opened and closed incidents per staff.

https://youtu.be/jP27PMNdJ8U

Related topic

BMC Remedyforce Data Dictionary

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