Printable dashboards


As a dashboard user, you can use the printable dashboards to print the required change, incident, or work order records in a PDF format on an A4 size paper without having to manually select any fields.

For a list of icons and operations that are common across dashboards, see BMC Helix Dashboards overview.

To view the Printable Details dashboards

  1. From the navigation menu , click Dashboards.
  2. Click the Helix ITSM folder and then click any of the following dashboards:

    • Printable Change Details
    • Printable Incident Details
    • Printable Work Order Details

    Tip: Quick access from the home page

    To quickly open the dashboard from the home page, mark it as a favorite by using the star icon. Additionally, after you open a dashboard, it is available under Recently viewed dashboards on the home page.


Panels in the Printable Change Details dashboard

The following table lists the panels in the Printable Change Details dashboard:

PanelsDescriptionExample

Dashboard filters

You can use the following custom filters to view the change details on the dashboard:

  • Company
  • Coordinator Group
  • Status
  • Change ID

Note: By default, only the first 10 records are displayed in the Change ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries.

Select the range from the following additional global filter to view the relevant change records:

  • Date and time range

By default, the result displays the relevant information for the last 30 days.


Panels

Displays the following panels for a change record:

  • Requestor Information

Note

In the Requestor Information panel, you can click the Infrastructure Change ID link to view the change details. The change details are displayed in a new Smart IT screen.


  • Location Information
  • Status
  • Change Implementer
  • Change Manager
  • Change Assignee
  • Product Categorization
  • Operational Categorization
  • Classification
  • Dates



Panels in the Printable Incident Details dashboard

The following table lists the panels in the Printable Incident Details dashboard:


PanelsDescriptionExample

Dashboard filters

You can use the following custom filters to view the incident details on the dashboard:

  • Status
  • Priority
  • Assigned Group
  • Company
  • Incident ID

Note: By default, only the first 10 records are displayed in the Incident ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries.

Select the range from the following additional global filter to view the relevant incident records:

  • Date and time range

By default, the result displays the relevant information for the last 30 days.


Panels

Displays the following panels for an incident record:

  • Customer Information

Note

In the Customer Request panel, you can click the Incident Number link to view the incident details. The incident details are displayed in a new Smart IT screen.


  • Status
  • Classification
  • Contact Information
  • Resolution
  • Location Information
  • Product Categorization
  • Operational Categorization
  • Current Assignment
  • Associated Work Orders


Panels in the Printable Work Order Details dashboard

The following table lists the panels in the Printable Work Order Details dashboard:

PanelsDescriptionExample

Dashboard filters

You can use the following custom filters to display the work order details on the dashboard:

  • Company
  • Assigned Group
  • Assignee
  • Status
  • Priority
  • Work Order ID

Note: By default, only the first 10 records are displayed in the Work Order ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries.

Select the range from the following additional global filter to view the relevant work order records:

  • Date and time range

By default, the result displays the relevant information for the last 30 days.


Panels

Displays the following panels for a work order record:

  • Customer Information

Note

In the Customer Information panel, you can click the Work Order ID link to view the work order details. The work order details are displayed in a new Smart IT screen.


  • Location Information
  • Status
  • Dates
  • Classification
  • Operational Categorization
  • Product Categorization
  • Current Assignment
  • Contact Information


Panels in the Printable Asset Details dashboard

The following table lists the panels in the Printable Asset Details dashboard:

PanelsDescriptionExample
Dashboard filters

You can use the following custom filters to view the asset details on the dashboard:

  • Company
  • Status
  • CI Name

Note: By default, only the first 10 records are displayed in the CI Name list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. The date and time range filter does not filter the asset records. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries.

Panels

Displays the following panels for an asset record:

  • CI Information
  • Location
  • Product Categorization
  • Financials
  • Dates


Panels in the Printable Problem Details dashboard

The following table lists the panels in the Printable Problem Details dashboard:

PanelsDescriptionExample
Dashboard filters

You can use the following custom filters to display the problem details on the dashboard:

  • Company
  • Assigned Group
  • Coordinator Group
  • Status
  • Problem ID

Note: By default, only the first 10 records are displayed in the Problem ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries, filtering data, and panel title values.

Select the range from the following additional global filter to view the relevant problem records:

  • Date and time range

By default, the result displays the relevant information for the last 30 days.

Panels

Displays the following panels for a problem record:

  • Requestor Information

In the Requestor Information panel, you can click the Problem ID link to view the problem details. The problem details are displayed in a new Smart IT screen.


  • Location Information
  • Status
  • Classification
  • Product Categorization
  • Operational Categorization
  • Problem Coordinator Assignment
  • Problem Assignment
  • Vendor Assignment
  • Dates
  • Associated Known Errors 



To print a Printable Details dashboard

  1. For the required dashboard, click the Share icon .
  2. On the Share page, click Download.
  3. From the list, select the Type as PDF.
  4. Select the required Layout and Orientation.
  5. Click Download PDF.


    You can now print the PDF on a A4 size paper.

Important

You can also configure the formats to download a dashboard. For more information, see To configure variable for supported report formats.

Was this page helpful? Yes No Submitting... Thank you

Comments