Enabling access to reports within an application

Reports enable the users of an application to view and analyze the application data based on different criteria. For example, the user of an application views the application data to analyze the performance of all the teams, number of hours each team worked, number of issues each team resolved, and so on. By analyzing the application data, users can also identify the low and high performance points in the application and take necessary actions.

You can enable launching the Reporting dashboard from an BMC Helix Platform application. Application users can access their reports directly from the application UI. 

Before you begin

Ensure that BMC SaaS Operations has successfully onboarded the customers.

To enable access to Reporting from an BMC Helix Platform application

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application from which you want to launch Reporting, and click Navigation. 
3. From the Shell Navigation section, drag the Menu item element to the canvas.
4. On the Properties tab, click  and enter the following information:
   1. In the Label field, enter an appropriate name for the menu item. For example, Reports.
   2. From the Action to Trigger list, select Navigate to Smart Reporting.
5. Click Save.

To access Reporting from an BMC Helix Platform application

1. Log in to the application in which you provided access to Reporting.
2. On the navigation bar, look for the option to launch Reporting.
3. Click the option to access reports.

Related topic

Controlling user access by assigning permissions to Shell menu elements