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How BMC Remedy Smart Reporting works

For latest version of this topic, go to the  Remedy Smart Reporting documentation .

BMC Remedy Smart Reporting is an easy-to-use report writer for non-technical users, delivering drag-and-drop simplicity for formatting and data selection. It is designed to reuse components, such as Source Connections and Views, as much as possible. This model creates a hierarchy of objects within BMC Remedy Smart Reporting.

Source ConnectionsA source connection stores details of how BMC Remedy Smart Reporting will connect to an external database that you wish to report from. For every database that you wish to write reports for, you will have to create a single source connection record within BMC Remedy Smart Reporting. A source connection can have many views.
ViewsOnce you have defined a source connection you must create one or more view records that your users can report off. A view is a metadata layer that allows you to define which fields, from which tables in your source database can be made available for reporting. A view can have many reports written against it.
ReportsOnce a view is defined you can write a report against it. A report record is a report definition which defines which columns in your database you want to display and how you want to display them. A report can be used on one or on any number of dashboard tabs
Dashboard TabsOnce you have written reports, you can begin to construct your dashboard. You can place as many reports onto a tab as you wish. You can also create as many tabs as you wish on your own personal dashboard.
StoryboardsStoryboard is a presentation layer in BMC Remedy Smart Reporting that allows users to create slide shows with fully functional reports as well as text, images, and videos.

Where does the data come from?

BMC Remedy Smart Reporting connects to your data through a Source Connection which is set up by an Administrator. From here, Advanced Users design and create Views which are meta-data layers used to specify relationships in the database and field availability.

Views provide the Report Writer with fields to build their reports, without the need to understand all the technical aspects of database relationships. The Report Writer is then free to build content through the drag and drop interface.

When a user runs a Report, it uses logic defined in the View, and connects to a database via the Source Connection in order to return results.

What can my reports do?

Using BMC Remedy Smart Reporting, a Report Writer can create many different types of reports. These vary from basic tabular reports, charts, and KPIs, to advanced geographical maps and reports that can combine results from multiple sources.

Some of the functionality available in reports includes:

DrillReports can move from a high level overview of data down to transaction level detail based on user interaction
AlertsReports can contain highlighting based on rules defined by a Report Writer in order to draw the user's attention to a value
CalculationsReports can contain basic to highly complex calculations which can be defined in the View or Report
FiltersReports can restrict results returned through the use of filters either defined by the Report Writer or the Report Reader
ChartsReports can contain a wide range of visualizations defined through the Report Builder which allow users to view data outside of a tabular format
KPI & SummaryReports can contain KPI or Summary displays which allow users to quickly assess values important to them, before exploring in further detail

Where to go from here?

There are two main topics covered for getting started:

1.Accessing BMC Remedy Smart ReportingLearn how to navigate around the BMC Remedy Smart Reporting system, accessing different components and builders.
2.Accessing BMC Remedy Smart Reporting contentLearn how to access different types of content in BMC Remedy Smart Reporting.

Once familiar with these areas, move on to the Creating Content section of the online documentation.

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