This documentation supports the 18.08 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Report Builder - Data step


#

Function/Panel

Description

1.

Navigation

Access various builder steps by clicking on the links in the navigation bar. The Report link provides the user with save options throughout the building process, rather than waiting until the final step. For more information, see Reports and Edit menus.

2.

View fields search

Search for fields to use in the report here, accessing all fields provided by the selected View in the previous Create step of the builder.

3.

View fields list

Select fields to use in the report from the list provided by the selected View in the previous Create step of the builder. To add multiple fields at once, simply hold down Ctrl+Command or Shift while selecting fields.

The fields available in the semantic views list are mapped to the fields existing in the AR system forms. Some of the field names in the semantic views list do not match with the field names in the AR forms. For example, while creating an Asset report, if you select the Site field from the Asset – Computer System category, it is mapped to the Site Group field in the BMC Remedy ITSM application.

To compare the field mapping, refer to the excel sheet attached to this wiki topic. AR Forms to SR Field Mapping.xlsx

4.

Formatting menus

Access various formatting menus from this section of the navigation bar. This allows the user to apply formatting changes to the report and preview the output while still on the Data step, rather than having to toggle between it and the Output step. For more information, see Formatting.

5.

Table body fields

Drag fields into the Columns and/or Rows lists to build the body of the report. Adding fields to both lists will create a cross tab report automatically. For more information, see Fields.

6.

Field drop down menus

Apply aggregations, formatting, advanced functions, totals, and other options to a field via its drop down menu. For more information, see Fields.

7.

Table preview

View a preview of the final report output. The user can also drag fields into this preview area, rather than adding them to the Columns or Rows list to add them to the table. Fields can also be reordered here by dragging the field headers into position. For more information, see Table Preview.

8.

Section fields

Select fields to be used as sections in the report, these will create splits in the table for each value of the section field(s). For more information, see Sections.

9.

Filter fields

Select fields to be used as filters in the report, values for these can either be defined during the report creation process, or left as user prompt. For more information, see Filters.

10.

Close builder button

Leave the builder using this button.

11.

Filter panel

Apply values to filters defined as user prompt here in order to restrict the results in the table preview. Values applied here are only used to adjust the preview, not the final report output. For more information, see Filter Preview.

12.

Analysis style

Select the appropriate option to select the report analysis style. Use the No drill option to create reports based on hierarchical objects. Select other options available to enable Related Reports and Drill functionality through this panel. For more information, see Related Reports.

Video

Click here to view a short video on the different types of reports you can create using BMC Remedy Smart Reporting.

13.

Report Data

View the Data Source and View name that the report is built on. The user can also limit the rows returned in the report, the preview, and switch the Auto Refresh off if they wish to build with dummy data, rather than continually querying the database after each field change.

14.

Source filters

If there are source filters applied to the View selected to build off, they will appear here to be enabled/disabled. If the user does not have the Access Filter role permission they will not see this section. For more information, see Source filter.

15.

Access Filters

(From BMC Remedy Smart Reporting version 9.1.03 and later) If there are access filters applied to the View selected to build off, they will appear here to be enabled/disabled. If the user does not have the Access Filter role permission they will not see this section. For more information, see Access Filters.

16.

Subquery Panel

(From BMC Remedy Smart Reporting version 9.1.03 and later) Create and switch between subqueries through this panel. If the user does not have the subqueries role permission they will not see these buttons. For more information, see Subqueries.

17.

Edit view

The user can access the view via this button in order to make changes required for the report creation. If the user does not have the appropriate Database Views role permissions they will not have access to this button.

18.

Add calculation

The user can create calculated fields to use within the report. For more information, see Calculations.

19.

Table preview info

View the number of rows and time taken to return the table preview. For more information, see Table Preview.

20.

Refresh report

Refresh the data displayed in the table preview. For more information, see Table Preview.

Report data

OptionDescription
Data SourceProvides the name of the db connection used to create the report.
ViewProvides the name of the view use to create the report.
Active Row LimitProvides the user with the option to restrict the number of rows returned in the active report. This is inherited from the Source Connection, but can be restricted further at the report level.
Note: this setting does not control the table preview on the data step, only the final output of the report.
Show Duplicate RecordsThis allows the user to remove the 'DISTINCT' clause from the SQL. This means that results that appear multiple times will display in the final report, rather than being removed, so there may be rows that are identical.
Auto RefreshThis allows the user to turn the Auto Refresh option On or Off. Auto Refresh controls the way the sample data in the Table Preview is generated.
  • On: each time a change is made to the report, such as a field being added to the Columns or Rows list, the database is queried.
  • Off: dummy data is used to display a preview of the table without querying the database. This should be used for reports that require a large number of fields to be added, or edits made, to help with performance.
    Note: this setting does not control the final output of the report, only table preview on the data step.
Preview Row LimitThis allows the user to define the number of rows displayed in the table preview.
Note: this setting does not control the final output of the report, only table preview on the data step.

Table preview

Dummy data

You can see here that the system has generated mock data in order to populate the report to preview the layout and format. The user has the option to manually refresh the data using the Refresh Report setting in the bottom right of the page.

Real data

You can see here that real data has been used by querying the database. The number of rows returned and the time the query too is displayed in the bottom left corner of the preview panel.

Filter preview

This does not define filter settings or values for the active report output, only for the table preview on the data step of the builder.

Access Filters

(From BMC Remedy Smart Reporting version 9.1.03 and later) Apply the source filter, if you want to filter a report so that the result set displayed is specific for an individual user. This personalizes the data that is displayed for the user. If there are Access Filters available in the report's view, you can enable or disable them. You must have the required role permissions to see these settings as they are used for row-level security. 

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