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 save

The Report Save menu has a range of settings that can be applied to the report. Each of the sections is described below:

Report Settings

NameProvide a name for your report.
DescriptionProvide a description for the report to assist users with understanding its purpose and content.
CategorySelect a category to save the report into. You will only be able to select categories you have access to.
Sub CategorySelect a Sub Category to save the report into. This Sub Category may have security and refresh settings applied to it that will effect the report.
TagsApply tags to your report to make searching for it easier.
Report AccessThere are two access permission options available at the report level:
  • Public: all users with Category access will be able to view this report.
  • Private the writer may assign users access to the report.




Browse Page

Include or hide this report from display on the Accessing BMC Remedy Smart Reporting content using Browse options. Reports are sometimes hidden from the browse page if the writer intended users to access them via Drill Through, Dashboard, or Storyboard.


Include or hide this report from the BMC Smart Reporting Dashboard. Some reports may be hidden from the dashboard if they are too detailed.

Use as View(For BMC Remedy Smart Reporting version 9.1.03 and later) Allow this report to be used as a view for other reports to be built on.
Access Filters(For BMC Remedy Smart Reporting version 9.1.03 and later) Allow the results of this report to be used as a source for access filter records.


Refresh SettingsSome reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old. The age of the data is displayed under the menu bar. There are three refresh options:
  • None: there is no refresh schedule for the report and the data will be loaded fresh when the report is run.
  • Manually: data in this report will be manually refreshed by the user when required.
  • Periodically: data in this report will be refreshed on a scheduled basis.

For more information on the criteria around how often and when a report on a dashboard tab must be refreshed, see the Yellowfin documentation at What is the criteria around how often and when a report on a dashboard tab is refreshed?

For more information on performance related issues, see the knowledgebase article at Remedy Smart Reporting Troubleshooting Performance Issues.

If the report is set to Periodically refresh, the following options will need to be defined:

See Refreshing report data for more information.

Distribution Security




Allow or prevent users from subscribing to this report.

See Subscription for more information.


Allow or prevent users from setting up broadcast schedules for this report.

See Broadcasting for more information.

Web Services

Allow or prevent users from calling this report via web services.

Web Services Name

Provide the name of the report used to call via web services.


Allow or prevent users from distributing this report via email.

See Sharing reports via email in BMC Remedy Smart Reporting for more information.

Email Security

This setting is used to determine whether a report can be emailed from the system to unauthorized users or not. The options include:

  • No Access: the report cannot be emailed externally. All users have to login to access it.

  • Validated Users: only users that have security access to the category and the report. Prior to sending the report is validated against user permissions.

  • All Users: the report can only be sent to people that are registered users of the system.

  • Unsecure: the report can be sent to unregistered users.

Private Report Security



User Access List

If the Report Access is set to Private the write can define users with varying levels of access to the report here.

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