Creating a custom report using BMC Remedy Smart Reporting

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

BMC Remedy Smart Reporting provides a drag and drop report builder that assists you to create simple as well as sophisticated analytical reports. The steps available through the report builder are determined by some of the options you choose. The options displayed include:

The type of builder you use
The data source you build on
The fields you use in the report, and the layout defined by them
The filters and/or sections you add to the report
The addition of Related Reports, Drill Functionality, and Subqueries

Recommendations

Do not modify out-of-the-box reports provided with BMC Remedy Smart Reporting. However, if you choose to modify a report, ensure that you first create and save a copy of it.
For better performance, create multiple small reports with only a few columns per use case, rather than creating a large report with many columns to solve multiple use cases.
While designing a report, we recommend using filter with smaller time frames, for example, 1 day or 1 week.
We recommend designing a report by using a database with less data in a test environment first, and then importing the report to the production environment.
We recommend not using Remedy Smart Reporting as an ETL tool which typically deals with high data volume.
For more information on best practices for using Remedy Smart Reporting, see the Yellowfin knowledgebase article at Report Builder.

Videos

This two part video describes how to create a report and add charts to it. Part 1 describes how to create a report. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;	This two part video describes how to create a report and add charts to it. Part 2 describes how to create add charts to the report you created in Part 1. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;
This short video describes how to create a drill down report. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;	This short video describes how to create a drill through report. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;
This short video describes on the types of reports you can create. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;	This short video describes how to create a basic report. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;
This video (03:06 min) walks you through the enhancements made to the report creation process and the report delivery formats. &amp;lt;p&amp;gt;&amp;lt;br/&amp;gt;&amp;lt;/p&amp;gt;

The report builder can include a number of possible steps:

Report step	Description
Create	The first step in building any report is selecting the type of report you wish to run and the data source required. Your organization may have many views and data sources so selecting the correct one is critical prior to building your report. For more information, see Create step.
Data	The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen. Note: Depending on the builder you select, this option may be replaced with alternatives such as; CSV, SQL, Jasper, and BIRT. For more information, see Report Data.
Charts	The Charts page allows you to build visualizations based on the table created in the Data step. For more information, see Charts for more information.
Related Reports	Create relationships between the draft report and other content using Drill Through and Co-Display reports. For more information, see Related reports for more information.
Output	The Output page allows you to format the report, set up a multi-chart canvas, and other functions. For more information, see Output for more information.

Creating a custom report using BMC Remedy Smart Reporting

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