Getting started with BMC Remedy Smart Reporting
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If you are new to the Remedy Smart Reporting product, the information in the following sections introduce you to product features and describes the interface including the reporting capabilities and the administering and configuration details for system administrators.
Introduction to Remedy Smart Reporting
Remedy Smart Reporting is an easy-to-use, web-based report writer for non-technical users. Using Yellowfin technology as the platform, Remedy Smart Reporting offers drag-and-drop simplicity for formatting and data selection. You can use the tool to reuse components such as source connections and views. You can create rich data visualization, interactive charts, and cross-application reports.
You can use Remedy Smart Reporting to:
- Add notes to specific time periods on a report.
- Add comments to a report.
- Start discussions related to a report within a group of users.
- Broadcast reports at defined intervals.
The following diagram shows some of the key features of Remedy Smart Reporting:
BMC Remedy Smart Reporting supports the locales provided with BMC Remedy AR System, except Russian (RU) and Korean (KO). Currently, BMC Remedy Smart Reporting does not provide support for other locales. The following languages are supported:
United States of America
Explore the new features available with BMC Remedy Smart Reporting and understand how reporting works.
Understand the new enhanced features available with BMC Remedy Smart Reporting.
Available report types
BMC Remedy Smart Reporting allows you to create multiple types of reports.
This video provides a description of the different types of reports available.
|Key Performance Indicator (KPI) reports|
Performance based reports using pre-defined indicators allow you to review performance of the teams, and system among other criteria.
This video provides an introduction to the out of the box KPI reports.
BMC Remedy Smart Reporting Components
When first learning to use BMC Remedy Smart Reporting it's a good idea to familiarise yourself with the core components available. You will probably find that you don't personally use all the components listed below, but having a basic understanding of what they are will help you understand how everything slots together.
|BMC Remedy Smart Reporting's content, users, settings, and security are all managed through the Administration area.|
This is a connection to a database that provides all the data to make up your report. You will need to create a connection for each individual data source you wish to use for report creation.
A data source may have many views, and many reports based on it.
Once you have created a data source connection you will need to create views based on it. A view is a metadata layer, between the data source and the report, which specifes the fields and logic required for users to build reports.
A view may have many reports based on it.
Once a data source connection and view have been defined a user can create a report based on them. A report is a combination of fields, formatting, and charts.
A report can be used by many dashboard tabs and storyboards.
|Once you have written some reports you can create a dashboard tab to display them for a consumer. Dashboard tabs consist of multiple reports displayed in a way that is easy for a user to read and understand.|
|Storyboards are a presentation within BMC Remedy Smart Reporting that allows you to combine fully functional reports with text, images, and videos.|
|Timeline is a collaborative feed that allows users to interact with each other and events that have occurred in the system.|
|Discussion Streams are a collaborative feed for a particular topic and audience. Each steam is made up of posts that can contain a variety of content such as reports, dashboard tabs, storyboards, images, and screenshots.|
|Anyone who logs in to BMC Remedy Smart Reporting is considered a user. Each user may have different access to BMC Remedy Smart Reporting providing them with more or less functionality and content to make use of, depending on the security defined by administrators.|
(From version 9.1.03) Tasks allow you to collaborate with other users by requesting and completing items to be actioned. Tasks may be related to content creation or correction, or actions to be completed outside of BMC Remedy Smart Reporting.
When first starting to use BMC Remedy Smart Reporting, you will need to learn how to setup, login, and navigate the system. This set of tutorials is designed to get you into the system, and ready to begin building content.
Content creation basics
Once you've logged in for the first time and explored the basics you may wish to start building content. This set of tutorials walks you through the basics of content creation from Data Source through to Discussion Stream.
The material in this section will provide you with information about some of the basic functionality available in the Report Builder. Expand on the creation basic explored in the previous section.
Once you've started writing reports, you will need to learn how to add charts to enhance your report display. Explore the tutorials below to learn how to create specific visualisations.
- Area Charts
- Bar Charts
- Column Charts
- Combination Charts
- Financial Charts
- Line Charts
- Meter Charts
- Pie Charts
Special Purpose Charts
When you've created sets of reports and charts you'll need to learn how to group and display these together through the use of the dashboard. Explore the following tutorials to learn how to create and link up content through dashboard tabs.
- Standard Tab Basics
- Standard Tab with Analytic Links
- Standard Tab with Linked Series Selection
- KPI Tab
Advanced report concepts
Once you've explore the tutorials outlined above, you may find that you need to implement some more advanced reports in order to achieve more detailed and complex results.
Where to start
Depending on your role, and the task you want to perform, open the links in a new tab to get started with BMC Remedy Smart Reporting.
Where to go from here
The main topics that cover the basic getting started:
- Understand how BMC Remedy Smart Reporting works.
- Navigate the Smart Reporting system, accessing different components and builders.
- Access different types of content in BMC Remedy Smart Reporting.
- As an administrator, you can then review Creating Content.
- Use the reporting features provided with BMC Remedy Smart Reporting.
- View the collaboration options available with BMC Remedy Smart Reporting.
- Best practices for using BMC Remedy Smart Reporting.