This documentation supports the 9.1 version of Remedy IT Service Management Suite.

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

Accessing and navigating the BMC Remedy Smart Reporting interface

After you have successfully installed BMC Remedy Smart Reporting, you need to know how to access the application and navigate around various areas of the interface. This topic provides the following information:

  Accessing BMC Remedy Smart Reporting

After successful installation, you can access BMC Remedy Smart Reporting from BMC Remedy Mid Tier. The first time you access BMC Remedy Smart Reporting, you must update your user profile settings and set your set your locale and time zone for BMC Remedy Smart Reporting.

To access BMC Remedy Smart Reporting

  1. Log on to BMC Remedy Mid Tier.
  2. From the Applications menu, select Smart Reporting > Smart Reporting Console.
    The default landing page opens (typically, the Timeline tab of your user profile in BMC Remedy Smart Reporting).

You can customize your display preferences from your user profile settings and make the Browse or Dashboard page the default landing page for the interface.

  Navigating the BMC Remedy Smart Reporting interface in 9.1.02 and older versions

 When you log on to BMC Remedy Smart Reporting, the main navigation bar at the top of each page provides menu items to navigate around the application. Depending on your role permissions and where you are in the application, the main navigation bar provides access to the different components of the application.

The following image shows the main navigational areas as seen from the timeline area of a user with an Administrator role. 

Tips

  • For better readability, view the page in full-screen mode. From top of the page, click Collapse left column or Open page in full screen.
  • Click each number to read the description from the table that follows.

Navigation

The following table describes each navigational area:

Navigational area Description
Top navigation bar area
1 Dashboard The BMC Remedy Smart Reporting dashboard is your personal reporting portal, where you can view all your key reports at a glance on a single page. The dashboard allows you to switch between tabs to view subject-related reports, search your corporate repository for dashboard-enabled reports and add them to your selected tab, or access a corporate tab.

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2 Create

The Create menu gives you access to the various content builders used in the system. The options available to you through this menu are restricted by your role permissions assigned by an administrator. Using the options in this menu, you can create content such as reports, dashboard tabs, storyboards, discussions, and views.

  Options in the Create menu
Option Description
Report The Create new Report page provides an interface for creating new custom reports.
Dashboard Tab The Dashboard Tab menu provides options to create different types of dashboard tabs such as Standard Tab, KPI Tab, and Pre-Built Tab.
Storyboard The Storyboard menu enables you to create a new storyboard.
Discussions The Discussion menu enables you to create a new discussion.
View The Initialize View page enables you to build a view by using different builder types.

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3  Browse The Browse page is one of the main ways to find and run reports and other content such as storyboards, dashboard tabs, and discussion topics in BMC Remedy Smart Reporting. It shows you all the content that you have access to and provides easy access to your favorite and draft content.

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4  Administration

The Administration menu is available only if you have administration access in BMC Remedy Smart Reporting. The Administration menu provides you with a list of the most commonly used administration features to configure and manage the BMC Remedy Smart Reporting instance.

  Options in the Administration menu
Option  Description
  Admin Console The Administration Console provides a single interface to perform all configuration tasks in BMC Remedy Smart Reporting.
Configuration

The configuration area enables you to configure the following settings:

  • Email
  • System
  • Regional
  • Authentication
  • Integration
  Content Settings

The Content Settings area enables you to configure default and formatting settings for following content types in BMC Remedy Smart Reporting:

  • Reports
  • Charts
  • Dashboards
  • Storyboards
  • Browse page
  Export

The Export page enables you to select content from BMC Remedy Smart Reporting and export it to an XML file, which can be used as backup or can be transferred to another instance of BMC Remedy Smart Reporting.

  Import The import page enables you to select an XML file that defines content and import it to BMC Remedy Smart Reporting.

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5 Discussion The Discussion feature in BMC Remedy Smart Reporting provides a platform for users to collaborate. It brings BMC Remedy Smart Reporting users, content, and external links together for viewing and discussing. By joining discussion groups that suit your interests, you can collaborate with other users, participate in discussions, and post relevant content.

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6 User name

This link enables you to navigate to your user profile area from other sections in BMC Remedy Smart Reporting. Clicking your name opens the Timeline tab within your user profile. The menu next to your name provides a list of all tabs in your user profile, which you can directly access.

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User profile area
7 Tabs in the user profile area

The user profile area is your personalized view of all the activity and content in BMC Remedy Smart Reporting that is relevant to you. Using the different tabs in your user profile, you can access favorite and relevant content, connect to other users and view their activity, collaborate with other users, and participate in discussions. From here, you can also apply settings to customize your view of BMC Remedy Smart Reporting and define the way you want to interact with it.

  Tabs in the user profile area
Option  Description
  Timeline

The Timeline tab displays different types of events and content that is relevant to you in BMC Remedy Smart Reporting. Events in the system are monitored based on your preferences and connections.

Favorites The Favorites tab displays all your favorite content, such as reports, storyboards, and dashboards. You can directly open and view the content from here.
Subscriptions The Subscriptions tab displays content to which you are subscribed, such as reports, report comments, and storyboard comments.
Connections The Connections tab displays other users you are connected with and a list of suggested users to connect. By connecting with other users, you can interact and collaborate with them, and see their events on your timeline.

 
Discussion The Discussion feature in BMC Remedy Smart Reporting provides a platform for users to collaborate. It brings BMC Remedy Smart Reporting users, content, and external links together for viewing and discussing. By joining discussion groups that suit your interests, you can collaborate with other users, participate in discussions, and post relevant content.
Settings The Settings tab provides different settings to edit your personal details and personalize your BMC Remedy Smart Reporting experience. You can customize your display preferences, timezone and regional preferences, and the way you interact with the system.

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8 User profile image

This is your profile image, your full name, and your job title, which you uploaded from the User Profile settings while customizing your BMC Remedy Smart Reporting user profile. Clicking your name takes you to the Profile settings page.

If you added a description about yourself in the User Profile settings, it is displayed under the job title.

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9 User name and job title
10 Numbers displaying your connections, discussion topics, and favorite content This area displays the following numbers:
  • Following—The number of user connections, which is the number of users to whom you are connected and whose timelines you are following. This is not the number of users who are following you. Clicking Following takes you to the Connections tab in your user profile.
  • Topics—The number of discussion topics you are involved in, or are following. Clicking Topics takes you to the Discussion tab in your user profile.
  • Favorites—The number of items you marked as your favorite. Clicking Favorites takes you to the Favorites tab in your user profile.

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11 Types of posts to be displayed on a timeline

In this area, you select specific types of posts to be displayed on a timeline. The default selection is All Posts. Clicking Proposals or Decisions displays on specific events on the timeline.

12 Filter

The Filter button provides a list of filters to select the type of event and content you want to see on a timeline. You can also search for specific events to be displayed on a timeline.

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13 Content display pane

This area displays thumbnails of content in each tab of your user profile area. For example, on the Timeline tab, this pane displays a feed of events and content that is relevant to you in BMC Remedy Smart Reporting.

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Other areas
14 Client name

This is usually your organization name, as decided by your administrator at the time of installation.

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15 Help

Clicking Help takes you to the BMC Remedy Smart Reporting online documentation.

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16 Close

Clicking Close logs you off from BMC Remedy Smart Reporting.

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  Navigating the BMC Remedy Smart Reporting interface in 9.1.03

Snapshot of the interface

  Navigational area Description
1 Search  
2 Dashboard  
3 Create  
4

Side navigation

Each menu item listed below has a topic attached to it.

  • Menu specific to the logged in user
  • Dashboards
  • People
  • Browse
  • Streams
  • Administration
5 Drafts  
6 Recently accessed  
7 Filters  
8

Other areas:

  • Client name
  • Help
  • Close
 

Navigation based on roles

 

Related topic

Accessing BMC Remedy Smart Reporting content

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