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:
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
- Log on to BMC Remedy Mid Tier.
- 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).
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.
- 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.
The following table describes each navigational area:
|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.|
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
|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.|
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
|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.|
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.
|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
|8||User profile image|
This is your profile image, your full name, and your job title, which you uploaded from the customizing your BMC Remedy Smart Reporting user profile. Clicking your name takes you to the Profile settings page.while
If you added a description about yourself in the User Profile settings, it is displayed under the job title.
|9||User name and job title|
|10||Numbers displaying your connections, discussion topics, and favorite content||This area displays the following numbers:|
|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.
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.
|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.
This is usually your organization name, as decided by your administrator at the time of installation.
Clicking Help takes you to the BMC Remedy Smart Reporting online documentation.
Clicking Close logs you off from BMC Remedy Smart Reporting.
Snapshot of the interface
Each menu item listed below has a topic attached to it.
Navigation based on roles