Function | Description |
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General |
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Report Access CRUD | View, edit, create, and delete reports. |
User Profile | Allow users to update their user profile. |
Draft Content List | Shows a list of draft content on the Dashboard and Browse pages. |
Favourites | Allow users to add reports to their favourites list |
Export Reports to CSV | Allow users to export report results to CSV |
Export Reports and Dashboards to DOC | Allow users to export content items to DOC |
Export Content to PDF | Allow users to export content items to PDF |
(For BMC Remedy Smart Reporting version 9.1.02 and earlier.)Export Reports and Dashboards to RTF | Allow users to export content items to RTF |
Export Reports and Dashboards to XLS | Allow users to export content items to XLS |
Bookmarks and Snapshots | Allows users to create and use bookmarks and snapshots |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Hide Print on Reports & Dashboards | Hides the Print option on the Report and Dashboard pages. |
Dashboard |
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Personal Dashboard CRUD | Gives users access to the dashboard page, and allows them to create their personal dashboard, visible only to them. |
Hide Dashboard Maximise Report | Hide the maximise option on dashboard reports |
Hide Dashboard Report Menu | Hide the drop-down menu on reports on the dashboard |
Refresh Dashboard Reports | Allow users to set a refresh period on Dashboard reports. |
Public Dashboards CRUD | Allows users to create and edit Public dashboards. |
Disable Add Existing Tab | Prevents users from adding existing tabs from the Browse Page or the Pre-Built Tab option to their dashboard. |
(For BMC Remedy Smart Reporting version 9.1.03 and later)Show Draft Dashboards | Shows Dashboards being edited by other users. |
(For BMC Remedy Smart Reporting version 9.1.02 and earlier) Report List |
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Hide Report List | Hide the report list page |
Hide Advanced Report Search | Hide the advanced search on the report list page |
Hide Columns Option (Report List) | Hide the columns option on the report list page. Users will not be able to change the columns displayed |
Hide Report Details (Report List) | Hide the report details on the report list page |
Approval Administration | Allow users to see outstanding report approvals |
Draft Public Reports | Allow users to see draft versions of public reports created by other users |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Browse |
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Hide Browse Page | Hide the report browse page |
Hide Advanced Report Search | Hide the advanced search on the report list page |
Hide Columns Option (Browse Page) | Hide the columns option on the report list page. Users will not be able to change the columns displayed |
Hide Report Details (Browse Page) | Hide the report details on the report list page |
Approval Administration | Allow users to see outstanding report approvals |
Draft Public Reports | Allow users to see draft versions of public reports created by other users |
Report Builder |
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Report Types | Allow users to create freehand SQL reports, and Jasper reports |
Public Reports CRUD | Allow users to create and edit public reports |
Versioned Reports | Allows users to archive report result sets, dependent on Content Category Version History settings |
Sub Queries | Allow users to create sub query reports |
Ad Hoc Reports | Allows users to create Ad Hoc reports |
Access Filter | Allow users to set or change the access filter on reports |
Related Reports | Allow users to set up co-display, drill down and drill through functionality |
CSV Reports | Allow users to write reports based on CSV files |
Advanced CSV Functionality | Allow users to perform advanced operations on CSV reports such as selecting the data source |
Custom Query Filters | Allow users to create user prompt drop down filters populated by custom SQL queries |
Min/Max default filter values | Allows users to set default values for cached filters to the minimum and maximum cached value. |
Disable Cached Filter Values | Disable users from caching report filter values |
SSRS Reports | Allows users to create SSRS Reports |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Allow Freehand SQL Calculated Fields | Allows users to create Freehand SQL Calculated Fields in reports. |
Report Menu |
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Broadcast Reports | Allow users to broadcast reports on a one off or scheduled basis |
Distribute Reports | Allow users to distribute reports on dashboard tabs to other users |
Email Reports | Allow users to send an adhoc email copy of a report |
(For BMC Remedy Smart Reporting version 9.1.02 and earlier)Hide Comments | Hide the comments menu item. Access to report comments will be removed. |
Hide Open Report | Hide the open report menu item |
Hide Report Details (Report Menu) | Hide the report details item on the report menu |
Hide SQL | Hide report SQL from users. |
Multicast Reports | Allow users to broadcast reports to external users |
Multicast Access Filter Reports | Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users. |
Hide Report Refresh | Hide the report refresh menu item |
Hide Embed Links | Removes links to embed reports and dashboards using the Javascript API |
Hide External Links | Removes external direct links to reports and dashboards |
Storyboard |
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Storyboards CRUD | Allows users to view, create, edit or delete Storyboards. |
Storyboard Admin | Allows users to edit and delete any private or public Storyboard. |
Public Storyboards | Allows users to make a Storyboard public. |
Storyboard Global Filters | Allows users to set global filters on Storyboards. |
Collaboration |
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(For BMC Remedy Smart Reporting version 9.1.03 and later) Hide Comments | Hides the comment functionality from Reports, Storyboards, and Dashboards. |
Annotations CRUD | Allow users to Create, Read, Update, or Delete |
Timeline | Allows users to access their timeline. |
Connections | Allows users to connect to other users through their timeline. |
Discussion Topics CRUD | Allows users to browse and contribute to discussion topics. |
(For BMC Remedy Smart Reporting version 9.1.02 and earlier) Discussion Admin | Allows users full access to all discussion topics, including private topics. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Collaboration Admin | Allow users full administration access to discussion streams, comments, and tasks both public and private. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Activity Stream | Allows users to access the activity stream. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Enable Tasks | Allow users to see and be assigned tasks. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Personal Tasks | Allow users to create and assign tasks to themselves. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Public Tasks | Allow users to create and assign tasks to themselves and others. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) System Task Admin | Allow users to approve or reject the completion of system tasks. |
Configuration |
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Configuration | Allow users to modify BMC Remedy Smart Reporting site parameters |
Configure Logon ID | Allow users to specify how users are authenticated |
Configure Page Format | Allow users to configure the page layout (integration settings, etc) |
Configure Support Email | Allow users to set the support email address |
Administration |
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Import | Allow users to import content from XML files |
Export | Allow users to export content to XML files for backup or transfer to another system |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Folder Access | Allow users to configure report categories |
(For BMC Remedy Smart Reporting version 9.1.02 and earlier)Category Access | Allow users to configure report categories |
System Information | Allow admin users to view system information |
Licence Management | Allow users to view BMC Remedy Smart Reporting licence details and upload new licence files |
Create and Edit Tags | Allow users to create and edit tags used in discussions |
Client Organisation Management | Allow users to set up and manage client organisations. |
Filter Period Management | Allow users to choose which Predefined Date Filters are available |
Translate Content | Allows users to translate user entered data on dashboards, reports and views. |
Themes CRUD | Allows users to manage Storyboard Themes. |
Geometry Pack Management | Allows users to import and delete GeoPacks. |
(For BMC Remedy Smart Reporting version 9.1.03 and later)Background Execution Management | Allows users to view the current background execution queue, cancel current queries, and force start queued items. |
(For BMC Remedy Smart Reporting version 9.1.03 and later)View and Field Categories | Allows users to manage View and Field Categories from the Admin Console. |
(For BMC Remedy Smart Reporting version 9.1.03 and later)Org Reference Codes | Allows users to manage Org Reference Codes from the Admin Console. |
(For BMC Remedy Smart Reporting version 9.1.03 and later)Plugin Management | Allows users to manage plugins including Third Party Source Conncetions, JDBC Drivers, and Advanced Functions. |
Data Sources & Views |
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Data Sources CRUD | Allow users to create, edit, and delete data source connections |
OLAP | Allow users to connect to OLAP data sources |
Data Source Admin CRUD | Allow users to create, edit, and delete all data sources regardless of security restrictions |
Source Filters | Allow users to create data source filters |
Database Views CRUD | Allow users to create, edit, and delete BMC Remedy Smart Reporting views |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Freehand SQL Views | Allow users to create Freehand SQL views. |
Show Draft Views | Allow users to see views being edited by other users |
Stored Procedures | Allow users to create views against stored procedures |
Force Clone Views | Removes the option to edit existing views directly - users are forced to clone views to edit them |
Hide DBMS Messages | Replaces error messages from DBMS with generic messages |
Create CSV Table | Allow users to create CSV tables within a view |
Composite Views | Allows users to create Composite Views. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Skip Schema Check | Bypass schema check when using CheckSchemaForUser functionality. |
(For BMC Remedy Smart Reporting version 9.1.03 and later) Report as a Datasource | Allows reports to be written aginst the results of another report |
User Administration |
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User Management CRUD | Allow users to create, edit, and delete user accounts |
Group Management CRUD | Allow users to create, edit, and delete user groups |
Roles Management | Allow users to create, edit, and delete security roles |
Hide profile password | Removes the password reset option in My Profile |
Disable profile email change | Stops users from changing their email address in My Profile |
Hide profile User ID | Removes the User ID option in My Profile |
Named User | Allows a user to bypass concurrent logon limitations. |
Restrict Visible Roles | Restricts the Roles that are visible to a user when adding new users and groups. |
Web Services |
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Web Services | This function is required for a user account that will be used to log in to BMC Remedy Smart Reporting web services |
Disable Mobile Access | Stops a user from accessing reports via a native mobile application. |
Other |
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(For BMC Remedy Smart Reporting version 9.1.03 and later) Subscribe to Broadcast | Allows users to subscribe to report broadcasts. |
Comments
The audio and dialogue in these instructional videos are unsatisfactory. Instructional videos should be clearly spoken for the target language. The dialect is such that even though she is speaking English, it is extremely hard to understand because she is emphasizing syllables that normal English speaking people don't do. There is also background audio resonance that makes it sound like she's speaking in a large empty room and the microphone is 20 feet away. Can these videos be fixed please?
Hello James,
Thank you for your comments. We expect to refresh these videos as we update our documentation.
Thanks and regards,
Surabhee
Dashboard consumer - This user can view public dashboards.
The above is incorrect, The dashboard consumer can also view public reports.
Hi Deepak,
Thank you for the comment. I will update the documentation accordingly.
Thanks & Regards,
Vrishali