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.

Creating a tab

BMC Remedy Smart Reporting allows you create report tabs that allow you have a consolidated view of reports you would want to view together at a single glance.In addition to adding reports to the tab, you can also add:

  • Associated reports — These are links to relevant reports instead of adding the complete report on the tab. The associated reports are generally detailed reports that are too granular or complex for use on a dashboard, providing additional, supporting information related to the content tab.
  • Sub tabs — These tabs allow you to split the content of a tab across multiple layouts, while still sharing the same filter sets.

This topic explains the following processes:

To create a tab

  1. On the BMC Remedy Smart Reporting console, select the tab type you want to create from the Create > Dashboard Tab menu.
    You can create three types of tabs:

    Tab typeDescriptionType of content you can add
    Standard

    These tabs have the broadest range of functionality available to them, including linked filters and series. The only reason you would not use a Standard Tab when creating a new tab is if you wanted to include a KPI Report on the tab.

    You can then add the reports to the template, and save the tab.

    Reports and associated reports to the tab template
    KPI

    This tab type is only used if you want to include KPI Reports on your tab. The reason this is a separate type is that some functionality is incompatible with KPI Reports, so the tab disables things like filters and linked series.

    You can then add multiple KPI reports to the tab.

    KPI reports and associated reports to the tab template
    Pre-Built

    This is a tab that has been created by a user and is not currently displayed on your dashboard. This does not involve creating a new tab, just selecting an existing one to display.

    You can then add a pre-defined tab to the dashboard.

    Note:  You can only have one instance of a public tab on your dashboard.

    Pre-defined dashboard tabs
  2. On the template provided for the selected tab type, you can add the appropriate content.

  3. (Optional) Add any associated reports, if any.
    1. Locate the report you want to add through the Report List panel on the left of the screen.
    2. Drag the report into the Associated Reports panel on the right of the screen.

      Note

      You can view Associated Reports through the default location defined in Administration > Content Settings > Dashboard > Display Settings > Associated Reports Location.

  4. (Optional) Create sub tabs, if required.
    1. Open the Dashboard Layout menu and change theSub Tabs option to On. 
    2. Click the + Add Sub Tab link to create new sub tabs.
    3. Enter the name and then select the layout option for the sub tab. You can select from 1, 2, or 3 Column templates.
    4. Click Ok.
    5. Reorder the sub tabs if required by dragging them in the list on the left.
  5. Click Analytical Setup to set up different types of links between reports. These include:
    • Filters
    • Time Slider
    • Chart Brushing
    • Data
    • Drill Down

    For more information on adding these links, see Analytic setup.

    Note

    Analytical Setup is available only for Standard Dashboard Tabs.

  6. Click to define the dashboard settings.

    SettingDescription
    Visible Unit SelectionIf you have a time series chart displayed on your dashboard, enable this option to display the unit selection on the tab.
    The following sub-options are displayed when you enable this option:

    Default Units — Default unit to be displayed on the tab.

    Minimum Unit — Largest selectable unit to be displayed on the tab.

    Maximum Unit — Smallest selectable unit to be displayed on the tab.

    HelpEnabling tab help allows the user to move through the content and functionality available on a tab and view descriptions that aid their use of the tab.
    The following sub-options are displayed when you enable this option:

    Display help when — Define when the help messages are displayed. The following options are available:

    a) This tab is first seen — All help messages are displayed when a user views a tab for the first time

    b) This tab has been updated — Help messages are displayed the first time the user views a tab after it has been update. This allows users to understand what has changed and why

    c) Every time a user logs in — Often used for accounts that are reused by multiple people. For example, you may have a new user account set up to get people used to the system before providing them with their own details and broader access permissions

    d) When a user requests it — Help messages are displayed only when the user views it by accessing it through the tab's menu

    Help Text — Enter a meaningful description of the tab, which will be displayed as a part of the tab help.

  7. Click to save the tab. Enter the following information:

    OptionDescription
    NameProvide a name for the Dashboard Tab that will be displayed on the Tab and in the Browse page.
    DescriptionProvide a description for the Tab that will help the user understand its purpose.
    Category/
    Sub Category
    Select a Content Category from the drop down list, and then the relevant sub category. Sub Categories split up your content, as well as providing a layer of security.
    The following option are available:
    —  BMC Remedy Key Performance Indicators: Tab has been created for KPI reports. Sub categories include Change KPIs and Incident KPIs.
    —  BMC Remedy Operational Reporting: Tab has been created for BMC ITSM application reports. Sub categories include all available ITSM application report categories.
    TagsDefine tags to assign to your tab that will help the user locate them.
    Access
    • Private— When selected, activates the Dashboard Security menu, which allows you to define a list of users that can access your tab.
    • Public  — Select this option to allow other users of the system to access your tab. You must have required permissions to create a public report.


  8. If you set up the Dashboard tab Access to private, Dashboard Security  is enabled. You need to define which users or groups have access to the tab, and what level of access they should be provided. To add a user:

    1. Locate the user or group you wish to add to the list and click on their name.
    2. Select their access level. You can define the following permissions:

      PermissionDescription
      ReadThis allows the user to view the tab, but make no changes to it themselves.
      UpdateThis allows the user to view and edit the tab, but prevents them from deleting it from the system.
      DeleteThis allows the user to view, edit, and delete the tab from the system.

      At least one user must have Delete access to the tab. This is so that there is always one user that can delete the tab from the system.

Tab Customization

After you have created the tab, you can then customize the reports added to the tab. You can:

Adding a pre-built tab

  1. Click Create on the main navigation bar, select the Dashboard Tab and select the pre-built tab option.
  2. Click the tab you want to add and on the Dashboard, click the link at the top.
    The tab is now added to your Dashboard.
    Note: You can only have one instance of a public tab on your dashboard.

Creating a Standard Tab

  1. Click Create on the main navigation bar, select Dashboard Tab > Standard Tab.
  2. On the empty Tab Layout display, locate the reports you want to display on the tab and drag them onto the template. 
  3. Open the Report List panel on the left of the screen.
  4. Locate the reports you want to display on your tab and drag them into one of the 'Drag a report here' place holders.
  5. Add all the reports you want to display and close the Report List panel.
    The reports are displayed in the layout template.

Associated Reports

Dashboard Tabs can also contain links to relevant reports, rather than displaying them fully on the Dashboard Tab, much like Storyboard Slides can contain Associated Content. These reports are generally detailed reports that are too granular or complex for use on a Dashboard, rather providing additional, supporting information related to the Tab content. 

Follow the steps given below to add Associated Reports:

  1. Locate the report you want to add through the Report List panel on the left of the screen.
  2. Drag the report to the Associated Reports panel on the right of the screen.
  3. View the Associated Reports from the default location defined in Administration > Content Settings > Dashboard > Display Settings > Associated Reports Location.
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