Getting started with BMC Remedy Smart Reporting - BMC Remedy IT Service Management Suite 9.1

Getting started with BMC Remedy Smart Reporting

If you are new to the BMC Remedy Smart Reporting product, the information in the following sections introduce you to product features and describe the main purpose of the product

Introduction to BMC Remedy Smart Reporting

Supported locales

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:

English

United States of America

en_US

French

France

fr_FR

German

Germany

de_DE

Italian

Italy

it_IT

Japanese

Japan

ja_JP

Simplified

Chinese China

zh_CN

Spanish

Spain

es_ES

Portuguese

Brazil

pt_BR

Reporting concepts

Explore the new features available with BMC Remedy Smart Reporting and understand how reporting works.

What's New

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.

Component Description

Administration

BMC Remedy Smart Reporting's content, users, settings, and security are all managed through the Administration area.

Data Sources

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.

Views

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.

Reports

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.

Dashboard Tabs

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

Storyboards are a presentation within BMC Remedy Smart Reporting that allows you to combine fully functional reports with text, images, and videos.

Timelines

Timeline is a collaborative feed that allows users to interact with each other and events that have occurred in the system.

Streams

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.

Users

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.

Tasks

(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.

Introductory tutorials

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.

  1. Installation
  2. Logging in to BMC Remedy Smart Reporting
  3. Navigation
  4. Content Access
  5. Interaction

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.

  1. Data Sources
  2. View
  3. Report
  4. Dashboard Tab
  5. Storyboard
  6. Discussion Stream

Report basics

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.

  1. Fields
  2. Table Layouts
  3. Aggregation
  4. Advanced Functions
  5. Summaries
  6. Calculations
  7. Sections
  8. Filters

Chart tutorials

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.

Analytical Charts

  1. Scatter Chart
  2. Histogram
  3. Box & Whisker
  4. Trellis
  5. Heat Grid

Standard Charts

  1. Area Charts
  2. Bar Charts
  3. Column Charts
  4. Combination Charts
  5. Financial Charts
  6. Line Charts
  7. Meter Charts
  8. Pie Charts

Special Purpose Charts

  1. Funnel
  2. Proportional Infographic
  3. Comparative Infographic
  4. Radar
  5. Waterfall
  6. Event
  7. Week Density

Dashboard tutorials

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.

  1. Standard Tab Basics
  2. Standard Tab with Analytic Links
  3. Standard Tab with Linked Series Selection
  4. 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.

Related Reports

  1. Co-Display
  2. Drill Through

KPI Reports

  1. Spot 
  2. Categorical
  3. Time

Subquery Reports

  1. Append
  2. Advanced

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. 

smartITTOC

Related videos

Collaborate with BMC Remedy Smart Reporting

Collaboration options available with BMC Remedy Smart Reporting allow you to create discussions for reports, provide feedback as comments. or leave annotations for specific time periods on a trend report.
This video describes the collaboration options available with BMC Remedy Smart Reporting View

Where to go from here

The main topics that cover the basic getting started:

Related topics

Known and corrected issues

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Comments

  1. Mike Verde

    The "Introduction to BMC Remedy Smart Reporting" section includes information on the final slide indicating that Smart Reporting has: "Support for Mobile devices - Create and view reports from your Mobile Devices"

    This is not true.  Mobile Support was not included in Smart Reporting.  This is expected to be added  later, but currently is not available.

     

     

     

    Jan 25, 2016 05:14
    1. Priya Shetye

      Hello Mike,

      Thank you for your comment. We are working on updating the graphic and will notify you once its done.

      Regards.

      Feb 16, 2016 05:58
      1. Priya Shetye

        Hello Mike,

        The graphic has been corrected and uploaded.

        Regards,

        Priya

        May 25, 2016 05:18