Report Builder - Output step
The Output step of the Report Builder has two different functions, based on the status of the report:
- Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
- Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.
Draft output step
| Menu Item | Description |
|---|---|
| Report | Allows you to access the Report menu items, including Save, Save As, Undo Changes, and Delete. |
| Data | Opens the Data step of the builder. For more information about adding data to a new report, see Report Builder - Data step. |
| Charts | Opens the Charts step of the builder. For more information about adding charts to your reports, see Report Builder - Charts step. |
| Related Reports | Opens the Related Reports step of the builder. For more information about related reports, see Report builder - Related reports step. |
| Output | You are currently on the Output step pf the builder. For more information about reviewing the report output, see Report Builder - Output step. |
Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. For more information about exporting reports, see Exporting report content. |
| Hide Table | Allows you to hide the tabular display in the report, showing only chart(s). Note: the report must contain a report for this option to be available. |
| Show Table | Allows you to display a hidden table in the report output, showing chart(s) and table. Note: the report must contain a report for this option to be available. |
Report Formatting | Allows you to apply formatting changes that affect the report as a whole. For more information about formatting reports, see Report formatting. |
Column Formatting | Allows you to apply formatting changes that affect a single field, rather than the whole report. For more information, see Column formatting. |
Conditional Formatting | Allows you to apply alerts to a field based on defined conditions. For more information on applying alerts, see Conditional formatting. |
| Section Formatting | Allows you to apply formatting changes that affect to the way sections are displayed. For more information about applying these formatting changes, see Section formatting. |
| Related Reports Formatting | Allows you to apply formatting changes that affect the way Co-Display Reports are displayed. For more information about formatting co-display reports, see Related reports formatting. |
| Filter Formatting | Allows you to apply formatting changes that affect the way filters are displayed. For more information about applying report filters, see Filter formatting. |
| Annotation | Allows you to view and create annotations. For more information about annotations, see Report annotation. |
| KPI | Allows you to change the output to a KPI report display for use on a KPI Dashboard Tab. For more information about the reports, see Out-of-the-box KPI reports. |
| Summary | Allows you to create a summary of the report's key metrics and category breakdowns. For more information, see Report summary. |
Details | Allows you to view a useful collection of Report, Column, and SQL information. For more information, see Report details. |
Close Builder | Closes the builder and returns you to your previous location. |
| Report List Panel | Allows you to view a list of reports to open, rather than having to navigate to the Accessing BMC Remedy Smart Reporting content using Browse options. |
| Multi-Chart Canvas | Available when multiple charts have been created on the Charts step of the builder. It allows you to configure your Multi-Chart Canvas. For more information about using multiple charts, see Multi-chart canvas. |
Active output step
| Menu Item | Description |
|---|---|
| Report | Access the Report menu items, including New, Copy, and Delete. For more information about the reports menu, see Reports and Edit menus. |
| Edit | Access the Edit menu items, including Data, Charts, Related Reports, Output, and Name & Description. |
Export | Export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. For more information about exporting your reports, see Exporting report content. |
Share | Allows you to share this report with others through the use of Distribution and Email. For more information about sharing reports, see Sharing reports via email in BMC Remedy Smart Reporting. |
Broadcast | Allows you to schedule this report to be sent to users via Broadcast, FTP, and Subscriptions. For more information about scheduling broadcasts, see Broadcasting. |
Favourites | Allows you to add a report to your Favorites list for quick access. |
Bookmarks | Allows you to create Bookmarks, Snapshots, and new versions of a report. For more information about creating bookmarks and snapshots, see Bookmarks and snapshots. |
Annotate | Allows you to view and create annotations. For more information about adding annotations, see Report annotation. |
Details | Allows you to view a useful collection of Report, Column, and SQL information. For more information, see Report details. |
Close Builder | Closes the builder and returns you to your previous location. |
| Report List Panel | Allows you to view a list of reports to open, rather than having to navigate to the Accessing BMC Remedy Smart Reporting content using Browse options. |
| Comments Panel | Allows you to view, create, and manage comments made on the report. For more information about managing comments, see Comments. |
Comments
Export options include file types like doc and xls. These are relatively old formats which are not supported or allowed due to security reasons in some companies. What about xlsx and docx for example, which are available since nearly 10 years now?
Thank you for your comment Thomas.
I do not think we support xlsx or docx formats. However, I am checking with the development team for a confirmation. I'll update you as soon as I have a response.
Regards,
Priya
Hello,
We currently do not support the xlsx and docx formats, but are working on adding these formats in future releases.
Regards,
Priya
The page is very informative, but it would be great if we can see the icon mapping to each description.
Hi Shahrizal, Thank you for your comment. I have added icons wherever possible.
Regards, Vrishali