This documentation supports the 20.02 version of Remedy Smart Reporting.

To view an earlier version, select the version from the Product version menu.

Adding and responding to comments in a report or storyboard

You can add comments to a report, dashboard, tab, or storyboard for your own use or to share with others who can access the same report. Comments can help you discuss and highlight data in a report or slide.

Note

You can add comments to Active content only.

Related topics

From the Yellowfin documentation:

Comments and Tasks Open link

Activity Stream Open link

Attachments Open link

To add a new comment thread

  1. Open a report, dashboard, or storyboard to which you want to add a comment.
  2. At the bottom right corner of the page, click  .
  3. Click New Conversation.
  4. Click Add Comment, and enter your comment in the text box.

  5. (Optional) To add private comments, click  .
    Only the users or groups mentioned in the comment will be able to access that comment.
  6. To save your comment, click .

To respond to a comment thread

  1. At the bottom right corner of the page, to open the comment that you want to respond to click ,  .
  2. Enter your reply in the text box at the bottom of the comment, and click .

  3. If replies already exist, click  to expand the replies and open the response box.
  4. Enter your reply into the text box, and click OK.
    Your reply appears directly below the root comment, as it is the most recent response.

To share a comment

  1. Open the comment that you want to share.
  2. Click the menu at the right corner of the comment thread.
  3. Click Share.
  4. In the Share window, enter the names of the users or groups that you want to share the report with, and click Submit.

To edit or delete a response

  1. Open the comment whose response you want to edit or delete.
  2. On the left side of the response, click the menu. 
  3. Click Edit or Delete depending on the action that you want to perform.

To delete a comment thread

To delete a thread, you must be the author of the root comment or have the required administration role permissions.

  1. Open the comment thread that you want to delete.
  2. At the right corner of the comment thread, click the menu.
  3. Click Delete.
  4. In the confirmation box, click Ok.
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