This documentation supports the 20.02 version of Remedy Smart Reporting.

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


Remedy Smart Reporting 20.02

All versions
Remedy Smart Reporting is an easy-to-use, web-based report writer for designing reports with rich data visualization, interactive charts, and cross-application data. Using Yellowfin technology as the platform, Remedy Smart Reporting offers drag-and-drop simplicity for formatting and data selection.

Release notes and notices
updated 04 Aug

Learn what’s new or changed for Remedy Smart Reporting 20.02, including new features, urgent issues, documentation updates, and fixes or patches. 

The feature enhancements delivered in 19.11 BMC Helix ITSM (SaaS-only) release are also available in the Remedy Smart Reporting 20.02 release.


This section only includes information about changes since the most recent release of Remedy Smart Reporting. If you are upgrading from a previous release, review the release notes for all applicable versions of the product. For example, if you are upgrading from version 9.1, review the release notes for versions 9.1, 18.05, 18.08, 19.02, 19.08, and 19.11.


To stay informed of changes to this space, place a watch on this page.

Related topics

Known and corrected issues

Remedy Action Request System release notes

Remedy IT Service Management Suite release notes

BMC CMDB release notes

August 28, 2020Patch 1 for version 20.02

This patch consolidates all the hot fixes delivered for Remedy Smart Reporting version 20.02 and later into a single patch release.

Additional updates available in this patch are:

  • Performance improvement for Report Design with Calculated Field

  • Broadcast reports to save directly to a disk

  • Performance improvement for broadcasting through email

  • View status of previous executions of broadcasts

  • Ability to check data connectivity by enabling volatile data source settings


Before you install this patch, ensure that Remedy Smart Reporting version 20.02 is installed.

February 21, 202020.02 enhancements

Enhancements available in this release:

  • Tracking the progress of work order automation initiative by using the Service Automation Dashboard and reports

  • Ability to change the default custom role of new users

  • (Version 19.11 and later) Separate documentation space for Remedy Smart Reporting
  • (Version 19.11 and later) Ability to restrict the number of rows retrieved from the database



Onboarding users.



Interface descriptions, using the product.



Information to set up user accounts, to manage and maintain the system after it is installed and configured.



Integrations with other products.



Issues resolution, logs, and contacting Support.



Performance, permissions, and system requirements.



Information about installation and configuration of the product, migration of data, and deployment.



Upgrade process.
PDFs and videos

Smart Reporting videos

The following topics contain videos that supplement or replace the text-based documentation:

YouTube playlists

Smart Reporting video playlist

Yellowfin video playlist

FAQs and additional resources

The information in this FAQ supplements the Remedy Smart Reporting documentation. It contains the following sections:

Frequently asked questions

Installation and deployment

 Can I configure Remedy Smart Reporting to access data from a nonproduction database?

Yes. Remedy Smart Reporting provides flexible deployment options. You can achieve different levels of isolation for reporting to account for varying workloads.

In the simplest deployment, the reporting server shares the infrastructure with Remedy Mid Tier.

In more advanced deployments, you can configure Remedy Smart Reporting on a separate reporting server or a reporting cluster. This deployment model separates any reporting workload from Remedy Mid Tier, although they still have the Remedy Action Request System (AR System) server and database in common.

 How can I promote a report from one environment to another?

The reporting administrator can export and then import reports, and other definitions by using an XML based import-export feature available in Remedy Smart Reporting.

 Does the AR System JDBC driver connect only to the AR System server, or does it also connect directly to the Remedy AR System database?

The Remedy AR System JDBC driver connects only to the Remedy AR System server. Internally, the Remedy AR System APIs connect to the Remedy AR System database.

 What is the technology behind the reporting server?

The reporting server uses Apache Tomcat as the default web server. The metadata-like report configuration for Remedy Smart Reporting is added to separate tables in a database that can be shared with Remedy AR System.

 What will work out of the box? Is any post-installation configuration required, or will the standard reports work after installation without additional configuration?

Installing both Remedy AR System and Remedy IT Service Management (ITSM) components will also install Remedy Smart Reporting capabilities. After completing the installations, the administrator must run a Remedy Smart Reporting onboarding utility that imports the report definitions. After onboarding is complete, no additional configuration is required, and all the out-of-the-box content is available. For more information, see the following resources:

  • Installing the platform components from the Remedy ITSM Deployment documentation.
  • Onboarding

Remedy Smart Reporting customizations

 Can I use Remedy Smart Reporting for reporting on custom forms within the Remedy ITSM application?

Remedy Smart Reporting is available for both Remedy ITSM and custom forms within it. Content related to Remedy ITSM, including reports, dashboards, and views is provided out of the box. To use custom forms, you must add them to the semantic view of Remedy Smart Reporting.

 Can I export the report data in XML format so that it can be consumed by a third-party integration?

No. Smart Reporting does not support exporting the report data into XML format. Smart Reporting exports only the report definition into XML format, which may not be compatible with other tools. When you export the reports to other formats (such as CSV, Excel, and PDF), they contain the report data and not the report definition.

 What about reporting with joins of custom forms if I need information from two forms?

You can extend out-of-the-box joins, which are already defined based on the semantic layer. For custom forms, you must know the join fields and define them as part of the view definition.

 Are all fields on a BMC Remedy AR System form available, or are there any limitations similar to available fields for web reports?

All fields, except view-only fields and vendor forms are available for reporting. Out-of-the-box views contain only the most widely used fields. You can easily extend the out-of-the-box views to include additional fields; however, you should always create a copy of the out-of-the-box view and then modify the copy.

 In the report designer, are custom fields automatically available in the list of selectable fields?

No. The administrator must first publish the custom fields as a part of the semantic view through quick configuration steps using the drag-and-drop interface.

 Are the dates already formatted or does BMC Remedy Smart Reporting provide a formatting option?

Dates are preformatted in Remedy Smart Reporting. You can also choose different date formats. 

Remedy Smart Reporting charts, report designer, and self service

 Does Remedy Smart Reporting have control charts?

No, but you can create line charts with upper and lower controls and targets by selecting the KPI option from the Report Design screen. See Example: Creating a Change Management KPI report. 

 Can I customize the tabs on the dashboard for different types of departments using Remedy?

Yes. Any dashboard is completely configurable.
You can arrange the tabs on a dashboard according to the content available out of the box, such as IT Infrastructure Library (ITIL) processes like Change Management, Incident Management, and Knowledge Management.
You can also configure the tabs for different departments. If you want to set up different dashboard tabs per department with the same underlying report definitions, you can also leverage the dashboard page filters. These filters ensure that although the dashboard pages are similar, the data displayed on each dashboard tab is specific to each department.

 For Remedy OnDemand, can the customers configure the reporting themselves, or is a service request required?

Remedy Smart Reporting is a self-service tool. Customers can configure the reporting themselves.

 Is there global configuration for reports? Can someone from a specific team define reports for users?

Specific roles govern access rights in Remedy Smart Reporting. Users with a role to create new reports can define new reports for report consumers. See Managing Remedy Smart Reporting user roles and groups.

 Is it possible to edit out-of-the-box reports and remove some reports?

Yes. With appropriate permissions in Remedy Smart Reporting, users can remove or modify a report, or copy an existing report and modify their own copy. However, BMC recommends that you do not modify or remove an out-of-the-box report.

 Can I create a template for report formatting settings and reuse it for other reports?

Administrators can set server-level format settings that apply to all reports by default. Currently, the concept of a template for report formatting is not available.

 What about historical or aggregated data?

Historical or aggregated data, such as Mean Time To Resolve (MTTR), is available in out-of-the-box KPI reports. KPI reports leverage the flashboard functionality in the server (not the visualization) to capture and store historical information for key performance indicators (KPIs). With version 9.0, Incident Management and Change Management KPIs are available out of the box, and more KPIs for other areas will be added over time.

 Can I create reports based on relationships, for example, CIs related to incidents, changes related to incidents, tasks related to changes, and so on?

Yes. Relationships are available in the out-of-the-box views (semantic layer) for Remedy ITSM applications.

 Can you see reports in the Report Console and schedule them?

Yes. Reports are available in the Remedy Smart Reporting interface. You can schedule reports using different broadcast options, and you can send the reports via email.

 Can I schedule a report to be emailed when a report threshold is crossed?

Remedy Smart Reporting is not an active monitoring system like BMC ProactiveNet Performance Management. However, it supports a few business cases for exception reporting. For example, you can configure conditional report delivery to send an email when more than 10 critical incidents are assigned to any of your team members. Based on the frequency you define, the report can run every few minutes or hours, but will send an email only when more than 10 critical incidents occur as defined in the qualification.

 Can I limit report scheduling to certain times?

No. You cannot limit report scheduling to a specific time frame.

 Are there any set of best practices that BMC recommends for report creation?

Yes, webinars dedicated for report creation are available. For more information, see Remedy Smart Reporting - Best Practice Resources.

Remedy Smart Reporting licensing

 We do not have Remedy ITSM license, but we use the Remedy Service Innovation License for the platform, to create custom applications. Can I use the new BMC Remedy Smart Reporting capabilities for the reporting needs of the custom application?

Customers with Remedy application-level user licenses of type Fixed or Floating are entitled to use Remedy Smart Reporting component for reporting on Remedy platform-based ITSM applications or extensions thereof.

For custom Remedy applications, a customer is entitled for 7 users who can use Remedy Smart Reporting for reporting against such custom Remedy applications. Reporting on non-ITSM based applications beyond these 7 users or reporting from non-Remedy data source requires a separate Yellowfin license.

 Will Remedy Smart Reporting data integrate with BMC ProactiveNet Performance Management reporting?
Remedy Smart Reporting is focused on providing an in-application reporting solution for Remedy ITSM use cases. There are no plans to integrate it with BMC ProactiveNet Performance Management, Data Center Automation, or Cloud Lifecycle Management.
 Remedy Smart Reporting is provided as an application; do I have to license this application?

Separate licensing is not required for Remedy Smart Reporting. You have access to Remedy Smart Reporting with a Remedy ITSM license.

 I believe that Smart Reporting is part of Remedy AR System functionality. Can I use Remedy Smart Reporting even without Remedy ITSM?

Remedy Smart Reporting is licensed for Remedy ITSM customers. Options for other customers who use Remedy AR System without Remedy ITSM applications are being discussed.

 Can I integrate Remedy Smart Reporting with other data sources, or must I integrate it only with Remedy AR System data?

Remedy Smart Reporting license terms allow Remedy ITSM customers to generate reports with the Remedy AR System database (forms). You cannot integrate Remedy Smart Reporting directly with external data sources such as Microsoft Excel, CSV, or XML files; or with any other databases.
However, you can integrate Remedy AR System with external data sources to make the data available in Remedy AR System forms, which can then be used for Remedy Smart Reporting.

 I see a License Expiration Date on the Administration Console of Remedy Smart Reporting. Will our access to Remedy Smart Reporting discontinue after that expiration date?

You are entitled to use Remedy Smart Reporting with a valid Remedy ITSM license. So, you can continue to use Remedy Smart Reporting while the Remedy ITSM license is valid. Also, BMC will provide new version of the license key for Remedy Smart Reporting from time to time in future releases, which will extend the term of Remedy Smart Reporting.

 Does Remedy Smart Reporting alert me when the license is about to expire?

No. However, you can configure alerts from the License Management panel of the Admin Console.

Convergence of Reporting Technologies (BIRT, D&A, Smart IT)

 When I cross-launch incidents from a report, why isn’t Smart IT opened instead of Remedy Mid Tier?

Cross-launching to Smart IT requires configuration. For detailed steps, see Configuring settings to cross-launch reports.

 Will Remedy Smart Reporting replace BMC Analytics for BSM product (based on SAP Business Objects)?

BMC Analytics for BSM is now obsolete and out of support. Remedy Smart Reporting is the replacement for this tool. For more information, see End Of Life Support For BMC Analytics.

 I have multiple reports created for ITSM using different technologies such as Web reporting (BIRT) and Analytics reporting (BOXI). Can I easily convert these reports to the Remedy Smart Reporting format?

No. A utility to convert BIRT and SAP Business Objects reports to Remedy Smart Reporting format is not available. However, BMC is working on converting some of the current out-of-the-box BIRT and SAP Business Objects reports in Remedy Smart Reporting format, and making the reports available on BMC Communities, which customers can easily import to Remedy Smart Reporting. More details will be announced on BMC Communities. 

  Can I access Remedy Smart Reporting from the Smart IT interface?
Yes. You can access Remedy Smart Reporting from Smart IT 1.2 or later.

Remedy Smart Reporting compatibility, localization, and training

 Will Remedy Smart Reporting will be localized into multiple languages?

Yes. All supported Remedy ITSM languages (except Russian and Korean) are available with Remedy Smart Reporting.

 What training options are available for BMC Remedy Smart Reporting?

The BMC documentation site, , includes short videos about various Remedy Smart Reporting topics such as creating new reports and dashboards. BMC Education also helps customers learn about Remedy Smart Reporting.

 Does Remedy Smart Reporting 9.0 work with existing versions of Remedy ITSM?

Remedy Smart Reporting is a new capability that is currently aligned with Remedy ITSM 9.0 or higher.

 Is Remedy Smart Reporting compatible with different browsers such as Google Chrome and Mozilla Firefox?

Yes. Remedy Smart Reporting has the same browser compatibility as the corresponding Remedy ITSM version, which supports Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, and Apple Safari (for Macintosh computers).

 If BMC Helix Remedy customers (non-Remedy Administrators) are building reports, is there any training provided for customers, or would we expect reports to be built during Remedy Smart Reporting onboarding?

Out-of-the-box reports and dashboards are available to all the users, including the BMC Helix Remedy customers. Further, customers can build their own reports and dashboards from the web-based report designer, without requiring Remedy administrator rights. BMC Education and BMC documentation will help all customers to learn about Remedy Smart Reporting.

 Which Yellowfin builds and versions does Remedy Smart Reporting support?

Remedy Smart Reporting supports the following Yellowfin builds and versions.

Smart Reporting versions

Yellowfin builds

Yellowfin version




Smart Reporting Security settings

 How do I secure the SessionID cookie for Remedy Smart Reporting?

The JSessionID cookie carries information about the user's session but does not have the secure attribute set. This secure attribute helps the browser to send the cookie only if the request is being sent over a secure channel such as HTTPS and protects the cookie from being passed over unencrypted requests.

To secure the JSessionID cookie, complete the following steps:

  1. Edit the web.xml file located at C:\Program Files\BMC Software\ARSystem\SmartReporting\appserver\webapps\ROOT\WEB-INF and include the secure attribute in the server response by adding the highlighted code as shown below:
  2. Open the web.xml file located at C:\Program Files\BMC Software\ARSystem\SmartReporting\appserver\webapps\AdminConsole\WEB-INF and add the following code:


The secure parameter is applicable to Tomcat version 7 and later.

 I’d like a PDF of just selected information. How can I get that?

The BMC Documentation portal gives you the ability to generate PDF and Microsoft Word documents of single pages, and to create PDF exports of multiple pages in a space.  

Creating PDF and Word exports

You can create a PDF of a page or a set of pages. (Non-English page exports are not supported.) You can also create a Word document of the current page.

To export to PDF or Word

  1. From the Tools menu in the upper-right, select a format:
    • Export to Word to export the current page to Word format
    • Export to PDF to export the current page or a set of pages to PDF
  2. If exporting to PDF, select what you want to export:
    • Only this page to export the current page
    • This page and its children to export a set of pages
    For example, selecting This page and its children from the home page exports the entire space to PDF.

Depending on the number of topics included in the export, it might take several minutes to create the PDF. Once the export is complete, you can download the PDF.

 How do I secure tomcat?

Perform the following steps to secure tomcat version 8.5.x:

  1. To generate a key store file, navigate to the jdk bin folder located at C:\Program Files\Java\jdk1.8.0_111\bin, and run the following command:

    keytool.exe -genkeypair -keyalg RSA -alias tomcat -keystore "C:\keystore\keystore.jks" -storepass changeit -validity 36000 -keysize 2048 -dname CN=localhost,OU=OrgUnit,O=Org,L=City,ST=State,C=Country


    Ensure you have the C:\keystore folder in your system.

  2. To generate the certificate, run the following command:

    keytool.exe -export -alias tomcat -keystore C:\keystore\keystore.jks -rfc -file C:\keystore\tomcat.cer
  3. To import certificate to cacerts, copy the cacerts file located at JRE_FOLDER\lib\security\ to C:\keystore, and run the following command:

    keytool.exe -import -alias tomcat -keystore C:\keystore\cacerts -file C:\keystore\tomcat.cer
  4. Validate that the certificate is imported succesfully by running the following command:

    keytool.exe -list -keystore C:\keystore\cacerts

    Verify it shows the tomcat certificate imported in Step. 3.

  5. To copy cacerts to JRE, take a back up of the old file located at JRE\lib\security and copy the latest file from C:\keystore\cacerts to JRE\lib\security.

  6. In the server.xml file located at tomcat/conf/, uncomment the connector block having port 8443:

    <Connector port="8443" protocol="org.apache.coyote.http11.Http11NioProtocol"
    maxThreads="150" SSLEnabled="true" scheme="https" secure="true"
    clientAuth="false" sslProtocol="TLS" enableLookups="false"
    minSpareThreads="25" maxSpareThreads="75" keyAlias="tomcat"
    disableUploadTimeout="true" acceptCount="100" URIEncoding="UTF-8"
  7. To enable SSL forwarding, copy the following block in the web.xml file of the webapps, AdminConsole, onboarding and ROOT directories:

    <web-resource-name>Automatic SLL Forwarding</web-resource-name>
  8. Restart the tomcat server.
    If you are using bundled tomcat, access Remedy Smart Reporting by using the https://<hostname>:8443/ URL.
    If you are using external tomcat, access Remedy Smart Reporting by using the https://<hostname>:8443/SmartReporting/ URL.

Was this page helpful? Yes No Submitting... Thank you